CASE STUDY Fortune 500 Company | United States
Large US Financial Institution Increases Legal Department Efficiency and Manages Workflow
Client Need
- Distribute a seventy‑five‑question questionnaire to more than 350 law firms and suppliers.
- Streamline the annual compliance process to reduce manual effort.
- Replace Excel-based tracking to minimize errors and eliminate duplication.
- Establish a reliable method to track compliance and regulatory requirements.
Client Solutions
- Automate and digitize the questionnaire with enhanced text, color coding, and validation rules to improve accuracy.
- Connect questionnaires to dashboards for distribution, response tracking, and data collation.
- Improve email reminders and streamline data entry to reduce manual tasks.
- Generate PDF reports for long-term compliance record keeping.
- Implement a custom compliance solution with a branded front-door portal that reflects company culture.
Why Epiq
- Engage experts with over twenty years of experience in workflow and automation solutions.
- Enable legal departments to integrate generative AI into decision-making.
Results and Benefits
Deploy the concept in one month.
Survey over 350 law firms.
Enhance visibility into status, responses, and issues.
Generate archivable PDFs for compliance records.