Case Study

RSM

From dark ages post to a paperless, remote ready network

RSM is a powerful network of audit, tax and consulting experts handling high volumes of insolvency related mail across 18 UK locations. Sending around 10,000 statutory and creditor letters every month, the firm relied on secretarial teams and fee earners stuffing envelopes and feeding franking machines, often for hours. By moving to Postworks, RSM now posts online in clicks, with compliant workflows that support fully remote, paperless working across the practice.

See How It WorksRead Testimonial
PRODUCTS
INDUSTRY

Insolvency

The Challenge

A modern network, outdated post

RSM’s restructuring teams send around 10,000 letters a month from 18 locations, much of it time critical insolvency mail where a late letter can mean a breach of legal regulations for both firm and client. Secretarial staff were already stretched, so high fee earners were regularly pulled in to help with mail merges, envelope stuffing and feeding franking machines. 

The firm was still wrestling with franking machines, multifunction devices and hand stuffed envelopes. Failed mail merges went straight into recycling, wasting money and adding to RSM’s environmental footprint. For a firm built on insight and innovation, working in what Trevor Williams describes as the postal dark ages was a growing cost, headache and risk.

Postworks for Insolvency

A closer look at the results

10,000 letters

Insolvency letters handled digitally
across 18 locations

Standardised mail process

18 offices sharing
one standard process

Clear records and reporting

Improved compliance
and document control

The Turning Point

When ad-hoc printing becomes inefficient

RSM was already at the end of its postal tether when COVID 19 hit. Suddenly, a huge postage operation had to move into dining rooms, kitchens and spare bedrooms as staff worked from home. The options were grim: buy home printers for everyone or ask people to travel into city centre offices in a pandemic just to print and post letters. Neither choice fitted the firm’s duty of care or its long term vision.

Trevor remembered a recommendation for Postworks and decided to explore it. Staff can now log into Postworks portal from anywhere, upload letters to office specific Post-boxes. Proof of postage takes moments and custom reporting feeds straight into RSM’s time and billing system, while tight integration with Virtual Cabinet keeps every letter filed automatically for compliance.

“Postworks ensure everything goes out correctly and traceably, protecting both the firm and the individual.”

Trevor WilliamsRestructuring Advisory Director,RSM
The Outcome

From postroom overload to standardised compliance

Postworks has turned RSM’s insolvency post from a costly, stressful operation into quiet infrastructure that supports every location and every case.

Key Results

⏰More time for fee earning work

Secretarial teams and high fee earners spend less time stuffing envelopes and more time supporting clients.

🧾Stronger audit trails and easier billing

Proof of postage and custom reports make case level disbursement and compliance simpler, faster and more reliable.

📂Seamless digital filing with Virtual Cabinet

Every letter is stored automatically in Virtual Cabinet, supporting paperless files and consistent procedures across offices.

🏡Remote working made permanent

A standardised online process has helped RSM embrace long term remote working while cutting commutes and costs.

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