Quislex

OPPORTUNITY / CHALLENGE

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

Due to overwhelming amounts of clients it is critical to use these services.

What types of work can your internal staff avoid by utilizing a back office service?

The time it takes to purge data can be difficult.

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

We want to create a stable relationship for our needs.

SOLUTION

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

Legal processing is the scope.

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

They bill monthly, it is the simplest way.

How did you come to work with this service provider?

I found them through another firm.

How would you assess the service provider's ability to turn around quality work quickly, their client service, and communication?

They are very effective and thorough. They always get the job done.

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

I would guess $500.

RESULTS & FEEDBACK

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

The have improved our staff relationships and have taken a burden off of the firm.

What are the service provider's strengths?

They provide good service at a reasonable price.

What areas can the service provider improve?

They could have more people on staff.

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

We started in January, 2017.

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

It's $1,000 to $4,999.