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Empowered Teams with AI through Microsoft Copilot

THE CHALLENGE 
A Financial Services firm wanted to roll out Microsoft Copilot to boost productivity and collaboration. But before doing so, they needed to make sure permissions and data access were set up the right way. They also wanted the rollout to feel practical rather than just a switch being flipped, but something tied to real use cases that would help their teams actually use Copilot day to day.

THE OBSTACLE 
The firm didn’t have clear visibility into who had access to what across SharePoint and Teams. Without that clarity, turning on Copilot could risk sensitive data being surfaced to the wrong people. They also needed a plan to train their teams and build confidence in using Copilot without overwhelming them or creating confusion along the way. They hadn’t gone through a Copilot rollout before and didn’t have a trusted partner with the experience to help them do it safely and effectively.

THE SOLUTION
RooksDM designed a program that started with governance and built toward adoption. The team guided them through checking permissions, cleaning up access, and preparing for Copilot. Training and workshops were customized for different skill levels and office hours gave everyone a space to ask questions and share best practices. Key parts of the solution included:

  • Completed Copilot readiness assessment with audit of environment and settings
  • Defined team uses cases, both out of the box and specific to firm workflows
  • Created assignments and handouts to give team members practice
  • Conducted instructor-led trainings and workshops
  • Built-out actual demos and practical examples
  • Held Q&A office hours to support adoption

THE RESULTS
The rollout gave the firm confidence that Copilot was enabled safely and set up for success. Permissions were cleaned up, teams were properly trained, and leadership gained clarity on data governance. With the right foundation in place, users began using Copilot effectively and securely in their day-to-day work.

  1. Turned on Copilot safely with the right permissions
  2. Trained teams to use Copilot in their daily work
  3. Built confidence in using AI tools across the company
  4. Increased Copilot adoption quickly and smoothly
  5. Created a clear process for future AI projects

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Streamlining Complex Intake Process: Maximizing Forms for Efficient Immigration Law Firm Operations

 

The complexities of immigration law can pose significant challenges for law firms tasked with gathering information for various visa applications. From H-1B to I-129 and L-1A, the specific requirements and documentation needed can vary greatly, making it a formidable task to ensure all necessary information is collected and presented in a comprehensive and compliant manner.


In this case study, we will explore the challenges faced by an immigration law firm and the strategies they have employed to streamline the information-gathering process, save time for attorneys, and achieve successful outcomes for their clients.

 

The Challenge

Streamlining Information Collection for Law Firm

Our client is a highly regarded immigration law firm located in Boston. With a reputation for being one of the best in the city, the firm has a growing client base and is continuously in high demand. However, the nature of their work requires the collection of a significant amount of information from clients, which can prove to be a time-consuming and complex process.

One of the primary challenges the law firm faces is the need to request a variety of attachments from clients, such as personal identification, financial documents, educational certificates, and work experience records. There are a number of factors that alter the information being collected such as having dependents, the applicant’s country of birth, or even their marital status. This makes it even more challenging to streamline the process across the company to ensure the proper information is requested, received, and organized. Lastly, this sensitive information must only be accessible to the proper team members and saved securely.

Additionally, security and compliance are of utmost importance, and the firm needs to be sure that they are meeting all legal requirements while also providing the best possible service to their clients.

 

 

The Solution

Revolutionizing Information Collection with Customized Forms and Automated Processes

RooksDM recognized the difficulties faced by the busy and growing Boston law firm in gathering the necessary information for various immigration visas. To help address these challenges, RooksDM started the project with a comprehensive review of the law firm’s processes and procedures for information collection and management. Through this analysis, RooksDM was able to identify areas for improvement and develop a solution that streamlines the information-gathering process.

Then, RooksDM created unique forms specifically tailored to the needs of the law firm. The forms are user-friendly, easy to fill out, and designed to reduce the time spent on intake while ensuring the necessary information is collected in a comprehensive and compliant manner.


These forms incorporated 3 key features:

  • Field Validation – ensure we get the correct data (i.e. date format varies in different countries)
  • Dynamic fields – adding additional fields based on their responses to questions (i.e. if they have dependents, the form would add additional fields)
  • Automations –
    1. each submitted form created folders with a specific naming convention for clients
    2. created and named a pdf file for the responses received
    3. renamed all attachments based on the form type and applicant’s name
    4. saved attachments directly into the secured folder

 

The Result

Elevating Efficiency and Accuracy

In conclusion, RooksDM partnered with the highly regarded Boston law firm to streamline its information collection and management process. Our comprehensive review of the firm’s processes and procedures allowed us to identify areas for improvement and create a customized solution.

