The quality of documents a consultancy firm produces can determine how happy a client will be after the consultant has done their work. Right from the first meeting with a client, there’s a need for documents that capture whatever has been agreed upon. However, dealing with these documents presents a few issues that can be addressed by automating the document automation process.
Before a consulting firm takes on a new client, there’s a lot of back and forth communication that needs to be captured and incorporated into the service contract. Sometimes it is a challenge to design such a contract without the involvement of a lawyer, but lawyers are expensive and not everyone at the firm knows how to draft contracts.
Automation is the answer to this. Well designed contracts drafted by professionals can be used to generate professional contracts for different situations. By simply answering a few questions, document automation software will do the rest and assemble a contract that both parties would be satisfied with.
Not every client has an organized data storage system, but they will still expect the consultant to find a way to access the right data and get the job done. This is common when a consultant has to do taxes or carry out an audit. It can be a mixture of paper documents, excel sheets, emails, and so on. Such data can take ages to sort out.
Document automation software like Windward can amazingly capture every bit of information and quickly structure it in a way that is easy to understand. In a few hours, a consulting firm can complete tax returns of a huge corporation and move on to the next. Audit reports can be generated in a flash with no errors.
A consulting firm may need to store large amounts of data for different clients as well as for compliance reasons. This could require large storage space which will cost money and may not be safe if they are keeping paper documents or even utilizing an in-house server.
Utilizing automation software deals with the issue of excess paper documents but that is not all. Most modern software comes with added features like cloud storage. This means documents do not need physical space to be stored in and the consultancy firm doesn’t have to worry about the safety of confidential documents that they have in their possession since it is taken care of by the software developer.
Billing clients is not as straightforward as other services. Sometimes billing may need extra calculations and this takes time and may be subject to error. Consultancy firms need efficient billing processes to be able to bill clients on time and at the right rate.
Automating software can be programmed to take stock of the scope of work done as well as the amount of time taken to complete the work. Discounts and taxes can also be computed automatically and the final bill sent to the client on the date stipulated in the contract.
Some contracts include training of client’s employees to manage the tasks after the contract expires. This may require a training manual because the employees will not be able to call every time they forget a step. Some training manuals are complex to create and take up a lot of time. It is also difficult to provide one for everyone at the organization.
Automation is the answer to this. Training notes can be generated based on the needs of the client and they will be available to everyone without having to print hard copies.
Since most of the work consulting firms do involve documents, it makes sense to use document automation software like Windward Hub to make the work move faster. The faster they work, the more clients they can serve and eventually reap profits.
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