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Whether you work for a law firm or an RIA, we've compiled a wealth of resources that all focus on one main goal: helping you enjoy the way you work.

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Archive for the ‘Documents’ Category

Documents

Making the Most of Your DMS

A comprehensive guide to selecting, implementing and optimizing your DMS. This guide will aide in the process of communicating the new technology changes, demonstrating to the higher-ups how this system will improve office performance, properly preparing documents and your team for the transition with the right tools and training.

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Documents

Symphony OCR in Comparison to Scanner & Desktop Software

Symphony OCR automatically detects image-only PDF files and converts them to a searchable format while preserving all original file data. Using Symphony OCR, ALL your documents are searchable based on content automatically.

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Documents

Symphony OCR Brochure

Text searches overlook up to 30% of your documents. Avoid missing client documents and get full value from your document management or practice management system with Symphony OCR.

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Documents

Symphony OCR Brochure for NetDocuments Users

Text searches overlook up to 30% of your documents. Avoid missing client documents and get full value from your NetDocuments system with Symphony OCR.

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Documents

The Complete Cybersecurity Training Checklist

Effective cybersecurity training is the first step in protecting your firm. Preparing, planning, executing and following through with your company’s cybersecurity training doesn’t have to be as daunting as it sounds with the Complete Cybersecurity Training Checklist:

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