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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 ‘Case Studies’ Category

Case Studies

Dillashaw, LLC Helps Entrepreneurs Take Flight Faster With SignatureBridge

SignatureBridge takes the pain out of paperwork and streamlines eSignatures by bridging the gap between DocuSign® and NetDocuments

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Case Studies

Dillashaw, LLC Helps Entrepreneurs Go Faster with SignatureBridge

SignatureBridge takes the pain out of paperwork and streamlines eSignatures by bridging the gap between DocuSign® and NetDocuments

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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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