Irritated searching for client data?
YOUR FILING PROBLEM
- You spend too much time searching for client emails and documents.
- You have to look in more than one place.
- There is no single view in date order.
- Documents may be deleted – there’s no way of knowing.
- Updating files takes too much manual effort.
- Reviewing files means opening and closing every document.
- You see a single view of all client communication.
- You can read the file like a paper file, but without opening each record.
- Searching is easy, and documents can’t be lost – even when deleted.
- Filtering options give you many views e.g. for a job, user, or type.
- Notes are consolidated so you don’t have to search the whole file to see all the notes.
- Scanning or dragging/dropping documents into the history is quick and easy so the file is always up-to-date.
Discover how to really save time!