Cogency is a trusted partner to thousands of nonprofits, charitable organizations, and law firms across the country. Their team provides comprehensive legal and compliance services, ensuring that organizations stay registered and in good standing in every state where they operate. From charitable solicitations to annual renewals, Cogency clears the path for nonprofits to focus on their missions while managing the complex legal work behind the scenes.
Cogency’s nonprofit services team supports hundreds of organizations that must file and renew charitable registrations across dozens of states. Each filing requires careful attention to detail, unique state forms on a number of websites, and varying deadlines. Until recently, much of this work was done manually, requiring multiple clicks and checks for every client.
The goal was to modernize and simplify this workflow so Cogency’s specialists could process renewals more efficiently, reduce human error, and take on more clients without sacrificing quality. By improving speed and accuracy, Cogency aimed to expand its nonprofit compliance offerings and increase the capacity of its team.
Cogency turned to Change to transform how it manages charitable renewals. Change’s autofill technology allows Cogency’s team to populate forms across all state portals with a single click, replacing their previous multistep “click and click” system with a truly streamlined process, thanks to Change’s browser extension. This innovation saves hours per filing cycle and minimizes the potential for manual data-entry errors.
Change’s platform also centralizes filing data in one place, giving Cogency better visibility into renewal status, upcoming deadlines, and client records. This efficiency not only accelerates workflows but also allows the firm to expand its nonprofit services arm and drive new revenue opportunities.
The partnership is built on shared expertise in nonprofit law and compliance. Seeing other leaders in the field, including Perlman & Perlman and Copilevitz, Lam & Raney, already using Change gave Cogency confidence in the technology’s reliability. Cogency was impressed by the engineering rigor behind the platform and how closely it aligned with their own standards of accuracy and client service.
Today, Cogency completes filings faster, with greater confidence and less manual effort. With Change, they are redefining what efficiency looks like in charitable compliance, setting a new benchmark for speed and precision in the industry.
Watch an exclusive interview with Ron Barrett of Cogency here.
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