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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

SymphonyOCR Brochure

Text searches overlook up to 30% of your documents. Avoid missing client documents and get full value from your document management system (DMS) with SymphonyOCR.

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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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Documents

IT & Operational Technology Trends in Law Firms

Survey results reveal key findings on current softwares used, how technology purchase decisions are made, areas of workflow inefficiencies and opportunities for improvement for law firms.

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Documents

Technology Toolkit for RIAs

Choosing the best technology for your RIA can be a challenge. You’ll need to narrow down the field of countless options, extensively research possible solutions, advocate for the one you think best fills your...

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