Case study: HVG Law streamline their compliance process using Kim Technologies

The compliance team at HVG Law had been searching for a way to innovate their compliance practice by using a new tooling/technology that would make their compliance support more efficient and user-friendly.

They would regularly send compliance forms to employees in client companies by email. The HVG Law team would then manually consolidate and review the data after it was completed and returned before securely reporting to the client. There were several key drivers for the HVG Law team but mainly, they wanted a more efficient and user-friendly experience, which included the following:

  1. For client employees to be able to complete the compliance forms more easily.
  2. To be able to distribute the compliance forms in bulk.
  3. To keep track of who had and had yet to respond.
  4. To be able to send personal reminders to those that still needed to respond.OK
  5. To collect all responses in one place (Kim Document)
  6. To be able to automate the set-up of templates and run individual campaigns for each client.

All of this was made possible by using Kim Document. You can read the entire case study here.

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