Publisher – Trumpet

Publisher

If your law firm uses a client portal, incorporate Publisher into your workflow to quickly send documents to the portal. With this intuitive solution, your staff can quickly, easily, and accurately share legal reports and documents with your clients by batch uploading them to the system.

Publish documents to client portals pronto

Publish documents to client portals pronto

Great for client communications and billing

Publisher makes it a breeze to share documents with your clients by batch uploading files to the correct folder in your client portal. During initial setup, Trumpet works with your team to match your client records to the appropriate portal folder. Then, whenever you would like to upload files to the portal, simply drag them into the Publisher workspace, and click “Send Files.”

Intrigued? Let’s talk.

Learn more about how we can help your firm increase efficiency, reduce errors, and take the pain out of publishing documents to client portals.