Case Study: Leckie & Associates, LLP boosts productivity and profitability with Doc.It

Leckie & Associates, LLP - Customer Case Study

Leckie & Associates, LLP, an accounting firm in Alberta and Saskatchewan, was struggling to manage workflow and paperless files using Outlook public folders, Windows folders, and separate network drives. Their old approach created problems with unreliable updates, lost master lists, accidental renaming, and files being saved in the wrong client folder, all of which hurt productivity.

Doc.It provided Leckie & Associates, LLP with the Doc.It Suite to centralize workflow, archive documents, and manage internal/external binders more consistently. The firm reported easier tracking of client work, better file transfer and archive processes, reduced risk of overwritten or misplaced documents, and stronger adherence to retention and naming policies; the company also noted that productivity improvements directly impacted profitability, supported by 43 Doc.It licenses.

Leckie & Associates, LLP