Case Study: Hyatt Lassaline LLP improves document access and client response times with Doc.It

Hyatt Lassaline LLP - Customer Case Study

Hyatt Lassaline LLP, a Windsor, Ontario accounting firm, needed a better way to organize documents consistently and respond quickly to client requests. Before implementing Doc.It Suite, files were stored in different ways by different staff, documents could sit unfiled for long periods, and locating records—such as financial statements—could take days.

With Doc.It Suite, Hyatt Lassaline LLP created a streamlined document workflow using the Doc.It Inbox as a temporary intake point, then moving files into systems like CaseWare and fx Engagement, along with Doc.It Archive for retention and storage. The results were fast access to client documents, quicker response times, and more efficient reception staff handling requests—sometimes sending requested statements within minutes. Hyatt Lassaline LLP also highlighted the strong support from the Doc.It team throughout implementation and beyond.

Hyatt Lassaline LLP