Cost savingsAI & automation

JPS Capital Advisory: a tenth of the cost, with AI and automation built in

A Melbourne real estate capital advisory firm moved its mandates, fee agreements and lender confidentiality undertakings off an enterprise e-signature platform, cut the bill by 90%, and now drafts documents from a Claude conversation while automatic reminders and remote witnessing carry every deal from first meeting to settlement.

September 20269 min read
JPS Capital Advisory logo

1/10th

The cost of their previous platform

90%

Lower e-signature spend

Minutes

From brief to signable draft

0

Manual chase-up emails

About JPS Capital Advisory

JPS Capital Advisory is a Melbourne firm that advises real estate owners, developers and investors on how to structure, source and execute capital: senior debt, senior stretch, mezzanine finance and blended structures across acquisitions, developments, refinancings and transitional assets. Its name stands for Justice, Prosperity and Sovereignty, and its published approach runs in five deliberate stages - understand the position, define credible options, prepare the opportunity, engage the market, negotiate and execute.

Every one of those stages produces documents that need signatures from more than one party: an engagement letter and fee agreement with the client, confidentiality undertakings with banks, private credit funds and mezzanine providers, authorities to release information, and guarantor documents that need a witness. That is a lot of signing for a boutique team. It was being paid for at enterprise rates, and most of the work around it was still done by hand.

The challenge: enterprise pricing and a manual workflow

JPS started out on one of the big-name e-signature platforms. It worked, but the bill was built for a very different kind of business. Per-seat pricing meant every adviser who occasionally sent a document was a full licence. Witnessing and identity checks sat behind add-ons. The contract was annual, the data lived offshore, and most of the feature list was never touched.

Per-seat pricing built for big teams

Every occasional sender was a full licence, whether they sent two documents a month or two hundred.

Paying for add-ons

Witnessing and stronger signer verification, both routine for guarantor documents, cost extra on top of the seats.

Offshore data, annual lock-in

Sensitive transaction documents stored overseas, on a contract that could only be revisited once a year.

The price was only half of it. A new mandate used to start with the last mandate: find the most recent engagement letter, copy it, change the names, the asset and the fee, export to PDF, upload, drag the signature and date fields into place again, send, and then watch the inbox. Follow-ups were written by hand. Completed documents were downloaded and filed by hand. Every lender confidentiality undertaking repeated the same loop.

  • Copy and edit last time's Word document
  • Export to PDF and upload
  • Place every field again by hand
  • Chase signatures with follow-up emails
  • Download the signed copy and file it
  • Repeat for every party on every deal

Why JPS chose AirSign

The brief was simple: the same legally binding signatures, the same audit trail, witnessing without an upsell, and a price that matched a firm that sends dozens of documents a month rather than thousands. AirSign's pricing is published, monthly and starts at $5 a month, with no setup or onboarding fees and every feature that mattered to JPS included on the plan rather than bolted on.

Before and after

Previous platform

  • Per-user enterprise licences for a boutique team
  • Annual contract, renegotiated once a year
  • Witnessing and identity checks as paid add-ons
  • Documents stored outside Australia
  • Every document built and chased by hand
1/10th the cost

AirSign

  • Paid plans from $5 a month, billed monthly
  • No setup, onboarding or add-on fees
  • E-witnessing and identity verification built in
  • Every document stored in Australia
  • AI drafting, templates and reminders on the same plan

What AirSign automated

Lower cost was the reason to switch. What changed the way JPS works was what came included: the drafting, the follow-up and the filing that used to be someone's afternoon.

1

Draft the document in a conversation

JPS connected AirSign to Claude through the AirSign MCP server. An adviser describes the engagement in a sentence - the client, the asset, the capital being sought and the fee basis - and the assistant drafts the engagement letter in AirSign's block document format: headings, clauses, the input fields to capture, and a signature block for each party. It hands back a draft link rather than sending anything.

How the MCP server works →
2

Templates for the documents that repeat

The fee agreement, the confidentiality undertaking JPS asks capital providers to sign, and the client authority to release information are templates with variables. Fill in the client, the asset address and the indicative facility amount and the document is ready. Conditional fields show the guarantor section only when there is a guarantor.

Flexible templates →
3

Reminders that follow up so nobody has to

Every document goes out with a deadline. AirSign reminds whoever has not signed yet on a weekly cadence, then daily in the final three days, and sends a final notice the day before expiry. Once a party signs, their reminders stop. JPS no longer writes "just following up" emails to lenders or clients.

Automatic signing reminders →
4

Witnesses and nominated signers, remotely

Guarantor documents are witnessed remotely through AirSign's e-witness flow rather than waiting for everyone to be in one room. When JPS does not yet know who at a lender will sign a confidentiality undertaking, the document goes to a contact who nominates the right person, and the audit trail records the hand-off.

Witnessing and nominated recipients →
5

Sent from their own domain, filed automatically

Signing requests arrive from jpscapitaladvisory.com.au, so clients and lenders recognise the sender and can reply directly. When the last signature lands, the sealed PDF and certificate of completion are ready to download, and a Zapier connection files the completed document and posts a notification without anyone touching it.

Custom domain emails →
“We were paying enterprise prices for a boutique firm's volume. Now a mandate letter is a sentence to Claude, a two-minute review in AirSign, and the follow-up takes care of itself - for about a tenth of the cost, with our clients' documents staying in Australia.”

JPS Capital Advisory, Melbourne

Mapped to the JPS process

JPS describes its approach in five stages. Each one now has its documents, and the AirSign feature that carries them, lined up in advance.

StageDocuments signedHow AirSign handles it
01

Understand the position

Confidentiality agreement with the client, authority to obtain information from existing lendersAI-drafted from a brief, sent from the JPS domain
02

Define credible options

Engagement letter and fee agreementTemplate with variables, conditional guarantor fields
03

Prepare the opportunity

Privacy consents, authority to release financials to capital providersTemplates, automatic reminders against the information-request deadline
04

Engage the market

Confidentiality undertakings from banks, private credit funds and mezzanine providersNominated signers when the lender contact is not the signatory
05

Negotiate and execute

Term sheet acknowledgements, guarantor documents, settlement authoritiesRemote e-witnessing, identity verification, sealed PDF and certificate

The human stays in the loop

  • Every AI-drafted document is created as a draft, never sent directly.
  • The adviser opens the draft link, reads it in the AirSign editor and adjusts anything that needs it.
  • Only an explicit "send" from the adviser emails the signers.
  • The audit trail records who created, reviewed and sent each document.

The result

JPS Capital Advisory now sends every client and lender document through AirSign for roughly a tenth of its previous e-signature spend - a 90% reduction - with witnessing, Australian data storage and a full audit trail included rather than paid for separately.

A brief becomes a signable draft in minutes instead of an afternoon. Repeat documents come from templates rather than last deal's file. Nobody at JPS writes a chase-up email, waits for a witness to be in the room, or files a completed PDF by hand. See the MCP server documentation to connect your own assistant.

See what a tenth of the cost looks like for you

Connect Claude or ChatGPT, set up your templates and let AirSign do the drafting and the chasing. Free to start, no credit card, and Australian data storage on every plan.