By creating 16 unique forms that asked for specific information based on the legal needs of each matter, the law firm was able to efficiently and confidently collect the necessary information for each case.

The forms included key features such as field validation, dynamic fields, and automations that made the process smoother and more efficient. In short, RooksDM’s solution has revolutionized how this Boston law firm handles information collection and management. This improved their overall success rate and freed up valuable resources that the firm can now use to grow their business.

 

Are you interested in streamlining your intake process?

Click here to learn more about our dynamic forms.
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Streamline contract generation process and improve efficiency


Are you a financial advisor struggling with a time-consuming and error-prone agreement generation process? Discover how one of our clients was able to streamline its process and improve efficiency with the help of RooksDM. Our team of technology consultants implemented automation and CRM integration to reduce manual data entry and improve the tracking of client information. 


The Challenge

Cumbersome Agreement Generation Process

The client, a financial advisory firm, was spending a lot of time generating new client agreements and entering the same data into multiple systems. Previously they would take a template agreement and copy and paste new client data into the document. They would manually need to save this and sent it to the client for e-signature. 

As they continued to grow, this seemly simple workaround became cumbersome. It was not only time-consuming to manually create client agreements, but also increased the risk of errors. Simple mistakes happen with repetitive manual tasks when the workload increases. The client needed a solution that would streamline the process and make it more efficient.

 

 

The Solution

RooksDM Implements Streamlined Solution

  • RooksDM worked with the client to understand the current process, identify inefficiencies, and determine the technology needed to overcome them.
  • To streamline the process, RooksDM implemented an internal form that would trigger workflow automations.
  • This form interfaced with the client’s CRM for tracking and sending communications to the client.
  • Additionally, it generated client agreements based on templates for e-signature and created client-specific files and folders.

 

The Result

Significant Improvement in Efficiency and Service

After implementing the solution, the client saw a significant improvement in the efficiency of their agreement generation process. The automation enabled them to generate agreements quickly and easily, reducing the time spent on manual data entry. Additionally, the form’s integration with the CRM made it easier to keep track of client information and send communications. 

The client was also able to provide a better service to their clients by having agreements ready to be signed quickly. Overall, the solution provided by RooksDM helped the client to streamline their process, save time, and improve the overall service provided to their clients.

Ready to streamline your contract generation process?

Click here to schedule a time to talk to one of our experts.
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Automatically saving attachments from Outlook into Teams

Did I remember to save all of their receipts? Let me check my email. Are all of their receipts in this folder in Outlook? Let me search their email address and compare files.

If you work at a ProServ firm, you likely receive hundreds of attachments per month… maybe even more. How many of those attachments must be manually saved one by one in your shared drive? How many hours are spent manually saving files each month?

It’s easy to get caught up in the day-to-day grind, and that is exactly what happened to our client in this case study. Learn how they leaned on automation to gain several hours back in their week and ensured all attachments are automatically saved each and every time a contractor sends a receipt.


The Challenge

Reimbursing contractors for expenses

When our client, a California-based Financial Advisory firm, first began working with us they wanted help streamlining their processes. As their organization has grown through the years, they have also increased the number of contractors they worked with.

As their contractor base grew, this temporary workaround proved to be inefficient as receipts would often be missed or would not get saved as an attachment. This resulted in missed or late payments to contractors.


The Obstacle

Finding attachments in Outlook and Teams

Our client realized that they were spending far too much time searching and organizing contractor receipts. Such a simple admin task had become cumbersome. They needed an easy solution that they could use across all contractors.


The Solution

Saving Attachments into Teams from Outlook

By using Microsoft Power Apps, RooksDM helped them to automate this process, so they no longer had to go on the hunt for files. 

Here’s how we did it:

  1. Contractor sends an email with the word “receipt”
    1. If the contractor is new, the system creates a folder for them
    2. If the contractor is existing, the system routes any documents to their folder
  2. Attachment is automatically saved into their folder within Teams
  3. Attachment is automatically renamed to keep the folder organized

In an effort to reduce human error and ensure each receipt was saved, we took into consideration the possibility of a contractor misspelling the word receipt when sending in their email. Hey, we know that mistakes happen! That’s why our automation solution was built with humans in mind just to be on the safe side. We included variations of the word receipts for example:

  • receipt, 
  • reciept, 
  • receipts, 
  • reciepts, 
  • recipts.

