Save 50–75% in staff time by modernising, automating, and centralising document flow.

by David Swadden on November 10, 2022

Full Service Requests Announcement

Today, Tracument is very pleased to announce that we have a new product joining our platform: Full Service Requests are now available to all firms!

Full Service Requests (FSRs) are outsourced requests where your firm simply tells us what third-party records or documents you need, and we do the rest. Trained and experienced Tracument staff will send out the initial request, complete all follow-ups and payments, and upload a searchable digital copy.

The main features:

  • Request any records in Canada — medical, employment, government, or financial.
  • Complete transparency, so you can see exactly when we will follow up before launching the request.
  • Receive confirmation or an update when anything happens so you are always up-to-date.
  • Auto-generate authorisations with one click.
  • Significant discounts available depending on the volume of requests each month.
  • Full cost recovery of both charges and third-party invoices to your accounting system.

You can expect the following benefits:

  • Save immense amounts of staff time!
  • Temporarily increase your firm's document requesting capacity or clear a backlog.
  • Fastest possible turnaround time facilitated by knowledgeable and experienced record collecting clerks.
  • Complete control over and up-to-date information about the status of your requests.
  • Access to our excellent client support.
  • FSR can be used with our Request Automator, so you can choose the best method for making a given request and everything is centralised in one place.

Full Service Requests have been in beta testing for some time, and are now ready and available to all firms. We invite new and existing clients to try them out. There is no contract, and you can assign as many or as few as you like. Enjoy discounted pricing for your first 60 days.

Here is what our beta-testers are saying:

Just wanted to let you know how pleased I am with the turnaround time on productions. I was thrilled to find [the] urgent requests made [recently] are all in. That's impressive! And it is such a timesaver. RM

Cover of our 2022 Legal Survey Report

If you are interested in learning more about WFH technologies and how to support remote employees, download our free, in-depth 2022 Legal Survey Report.

Learn More

See it in action. Book a call today!

You may also like

Mentorship & Training: Building Future Law Firm Leaders

Learn how to prepare future law firm leaders with effective mentorship, leadership development, and succession planning to ensure a smooth leadership transition.

3 Effective Approaches for Choosing the Right Success Strategy

Explore three effective law firm succession strategies—building from within, transferring ownership, or phasing out leadership—to ensure smooth leadership transitions and continuity.

4 Reasons why Succession Planning is Important

Discover four key strategies for effective law firm succession planning, ensuring a smooth leadership transition, client retention, and successful retirement for partners. Learn how to prepare your law firm for the future.

Back to our Blog

Easy to implement, simple to use

Graphic showing some of the information our newsletter has to offer

Sign up for our newsletter

If possible, please provide your work email address, not a personal one
By signing up for our newsletter, communications from Tracument Solutions Inc. You can unsubscribe at any time. *