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The Efficiency Beat

Read the latest advice about document management, workflow efficiency, how to get the most out of our solutions, and what’s going on behind the scenes at Trumpet.

How to Convince Your Boss to Invest in New Technology

Do you remember what it was like to be a teenager, when you wanted to convince your parents to buy something you absolutely needed? Maybe it was a...

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How to Convince Your Boss to Invest in New Technology

6 Reasons RIA Owners Need Document Management (compliance isn’t one of them)

Have you ever walked into a store like IKEA pressed for time? No matter how well organized the store may be, it can be an overwhelming experience...

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6 Reasons Operations Teams Need Document Management (compliance isn’t one of them)

Document management is about way more than organizing files electronically. It’s about being at your best so you can work at a higher level – in...

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A Better Way to Manage eSignatures with NetDocuments and DocuSign

If you are a firm that manages hundreds or thousands of transactions and are looking for a better way to track/ manage eSignatures, we've got the...

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Ease of Use in Worldox GX4 - There is a Better Way

This is a guest post by John Heckman,  a Worldox Inner Circle Partner, and founder of Heckman Consulting. 

When Worldox is first implemented at a...

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Trumpet Introduces SignatureBridge

Law firms and other organizations that manage a lot of contracts and other transactional documents now have a solution that bridges the gap between...

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Webinar: How to Choose the Right Technology for your RIA

Are you considering a new technology for your RIA in 2016? We've implemented more than 1,000 technology projects for RIAs, and have packed everything...

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Has that document been scanned yet?

How many times has someone gone to your administrative staff asking that question? How many times has that key person been away from your desk...

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