Industry
Streamline for corporate and statutory services
Filing and statutory workflows that enforce the steps and generate the documents from captured information.
What we hear from these firms
- Filings must be accurate and on time, every time, with no skipped step.
- The same client information is re-keyed into several documents.
How Streamline handles it
- Scripted workflow steps mean a filing cannot move on before it is complete.
- Documents are generated from information already captured against the task.
- Fillable PDFs and custom forms capture what the filing needs up front.
Customers in this industry: Statucor (Matthew Wray).
One connected process
How work moves through Streamline for corporate and statutory services
The same task carries the instruction, owner, deadline, work record and outcome, so the team and its managers work from one current view.
WHAT + WHO + WHEN
Scope, owner and deadline
TASK
One accountable record
EXECUTION
Work, time, communication and documents
CONTROL
Live progress and corrective action
DELIVERY
A recorded outcome
The right thing. The right person. The right time. Every time.See the full solution
Client outcome
We only publish outcomes our clients have approved in their own words, and none has been signed off for this industry yet.
Ask us on a call and we will put you in touch with a firm like yours as a reference.
How these firms use it
- Running recurring client obligationsMonthly and annual obligations sit on a diary so deadlines stay visible.
- Turning your process into workflow stepsScripted steps mean work follows your process every time.
- Custom forms and fillable PDFsCapture exactly the information a job needs, in the format you already use.
- Generating the documents a job requiresDocuments are produced from information already captured against the task.
See it on your own process
Tell us how the work runs in your firm and we will show you the same process in Streamline.
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See it running on your own process
Book a walkthrough and we will show Streamline handling work the way your business already does it.