Legal Sector – Information Distribution Challenge
Empower client self service
The Challenge
A well respected regional law firm sought productivity and client service improvement.
Having implemented leading options for payment and AML they realised that using email to
transmit sensitive information had implications related to security and compliance.
The Solution
A simple to use and secure client portal empowered clients to self-serve. All the information
they should wee was readily available which quickly cut down the volume of resend
requests. Clients were able to respond more quickly and easily provide requested
information directly into the relevant folder
The Value
Eliminating fraud and compliance risks, reducing tasks for clients and fee earners, upgrading
user experience and reducing lag times were each noted