FINANCIAL SERVICES

Want To Increase Your Margins

and Serve More Clients

with Less Human Resources?

WE KNOW YOUR PAIN

Document management shouldn’t take time from serving your clients

Managing documents and resolving billing issues is keeping you from delivering high-value services and growing your client relationships.

  • Grunt work overshadowing your high-value tasks
  • Constant cycle of training and turnover among junior associates
  • Inefficient document access and retrieval, wasting precious time
  • Tethered to outdated systems like Excel for critical tasks
  • Endless back-and-forth over billing issues with clients
    • Sound Familiar?

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WHAT IF

There is an AI that could allow one well-trained junior employee to do the job of 5

LIQUIDDOCS

Streamlines your document management and client service processes effortlessly

Streamlined document management improves efficiency and accuracy while freeing up you and your team to focus on higher-value tasks.

  • Converts your client’s corporate documents into data
  • Normalizes data across clients for straightforward access
  • Organizes data connections and relationships
  • Understands your legal templates
  • Creates drafts incorporating client data with a single click
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WHAT WE DO

LiquidDocs' Proprietary AI Helps You

Manage Documents, Standardize Data and Generate Drafts

while Increasing Margines and Serving More Clients

 

Set Your Due Diligence Checklist

Upload your client’s corporate documents and our AI automatically identifies and extracts key information, converting it into data points that are stored and oraganized according to your preferred structure.

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Access Data

Our AI links all relationships to each data point enabling easy access to your client's systematically organised corporate data, providing a dependable single source of truth based on your client’s corporate documents. This simplifies identifying any missing elements or areas needing closer attention.

Structure Data Relationships Based on Templates

Our AI effortlessly structures data relationships based on your templates. Whether it's financial reports, legal documents, or client profiles, LiquidDocs AI ensures consistency and alignment with your standards. This streamlined approach enhances efficiency and accuracy empowering your team to deliver optimal client service

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Instant Drafts and Client Data Integration

Generate drafts with your client's data in a single click. LiquidDocs simplifies the process by populating your templates with your client's data, ensuring swift and accurate document creation. Say goodbye to manual entry and hello to efficiency.

START CONVERTING TODAY

Take Control of Your Organizational Data Space Today!

Discover the power of organized information with LiquidDocs – where compliance meets efficiency, and your data becomes an asset, not a liability.