How SmartVault Saves This Firm $150K Per Year

After a freak accident led to a client’s data loss, Eric Green vowed to prevent that from happening to his firm. Safeguarding his data was a top priority, so he implemented SmartVault, a document management platform. What he didn’t expect was the huge productivity boost SmartVault would deliver for his practice.

By streamlining document handling and client onboarding workflows, his firm eliminated countless hours of busywork, saving $150,000 per year in billable time.

In Eric’s paper, you’ll get an inside look at how he:

• Discovered the hard way why secure cloud storage is non-negotiable
• Overcame risky, inefficient processes like emailing sensitive documents and manually uploading/sorting client files
• Streamlined client onboarding by having customers self-upload files to a secure portal
• Integrated SmartVault across his tech stack to create seamless, standardized document management workflows
• Saves $150,000 per year in billable time that’s redirected towards revenue-generating work

Download this free guide now and discover how to drive operational efficiency while future-proofing your business.