We centralized intake and routingEveryone who accepts service at our company—whether registered agent, local branch, store, or HQ—sends each request to one place for assessment.
Intake assessment items
☐ Confirm obligation to respond
☐ Sufficient info to gather a response
☐ Route to process team or escalate to legal
We send acknowledgements to issuersAfter we receive a request, we notify the issuer of any additional information needed, the expected timeline for response, and estimated cost to respond.
We created template communicationsWe use a system that generates routine internal and external communications from templates, then sends and stores them automatically.
We store everything online in one placeEverything is online, from key details like status, deadlines and issuer contact info to internal communications, correspondence, response docs, and invoices.
How a large employer organized its data