
When you are a loan officer or title agent, the more successful you become, the more paper your office generates. With loans often exceeding hundreds of pages, it doesn’t take long before file cabinets are bursting at the seams. Ultimately, keeping track of all the documents can be overwhelming. With a traditional filing system it’s just way too easy to lose a file of irreplaceable signed documents.
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When you are a loan officer or title agent, the more successful you become, the more paper your office generates. With loans often exceeding hundreds of pages, it doesn’t take long before file cabinets are bursting at the seams. Ultimately, keeping track of all the documents can be overwhelming. With a traditional filing system it’s just way too easy to lose a file of irreplaceable signed documents.
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Managing information in a physician’s office, hospital or clinic is an enormous undertaking. Every detail from lab reports, insurance claims, records releases, consent forms and more must be handled with extreme care and confidentiality. Your document management system must not only be up to the challenge, but it must provide the instant access to records that assures busy medical staff and physicians quickly receive the information they need to serve patients.
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Managing the myriad of documents, files, graphics, hand-written notes, copies, emails and other components of a legal case demands document management that goes beyond yesterday’s solutions. Just as a firm’s law library is now condensed to a series of handy CDs, your firm’s entire caseload, communications and history can all be liberated from the bank of file cabinets and served up as needed on your office computer. That’s the beauty of FileBound.
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Yesterday’s accounting firm relied on file cabinets, boxes and whatever filing system the secretary deemed logical for organizing records. Things have changed today. We’re living in an electronic world. Unfortunately, far too many firms have simply put the administrative assistant’s old filing system on their computers and hoped for the “best”. Let me assure you, the “best” is none too good anymore.
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