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Docustream has transformed the way we communicate with our clients. Our engagement letters are now clear, interactive, and highly engaging.
The Challenge
Management consulting firms often struggle with client engagement, especially when presenting engagement letters. These documents are often dense, complex and difficult for clients to comprehend, leading to miscommunication, extended negotiation periods, and inefficiency.
The Implementation
• Leveraged Docustream to transform static engagement letters into interactive, AI-narrated video explainers. • Integrated talking avatars to narrate key sections, making the content more personable. • Utilized the chatbot feature to answer clients' queries in real-time, reducing the need for manual support. • Tracked client interactions, allowing the firm to identify areas of confusion or high interest.
With Docustream, we've seen a remarkable increase in client comprehension and engagement. The interactive features have made our proposals more effective and efficient.
The Impact
As a result, the firm saw a 50% reduction in time spent explaining engagement letters, a 35% increase in client comprehension, and a 25% increase in overall client engagement.
The Client Experience
Clients appreciated the interactive, easy-to-understand format of the engagement letters. The real-time chatbot feature provided instant clarity on confusing sections, enhancing the overall client experience.
The Cost and Time Savings
By automating the explanation of complex documents, the firm saved approximately 20 hours per week, translating to a 40% reduction in costs associated with client engagement.
The Future Development
The firm plans to extend the use of Docustream to other document types such as contracts and reports, expecting to further improve client communication and engagement.
The Best practices
• Start with the most complex documents to maximize impact.
• Train staff on how to interpret interaction analytics to improve future communications.
• Regularly update avatars and videos to keep content fresh and engaging.
Keywords: client engagement, management consulting, AI, Docustream, interactive documents, engagement letters
Bring your documents to life with embedded video explainers that guide stakeholders through complex information.
Automatically highlight key sections with animations, ensuring critical points are never missed.
Engage stakeholders with a built-in chatbot that collects and analyzes their questions, providing real-time insights into their needs and concerns.
This feature turns document sharing into a continuous feedback loop, letting you refine content based on real audience behavior and understanding.
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Our SaaS platform, AI Ready Media, transforms complex documents and information into engaging video storytelling to broaden reach and deepen engagement. We spotlight overlooked and unread important documents. All interactions seamlessly integrate with your CRM software.