Leveraging Legl’s onboarding capabilities, Helen said that now most clients respond within a day; the firm will send a custom link to the client and get the information back quickly. This has improved the onboarding experience for clients dramatically. “Clients are already hesitant about sending sensitive information to us via email. Using a portal, like the one Legl provides, is more secure” and gives clients more peace of mind when sharing this kind of information.
One of Helen’s favourite features within the Legl platform is the ability to build workflows for various tasks. Previously, everything was done on an ad hoc basis. With workflows, the back-and-forth activity is made more efficient by having everything done digitally and in an automated manner. Plus, Helen and her team are able to build a variety of workflows within the platform quickly and easily without having to go through their Legl account manager.
“We would receive documents, send out an engagement letter, and then wait for the client to print out the letter, sign it, and post it back – a process that could take up to two weeks or more,” Helen said. Now many people respond within a day – we send out the link and get [the documents] back extremely quickly.”
For client payments, there has been a dramatic improvement to the process and to the time frames required to receive funds. “Our internal credit control team uses the individual links functionality in the Legl platform and includes them in the credit control letters to clients. We’ve seen a reduction in payment time from a matter of weeks to just a day in many cases,” said Helen. In fact, Burnett & Reid are seeing an overall average response time across the board of just 23 hours from the time of the request being sent to a client to when the firm receives the payment.