Luckily the manual work was kept to a minimum. 

 

The Result

Have Peace of Mind Knowing Where Everything is Saved

In the end, the client was thrilled! Who knew that such a seemingly small change would make such a huge impact and lead to labor cost savings!

Now the client has better relationships with their contractors as all receipts are now automatically and neatly saved in their specific contractor folders which makes it easy to submit their complete payments on time! 

In addition, the client reduced human error and saved a lot of time as they no longer have to sift through emails and follow the manual process of determining if the contractor’s folder already exists or not, creating a new folder, wondering if they collected all of the receipts which lead to research time, and then saving each individual attachment in the proper client’s folder.

A process that could easily take several hours in a month while reconciling can now be completed in minutes. The best part, now our client can spend more time working on more meaningful client work instead of admin tasks!

What tedious task do you have that can be automated to help you get some time back in your day?

Interested in saving time?

Click here to learn more about how we help businesses use technology to streamline their business.
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Microsoft Teams empowers client organization structures

Restructuring Microsoft Teams

Privacy and organization are a company’s top priorities when sensitive information is involved. This is the case for South Bay Financial Partners, a financial advisory firm. They specialize in financial planning and help their clients make money decisions, manage their debt, invest, pay taxes, negotiate insurance, and plan for retirement. 

“Security was really my #1 priority,” said Tara Unverzagt, Founder & Chief Advisor at South Bay Financial. “We are tax preparers and the IRS has cybersecurity standards that are tough to meet in a growing company.”

When South Bay Financial Partners wanted to leverage Microsoft Teams to empower their client’s organizational structure, they turned to RooksDM for help.

The Challenge

Using the Diamond Model for Enhancing Employee Performance

The first and most important thing that South Bay and RooksDM had to tackle wasn’t even digital. They had to figure out the best organizational structure for South Bay Financial Partners’ clients and how to structure internal access to clients and client details. 

For this, South Bay Financial Partners already had an interest in modeling their Teams environment to align with the Herbers & Company Diamond Teams®, a popular organizational structure for financial advisory firms.

“Moving to Teams was an important first step to moving to the Diamond structure,” said Tara Unverzagt.

With RooksDM’s help, South Bay Financial Partners created three client categories:

  1. Younger clients that are just beginning their financial journey.
  2. Clients with a good handle on their finances who want help managing details and finding new opportunities. 
  3. Clients planning for their future and planning for their family’s future and security. 

Once South Bay Financial Partners and RooksDM had the client structure confirmed, the next step was to integrate this structure into Microsoft Teams.

The Obstacle

Concerns with Microsoft Teams Update

South Bay Financial Partners already had Microsoft Teams, which had positive and negative repercussions. 

On the plus side, South Bay Financial Partners employees were already familiar with Microsoft Teams and had an idea of how they wanted the channels set up. 

On the downside, a lot of information saved in Microsoft Teams was not structured or labeled in such a way to be easily reorganized based on the new structure. The new client structure also came with levels of confidentiality. Some information could be easily accessed by all employees while other details needed to be securely saved so only approved individuals could access it. 

And the fact that South Bay Financial Partners was currently (and actively) using Microsoft Teams meant that the reorganization needed to happen quickly and effectively over one weekend so as not to disrupt business. 

Here are some other helpful links to utilizing Microsoft Teams and Microsoft Office to optimize your company’s work. 

The Solution

Data loss prevention and Microsoft Teams

South Bay Financial Partners needed to manually label client details and documents before RooksDM could map them into the new structure. This required South Bay Financial Partners to manually tag and organize a thousand documents. 

Luckily the manual work was kept to a minimum. 

While South Bay Financial Partners worked on labeling details and documents so they aligned with their categories, RooksDM built an environment that would seamlessly do this work moving forward. Without the tool that RooksDM implemented, it would have been a huge task to migrate South Bay Financial Partners’ information into the new system. And, it would have been a job to maintain that organization.

RooksDM utilized AGAT, an innovative software provider specializing in security and compliance solutions, to get all these documents where they needed to be for clients and for the new organization structure. 

