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Seneca Capital Cuts Workflow Time by 75%

Seneca Capital Partners streamlined their process with Solusign, reducing workflow time by 75%. Automated DocuSign agreements and seamless integration with their database led to faster, mobile-friendly signatures and efficient document management.

95%

reduction in manual onboarding tasks

100%

error-free document

O min

Spent on manual paperwork

About Seneca Capital Partners

Seneca Capital Partners, a Colorado-based REIT specializing in student housing and mobile home investments, struggled with time-consuming shareholder agreements. By partnering with Solusign, they automated the process with mobile-responsive DocuSign forms and database integration. This change reduced workflow time by 75%, speeding up signature collection and streamlining document management.

Industry: Real Estate Investment
Company Size: Medium
Location: Colorado
Use Case: Automating shareholder agreement processes to cut workflow time, improve efficiency, and simplify document management.

 
 

The Problem

Seneca Capital Partners faced a time-consuming and manual process for preparing and sending shareholder agreements.

The lengthy procedure delayed document signing and required significant effort each month. Gary Lee, Director of Asset Management, needed a faster and more efficient solution to streamline their workflow.

 

The Solution

Collaborating with Gary's team, we delivered the following solution:

  1. Turned PDF agreements into mobile-responsive
  2. Docusign forms
    Integrated Seneca's database with Docusign & Google Drive

 

The Results

Seneca Capital Partners achieved a 75% reduction in workflow time.

The new system allows for bulk generation and sending of agreements, with investors signing easily via mobile devices. The automated process ensures quick, efficient document management and significantly reduces manual work.

 

"We’ve automated a process that previously consumed several hours every month."

 
 
Garee Lee
Director of Asset Management Seneca Capital Partners

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