Documents and signatures
Documents arrive, contracts get signed, files get complete
Supporting documents to gather, contracts to prepare, signatures to obtain, signed documents to file: each file needs back-and-forth. What is missing is requested, the contract goes out for e-signature, the reminder follows, and the signed document joins the right file.
Today
Files that drag on for want of a document or a signature
- Supporting documents to request three times before a file is complete.
- Contracts sent for signature, then forgotten.
- Signed documents left in a mailbox instead of the customer file.
With Loop & Roll
What moves forward on its own, from document to signature
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Documents collected
Each document received is ticked off in the file’s list, and what is missing is noted.
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Reminders for missing documents
The customer gets a clear reminder, with the list of what is missing, once you approve.
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Contracts prepared
The contract is generated from your template, with the file’s details, and you review it.
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E-signature tracked
The contract goes out through Yousign or MyNotary. Unsigned after a few days, the reminder is ready.
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Signed documents filed
The signed document joins the right folder, on your Drive or SharePoint, and the tracker is updated.
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The team informed
As soon as it is signed, the person in charge of the file is alerted, on Teams, Slack or by email.
A concrete example
A new client accepts your proposal
The contract is signed the same day, without anyone retyping it.
- Agreement received proposal accepted
- Details complete company number, contact
- Contract generated from your template
- Approved by Paul one click
- Sent for e-signature reminder in 3 days
How we go about it
We find where the time goes, then we automate it.
The same method in every company: an AI audit to measure, workflows that run, the time saved shown every month. The first audit is free.
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Product 1 · Identify
The AI audit First audit free
An interview agent talks with each team, by voice or on screen, for about half an hour. It analyses their emails. A senior consultant completes it when needed.
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Product 2 · Automate
The Loop & Roll platform
Each opportunity you keep becomes a workflow that runs. It reads emails, extracts what matters, keys it into your tools and prepares replies as drafts.
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Then · Measure and extend
The time saved, every month
A dashboard for you and your teams shows the time saved each month. Every six months, a new audit finds the next automations, or fixes and improves the ones in place.
We do not replace anyone
For the whole team
We take away the tedious tasks so that your teams can make the most of their skills.
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File managers
Complete files without reminders written one by one. Time goes to advice.
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Salespeople
Contracts signed faster, without chasing the signature.
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Management
A view of incomplete files and pending signatures.
Workflow library
Workflows from our library for this
Ready-made examples from our business library. Yours start from them, or are built to measure when they do not exist yet.
- Follow-ups and reminders Official Remind signers who have not signed on Yousign When a Yousign signature request is activated, waits 3 business days, checks again whether it is still ongoing, and if so drafts a courteous... OpenAI Yousign
- Sync with your tools Official Yousign signed document filed in Google Drive As soon as a Yousign request is completed, downloads the signed PDF and files it in the Google Drive folder you choose, then tells the team... Google Drive Microsoft Teams Yousign
- Data extraction Official File signed contracts in SharePoint with their key dates A signed contract arrives as a PDF: it is stored in your SharePoint legal library, then the AI extracts the parties, subject, effective date... OpenAI SharePoint
- Notifications Official Signature completed: case marked as signed, owner alerted When Yousign reports a completed signature, finds the case in your table using the external id of the request (columns Case, Owner, Status),... Slack Tables Yousign
- Sync with your tools Official MyNotary signature completed: tracking row and alert When MyNotary reports a completed signature, checks the contract is not already logged (MyNotary can replay events), adds a tracking row (Co... MyNotary Slack Tables
- Follow-ups and reminders Official Chase missing documents until they arrive When a client sends a file, lists what is still missing and drafts the request, then waits 3 business days. If the client replies, or if a c... OpenAI
Integrations
Works with your tools
Documents and signatures
Your questions
Where do we start?
With a free audit. An interview agent talks with each team for about half an hour, by voice or on screen, and analyses their emails with their consent. You get the opportunities ranked by gain and effort, in hours and euros. You choose, a first prototype runs, and you approve it before it goes live.
Which e-signature tools?
Yousign and MyNotary are connected natively. Other tools with an API can be connected too.
Do contracts go out without review?
No. Nothing goes out without approval until you decide otherwise. The generated contract is a draft you review.
Where do our documents go?
Your data stays with you, in your Drive or SharePoint, with the AI of your choice. Every action is logged.
How many files are waiting for a document or a signature?
We start with a free audit: your documents, contracts and signatures, and what can move forward without chasing by hand. Book a demo.