Intuitive, Mobile-Optimized Forms
Boost completion rates and eliminate rework by simplifying digital forms. Eliminate pinch and zoom frustrations and provide the very best customer experience by delivering intuitive mobile-optimized forms straight to customers’ cell phones via a text message. Ensure that only required fields are presented, so customers can complete their missing details effortlessly with full data integrity.
Easy No-Code
Form Building
Dynamically build tailored eForms for any use case using click form creation – no coding required. Enable conditional logic to show relevant options based on customer responses.
How Lightico eForms Work
Any PDF form can be mapped quickly and easily using Lightico’s form builder. Then the agent simply sends the form to the customer via a text message link. The customer effortlessly completes the form on their cell phone in real-time. New data is synced with the customer records and the document is then locked and stored securely with a fully time-stamped audit trail.
1. Customer receives a text message with a link to the form to complete.
2. Customer fills the required information on their cell phone.
3. Customer reviews, signs and submits the completed form.
4. Completed forms are securely saved into CRM with a full, time-stamped audit trail.
Features & Benefits
Digital Transformation of Forms
Lightico’s platform transforms the fields in your existing paper and PDF forms into smart fields. These smart fields are delivered to the customer via an easy-to-fill mobile eForm which can be completed in seconds with auto-fill functions. Existing customer information can be pre-populated so that only missing and required information needs to be completed by the customer.
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Agent Guided Completion
In-call form completion ensures that customers get the agent guidance they need to complete the forms. This removes any customer confusion, errors, reduces after-call work and boosts first time completion rates.
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Omnichannel Self-Serve
Lightico’s eForms can also be integrated within all your customer touchpoints. Use eForms in your call center, website, IVR, Alexa or in-store POS device so customers can complete and sign forms instantly & independently.
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Anywhere
With Lightico, your customers complete eForms effortlessly straight from their mobile device, wherever they are. By sparing customers the inconvenience of email, snail mail or in-person visits, forms are completed faster -eliminating chasing and rework.
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Integrated With Your Existing Systems
Lightico’s eForm solution can be easily integrated into your existing workflows, CRM, agent toolbars and third-party business applications, so information can be pre-populated in the form fields and centrally stored with a complete audit trail.
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Workflow-Based
Automated dynamic workflows ensure that the correct forms are sent to the customer based on their purchase or service need to avoid human error, reduce non-compliance risk and simplify agent processes.
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How Lightico’s eForm Solution
Can Impact Your Business
Accelerate Sales &
Service Cycle Times
Instant form-filling shortens cycle times and reduces customer touchpoints. By making it easy and convenient for customers to fill and sign forms, businesses lower the risk of errors and losing prospects during sales processes, increasing close rates and removing customer frustration.
Improve NPS and
Simplify Onboarding
Remove the frustration of cumbersome paper and PDF forms that often slow down onboarding processes. Deliver the ease and convenience that your customers expect. With Lightico’s smart eForms, your customers will no longer need to print forms, fill endless amounts of information, scan and send back via email or snail mail - they can effortlessly complete the required information on-the-go on their favorite device.
Reduce Errors and
Aftercall Work
Due to the volume of customer information required on forms, PDF and paper forms can often contain mistakes or incomplete fields due to the customer confusion. These errors requires chasing customers to obtain missing information. With Lightico’s smart eForms, customers complete their information correctly the first time. Fields can be auto-filled, mandatory fields are easily identified to reduce errors and agents can guide customers in real time to complete forms correctly.
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"Great tool to expedite customer service"
The most helpful thing about Lightico is the fast turnaround time, The upside is that you are giving your customer an easy way to respond quickly and efficiently. Lightico has cut work and waiting time as you can send customer forms via text and get them back quickly, very convenient for both parties.
"Great Service and Product"
I love the fact that I can send or request documents from a customer and it is easy to get the documents back in a secured site via text message. Our company switched from Docusign to Lightico, as Lightico is easier and more convenient than Docusign, as the customer can choose between receiving a text message or an email.