Best posts made by MichaelS4111

As our workflows continue to evolve, particularly around the use of e-signatures, we’ve encountered several limitations with the current DocuSign integration that are impacting our implementation of the feature and would like to bring attention to the need for a few key features that, if supported, would significantly improve our workflow and make the integration more widely adoptable:

• In-Platform Document Editing
  Having the ability to make minor edits to the document to be signed directly within AppColl (prior to sending for signature) would reduce back-and-forth and minimize version control issues.

• Dynamic Templates Based on Signers
  Our use cases often require different sets of signers depending on the matter. Support for dynamic templates that adjust roles and fields based on the number and identity of signers would greatly streamline our document preparation process.

• Signer-Specified Witnesses
  The ability for signers to identify and assign their own witnesses is increasingly necessary, especially for documents requiring formal witnessing outside of predefined parties.

We’re hopeful that these enhancements can be considered for a future update. Better support for these features would allow us to fully integrate our signature workflows within AppColl, minimizing the need to manage portions of the process externally.

When an invoice for a particular client is opened, all invoices associated with that client become locked, preventing editing by multiple users. While this mechanism is intended to preserve data integrity, it creates significant workflow challenges for firms that do not consolidate all client matters into a single invoice as only one team member can proceed at a time. Many of our clients require invoices to be issued separately by matter, and their billing portals reject consolidated invoice. For firms managing a high volume of matters, this restriction introduces unnecessary bottlenecks.

We believe that locking invoices at the individual invoice level rather than the client level deserves consideration, as it affects not only our operations but likely those of many other firms as well. Alternatives could include:

• Offering firm-level configuration settings to allow firms to choose their preferred invoice locking behavior.

• Exploring real-time conflict resolution strategies, which competing platforms have already proven feasible.

As our firm grows, the need for multiple billing personnel to work in parallel on the same client’s invoices will only increase.