FlowForma in Professional Services

How Professional Services Bodies Add Value with FlowForma Process Automation

  Effective Client Engagement  

FlowForma Process Automation enables legal, insurance and accountancy bodies to add structure and visibility to its client engagement process. Using this workflow tool, professional services firms can quickly build out their client engagement process workflow online, securely capturing important information, generating engagement letters and storing key documentation in relevant folders.

  Seamless Contracts Management  

Professional Services organizations are using FlowForma Process Automation to efficiently manage contract creation and execution. Often a tedious and paper based activity, innovative companies use workflow to bring this process online, ensuring timelines are met, while reducing administrative activities and controlling human error with document creation included as a step in the workflow.

   Read how Vestergaard do this

  Efficient Employee Onboarding  

An everyday process across large professional service bodies, we’re often surprised how many companies don’t have their employee onboarding process automated. Our clients who utilize FlowForma workflow for their onboarding process are benefiting from clear structure and responsibilities, with new hires becoming empowered with tools/systems in an efficient manner.

   Watch how McKinley Irvin do this

  Accelerate the Innovation Process  

FlowForma Process Automation helps legal, insurance and accountancy bodies to put an automated and formal innovation structure in place, managing the process from idea generation, all the way through to launch. Realizing that innovation does not happen in isolation, customers are using FlowForma BPM to enable collaboration with cross departments, suppliers and partners. 

   Read a related blog