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Professional services | Case study
Professional services | Case study

Professional services 

Professional services, legal and accountancy firms work with high volumes of content, documents and emails on a day-to-day basis as part of the delivery of advisory services. Virtuoso Partners recognise & have experience in these highly regulated industries and the nuanced requirements creation, management and collaboration on documents and emails that apply within legal, accounting, management consulting and other professional service firms.
The professional services sector has experienced massive digital disruptions and competition growth over the past decade. To remain competitive and meet evolving customer demands, professional services firms must increasingly innovate their offering to deliver strong customer experiences.
Content management and intelligent automation plays a vital role in this transformation. Content management and automation solutions reduce operational waste and secures information. Crucially these solutions enable staff to do more with their time and liberate knowledge workers from mundane work. The results of implementing solutions are significant in improving customer experience and delivering operational efficiency holistically across firms. With automated processes and instant information access, firms can focus on enhancing customer journeys and free up resources and fee earning roles for higher value tasks.

Automate processes and create efficiencies with legacy applications. 

Intelligent Automation
& Robotic Process Automation (RPA) provides a unique opportunity to rapidly automate processes
between legacy applications without significant change dependencies

Professional services | Case study

Improve document, email management and collaboration.

Simplify the handling of case, matter & client related content by organising and linking it to practice management, ERP & productivity tools.

Professional services | Case study

Secure information and automate administrative processes.

Leverage Document Management
Systems and metadata to improve back-office processes, sensitive data protection and automation
of client service-related processes. 

Professional services | Case study

Digitise paper in processes and cut data entry tasks.

Digitise post, inbound email & paper
communications and automate processing of inbound information using Intelligent Document Processing technologies.

Professional services | Case study
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