Document Management System for Insolvency Practitioners

Insolvency Practitioners spend a significant part of their working hours handling and filing case correspondence and e-mails. Efficient management of case documents and ensuring matters are dealt with in a timely fashion is a vital aspect of providing quality service to their customers. There is a constant requirement to work remotely or access information across...

Document Management System for Insolvency Practitioners
Document management system for Insolvency Practitioners

Insolvency Practitioners spend a significant part of their working hours handling and filing case correspondence and e-mails. Efficient management of case documents and ensuring matters are dealt with in a timely fashion is a vital aspect of providing quality service to their customers. There is a constant requirement to work remotely or access information across multiple offices. Sharing information and creating reports can be very time consuming due to the large volume of documents that many cases can generate. This can be further prolonged when case documents cannot be found because they are consistently filed in a poorly structured storage solution. Stress levels can also be amplified when regulatory visits are due. Managing this volume of files and documents takes a significant amount of time and can also be costly to store especially when many are paper based!

Docusoft has been working closely with Insolvency practitioners for over a decade and to meet the requirements of this heavily regulated and demanding profession. The Docusoft DMS includes specialist filing templates for the Business Recovery profession. Case filing indices include sections for pre and post appointment and many other relevant Business Recovery filing sections. These ready-made filing structures make it easy for individual Insolvency Practitioner practices to deploy and tailor these to meet individual requirements.

The user interface makes review of case correspondence easy not only for members of your team but when required, regulatory audit authorities can also be provided restricted access. Built-in document workflow provides a powerful internal processing mechanism and management tool. A detailed audit trail helps support time and fees billing. Integration and dynamic links with leading Insolvency systems help further boost efficiency of document filing.

Some of the most prominent benefits Docusoft brings to the table include its security, ease of accessibility, clever storage features, electronic-signatures, and secure document delivery. User settings determine access to the system can be limit access to documents and feature functionality offering controlled user access to the solution. An individual audit trial is maintained for each and every document from the day it is saved to the system so that you can see user interaction with a given file. All documents are stored in a central location that makes the backup and recovery process easy to manage. Features supporting client onboarding, secure document delivery and exchange, and electronic signatures also help streamline Insolvency process.

From a user experience, the processes to file, store, manage and retrieve documents are simple to understand and ease any concerns about user adoption. Docusoft’s integration with Microsoft, Office and many Insolvency systems, make it easy for users to save documents directly from the apps they are working in. With our TWAIN compatible scanning features, documents that are digitised can be saved directly to Docusoft.

Implementing a cloud-based document management solution will save time, effort and will offer cost efficiencies, increases in productivity and introduce new time saving services for your clients.

Docusoft document management delivers many valuable advantages and systems are easy to use and easily configured but if you need any further convincing contact us now to arrange a free demonstration.