Using AGAT allowed RooksDM to easily:

  • Migrate everything in Teams to the new structure, including chats
  • Mapped where everything needed to live
  • Change naming conventions
  • Understand the alignment of each document
  • Securely move over 1,000 docs move

RooksDM created all this reorganization in a staging environment, so they could quickly release the update over the course of a weekend. 

Before the release, RooksDM helped South Bay Financial Partners sync all their files to the cloud, creating a cache of the environment so if any important information was discovered missing after the update, it was not lost permanently and could easily be retrieved by a developer. This happened a few times with a few files that were quickly recovered.

The Result

Microsoft Teams performance improvements

The update to Microsoft Teams took one weekend. After the weekend of implementation and testing, South Bay Financial Partners was working with a newly restructured Microsoft Teams by Monday morning. RooksDM set up training and created roles so certain employees could access certain categories and certain classified details based on their access level. 

Access level did the following:

  • Identified documents and details as private or public 
  • Made clear who had access to what
  • Outlined private channel
  • Set up roles that supported the org chart

The work creating roles and layers of classification allowed South Bay Financial Partners’ HR to use Microsoft Teams for recruitment and hiring! An added benefit of RooksDM restructuring Microsoft Teams for South Bay Financial Partners. 

“I love how Teams helps me track my time,” said Tara Unverzagt. “ I can see who I ‘called’ on the team and how long I talked to them. Since we track all our time, that’s a helpful tool. We went from using Zoom, Slack, and Google for file storage to Teams which does all of it in one place, integrate. The ‘chat’ about a client or topic is where the files for that client or topic are located. Easy to find everything you need in one place.”

South Bay Financial Partners’ goal in restructuring Teams was in preparation for business growth. Already, it is saving them time, increasing security, optimizing organization, and helping them keep up with all the necessary documents, especially time-sensitive ones like client tax returns.

Conclusion

Use technology to your advantage

You know your business, and RooksDM knows the technology. South Bay Financial Partners had an idea of how to restructure their clients to optimize tasks and increase security. They even went so far as to research the school of thought that best aligned with their intentions. With RooksDM, South Bay Financial Partners was able to reorganize its internal structure according to the Diamond Model and then leverage Microsoft Teams to put that restructure into daily practice. 

Already, that restructure is opening up opportunities and efficiencies South Bay Financial Partners didn’t anticipate. They have set themselves up nicely to scale. 

“I would recommend it for anyone who is concerned about security, which should be anybody in the financial world,” said Tara Unverzagt. “For smaller companies, everyone has their finger in all the pies. As you grow, you need to separate responsibilities and access. Teams is the easiest way to make that happen.

If you have a project and need someone technologically minded to help you implement your idea into daily practice, schedule a consultation with RookDM today! As we did with South Bay Financial Partners, we can also help with the work leading up to the technical work so development hours are optimized for the task at hand.

Interested in customizing Microsoft Teams?

If you have a project and need someone technologically minded to help you implement your idea into daily practice, schedule a consultation with RookDM today! As we did with South Bay Financial Partners, we can also help with the work leading up to the technical work so development hours are optimized for the task at hand.
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Law Firm Retainer

Law firm now generates retainer agreements in seconds

Industry
Family Law Practice

THE CHALLENGE 

It’s no surprise that when a company experiences growth — especially a merger — that processes need to be reviewed and updated. For this Chicago law firm, that was the case. After merging two firms together, they realized that their intake process was cumbersome and prevented them from growing. 

Too much time was being spent on manual data entry and document creation. Their goal was to create an efficient system to eliminate steps for the firm’s team and create a better client experience.

THE OBSTACLE 

Prior to speaking with a client, the law firm needed to have a signed retainer agreement on file in order to begin working with them. This process was similar to other small firms — attorneys manually copied and pasted data from an email inquiry into a Microsoft Word template. 

While this process works for a small firm, manual data entry becomes a burden when you receive multiple inquiries per week. When this Chicago law firm first began working with RooksDM, they knew this process could be updated but weren’t sure where to start.

THE SOLUTION 

RooksDM stepped in and proposed the law firm begin using Lawmatics to help facilitate the process of creating a retainer agreement. They were able to take the firm’s existing retainer agreements and upload them into the CRM. They also mapped fields from the CRM to the retainer agreement to make the process of generating a retainer agreement simple and quick.

