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Case Study


Using Kim Document's Compliance Functionality 

The Kim Document Solution

When HVG Law now runs a compliance campaign for an existing or new client they are able to efficiently create compliance forms. They open their instance of Kim Document and now either:

  1. use an existing template;
  2. amend an existing template that is already in Kim; or
  3. tag (a simple task) and upload a new compliance form to Kim.

HVG Law is able to send personalized e-mails and reminders to clients which are added to Kim Document by HVG Law.

Each recipient automatically receives the campaign email with a link. The recipient selects the link and is presented with a webform which has all the compliance questions and appropriate drop-down options or text fields. The recipient completes the form, submits securely and immediately receives a separate email confirming receipt plus a pdf of their responses for their records.

The HVG Law team receives all the responses and can track progress and send personal reminders to those who have not yet responded. They can download all responses and analyze compliance easily and efficiently, reporting back to the client. All with a full audit and governance trail.

The end-to-end process is more user-friendly for Clients and their employees, and more efficient for HVG Law.

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