Streamlined compliance and onboarding processes

50%
Faster improved client onboarding
100%
Improved compliance assurance
Company
Fleurieu Wellbeing
Industry
NDIS
Location
Aldinga Beach, South Australia
Company size
0-50 people
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"Annature allows us to onboard clients quickly while maintaining essential compliance."
"Annature helps us meet compliance, protect client data, and onboard clients and contractors seamlessly."

Fleurieu Wellbeing is a leading provider of community-based mental health services in Australia.

Specialising in supporting individuals living with mental illness or psychosocial disability, they are committed to delivering high-quality, evidence-based interventions. As a registered NDIS provider, Fleurieu Wellbeing operates under strict regulatory requirements, ensuring compliance and security remain a top priority.

To enhance operational efficiency and meet compliance obligations, Fleurieu Wellbeing partnered with Annature, an Australian-made eSigning platform. Since adopting Annature, they have seen significant improvements in their processes.

"Our experience with Annature's eSigning platform has been really good," says Kim, the founder of Fleurieu Wellbeing. "It's been incredibly helpful for the work that we do. One of the reasons we chose Annature is because we need to meet compliance. We must have our service agreements and other documentation in place before seeing clients. Annature has been a really effective way of doing that."

The problem

Before using Annature, Fleurieu Wellbeing had to provide contracts and documents in person, which was both time-consuming and inefficient. This approach was impractical, especially when timely client onboarding is crucial in mental health services.

The solution

"If we weren't using Annature, we'd have to provide contracts in person, and that would be a really poor use of productivity," Kim explains. "Annature is invaluable from a productivity perspective. It allows us to onboard clients in the quickest, easiest way while maintaining compliance, which is so important in our field."

Beyond client agreements, Fleurieu Wellbeing also uses Annature internally for contractor agreements, ensuring all processes run smoothly once a client or contractor is onboarded.

While they follow specific NDIS and health sector regulations that require particular document formats and designs, Annature’s platform allows them to upload and manage their own documents seamlessly.

"We have our own documents because they're regulated under the NDIS," Kim notes. "Even though we don't use standard templates, being able to upload our own documents and have them signed electronically has been a huge benefit."

The outcome

Compliance, privacy, and security are paramount for Fleurieu Wellbeing. Knowing that Annature stores all data securely within Australia and meets necessary accreditations provides them with peace of mind.

"Compliance matters around privacy and security are already embedded in Annature, which is probably our biggest concern if they weren’t," Kim says. "Having that accreditation is wonderful. We can be confident that we're meeting our legal obligations and that our clients' information is protected."

Additionally, the ability to send documents from their own domain enhances professionalism and trust in their communications.

"When documents go to our clients or contractors, they come from Fleurieu Wellbeing," Kim mentions. "This builds trust and reduces confusion, as clients immediately recognise our emails. It's great that Annature supports this feature."

Overall, the shift to Annature has been a positive move for Fleurieu Wellbeing.

"For the purposes we use it, Annature is doing the job, doing it well, and doing it in a timely fashion," Kim summarises. "It's an essential tool that helps us deliver our services quickly and effectively, which is really important in mental health."

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