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Resources

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

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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Case Studies

Trumpet Publisher for Citrix ShareFile

Trumpet Publisher for ShareFile enabled Gianelli & Associates to quickly and easily publish estate planning documents from Worldox to ShareFile. This allowed safe, convenient access to valuable documents, including Deed of Trust, Power of Attorney, and Health Care Directives.

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