OnTask
26 Case Studies
A OnTask Case Study
Rosen Law Firm, a divorce law firm in North Carolina, needed a more cost-efficient and versatile eSignature and document automation solution than their previous provider, Docusign. Their challenges included a lack of integration with other systems, insufficient visibility into contract workflows, and the inconvenience of needing multiple third-party companies to complete various tasks. They sought a new vendor, OnTask, to address these issues.
OnTask provided its all-in-one workflow automation platform, which included eSignature capabilities, document automation, and API integrations. The solution was implemented after a risk-free trial and with personalized support from the OnTask team. The results included a streamlined document process integrated with Salesforce, giving the firm full visibility into workflow progress through flowcharts and APIs. This positioned OnTask as a reliable and consistent tool for the firm's future operations.
Charles MacCall
Chief Operating Officer