Now when an attorney is speaking with a prospective client, they simply:

  • Click a button to create a retainer agreement
  • Select which retainer agreement
  • Select which client 
  • Send the retainer agreement via the system with the ability to e-sign the document

Not only did this change improve the client experience drastically, staff at the law firm have now saved hundreds of hours each month on unnecessary data entry and emailing. This simple change is not only saving the law firm time, it’s allowed them to increase billable hours and decrease leads falling through the cracks.

Are you interested in automating your retainer agreement? Schedule a consultation with RooksDM!

Lead Automation

Sending Dynamic Responses Based on Form Fields

THE CHALLENGE – Customizing Communication for New Leads

It is an undeniable fact that all businesses need new business. Reaching and engaging with quality leads is critical for the success of a financial advisory firm. What better way to woo potential clients than with personalized communication based on their buyer persona profile. 

This Torrance CA based financial firm wanted a way to collect new leads and sort the new leads into one of their four pre-established personas. They needed this information sorted into their CRM, RedTail, and they needed to configure which persona each lead best-fit and send them custom communication based on that persona.

THE OBSTACLE – Using Google Forms to Collect Leads Works But Not Well

The first attempt at collecting leads and identifying personas was done with a questionnaire made with Google Forms. Once a new lead completed the questionnaire, this financial firm would manually add each lead to their CRM and manually calculate each lead’s persona using Google Sheets. Then a financial advisor would send the lead an email using customized language for that persona with more details. 

The form was a success engaging with new leads, but it was a tedious task, taking about ten minutes per lead to complete. While the firm was receiving just one or two questionnaires a week, it was a very doable task. 

Then the firm’s marketing efforts in a podcast resulted in 60 new questionnaire submissions in just one week! The tedious task became a tedious problem.

THE SOLUTION – Integrating Lead Generation with CRM and Email

After learning more about the pain points of this manual process, RooksDM was able to create a slicker-looking questionnaire that automatically calculated each lead’s persona by using Typeform.

Then using Microsoft Logic Apps they were able to connect the Typeform to their CRM and send automated emails with customized messages based on each lead’s persona. Amazing, right!?

What once was a manual process, taking ten minutes per lead, now works quietly and automatically on its own without taking financial advisors away from other work. 

Check out the example below.

THE RESULTS – Getting New Leads and Automatically Sending Customized Emails

Last year, the financial firm received over 500 new leads using their Typeform questionnaire and all that information is synced into their CRM and the first communication effort is sent automatically. 

The impact of automating marketing efforts for lead generation:

  • 10% or greater revenue increase within six to nine months
  • 16.5% higher campaign response rates and conversion rates
  • 85% decrease in cost per lead

Information from Customer Experience Matrix.

In the end, this financial firm was able to personalize engagement with leads without even lifting a finger.

Are you interested in automating your lead process? Schedule a consultation with RooksDM!

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Law firm gains valuable time and grows business by automating client intake

Industry
Law (Immigration)

THE CHALLENGE 
Founded by immigrants, this boutique full-service immigration law firm is dedicated to its clients and their cases. They pride themselves on being responsive to clients and potential clients, but as they began to receive more and more inquiries, they realized their processes were slowing them down, impacting their service, and holding them back from growing.

THE OBSTACLE 
When a prospective client submitted an inquiry on the firm’s website, the firm’s attorneys and staff had to do a lot of manual work before they even had their first meeting with the client. They were spending valuable time copying and pasting client information into their database, customizing engagement letters, and scheduling initial meetings. New inquiries were getting bottlenecked, costing them valuable billable time and impacting the client’s experience. 

They needed an easier way to:

  • Assign attorneys to new client inquiries and schedule appointments
  • Send the client an engagement letter and receive back an executed copy
  • Collect payments
  • Schedule meetings

THE SOLUTION 
After learning about the law firm’s processes and identifying their pain points, RooksDM came up with a plan to automate their intake and scheduling process. We implemented an end-to-end solution for client intake, from the moment the client submits an inquiry to their first meeting with an attorney. 

Based on dynamic criteria on the inquiry form, like preferred language or matter type, an attorney is assigned to the prospective client. An engagement letter is then automatically populated and sent to the prospective client for their electronic signature. The client then automatically receives an email to schedule an appointment and make a payment. 

The technology solutions included: 

  • Jotform
  • HelloSign
  • Calendly 
  • Paypal for payment processing

THE RESULTS 
The tools and technologies RooksDM implemented freed up valuable time for the law firm’s attorneys and staff. Now, the entire client intake process is 100 percent automated. This has saved the law firm 30-60 minutes per client inquiry, allowing attorneys to focus on billable work and enabling them to take on new clients and continue to grow their business. Clients also enjoy a quick and seamless intake experience, setting the stage for a successful engagement.

