The information you need, when and where you need it.

When you put state-of-the-art digital solutions to work, you can save time, devote more of your resources to fighting for your clients, resolve cases faster and grow your business—whether you’re onsite or working remotely. With a digital mailroom and content management services, all of your client data, including emails, faxes, paper tax notices, legal documents, invoices and correspondences are ingested into one client record and can be integrated to solve your needs. The result? An easily searchable, secure repository for all your critical documents.

• Decrease resource and time allocation by 80%

 

• Automatically match documents to client records in your CRM

 

• Eliminate data discrepancies

 

• Process and index paper and electronic mail within 24 hours of receipt

 

• Access your documents directly from your CRM or system of record repository

 

• Enhance document security by reducing the number of people who handle your mail

 

• Significantly improve your speed to onboarding clients, resolution and settlement

 

Put Yourself on the Path to Digital Efficiency

 

We can assist you in leveraging the right digital solutions for increased productivity, reduced errors and better decision making. To learn more about our digital mailroom and document management solutions, give us a call.

What are the necessary pieces of the ECM puzzle?

Advanced Data Capture

BI (Business Intelligence)

Conversion Services

Document Management

eForms

Redaction

Reports Management

 

Seamless Integration

Workflow