Attorneys Trust Alpha Five Attorneys Trust Document Service

“We didn’t have to sacrifice power and flexibility for ease of use. Alpha made it possible for us to build a professional document generation application that’s easy for ATS clients to use, and easy for ATS executives to manage.”

Steve Wood, President, AlphaToGo

Customer Situation

Attorneys Trust Document Service prepares complex estate planning documents for attorneys and financial professionals, who provide them to clients. But the fast-growing company was facing time and productivity challenges. ATS received too many telephone calls where clients asked the same questions again and again. Company management decided they needed a convenient, self-service Web site that provided stock answers to standard questions, and also offered some valuable services. They also wanted to appeal to younger, Web-savvy professionals. Unfortunately, they quickly found it impossible to build a data-driven Web site using popular applications, such as Dreamweaver and Front Page.

Partner Solution

Attorneys Trust Service turned to an Alpha Software partner, AlphaToGo, in San Ramon, Calif. They asked AlphaToGo to create a Web site that provided a secure, interactive online document request form, as well as an extensive knowledge base to search and find answers to common questions. Using Alpha Five, AlphaToGo designed, developed, debugged, and deployed a state-of-the-art, secure Web site with database-driven support and document services. AlphaToGo also developed a work-in-progress tracking system that allows ATS’ clients to access pending work; find client contact information, get maps and directions, automate progress tracking, and distribute status e-mails to authorized parties.

Benefits

The application built in Alpha Five provides an online experience that’s easy for ATS clients to use, and easy for ATS executives to manage. Unlike other platforms that address narrow aspects of Web development—such as page design, database, or scripting—Alpha’s complete integration between Web design, desktop application, and Web database server allow in-house workers to have a rich desktop application, with all the features Windows programs provide, while clients can tap the database via any Web browser. The resulting database-driven application is secure, meets all of ATS’ initial requirements, and then some. The new Web site immediately reduced the number of inbound phone calls, while attracting exponentially more clients—including a younger demographic who prefer Web-based applications. Lastly, ATS’ site can be customized by anyone, without requiring programming skills. This empowers ATS to provide Web services to third-party organizations that want to use it for their own clientèle.

For More Information:

Alpha Software
781-229-4500
AlphaSoftware.com

Attorneys Trust Document Service
800-341-4449
AttorneysTrust.com

AlphaToGo
650-759-4700
AlphaToGo.com