Streamlining Document Management for Faster Client Transactions

80% faster document turnaround and instant remote signing eliminate delays, improving client satisfaction and streamlining consultancy operations.

Headshot of happy customer

Steve Slade

Circle Tree

For Circle Tree, a consultancy firm operating across Australia and based in regional Victoria, efficiency is key. Managing a diverse client base that includes charities, businesses, and government agencies, they needed a reliable, secure, and cost-effective digital signing solution. When their previous provider proved cumbersome and expensive, Circle Tree turned to Annature. The result? An 80% reduction in document turnaround times and a dramatic improvement in client satisfaction.

What challenges did you face in your organisation?

Circle Tree’s transition to Annature stemmed from two core needs: better pricing and local support. “We asked around among business colleagues, and Annature kept coming up as a strong alternative,” recalls Steve Slade, Managing Partner. “The fact that Annature is Australian-based was a big plus for us. We also appreciated the pay-per-use pricing structure, which made it easier to manage costs on a client-by-client basis.”

Before adopting Annature, the firm struggled with slow, unreliable document return rates. “We used to send documents by post or email, and it was a nightmare chasing them up,” Steve explains. “With Annature, our turnaround times have improved by 80%, and we now have a clear, trackable process for document execution. There’s no more guessing where a contract is stuck.”

How has Annature improved your processes?

The impact has been particularly noticeable for their remote and regional clients. “We work with organisations in some of the most geographically isolated areas in Australia—Indigenous land corporations, childcare centres, and charities,” Steve notes. “Previously, getting a contract signed could take weeks. Now, clients can review and sign documents instantly on their phones or tablets. It’s a game-changer.”

Beyond speed, Annature’s SMS notifications have also improved efficiency. “Our client-facing team doesn’t have to chase signatures manually anymore,” Steve says. “The system automatically notifies staff when a document has been signed, eliminating unnecessary phone calls and emails.”

Another key benefit is security. “Many of our clients handle highly sensitive data, particularly in sectors like child protection,” Steve explains. “Annature being Australian-based provides a level of trust that offshore providers couldn’t. Some of our clients were hesitant to use a signing platform that stored documents overseas, so this was a crucial factor in our decision.”

With Annature, Circle Tree has not only streamlined their internal processes but also significantly improved the experience for their clients. “We’re getting twice as many documents returned on time compared to our old methods,” Steve states. “The frustration of lost paperwork and endless follow-ups is gone. Annature has made our document management simple, fast, and reliable.”

By integrating Annature into their workflow, Circle Tree has reinforced its reputation as a forward-thinking, efficient consultancy—one that prioritises both client service and operational excellence.

https://circletree.com.au/