Case Study: Significant Process Efficiency Gains realized by Miami Lending Practice
RBI Private Lending is a direct private lender specialized in bridge, fix & flip, and ground-up construction loans for real estate investors.<...
Globally, PricewaterhouseCoopers, one of the Big Four accounting firms ranks as one of the two largest professional services networks in the world, provided services to 85% of the Global Fortune 500 companies.
PwC CEE (PricewaterhouseCoopers Central and Eastern Europe) implemented Legito for its own operations in addition to other regions in the PwC network.
PwC is organized into the following four service lines:
Document Automation team at PwC that is managed by PwC Czechia who has been driving Legito implementation in many PwC entities in Europe and North America has grown over the years and has built extensive knowledge of document automation and the Legito platform as such.
This has put the document automation team at PwC in a unique position to become Legito’s platinum implementation partner and through the PwC Network assist clients with Legito’s implementation on global scale.
This case study provides insight into the PwC CEE journey with Legito from years 2018 – 2022. This journey continues and the strong relationship between PwC and Legito has grown to start providing document automation services to the external market together as partners.
“We implemented Legito in 31 countries because of its unique document automation editor, ability to insert calculations, and wide options for data import.”
Once the pilot was completed, and Legito software was determined to have met all requirements, PwC began assembling an internal team to identify potential use-cases, define implementation parameters (automation of documents and processes), and encourage adoption by thousands of employee-users across dozens of offices.
PwC’s internal Legito team consisted of:
Within 24 months, the above-mentioned internal team was able to:
A Financial Statement is a complex document consisting of tables filled with financial data and corresponding text. Automation helps to shorten preparation time and guarantee consistency across the documents.
The template uses the following Legito features:
Our recent webinar on Document Automation at PwC, hosted by Gary Eunson, Legito’s Chief Revenue Officers, features Ian Emond, Executive Director of Business Development, CEE and Mark Settle, President of Legito North America, and shows how Legito’s structured data approach to document automation makes it possible for PwC, one of the largest professional services firms in the world to save time and improve client experiences across multiple countries and business units.
Take a look today, and learn how to make your business thrive with Legito.
More Case Studies and Interviews