Case Study: Hanson McClain achieves 30‑minute new account opening and SEC‑ and FINRA‑compliant digital onboarding with Laserfiche

Hanson McClain’s 30-Minute New Account Opening Process

Hanson McClain is an independent investment advisory firm in Sacramento serving more than 4,000 households with about $2 billion in assets under management. The firm’s paper-based new account opening process required preparing and mailing stacks of forms between advisors, client service reps, cashiering, clients and custodians, a time-sensitive workflow that often took 3–7 days and risked delays and compliance gaps.

By integrating Laserfiche with DocuSign, Tamarac CRM and Laser App, Hanson McClain automated form population, routing, e-signatures and reminders so new accounts can be reviewed, signed and finalized in under 30 minutes. The system enforces accountability with automatic escalation emails, provides immutable event logs for SEC/FINRA audits and identity verification for signatures, and delivers major efficiency gains—about one hour saved per document and an estimated annual time savings of roughly 41,415 hours.

Hanson McClain

Barry Chapman

Director of IT