Challenge: Journey Payroll & HR needed a document signature and form completion system that could tightly integrate with their internal CRM and existing document portal. Off-the-shelf e-signature tools were expensive, rigid, and lacked the custom data-linking capabilities they required for onboarding workflows and client interactions. Every third-party solution also brought ongoing API subscription costs, leading to bloated expenses over time.

Solution: TORIS Technologies developed a completely custom Document Mapper and e-Signature platform as a seamless add-on to the client’s existing document management portal (also built by us). The system allows internal teams to upload any document, map custom input fields, and send signature requests directly to clients—while dynamically pre-populating relevant fields using real-time CRM data. This automation significantly reduced friction during client onboarding and ensured data consistency across platforms. The custom approach eliminated third-party dependency and delivered a long-term cost saving of thousands of dollars in avoided API and license fees.