BKL: Signing Letters of Engagement - Clients and Compliance
Our client, BKL, is a Top 50 UK firm of accountants, tax specialists and auditors with two offices, nearly 200 staff and a growing client base.
In common with other professional services firms, BKL’s clients are required to sign and return a letter of engagement (LOE) before any work can take place, followed by further signed LOEs at regular intervals.
BKL was keen to make its client take-on process as efficient as possible for staff and clients alike, to ensure that its new client relationships are built on a very positive first experience.
A project was commissioned with T-Tech to automate the sales and engagement process with client care in mind.
The implementation of a CRM and digital signing system helped to achieve this, giving BKL’s staff the ability to track and manage clients and contacts.
LOEs are now being ‘e-signed’ and returned quickly, marking a drastic reduction in their turnaround time.
The move away from paper LOEs has meant a similar reduction in printing, postage and scanning, bringing welcome savings of time and money.
Automatic chasing of unsigned LOEs
Freedom for clients to read and sign their LOEs while away from their offices.
Gordon is acting Chief Operating Officer, overseeing all programme and service delivery, and providing IT Director Leadership for T-Tech clients. He has...