Enhancing Client Care

Enhancing Client Care Through Good Records Management

Imagine the scene. You take a call from a client. He needs information on a deal completed two years previously. Its urgent. He is hanging on for a response. Where do you go?

You can search the document management system, but that’s only half the story. You need the file. But which file. You might have to play information ping-pong with the records team until you can pinpoint the exact file. You may not even be able to do that. Call the whole matter back and rummage through the boxes. Your time, records time, expensive bulk delivery, the client waiting.

Imagine the scene. You take a call from a client. He needs information on a deal completed two years previously. Its urgent. He is hanging on for a response. Where do you go?

You key the matter number into your portal. A list of the files for that matter appear, alongside the electronic documents and scanned images. You e-mail over the electronic documents, tick a box next to the file you need. You know it has already been ordered for urgent retrieval and will be on your desk in hours.

Good Records Management, and the tools to maximise its efficiency can make a huge impression on your clients, and help you win new ones. Offer them a real time view of their matters, let them see what deeds and original documents you hold for them.

With the right expertise, and a commitment to improve, anything is possible.

For further information on how Legal RM can assist feel free to browse our website, contact us or request a callback.