Document Management for Law And Financial Firms - Trumpet

Workflow Automation Solutions

Sick of wasting time on tasks you hate? Trumpet has the answer. Our document management solutions and friendly advisors help your team increase efficiency so you can spend more time doing what you love.

Software for Financial Advisors

Trumpet doesn’t just provide another piece of software for financial advisors. We’ve developed a specific methodology for transforming the way you work, backed by our friendly and knowledgeable team.

Law Firm Software

Trumpet’s workflow tools free up time spent on tedious tasks like scanning, filing, and searching for documents. Our solutions are tailored to work exactly the way you do, so you can focus more on the things that matter.


If you love Trumpet’s products, partner with us! As a Trumpet channel, technology, or integration partner, you can provide even more value to your clients and help them transform their business.

Implement the right technology for your firm

Learn more about how Trumpet can help you reclaim hours in your week and have the freedom to focus on work you love.