reckon conf2015 (au / nz) transitioning to a paperless office
Post on 16-Apr-2017
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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
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