Attorney portal
Following the redesign of the customer onboarding portal, there arose a need for the Tax Attorney portal to efficiently verify clients who had completed the onboarding process. The existing system lacked a cohesive verification flow, resulting in unnecessary delays and occasional errors during client assessment.
Challenges
Inefficient verification workflow: Manual document review processes caused time-consuming delays and reduced overall throughput.
Limited communication: Tax Attorneys and clients lacked a structured communication channel, leading to misunderstandings and incomplete case information
Lack of transparency: The absence of real-time case updates made it difficult for attorneys to track progress efficiently.
Approach
Our redesign process aimed to optimize the verification experience through automation, improved communication, and real-time visibility.
• System Audit — Conducted a comprehensive review of the existing Tax Attorney portal to identify workflow bottlenecks and user pain points.
• Process Automation — Implemented automated document verification to reduce manual review time and minimize errors.
• Communication Framework — Established clear digital communication channels between Tax Attorneys and clients to streamline correspondence.
• Real-time Case Overview — Introduced automated status updates and progress tracking, ensuring transparency and operational efficiency.
• Cross-functional Collaboration — Worked closely with legal and IT teams to align verification logic with compliance standards and user needs.
View all case
Results
The optimized Tax Attorney portal significantly improved efficiency and accuracy across the verification process:
• 40% faster client verification through automation and process simplification.
• 100% compliance with IRS and internal regulatory requirements.
• Enhanced transparency with real-time status tracking for active cases.
• Improved user satisfaction, reflected in positive feedback from both clients and attorneys.
