Document Management

Practice Net

Work towards the ‘paper-less’ office with Rapport

A survey revealed "that businesses are suffering from having multiple (and possibly conflicting) databases". Keeping in regular contact with your clients can become a nightmare if all your databases hold different information. Why settle for inefficiency when you can install one centralised database that will provide an immediate return on your database.

Rapport is an innovative solution for the practice looking to cut costs and increase accuracy. As client retention becomes more of an issue, it makes good business sense to install a system like Rapport with a centralised database, so duplication is eliminated and accuracy ensured.

Rapport’s intuitive document management system automatically saves documents in the appropriate client file allowing instant recall to a full client history. Firms no longer have to worry about a complicated filing structure.

The system also delivers time and costs savings through its automatic letter writing facility. All members of staff can produce their own correspondence quickly and easily should the need arise.

Rapport is used in small, medium and large firms throughout the UK. It allows staff to build a ‘rapport’ with clients through the sharing and management of client information across the practice.

Using Rapport saves money in several ways. Overall, it increases efficiency and firms report major savings in administrative time.

Rapport supports the administrative function so that if a member of the team is away, it provides an automatic letter writer.

The system automatically saves the work away into the relevant client file so finding it at a later date presents no problem.

Rapport automates routine tasks such as bulk mailings. There is no need to mail merge letters – Rapport does it for you and cuts the time spent on producing end of year letters from weeks to days.

Savings are also reported in phone costs. Because Rapport provides comprehensive client information on screen instantly, partners feel confident enough to take a client call straight away and no longer have to return the call when the file is front of them.

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