11:45 Virtual Signatures
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In this week's 11:45, the reiterated the virtual signature processes for client fee agreements, emphasizing the importance of making the signing process more convenient for clients while maintaining strong legal documentation standards.
Key Takeaways
Digital Signature Implementation: Introduction of new virtual signature options to enhance client experience and document security
- Adobe Sign and DocuSign platforms now available alongside traditional PDF signatures
- Client communications will come from "Kimmel & Associates via DocuSign" or "Kimmel & Associates via Adobe"
- Standard cover note template maintained for all signature requests
Process Workflow: Specific guidelines established for requesting signature documents
- Front office continues to handle all fee agreement preparations
- Must explicitly specify "Adobe Sign" or "DocuSign" when requesting; default remains PDF format
- Documents must be finalized before sending for signature to avoid revision complications
Document Hierarchy: Clear ranking system established for signature validity
- Gold Tier: Traditional wet signatures, DocuSign, and Adobe Sign (digitally stamped)
- Silver Tier: Digital fill-in signatures
- Bronze Tier: Email acknowledgments
- Non-compliance: No response/no signature classification