Professional services firms lose up to 20% of billable time to inefficient client communications and document exchanges (according to PwC’s 2023 Professional Services Trends report).
💡 Quick Win: Implement a secure client portal leveraging your existing Microsoft 365 or Google Workspace.
Implementation approach:
– Configure a SharePoint or Google Sites template for each client
– Set up automated document versioning and approval workflows
– Create a simple status dashboard for ongoing projects
– Enable secure, tracked file sharing with automatic notifications
– Integrate with your existing calendar for seamless meeting scheduling
A London-based accounting firm implemented this approach with their existing Microsoft 365 subscription and reclaimed approximately 5-7 billable hours per consultant per week while significantly improving client satisfaction scores.
What client communication challenges do you face in your firm? How are you addressing them?
#ProfessionalServices #ClientExperience #ProductivityTools #BusinessTechnology #TechnologyStrategy #ITStrategy