Case Study: Koley Jessen streamlines closings with SimplyAgree

A SimplyAgree Case Study

Preview of the Koley Jessen Case Study

Transforming Closings by Automating Closing Books

Koley Jessen, a law firm specializing in transactional work, faced a time-consuming and tedious process for creating closing books and signature packets using Adobe software. To address this challenge, they implemented SimplyAgree, a platform designed to automate and streamline the closing process.

By using SimplyAgree, the firm gained a user-friendly solution that automated the creation of closing books and signature packets, adding tags to ensure no signatory was missed. The results included significant time savings, increased efficiency, and empowered employees who gained new skills. The measurable impact included the creation of over 1,700 closing binders and the collection of over 12,500 signatures, allowing staff to focus on higher-quality work and client deliverables.


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