e-signatures

Keep your workflow moving swiftly and securely with our built-in E-signature functionality.

You can request and collect signatures for documents and agreements entirely within Surecase, eliminating the need to leave the platform or rely on clunky third-party systems. It is intuitively simple for you, and effortless for your clients.

e-signatures

Industry-standard and cryptographically secure.

Every signature captured is industry-standard and cryptographically secure, ensuring total compliance and peace of mind. To keep you perfectly in the loop, automated notifications alert clients when a signature is required, and immediately notify the adviser the moment the document is signed.

Best of all, this essential tool comes with no hidden costs. Enjoy unlimited e-signatures for all your cases, easily accommodating multiple signatories whenever a joint application demands it.

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Frequently asked questions.

For all frequently asked questions please have a look at our FAQs page.

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Absolutely! Just book a demo slot and we’ll take it from there. Alternatively just contact us to discuss your requirements or watch the demo video on our website.

See our pricing page for full details.

No, you can cancel any time you like, any unused time will be refunded. Once you have cancelled you will still have access to all your data in Surecase but you will not be able to add new advisers, clients or cases.

We try to make Surecase as intuitive to use as possible but if you need some specific help please contact us.

Yes. Surecase has been designed to be “mobile first”, meaning we make sure the experience is optimised for use on a mobile device as well as tablets and desktop/laptop computers. The mobile experience is not a “cut down” version of the the desktop experience either; you can perform all functions regardless of the device you’re using.

Book a demo.

Schedule a quick, no-obligation walkthrough to see how Surecase reclaims your time, headspace, and focus.

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