Case Study: Birchal saves 100+ hours and speeds up legal declarations with Josef

How Birchal used Josef to close more deals and save precious time

Birchal, an Australian equity crowdfunding platform, struggled with a time-consuming manual process for creating and managing legal declaration documents for its growing client base. This cumbersome task, which involved tailoring multiple templates and chasing signatures, was especially problematic during critical pre-launch periods. To solve this, they turned to the vendor Josef and implemented its automation solution.

Josef's solution automated the declarations process by transforming templates into an interactive bot. This bot gathers client information via a chat interface, generates pre-filled documents, and sends them for signature, saving Birchal an estimated 15-20 minutes per form. The Josef platform provided full visibility and secure storage, resulting in over 100 hours saved per year, a more efficient and standardized process, and a greatly improved experience for both Birchal and its clients.

Birchal

Matt Vitale

Co-Founder