Signing Letters of Engagement – Clients and Compliance Case Study
A simple, quick, and efficient experience for all…
Our client, BKL, is a Top 50 UK firm of accountants, tax specialists and auditors with two offices, nearly 200 staff and a growing client base.
In common with other accountancy practices, BKL’s clients are required to sign and return a letter of engagement (LOE) before any work can take place, followed by further signed LOEs at regular intervals.
BKL was keen to make its client take-on process as efficient as possible for staff and clients alike, to ensure that its new client relationships are built on a very positive first experience.
A project was commissioned with T-Tech to automate the sales and engagement process with client care in mind.
The implementation of a CRM and digital signing system helped to achieve this, giving BKL’s staff the ability to track and manage clients and contacts.
➢ LOEs are now being ‘e-signed’ and returned quickly, marking a drastic reduction in their turnaround time.
➢ The move away from paper LOEs has meant a similar reduction in printing, postage and scanning,
bringing welcome savings of time and money.
➢ Improved compliance
➢ Automatic chasing of unsigned LOEs
➢ Freedom for clients to read and sign their LOEs while away from their offices.