White Paper: Document Management and Workflow

How well your existing software handles workflow and document management directly impacts how efficiently and effectively you firm’s client service team gathers, organizes, processes, and retrieves documents to get their work done. Gain insight into document management and workflow, and take cues from thought leaders who share their knowledge. Complete the worksheet included in this White Paper to gain a better understanding of the top features and functions that will take your practice from where it is today to where you want it to be. 

Document Management and Workflow

The challenge for firm administrators and partners is to provide the necessary leadership through a clear vision of where the firm currently is and where it is going. Getting started with your investigation into document management and workflow software is made easy by using the worksheet on Page 16 to begin your investigation. The discussions you have with vendors about the aspects covered in this worksheet will aid you in document management and workflow software decision-making.