Do you want to learn new ways to manage all of your documents? We’ll share our tips & tricks on how you can seamlessly manage all of your documents and share it with your clients - anywhere, anytime via any device. Learn the ins and outs of our fully integrated document management and Portal system with full version control and audit trail.

1. VIRTUAL CABINET &
CLIENT PORTAL
David Burke – Murray Wilson

2. EVOLUTION OF THE
ELECTRONIC PRACTICE

3. TOP 5 SURVEY RESPONSES
Integrated Database
User Experience
Client Portal with Digital Signatures
Auto Email Capture
Google Searching

4. Managed network folders
Scan & file paper on completion
Shared email folders
Publish to paper
Manual collection of client GL data
THE MANUAL OFFICE

5. THE MUST CHANGE OFFICE
Scan job-related paper on arrival
Eliminate paper at source
Minimise paper produced
Paper-based review processes
Publish by e-mail
Limited importing of Client data

6. TODAY’S OFFICE
All incoming paper scanned, OCR, routed
Enterprise level DMS
Integrated client portal
Intuitive email management
Electronic compliance process
Paperless practice administration