At MLS we observed that the most popular request law firms receive are requests to register a company. Preparing such a proposal is a very low end tasks but nonetheless takes some time and effort..

Background

When generating a proposal to a client seeking to register a company most of the information needed is sourced from the Client. However, the means via which such is collected, ahead of being able to generate a proposal, involves some back and forth with the client.

Painpoints

Time consuming mails or meetings to collect client information
A low end task consuming time and effort
A slow process that can frustrate clients in need of speed
Potential for errors during fact finding ahead of preparing proposal

Solution

We used Afterpattern from Netdocuments to create a Smart App which the Service Provider (law firm) shares with the Client. Client responds to prompts from the App and a proposal is generated and shared with both the Service Provider and Client via VDRPro from SS&C Intralinks.

See below for video on this..