Challenge
Our client, is a Top 50 UK firm of accountants, tax specialists, and auditors with an office in London of over 150 staff, and a growing client base.
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In common with other accountancy practices, their 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.
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The top 50 accountancy practice 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.
Solution
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A project was commissioned with T-Tech to automate the sales and engagement process with client care in mind.
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The implementation of a CRM and digital signing system helped to achieve this, giving their staff the ability to track and manage clients and contacts.
Outcome
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LOEs are now being ‘e-signed’ and returned quickly, marking a drastic reduction in their turnaround time.
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The move away from paper LOEs has meant a similar reduction in printing, postage and scanning, bringing welcome savings of time and money.
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Improved compliance
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Automatic chasing of unsigned LOEs
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Freedom for clients to read and sign their LOEs while away from their offices.