Project: Dale Scott & Co Client Portal
Dale Scott & Co. offers financial services to California K-12 schools. The company required a more efficient way to collect financial information form schools and then produce legal documents based on the information. This had previously been accomplished manually by staff using mailed-merged MS Words templates, producing printed documents and delivering the time-sensitive documents via overnight courier.
Exit 445 Group built an entirely web-based system that allows schools districts to login to their online account, enter financial information, generate customized contracts and download the contracts, complete with a generated FedEx return label.
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- FileMaker, FileMaker Server, Filemaker Custom Web Publishing (CWP), PHP API