Documents and letters can be sent to clients and other parties in many forms: via post, email, and more recently, through file sharing solutions.
Using file-sharing solutions is a great way to control the sharing of documents and letters – they are located in one place, and access rights to documents can be easily determined per user. However, if your file-sharing solution sits outside of Visualfiles, this saving can be revealed as an additional administrative task for the end user, unless it is integrated into your case management system… now you might guess where we are heading.
Portals that are integrated with Visualfiles are a risk averse and efficient solution to document sharing. Not only does it allow clients and other parties to login and view a subset of the case history that your organisation decides to share, but it also removes the additional effort of sharing documents via the file-sharing solution. This means that, if integrated, clients and third parties are essentially already interacting with the documents via the case history. There is a further benefit of automated messages and emails being generated to advise of any new documents or letters that require review.
Furthermore, a portal doesn’t just stop at document sharing – it can also distribute to clients or other parties, online forms to complete, whereby their answers are automatically populated into the Visualfiles database. This self-serve ability allows the end user to access information about their case, without reaching out via telephone or email in the first instance, providing a more timely, satisfactory user experience, and freeing up the time of your fee earners.
Explore integrated portal options with Visualfiles by contacting your dedicated Account Manager today.