Assess Your Firm

1 minute. Endless Results.

Answer 10 brief questions to see where your firm and client experience have room to improve. Find out how to give your clients the best while making your days easier and smoother.

Do you have to chase clients for documents you need?

Do you have to search in multiple places for documents clients have sent?

Do clients ignore or bypass your secure portal?

Do you have to provide technical support for the solutions you offer?

Do clients send sensitive information via email?

Do your clients text you or members of your staff?

Do firm members share logins to any of your systems?

Is your email full of cc’s and bcc’s trying to keep you in the loop?

Do staff have to ask each other for updates on clients?

Have you ever asked a client for a document that they had already sent?

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