Advisory
Learn how Advisory industry clients benefit from our risk, compliance
and incident management
software solution.
"Clear, concise and helpful reporting on incidents"
"During insurance presentations a number of the underwriters remarked on how clear, concise and helpful our reporting on incidents was compared to what they often receive from other insurers. Thanks again for your help with these reports."
Advisory industry case study
Clayton Utz is a full-service commercial law firm.
Requirement
Having outgrown its legacy sytem, Clayton Utz needed a flexible tool that could be tailored to manage business information around Professional Indemnity as well as being able to handle a range of corporate risk issues. The system needed to be very secure, easy to work with and have in-built reporting capabilities that supported customised reports.
Solution
We customised Incident Forms so that all necessary information needed for Professional Indemnity matters could be easily captured, tracked and reported. Reports were customised to allow quick and easy reporting of case information that mattered. The corporate risk framework was replicated within the system enabling a more focused risk management approach.
Benefit
The ease of use, transparency and local support has represented great value for money. The ability to run off reports that are tailored to the specifics of the business has meant that 'need to know' information is always available at the click of a button.
