Sample Web-Based Tools
Rothman Consulting (extranet)
Reed Tinsley (extranet, contact management)
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Rothman Consulting
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Rothman Consulting provides investigative and due diligence services to high profile clients such as hedge funds and venture capitalists. Its assignments and reports are often sensitive and confidential.
By launching an extranet that enables clients to securely upload or download files 24/7, Rothman Consulting has increased convenience and accessibility without sacrificing security and confidentiality.
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Reed Tinsley
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The "Contact Us" page on Reed Tinsley's website originally displayed only the firm's phone number and mailing address.
The addition of a form promising a prompt response encouraged more visitors to contact the firm and resulted in a sharp increase in prospective client inquiries and other opportunities such as speaking engagements.
All visitors who submit the form immediately see a confirmation screen and receive a confirmation email. The contact information is stored in a database where it is accessible to the firm's administrator 24/7 for followup.
Reed Tinsley also implemented an extranet to enable clients to upload large files for their accountant's review to a secure site.