A secure, real-time claim management client portal enables a professional services firm to operate internationally across more than 30 countries to deliver significant financial recoveries for its global client base.
Context
A leading organisation in the accounts audit and duplicate payment recovery sector, specialises in analysing historic financial transactions to uncover duplicate payments and recoverable claims.
The Challenge
The organisation previously managed claim information through complex Excel spreadsheets and email exchanges a process that was slow, difficult to track and increasingly inefficient as audit volumes grew.
To scale effectively, they needed a client portal for professional services that:
- Centralised all audit and claim activity
- Streamlined communication with clients
- Improved transparency and approval workflows
- Delivered real-time insight into claim progress
They required a secure online platform capable of replacing manual processes with structured, automated workflows.
The Solution
A secure, web-based client portal for professional services was developed to centralise all client, audit and claim information.
Key features included:
- Centralised database replacing Excel claim forms and email-driven communication
- Automated claims workflow, supporting approvals, queries and rejections directly within the portal
- Three real-time management reports providing instant visibility of:
- audit outcomes
- recovery values
- auditor commission totals
- Personalised client dashboard displaying company branding, audit summaries and visual progression charts (graphs, pie charts and status boards)
This solution delivered a fully digital, structured process designed specifically for professional services firms handling complex audit and recovery workflows.
The Results & Benefits
- Real-Time, Centralised Claim Visibility – Internal teams and clients can instantly review the status of active and pending claims.
- Graphical Dashboard for Clear Progress Tracking – Visual KPIs make it easy to understand audit progression and financial recovery performance.
- Secure Document Storage – Confidential audit and claim files are securely stored within the portal for authorised users.
- Enhanced Leadership Insight – Built-in management reporting helps senior teams interrogate claim data and make informed strategic decisions.