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How Morristown Beard School Transformed HR Contract Management with Docupilot
At Morristown Beard School, excellence goes beyond the classroom. As an independent coed institution for grades 6–12, the school prides itself on not only nurturing academic success but also running a smooth, efficient operation behind the scenes.
But with over 160 employment contracts to prepare and track each year, the Human Resources department was stretched thin. For Felicia Levinson, Director of HR, the need for a better solution became clear. That’s when the school turned to Docupilot — a powerful tool for automating document generation and streamlining everyday processes.
The Challenge: When Manual Processes Slow Things Down
Before adopting Docupilot, the HR team at Morristown Beard School faced a set of all-too-common administrative headaches:
- Too Much Manual Work: Generating and sending hundreds of contracts by hand took hours — and left room for mistakes.
- Inconsistencies Across Documents: Without a standardized system, formatting and detail errors crept in, creating confusion and slowing down confirmations from faculty.
- Slow Follow-Ups: Tracking who had signed what — and who hadn’t — was inefficient and often led to delays in the hiring cycle.
- Disconnected Tools: Existing platforms didn’t quite meet their needs, especially when it came to integrating with key systems like Airtable or digital signature platforms.
The result? A tedious process that drained time and energy, just when it was needed most.
The Solution: Streamlining HR with Docupilot
Once Docupilot was in place, the change was dramatic. Here's how it helped Felicia and her team regain control:
- Automated Contracts at Scale: Thanks to Docupilot’s integration with Airtable, the HR team could generate six different contract templates on the fly — each one tailored to specific employment scenarios.
- Built-In Signatures with Signable: No more waiting for paper signatures. The integration with Signable meant contracts went out and came back quickly — signed and sealed.
- Bye-Bye Paperwork: Printing, mailing, and manual follow-ups became a thing of the past. The team had more time to focus on people, not paperwork.
- Faster Turnarounds: What once took days could now be handled in under an hour. In one instance, they created and sent out seven different contracts in just 30 minutes — and got five back signed right away.
The Docupilot Features That Made It Work
Several standout features helped solve Morristown Beard School’s specific pain points:
- Airtable Integration: Seamless data sync between Airtable and Docupilot ensured each contract was pre-filled with accurate, up-to-date information.
- Digital Signatures via Signable: Contracts could be sent and tracked in real time, dramatically reducing delays and increasing visibility.
- Customizable Templates with Conditional Logic: Felicia could tailor contracts to different roles and scenarios — all from one master template.
- Simple, Smart Workflow: While there was a bit of a learning curve, especially with syntax adjustments, the interface proved intuitive and reliable once the team got the hang of it.
- Reliable, Responsive Support: Whenever questions came up, Docupilot’s support team was quick to respond with one-on-one help — making onboarding smoother and setting the stage for long-term success.
The Results: A Smarter, Faster HR Department
The shift to Docupilot delivered results that speak for themselves:
- ⚡ Faster Execution: 7 contracts created and sent in just 30 minutes; most returned almost immediately.
- ✅ Improved Accuracy: Smart templates eliminated common errors and created clean, customized contracts.
- 📉 Lower Admin Burden: The HR team no longer wastes time chasing signatures or formatting documents.
😊 Happy Team, Happy Faculty: Everyone—from HR to faculty—appreciated the clarity, professionalism, and speed of the new digital contracts.
What the Team Had to Say
"Docupilot is a tremendous asset for us! It has streamlined our contract process so effectively that we no longer struggle with the time-consuming manual tasks. It's truly a lifesaver for our HR team."
— Felicia Levinson, Director of Human Resources, Morristown Beard School
The success at Morristown Beard School shows just how impactful the right automation tool can be. With Docupilot, the school’s HR department didn’t just eliminate paperwork — they gained speed, accuracy, and peace of mind.
Whether you’re managing hiring documents, academic records, or internal workflows, Docupilot offers the flexibility and integration power to get the job done — fast and flawlessly.
Ready to rethink how your organization handles documents? Docupilot is here to help you get there.
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