Do
you
know
everything
about
all
your
firm’s
private
clients,
their
assets,
and
legal
matters?
That’s
a
tall
order
in
many
private
client
teams,
so
what
happens
if
the
colleague
who
works
on
a
particular
client
is
suddenly
unavailable,
for
instance
if
they’re
off
sick
or
unreachable
on
vacation?
If
a
client
wants
some
information,
access
to
a
particular
document,
or
advice
on
something
specific,
can
you
give
it
to
them
straight
away?
All
too
often
the
answer
is
“no.”
But
if
your
firm
gives
your
clients
their
own
digital
vault,
which
you
can
both
use
can
use
as
a
single
source
of
truth
for
all
their
affairs,
then
the
answer
will
be
“yes.”
In
an
increasingly
commoditized
market,
this
could
really
impress
your
clients,
helping
to
strengthen
relationships
and
set
you
apart
from
the
competition.
Clients
want
responsive,
easy-to-understand,
affordable
services
that
give
them
comfort
that
everything
is
in
hand.
Digital
vaults
can
help
you
tick
all
those
boxes.
At
the
same
time,
firms
are
looking
to
do
more
with
less
by
identifying
efficiency
gains
to
improve
profitability
and
maintain
or
grow
fee
income.
There
may
even
be
opportunities,
especially
for
larger
firms,
to
identify
synergies
between
their
private
client
work
and
their
corporate/commercial
teams,
so
that
they
can
unlock
cross-selling
opportunities.
In
addition,
they
want
to
differentiate
themselves
from
rivals
and
compete
for
wallet
share
of
lucrative
high
net
worth
clients.
By
storing
all
a
client’s
information
and
documentation
for
their
wills,
trusts,
property
and
other
assets,
and
tax
work
in
a
“digital
vault,”
law
firms
can
give
themselves
an
advantage.
Download
this
eBook
from
our
friends
at
Thomson
Reuters
below
to
see
how
your
firm
can
find
success
with
digital
vaults.
Download
Now