Producing consistent, low-effort, branded reporting for superior results.
Client Profile: A mid-sized Legal Support Services Provider operating nationally, managing internal team members and vendors with limited resources.
The Challenge
Team members were using Excel, Word, and an mix of formats for Client-facing search results reports and charts. The company lacked consistency of brand standards, and everyone kept their own ‘versions’ of reports and charts on their hard drive – there was no standardization. Each report and chart was ‘hand-made’ and nothing was automated. Law firms are demanding more detailed reports.
Results were often retyped more than once – across reports, charts and invoices. Highly labor-intensive, low-impact work ate away the workday. Large projects were even more burdensome – requiring multiple reports and charts. The company wanted a single, consistent and streamlined means for everyone to produce branded deliverables – with fewer steps and less effort.
The Solution
By switching to RDS, the Company could generate a report or chart within seconds. Each deliverable was automatically consistently branded – no need to reuse or revise old versions. Users of the platform, simply selected the services to be reported on and generated the report with just a few clicks. Then, the User could swiftly email the report from RDS directly to the Client – no more Word docs, spreadsheets, and jumping between platforms. Everything was in one place for speed, accuracy, consistency.
The Owner and VP of Operations not only were thrilled – not only because the team was finally using a polished, branded product – but also because they witnessed a significant boost in productivity and morale. The team was excited to leave the manual report generation behind. RDS’s intuitive interface required minimal training, enabling fast and seamless adoption.
The Outcome
Speed: Streamlined automation reduced deliverable generation from 10+ minutes (or even hours) to mere seconds or minutes – achieving 80% time savings.
Accuracy: By eliminating platform-switching (e.g. email, word, excel, forms, etc.) and the need to cut and paste order information, and by working within a single platform, the company significantly reduced errors and oversights.
Professionalism: Clients received consistently, branded deliverables and appreciated the faster turnaround times and polished reporting.