Case Study: Wilkins Kennedy achieves hours-to-minutes document turnaround and standardized, error-free engagement letters with Mitratech HotDocs

Wilkins Kennedy - Customer Case Study

Wilkins Kennedy, a top-20 UK chartered accountancy and business advisory firm, faced a time-consuming, error-prone process for creating client engagement letters that relied on printing, paper edits, rekeying and single-person template ownership. To address version-control issues, compliance risk and inefficiency, the firm selected Mitratech HotDocs (HotDocs document automation) to standardize and automate document generation.

Mitratech HotDocs implemented a centralized HotDocs automation solution across all UK offices, enabling storage and reuse of answer files, sophisticated rule-driven templates and enforced version control. The result: engagement letters up to 20 pages that once took hours are now often produced in under ten minutes, with company-wide standardization, reduced risk and a measurable shift from hours to minutes in document creation time.

Wilkins Kennedy

Jenny Reed

Partner