The Business Challenge Client Services, Inc. is a full service receivables management and customer care provider. They offer a diverse selection of programs, from first party/early state recovery, to third part/post charge-off recovery, along with a variety of customer care management solutions. The CSI brand is recognized around the globe as a superior recovery partner that has been honored by many of America’s largest corporations as a best performing partner. Being a heavily service-focused company, it was imperative to the Client Services team to improve efficiencies and reduce cost without compromising their exceptional customer service. CSI was experiencing delays and bottlenecks with their internal document distribution process and wanted to streamline the timely delivery of

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