Running an efficient office includes a number of elements – staff, equipment, processes and a healthy order book. However there are some functions that you are probably happily living without but that can really make a difference to your productivity, customer care and bottom line. We’ve worked extensively within the professions and developed a client portal that provides solutions you didn’t even know you needed!
Meetings are vital of course. But unnecessary meetings, just to sign things off, are not the best way for you to manage client time. When you are in front of a client you should be showcasing your knowledge, skills and cementing the relationship. Asking for a signature is just a waste. Imagine being able to do that legally, with a full audit report, online? It’s something we’ve been asked for – so we added it in to our portal. Some of our clients use it to send a batch of documents to many clients at once and they get a daily report to show who has read it, opened it and signed it. That way, they can spend their time chasing the few that haven’t.
Some of our clients handle extremely sensitive data – accountants, solicitors, IFAs for example. Recent news stories throw up the horrors of professionals who have emailed information to the wrong people, emails that have been hacked and data protection guidelines not being followed. Our answer is to build a secure client portal that allows for data exchange – you upload information to the client’s portal and the client collects it safely. It’s the perfect solution to both hacking issues and plain old human error.
We love the fact that clients can collaborate via docSAFE. One document, being held centrally, can be accessed by all authorised parties. No need for confusing email trails, lots of versions of the same thing and, if you are working internationally, you don’t even need to all be awake at the same time!
Other things – automatic back ups, 24/7 access, creating dynamic forms, collating multiple documents into one neat pdf, a branded, good-looking portal – are all part of the docSAFE offering, designed to make your office practices more streamlined and efficient.
