Exactus

OPPORTUNITY / CHALLENGE

Why does your firm need back office services? Did you previously handle these needs in-house?

My firm needs them in order to run efficiently and have better control of things. I don't use it the same way at home.

What type of work does your internal staff avoid by using a back office service?

It saves our staff approximately 20% of the administrative work.

What challenge were you trying to address with the service provider?

Our goals were to improve the process and increase utility.

SOLUTION

What was the scope of the service provider's involvement?

They provide legal process outsourcing.

Could you describe the service provider's pricing structure and how they billed you?

They charge monthly.

How did you come to work with this service provider?

We found them from a friend's recommendation.

How would you assess the service provider's ability to turn around quality work, to provide customer service, and to communicate?

They do a great job.

How much time, in hours, does this service provider save you each month?

40.

How much money does this service provider save you each month?

$1,000.

RESULTS & FEEDBACK

What takeaways and measures of success can you share about working with this service provider?

N/A

What are the service provider's strengths?

Their strengths are their responsibility and the ability to advise.

How can the service provider improve?

They could improve the promotions.

How long has your company been working with this service provider?

Oct. 2016 - Ongoing.

How much money do you spend annually with this service provider?

$200,000 to $999,999.