Data entry services that
work for you
Streamline the way you collect information
Have you ever started working on a client file just to realize you don’t have all the information or someone forgot to submit something? If so, this solution is for you! Eliminate human error & unnecessary follow-up with our Data Validation Solution.
Starting at $5,000
Structured data collection makes your life easier
Reduce human error
Do your clients forget to send you all the information you requested? Lean on technology to decrease the potential for human error.
The time it takes for staff to find documents or missing information adds up! Eliminate follow-up by streamlining the data collection process.
Skip the back & forth emails & phone calls. Get clients started and finished faster with all the information you need, when you need it.
Understand how structured data collection works
Instant data validation to ensure accurate information
Automatically save and organize data and attachments
Create workflows to never
drop the ball again
How are structured data + Documents collected?
Streamline the document collection process by naming all incoming files appropriately.
Keep your data clean and accurateAt times you ask for things that sound simple, but humans make mistakes.
Create validation rules, for example, the “date of accident” cannot be after the “first date of treatment.”
Real-time validation saves time and eliminates unnecessary follow-up or back and forth.
Never drop a hand-off again
This data can be routed into your CRM and kick-off automation workflows, alerting those who need to know what their next steps are.
want to learn more about how we can help you?
Dynamic form reduces human errors
- Streamlined intake process
- Used data validation on needed fields
- Integrated form with CRM
- Reduced manual data entry
Loved by our clients
what they’re saying
AT Law Group
much faster and smoother!
South Bay Financial Partners
Chat with Daleele
Interested in consolidating your technology and making your processes more efficient? Contact us today.