The Challenge of Closing Efficiency

Across more than 150 leading law firms, SimplyAgree has been used to close over 100,000 complex transactions. Yet, before adopting SimplyAgree, most firms faced the same challenge: closing inefficiency.

Manually assembling signature packets, tracking signers across endless email threads, and stitching together closing binders by hand costs firms thousands of non-billable hours every year. Those inefficiencies compound and slow client deliveries, frustrate attorneys, and drain value from firm operations.

So when firms decide to solve this expensive problem, the natural next question is: how quickly can they see ROI with SimplyAgree? The answer, as countless firm rollouts have proven, is “remarkably fast.”

Typical Implementation Timeline and IT Lift

From a technical standpoint, SimplyAgree’s implementation is simple by design. The platform has a lightweight technical footprint: it’s browser-based, requires no complex integrations, and can be hosted in the cloud, in a virtual private cloud (VPC), or on-premises if needed.

Setup, including DocuSign, DMS, and SSO integrations, can often be completed in about an hour, typically on a single call with SimplyAgree’s engineering team. One firm reported holding its setup call in the morning and having deal teams using SimplyAgree productively that same afternoon.

Firm IT teams love that SimplyAgree minimizes their workload. Their role is typically limited to initial security review and DMS connection, with ongoing user support handled directly by SimplyAgree’s responsive support team. When firm IT does get looped in, it’s only when a firm system issue arises—so internal resources stay focused on higher priorities.

How Firms Experience Our Onboarding and Training

Every firm’s rollout starts with a targeted, strategic onboarding plan. SimplyAgree typically begins with one key practice group: a pilot group or power-user team that’s already familiar with the platform from demos or trial use. This approach ensures a quick, visible win and sets the stage for organic expansion.

From there, adoption naturally spreads across the group as users experience the ease and speed of SimplyAgree firsthand. Meanwhile, SimplyAgree works with firm stakeholders to identify other high-impact groups to begin rollout.

The onboarding program follows a clear, phased approach:

• Kickoff (30 min): Call with key stakeholders to review rollout and implementation strategy.
• Technical Setup:
• Integration work can be completed asynchronously before or alongside kickoff.
• Brief test call (~30 min) to confirm functionality:
• We can set up a call to assist the firm technical teams during integration and testing if needed.
• For on-prem iManage firms: a 1-hour call (or more if needed) is usually required for additional setup.

• Announcement & Demo: SimplyAgree is introduced typically via firmwide email, followed by practice group demos.
• Individual Onboarding (30 min each): Personalized, hands-on training for all users, tailored to individual workflows with a sample transaction.
• Ongoing Support: Live transaction guidance available for real transactions. Refresher trainings for users and intro sessions as needed for new/lateral hires.

Trainings are tailored to each practice group’s unique workflows. For example, corporate teams may focus on signature packet automation, while finance teams dive deeper into binder automation and audit trail features.

Supporting Change Management and Adoption Beyond Initial Rollout

Many legal tech tools launch with promise but stall after an initial pilot. SimplyAgree avoids that fate through a hands-on, partnership-driven approach to adoption.

Because SimplyAgree’s pricing model includes unlimited transactions and users, our goal is to maximize your ROI: the more attorneys and paralegals who adopt the tool, the greater the ROI for the firm.

To support change management, SimplyAgree provides:

• Communication templates and internal champion playbooks
• Office hours and on-demand training sessions, including Live Transaction Guidance
• In-person lunch-and-learns and custom marketing pushes for key user groups as requested

One major differentiator: SimplyAgree’s Customer Success team. It’s the largest department at the company after engineering, reflecting SimplyAgree’s deep investment in customer outcomes. Your dedicated CSM remains engaged well beyond rollout, providing continuous support, adoption insights, and tailored enablement plans as your usage scales. Their continued dedication to your firm’s success with SimplyAgree is evident in our average adoption growth over time:

The chart above maps average usage across SimplyAgree’s AmLaw 100-200 customers during their first two years using the tool.

