Case Study: Fiducia streamlines contract management and saves 150 hours per year with Laserfiche

Fiducia Streamlines Contract Management to Put Clients First

Fiducia is a family-managed advisory and outsourced services firm with more than 37 years supporting mid-market companies operating in China. The firm faced slow, error-prone quotation and contract processes: up to 30 templates, extensive manual data entry, dispersed documents across drives and apps, and a lack of a centralized repository — all of which created silos, delayed approvals and hindered growth.

Fiducia implemented Laserfiche integrated with Salesforce and DocuSign to centralize client data, auto-populate proposal forms, and automate routing and approvals (including mobile sign-off). The solution standardized document creation, indexing and archiving, improved information governance and collaboration, enabled remote work during COVID, and reclaimed about 150 hours per year; Fiducia plans to extend automation to supplier processes with ABBYY.

Fiducia

Addison Kwok

Financial Manager