An Orange County law firm wanted to move away from a less paper-based workflow and establish an electronic workflow for client property as well as firm property. They had outsourced their office services and records center for more than a decade but was seeing little evolution in those areas and had a habit of investing in new technology often feeling disappointed in the results.
We saved the firm money by streamlining the processes, eliminating redundancy and recapturing space. It was essential to move them away from a people/paper dependent filing and copy departments to a single intake department that emphasizes the connection between the people, the process and the technology.
VDS’s first step was to introduce an expert on-site Intake Manager alongside our subject matter experts with experience in “paper-heavy” operations and “paper-less” workflows. The new team members helped staff by training them on the mechanics of the newly developed workflow that relied heavily on electronic workflow rather than paper/person dependent processes.