Company Name: Greenberg Traurig
Company Type: Law firm/Legal
Use Case: Potential Client Intake Form
Existing Process: Secretary has to manually Google search or perform other Secretary of State searches to compile identification principals of the potential client, in addition to the client’s affiliated companies. This would include– without limitation –the name of the client, principals, managing members, members, owners, shareholders, a holding company or subsidiary, etc. Depending upon the department within Greenberg Traurig, if the department already has an existing potential client intake form in a PDF version, Greenberg Traurig would then have the potential client download the PDF, fill out manually, re-scan and submit to the department.
Total Time: 1hr+
Bizodo Process: A Potential Client In-take form would be used as a substitute to the otherwise inefficient and inaccurate research process that would have to be done by a lawyer’s secretary. The form would be created through bizodo’s online form builder and would be submitted to all potential clients through bizodo’s online management and emailing tools. The potential client could then fill out the form, which would automatically be securely stored in bizodo’s cloud storage where it could be easily viewed and managed by Greenberg Traurig. If the department already has an existing PDF intake form, the firm would upload the file and automatically populate it online using bizodo’s paperwork automation tool, allowing the law firm to use their own form without the hassle of their potential client having to fill it out manually and email it to a Greenberg Traurig staff member that was indicated.
Total Time: < 10min
Time Saved: 50min +
ROI: Instead of a lawyer having their secretary spend time – time that could be dedicated to other more time sensitive and efficient tasks—on compiling information on a potential client, the secretary is able to send out an already existing form which the potential client would fill out with accuracy on their own time.
Bizodo Tools Used: Bizodo’s form builder, management and email tools, the paperwork automation tool, and cloud storage.
Benefit Summary: Bizodo provides a potential client intake form and the capability to distribute the form instead of a law firm having to waste their secretaries’ time on researching potential clients. In addition, potential clients’ information is seamlessly synced and stored in bizodo’s cloud storage making it an efficient time saving alternative where Greenberg Traurig’s forms, and as a result their clients, can be easily managed. Secretaries can then commit their time to other prioritizing matters with the assurance that potential clients will fill out the forms accurately (including information that would be difficult to extract from online searches) where Greenberg Traurig can examine the clients’ forms in order to make a knowledgeable decision on accepting or rejecting the applicant as a client and to become familiar with the potential clients’ case.
Another significant efficiency tool that Greenberg Traurig can use and benefit from is bizodo’s paperwork automation tool. Greenberg Traurig could upload their existing PDF in-take form and bizodo’s paperwork automation tool would automatically populate the form, which would allow the firm’s potential clients to fill out the form online, instead of having to download and upload a PDF file. Using bizodo would save both Greenberg Traurig and the potential client time, resulting in a more efficient and enjoyable experience for both parties.
Install the Form Template for This Use Case at http://www.bizodo.com/