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    Do you have to chase clients for documents you need?

    Do you have to search in multiple places for documents that 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 from staff 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 to a different staff member?


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    Congratulations !

    We have good news for you. There’s a 00% probability that you can easily increase your client experience level in your firm.

    Based on your answers below, there are some key hotspots. Anything with a red X deserves your attention. But the good news is, help is at hand! We have emailed you a personalized recommendation for steps you can take to improve your firm’s client experience and set yourself up for a fantastic year ahead.

    Your Firm’s Results

    Do you have to chase clients for documents you need?

    Do you have to search in multiple places for documents that 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 from staff 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 to a different staff member?