The Efficiency Beat

Getting Buy-In for DMS, Part 4: Using Before & After Use Cases

The popular HGTV show Property Brothers, where twins Jonathan and Drew Scott make over fixer upper homes into families’ dream homes, is one the ...

Getting Buy-In for DMS, Part 3: Improving Client Experience

When asking a business owner to write a check, they pay for solutions where you can show a dramatic impact on time or money. Help them improve...

Getting Buy-In for DMS, Part 2: Aligning Priorities

Previously, I wrote about the importance of understanding the business owner's operating priorities in order to see how your document management...

Getting Buy-In for DMS, Part 1: Learning Your Boss' Priorities

Why do operations managers fail to get the greenlight on technology projects?

You've got a technology project that would clearly be beneficial to...

Change Management with Document Management Software

Change - it’s a word that can almost always elicit groans from even the most steadfast of teams. In the day-to-day of a busy law practice making the...

3 Strategies for Effective Document Management Training

“Processes break in two ways. They break because they don’t have the right checks and balances and because they don’t have the right execution.” - ...

7 Must-Read Blogs from 2016

As 2016 comes to a close, Trumpet has been hard at work looking back over the year and preparing for 2017, as I'm sure you are as well. As you wrap...

3 Mistakes to Avoid When Purchasing a Document Management System

Previously, we wrote about creating your firm’s DMS must-haves list. Now that you have your list compiled, it’s time to discuss your purchasing...

Your Guide to Buying a Document Management System

When it comes to regulated documents, being stuck in a paper world is less than ideal. Let’s face it, it’s really just inefficient. It takes too long...