Case Study: Construction Risk Partners achieves secure, paperless document management and $14,500 in annual savings with Square 9 Softworks' GlobalSearch

GlobalSearch® Document Management Software Insures Against Inefficiency and Loss

Construction Risk Partners, an insurance brokerage and risk management firm serving the construction industry, was overwhelmed by massive volumes of paper — insurance certificates, payroll reports and enrollment applications for hundreds of subcontractors — that made filing, retrieval and secure storage slow and risky. To solve this, Construction Risk Partners turned to Square 9 Softworks and its GlobalSearch solution to replace the firm’s manual, paper-based system.

Square 9 Softworks implemented GlobalSearch to capture, index and back up incoming documents (mostly PDFs), enabling near-instant retrieval and secure storage of hundreds of thousands of files. The solution improved client service, eliminated paper clutter, and delivered measurable savings — about one employee-day per week, roughly $14,500 annually — prompting the firm to expand GlobalSearch across the organization.

Construction Risk Partners

Mary Bishop

Senior Client Manager