Imagine if you could electronically organize and store all documents in a client/matter-centric way -- in-house, received docs, emails, faxes, attachments and images. Now imagine that you can search those documents by any imaginable criteria whether you're in the office or out! And how about all those files being accessible by everyone in the firm, at any time and nothing could be lost? Is that just a pipe dream? No! It's Document management!
Join Affinity Partner Paul J. Unger as he shows how to find what you need fast and why document management solutions make even more sense now.
In this session, you'll learn:
- techniques for organizing your documents electronically
- better file-naming conventions
- best practices to make every document/file searchable
- best in class document management solutions to consider