Managing credentials: collection and retrieval of experience information

A key component of what professional services firms sell is their experience and track record.  Having access to a simple list or sophisticated database of credentials that can be used for marketing purposes greatly reduces the time it will take to assemble a pitch document, directory submission or piece of collateral.  Carefully profiled credentials also enable you to search and select experience which exactly matches your client's needs. 

Web-based collection and search

The RecordHub® product is a customisable software solution for collecting and extracting information on your track record.  It reduces the amount of time and indirect cost of collecting credentials, increases the accuracy of credentials and gives you the power to produce brand-compliant tombstones or credentials sheets at the touch of a button.

This automated collection system will help save over 20 minutes in fee earner, marketing and PA time per credential.  Quality is controlled through a gatekeeper system.

Searches can be performed through selecting criteria - industry sectors, work types, value, etc - to narrow down your results.  Results can be exported in Word, PDF, Excel or text formats directly into marketing or pitch documents.

Bespoke, automated collection systems

Record Associates also works with clients to integrate file opening and matter management systems with workflow products, such as MetaStorm, to enable information to be efficiently collected, profiled, authorised and stored in a searchable credentials database.   See our case study.

Efficient manual collection

Where credentials are collected manually, Record Associates will help you improve the quality of information that is collected, reduce the time it takes to collect credentials, ensure it is collected by the most cost-effective people (PAs, marketing, PSLs, then fee earners) and improve your database so staff can access it easily.