Want to automate your intake processes to help your business grow? Contact us today.

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Merging law firms and consolidating technology

Industry
Law (Family Law Firm)

THE CHALLENGE 

When a Chicago-based family law firm were seeking ways to expand their law practice. When they received an offer to merge with a real estate law firm, they were thrilled! This opportunity would allow for them to expand their business.

As with many great opportunities, the merge surfaced a new set of problems. Leadership knew it was important to be strategic during the transition, especially since each business had their own systems, technology, and internal processes.

“We have had a quick expansion and growth and becoming more efficient was very important,” said the managing partner.

THE OBSTACLE 
Before any decisions were made, leadership wanted to take a step back to review everything from an aerial perspective. They wanted to bring in an unbiased expert who would help them take this transition as an opportunity to not only merge their practices, but also enhance their processes.

Simple tasks like customizing a retainer agreement were created by copying and pasting information. While this isn’t a terrible workaround, their attorneys were wasting billable hours on admin work. They knew there was a better way to operate using technology.

THE SOLUTION 
After meeting RooksDM at a virtual event, the law firm decided to schedule a no-pressure meeting to learn more about using technology to be more efficient. In their initial conversation, it was clear what needed to be done.

RooksDM proposed the law firm go through a deep dive tech assessment which is a detailed analysis of their current processes and technologies. The assessment not only looked at what the two businesses were currently doing, it also dug even deeper into their pain-points and provided customized ways technology can solve these challenges.

THE RESULTS 
After the deep-dive assessment, RooksDM provided and implemented the following tactics:

  1. Migrated from Inslightly to Lawmatics: Previously the law firm did not have a formal intake process for clients. This move allowed them to seamlessly input data from the contact form on their website into their Customer Relationship Management system (CRM).
  2. Integrated Lawmatics with Smokeball: By integrating their CRM with their practice management system, Smokeball, their data effortlessly transferred between systems (.e. clients notes, contact information and other data points).
  3. Added retainer agreement templates: RooksDM set up 9 different retainer agreement templates (i.e. commercial buyer, divorce, etc..) within Lawmatics. When ready to generate an agreement, the attorney simply needed to select the template and the CRM automatically filled in the needed fields (i.e. client name, matter type, etc..).
  4. Reduced software license costs from $19,169 to $17,462: By looking at all of their needs holistically, RooksDM was able to consolidate the number of technologies from 9 platforms into 6, saving the firm money and time managing unnecessary platforms.

TESTIMONIAL

“If you have any needs to become more efficient in your business (and who doesn’t), especially in today’s very tech-focused, virtual world, I highly recommend you work with RooksDM!”

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Reducing work-from-home pain points with technology

Industry
Financial Services and Tax Preparation

THE CHALLENGE 
When the world shut down in 2020 due to the COVID-19 pandemic, most businesses were forced to work from home. This was the case for one of our clients — a California Financial Services Firm.  

To fully serve their clientele, file taxes and meet deadlines, this accounting firm relied on an internal software secured by their private server. But when all of their employees were forced to work from home, their technology could not adapt as quickly due to security reasons.  

THE OBSTACLE 
The mandatory work-from-home order that was put in place forced the leadership team of this accounting firm to quickly figure out how to remain fully operational at home. This meant that their employees needed secure access to their technology from home.  

The company could purchase individual licenses of the software for each employee to use at home, but that cost would be significant — $1,400 ($120 per month) per person each year.  

THE SOLUTION 
After talking to experts at RooksDM, the practice learned about another option that they didn’t even realize existed – creating a VPN (virtual private network). A VPN would allow employees to securely log into the server in their office without physically being in the office. 

VPNs have been effectively used for years at many large companies to safely allow employees to work remotely, however, small to mid-size businesses didn’t really have a need to set this up – until now.  

THE RESULTS 
Using some existing hardware that the client already had and only a few hours of to implement, RooksDM was able to setup a VPN and get employees access to the software they needed to continue to help their clients. Employees were able to log into the secure VPN and access the server, just as if they were back in the office. 

If you or someone you know is still struggling with technology while working from home, click here to schedule a free 30-minute consultation. We want to help make your life easier.  

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