Measuring ROI Over Time

SimplyAgree equips firm stakeholders with transparent data to understand and demonstrate the value of their investment. In quarterly reviews, your CSM shares both firm-specific usage analytics and market-level benchmarks to help quantify performance and ROI.

We tend to measure ROI in two distinct ways:

1. Increased Realization

SimplyAgree helps firms recover revenue from unbillable work by streamlining closing mechanics—work clients are least likely to pay for. Among AmLaw 200 firms, approximately one in ten billable hours is written off. But for closing work, write-offs can reach 40–60%. By automating these low-value administrative tasks, SimplyAgree helps bring realization on closing work in line with firmwide averages, recovering thousands in otherwise lost revenue.

A simple ROI model compares average hours billed on closing work, junior associate rates, and typical write-offs, both pre- and post-SimplyAgree. The delta represents recovered revenue, and even after subtracting SimplyAgree’s subscription cost, firms see substantial net returns.

Above is a conservative calculation of expected ROI with SimplyAgree. This calculation assumes 25% write-offs with SimplyAgree; we often see write-offs decrease even more substantially at our customer firms, setting around the industry standard for non-closing work (10%).

2. Increased Deal Efficiency

Beyond reducing write-offs, SimplyAgree also helps deal teams work more efficiently, resulting in both time savings and the ability to turn their attention to more substantive legal work. Efficiency gains extend across every phase of a transaction:

• Signatures: SimplyAgree reduces time spent assembling and managing signature packets by about 60%.
• Binders: Firms see similar efficiency, cutting binder creation time by more than half, often saving several hours per transaction.

The result: faster closings, happier teams, and measurable time savings that translate directly into ROI. As usage grows, your CSM will use your actual transaction averages—signatures and documents per deal—to calculate the real time (and money) your firm has saved.

Feedback from Users

The most powerful proof of SimplyAgree’s impact comes from the attorneys and paralegals who use it every day. Across firms, several themes emerge:

• Reduced manual work: Teams spend less time chasing signatures and managing email threads, freeing hours for substantive client work.
• Improved accuracy: Automated signature management eliminates missed signatures and version confusion.
• Faster turnarounds: Deal teams can finalize and deliver client-ready materials same-day.
• Enhanced professionalism: Hyperlinked, branded binders elevate the firm’s deliverables.
• Reduced write-offs: Binder creation time—often 2–6+ unbilled hours—is drastically reduced.
• Happier attorneys: Lawyers get to practice at the top of their license, not chase formatting errors.

“When dealing with high document volumes, I would estimate that signature packet assembly through SimplyAgree takes me less than a third of the time it would to assemble packets manually. It vastly reduces the risk of error and produces a more organized final packet. SimplyAgree has been a crucial addition to my closing workflow.”

“SimplyAgree is incredible. It’s easy, intuitive, clean, and fast. What used to take hours and involve third parties now takes minutes. You can drag and drop, reorder, and preview with ease. The end result is a fully hyperlinked, professional binder that makes you look like a superstar.”

“The biggest selling point for me is that I don’t have to spend my time telling everyone else the status. SimplyAgree answers those pain points that used to take extra emails. Everyone can see what’s signed, what’s ready, and what’s left to do.”

“With SimplyAgree, we finally have a solution for the closing mechanics that used to slow us down: signature pages, DocuSign packets, signature matrices, and variables that actually work. It fixes the friction between associates and paralegals and brings visibility to the whole team.”

Efficiency That Scales Firmwide

SimplyAgree’s customers consistently report the same core outcomes:

• Quick setup: often within a single day
• Minimal IT overhead: freeing firm resources
• High adoption rates: driven by proactive customer success support
• Rapid, measurable ROI: realized within months

By making closings simpler, faster, and more consistent, firms can take an expensive problem and quickly turn it into an industry-leading process.