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Author: John Heckman Publisher: ISBN: 9781634252188 Category : Law offices Languages : en Pages : 0
Book Description
This updated and revised edition from bestselling ABA author and law-firm technology expert John Heckman covers the newly released Worldox GX4. Never lose another document or waste valuable time searching for one. Learn how to organize your documents, e-mails, PDF files, presentations, and more with Worldox software. The author reveals what Worldox will do for your firm--and how to customize its features for the specific needs of your practice. In just one hour, this book will help you: - Learn the new features in GX4- Save and search for documents- Integrate Worldox with your e-mail- Retain old or legacy documents- Take documents with you when you're out of the office- Customize your screens- Troubleshoot Worldox- Work with the Worldox Productivity Suite add-on- Handle legal holds, document comparison, personnel changes, and more
Author: David J. