Document Management for Banks and Law Firms
Banking customers and law firm clients expect personal and accurate communications from their respective companies that recognize their unique needs. They want each interaction (such as a receipt or addendum) to be timely and efficient. Banks and law firms that deliver such a personalized experience not only have higher customer retention rates, but they also maximize the potential long-term value of these customers. Document management software for successful banks and law firms is critical to ensuring the highest levels of customer satisfaction so when that one particular document needs to be sent to a client, it can be done in seconds, rather than having to hunt through stacks of paper documents.
The banking industry, in particular, has long relied on microfilm technology to image business documents and checks. Today these same banks are now seeking more technologically advanced alternatives like DocuXplorer to replace their out of date and costly microfiche storage approach. DocuXplorer, either through our integration with QuickBooks or by using our advanced Application Programming Interface (API), can easily organize and store client transactions so they can be quickly retrieved when needed. Plus, DocuXplorer’s cutting-edge security functionality ensures your clients’ private banking documents are protected from prying eyes.
On the other hand, many law firms often invest substantial amounts of time and money on case management software, but only consider document management after the fact. Case management may help keep attorneys on track by moving cases along but document management is a key component of case management. DocuXplorer allows law firms to create, save, and access their case-specific items (such as pleadings, medical records, and contacts) and our built-in audit trail and version control ensures all prior versions are accounted for if/when needed. It also allows your law firm to retain documents, notes, emails, and other files associated with your cases.
DocuXplorer helps banks and law firms:
- Increase the speed and accuracy of a bank’s consumer lending process by maintaining all documents associated with the loan application in an easy-to-find location.
- Shorten a bank’s lending approval process – approving loans quicker and making clients happier, sooner.
- Easily locate a particular legal brief easily and very quickly through its proprietary index set fields. Searching for misfiled documents causes frustration and results in lost billable time.
- Organize legal documents by client, matter, the type of document (pleadings, email, correspondence, etc.), who the document was created by, even by practice area. Our integration with the Microsoft Office suite even allows you to save documents directly from those applications into DocuXplorer.