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Digital client file
All of client’s documents in one place
go digital !
Key benefits of implementing digital client file:
  • Faster client service
  • Easier and faster search for necessary documents
  • Eliminating risk of penalties for not meeting deadlines for complaints or requests
  • Lowering cost through automation of gathering documentation of client or case
  • Providing security against unauthorized access or deleting
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go digital !
Key features of digital client file:
  • Fast and easy configuration of client file
  • Visible types of documents concerning a client and their cases
  • Hierarchical structure of documentation in a client’s/case’s file
  • Easy configuration of access granting
  • Role operating reflecting company’s structure and hierarchy
  • Integration with third party’s software
Still doing it the old way?
Schedule a call – we’ll show you how to Implement digital client file
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