E-Delivery Consent Capture & Logging
A done-for-you professional services automation built for the Compliance Officer, connecting DocuSign, Airtable, and Google Sheets so the work below happens on its own.
What this automation does, step by step
The automation automatically captures and logs a client's consent to receive statements and required disclosures electronically the moment they opt in, keeping the firm compliant with delivery regulations without a compliance officer manually filing a paper consent form for every household.
Consent records are timestamped and stored alongside the client's file, ready to produce instantly if a regulator or auditor ever asks for proof, and clients who haven't yet given e-delivery consent are automatically identified so outreach can close the gap instead of the firm discovering it during an examination.
- A CRM
- Zapier or Make.com
- DocuSign or PandaDoc
- Google Sheets or Airtable (return status dashboard)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, this falls entirely on a compliance officer, who has to track every step by hand across emails, spreadsheets, and sticky notes.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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