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It saves us money while providing us with the peace of mind of knowing that every document on every transaction is in a safe place.
With a single place to understand the Who, What, Where, When, and Why, you will gain a clear, end-to-end view of your firm so you can prioritize acco…
Work on, store, and share documents with your team and your clients, while staying compliant.
See positive changes to your organization in weeks, not months.
Full text search finds documents containing a word or phrase, or finds a word or phrase within a document.
Sift through 100’s of tasks to tackle what matters most first, based on due date, complexity and client ranking.