In an increasingly commoditized market, providing clients with a digital vault can impress them and strengthen relationships, setting firms apart from competitors.
Firms are looking to achieve efficiency gains to improve profitability and find ways to differentiate themselves in the market for high net worth clients.
Digital vaults serve as a single source of truth for clients' affairs, ensuring that their documents and information are easily accessible, even if key staff are unavailable.
By organizing clients' information—like wills, trusts, and assets—law firms gain a competitive advantage, potentially enhancing cross-selling opportunities and increasing client satisfaction.
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