Situation
Sydney based law firm developing an estate and succession plan for a well known Australian family. The plan would provide family money for future generations of direct descendants and involve four generations of the family.
The brief demanded that certain information be available to all family members, whilst other details were strictly reserved for a select few whereby information would only be shared on a need to know basis.
Critical Issue
Share highly sensitive documents easily, in a secure and controlled manner whilst protecting each individual client’s (four generations) confidentiality.
Reason
The law firm is required to collaborate with the whole family, with many distributed documents requiring revisions by various parties. Not all persons involved are authorised to view areas of the estate, with the need for controlled access and secure distribution of the information. The law firm must retain control over the highly sensitive legal documents.
Capability
The law firm needed a solution that would allow all authorised parties (authorised law firm employees and four generations clients) to securely access documents over the Internet in real time, from anywhere in the world. A simple and time saving solution would improve collaboration efficiency between all parties and save significant un-billable hours typically lost in trying to locate and share documents for clients.
We Provided
DocLocker’s self administered turn-key solution for storing, sharing and managing documents provided the complete technology required by the firm and the firm’s clients. There was no additional hardware or software required. No IT staff needed to install, implement or support. DocLocker’s unique web based application ensured all parties can securely access their information anytime.
Result
DocLocker strengthened the firm’s service to their clients and protected their business from high risk security and confidentiality breaches. DocLocker also helped reduce the firm’s operations and client servicing costs. Clients appreciated the ease of using DocLocker as well as the confidence in knowing their highly sensitive information is protected.
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