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Archive for the ‘Case Studies’ Category

Case Studies

Auto Filer for Worldox takes Collections Letters 100% Paperless

One law offices in Texas now saves hours on collections letters using Auto Filer for Worldox. On average, collections letters are sent out 2-3 days sooner and paralegals are able to process 40-50 additional letters each month.

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Case Studies

Assemblage Reduces Quarterly Reporting from 5 Days to 3 Hours

Flexible Plan Investments, Ltd., was able to automated eight workflow processes across two departments by using Assemblage, which saved a team of people an entire workweek every quarter.

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Case Studies

Auto Filer for NetDocuments Simplifies Financial Statement Filing

Auto Filer allows Charter Oak to upload financial statement documents into NetDocuments all at once by clicking and dragging them onto the Auto Filer interface. A process that used to take nearly a week is now handled within an hour.

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Case Studies

Sharepoint Microsoft Dynamics to Salesforce Worldox Cloud

Worldox Cloud exponentially increased Plancorp's ability to find documents quickly. The direct integration with Salesforce gave them a single point from which to access client data. The ease of their transition, flexibility and expandability of Worldox Cloud and knowledge that their data is protected and safely located in a hardened data center allows them to focus on client service instead of their IT infrastructure.

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Case Studies

Symphony OCR for NetDocuments (& Windows Folder)

HKM P.A. turned to Trumpet’s Symphony OCR for NetDocuments, a software that runs in the background to automatically convert files to a text-searchable format, to OCR over 300K files in less than 60 days.

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