Legal Engagement

Claims, Conveyance, Commercial & General Advice​

VirtualSignature incorporates all the required technology to accommodate diligent controls over the document signing and ID verification process.

Case Study

The issue

A Somerset law firm that specialises in all types of personal injury claims throughout the UK and advertises on national TV were receiving high volume customer calls handled by a third-party call centre, whereby customer data was captured and e-mailed to the case handlers. Once this data was received it was re-keyed into their case management system. The process was time consuming, repetitive, and prone to errors which often resulted in long delays contacting and obtaining necessary information from the customer, sometimes leading to a loss of business.

The solution

The claims firm realised that by deploying our SmartLink application to digitally engage and interact with the agent, customer and client, the customer data could now be checked and instantly reconfirmed for accuracy. In addition, HTML SmartForms could automatically be delivered for customer completion whenever necessary. Once this process was complete, clean & valid customer data could be returned directly to their case management system (CRM) resulting in an increased volume of client uptake.