VIRTUAL CABINET & CLIENT PORTAL

David Burke – Murray Wilson

EVOLUTION OF THEELECTRONIC PRACTICE

TOP 5 SURVEY RESPONSES

Integrated Database User Experience Client Portal with Digital Signatures Auto Email Capture Google Searching

Managed network folders

Scan & file paper on completion

Shared email folders

Publish to paper

Manual collection of client GL data

THE MANUAL OFFICE

THE MUST CHANGE OFFICEScan job-related paper on arrivalEliminate paper at sourceMinimise paper producedPaper-based review processesPublish by e-mailLimited importing of Client data

TODAY’S OFFICEAll incoming paper scanned, OCR, routedEnterprise level DMSIntegrated client portalIntuitive email managementElectronic compliance processPaperless practice administration