12,000 documents, one question.

The situation

A fiduciary in Zug kept contracts, accounts and correspondence for 140 clients in folder trees. Requests came by email and tied up around two hours a day in searching and forwarding.

The solution

A client portal with login where clients see their documents and search them in plain language. Answers cite document and page. Processing and storage stay on Swiss infrastructure.

Result

Clients find their contracts themselves. The office answers follow-ups in minutes instead of hours — and can back up every answer.