Searching for a robust document management system (DMS) that fits the needs of a small business can be confusing and overwhelming. While some companies provide document management as part of their ...

Between finding new clients, completing paperwork, and maintaining compliance, advisors often spend more time on back-end tasks than actually interacting with their clients. In fact, surveys have ...

All businesses have important documents that need to comply with government regulations, be stored for internal operations or referenced by clients. In the past, file cabinets typically lined the ...

Successful collaboration in legal document management requires a unified effort from multiple stakeholders, ranging from lawyers and paralegals to subject matter experts and business leaders. By ...

With the growing importance of compliance and eDiscovery issues for many companies, it might be time to consider deploying a records management system. Chances are that your company already uses some ...

Traditional document management systems are plagued by inherent limitations. Navigating their compliance challenges and security vulnerabilities increasingly resembles a labyrinthine puzzle. Such ...

Businesses have never had to manage as much data as they do today. From invoices and contracts to reports and emails, companies handle an overwhelming volume of information every day. Keeping those ...

There are many reasons for businesses to manage electronic files and digitize their documents. Creating a structure to organize and share information is one benefit; as is reducing paper, creating ...