Individual
Document Management for Individual

Although you may not currently be using any task and team management tools currently as there isn’t much use besides the calendar and a general tasks manager that you can find integrated with office apps. However, if you are running a start-up, you’re sure to grow your team over the years as your business develops and the sooner you implement a practice management team, the easier it is to get inculcate it your business operational process. Since the Document Management System will evolve with your expanding business and file management and process management strategy in small increments it would be easier to manage compared to moving from an established system to a new one. Add employee training and change resistance into the mix and it often becomes a project in itself just to manage the transition.
Why Docusoft is the perfect Document Management for start-ups and individuals
Arrange a demonstration to see how it works
Amongst other reasons Docusoft is your best option given our highly customisable structure making it ideal for businesses small and large so you will not have to migrate to another system as your business expands in scale. Automating tasks will help you save time so you can utilize these pockets of time to work on tasks that aren’t tied to calendar and thus making more window to schedule more appointments or cover up any slacking jobs. Besides the functional benefits you also get to save on running cost as we take care of your storage and maintenance of data, run backups and also keep the data secured from other threats such a hacks and computer viruses. In essence, a considerable portion of your IT expense can be reduced by using our platform. Furthermore, you also get to access your data on any device such as laptop, tablets and android/iOS mobile phones.
The benefits of Docusoft for Individual
Security
All documents are in one location
Backup and recovery are built-in
User activity is audited
Regulatory compliance is enhanced
Protect fees with a full audit trail
Accessibility
Access case files whenever and wherever you need
Web browser interface, desktop and mobile apps
Work remotely as needed
Access filed correspondence and reply/forward from anywhere
Filter search results using indexing fields
Secure, shared access to every document
Share securely with external users
Search by content using OCR
Storage
Reduce storage
Reduce costs
Release office space
Available 24/7
Email archive
Increase productivity and services
Enhances Business Processes
Release expensive Office space
Efficiency
Easily file documents
Built-in Email management
Eliminate lost time manually searching for files
Increase response time to case requests
Increase response time to case and client approvals
Manage and enhance business processes
Increase productivity
Implement effective workflows
Security
All documents are in one location
Backup and recovery are built-in
User activity is audited
Regulatory compliance is enhanced
Protect fees with a full audit trail
Accessibility
Access case files whenever and wherever you need
Web browser interface, desktop and mobile apps
Work remotely as needed
Access filed correspondence and reply/forward from anywhere
Filter search results using indexing fields
Secure, shared access to every document
Share securely with external users
Search by content using OCR
Storage
Reduce storage
Reduce costs
Release office space
Available 24/7
Email archive
Increase productivity and services
Enhances Business Processes
Release expensive Office space
Efficiency
Easily file documents
Built-in Email management
Eliminate lost time manually searching for files
Increase response time to case requests
Increase response time to case and client approvals
Manage and enhance business processes
Increase productivity
Implement effective workflows
Docusoft CloudFiler
Storing all your documents in one place, easy to find, easy to manage, shared easily and securely.
Any Time, Any Place, Any Device