Case Study: Graef speeds up document signing and gains more time for client advice with Penneo

Penneo Enables Graef to Spend More Time Advising Clients

Graef, a family-owned advisory firm focused on client service and growth, was spending too much time on manual document signing. As more documents needed signatures from multiple stakeholders, the process became logistically complex and took valuable time away from advising clients. Graef turned to Penneo Sign to simplify and speed up its signing workflow.

With Penneo, Graef implemented secure digital signing with signature sequencing and full process oversight, helping them manage annual reports and compliance documents more efficiently. The result was a company-wide adoption of Penneo, faster turnaround on signatures, and a tenfold increase in the ratio of signed documents returned. Penneo also supported Graef’s digitalization goals and gave the team more time to focus on client advice and relationships.

Graef

Ilse Simis

Managing Partner and Co-Owner