Case Study: Sutton Law Center achieves streamlined document and payment workflows with PDCflow

Optimized staff workflows, integrated payment management, and customized payment portals

Sutton Law Center and Corporate Direct Inc. were using a document solution that was not cost effective, creating challenges with securely sending a high volume of legal documents to clients and tracking payments. Their previous system lacked a self-service payment portal and required a bookkeeper to manually notify representatives of client payments, which was inefficient. They needed an integrated payment and document solution to streamline workflows for their team, which led them to partner with PDCflow and utilize its Payments and eSignatures products.

PDCflow provided a solution with its secure eSignature technology and open APIs, which were easily integrated into the client's new CRM. This allowed them to embed a custom payment portal, send documents securely with dual authentication, and set up event notifications so representatives could track their own payments and document statuses. As a result, the law center saved significant time by eliminating manual verification processes, established a more secure method for sending documents, and created a seamless, combined workflow for receiving documents and payments from their customers.

Sutton Law Center

Melissa Matheson

Information Systems Manager