Blanchards Inheritance Reclaims 1,400+ Hours Per Year

Manual document prep was slowing everything down.

The team was generating around 1,000 documents a month, each taking roughly 10 minutes.

That’s 166 hours of admin work every month spent copying data, fixing formatting, and pushing documents out the door.

Their previous document tool integrated with Salesforce, but it didn’t automate anything end-to-end. Costs were rising, workloads were rising, and scaling globally with this setup wasn’t realistic.

They needed one thing: a Salesforce-first way to generate, manage, and sign documents that reduces manual admin.

Titan Document Studio replaced the old process with automated, pre-populated document generation directly inside Salesforce. Employees now build, review, and send contracts in a few clicks, with every step tracked and stored in Salesforce.

1,440 Hours Saved Per Year: Auto-populated workflows removed nearly 60 business days of manual work.

Faster Processes: Turnaround times dropped, and contracts now live entirely in Salesforce instead of across multiple systems.

Less Admin, More Impact: Titan handles the repetitive work so staff can focus on research, clients, and case management.

Ready to Scale: Titan’s Salesforce-native setup gives Blanchards Inheritance a foundation to expand internationally without adding admin load.

The Future for Blanchards Inheritance
With Titan powering document generation and eSign inside Salesforce, the firm has reduced software costs, freed up staff time, and built a scalable workflow as they grow globally.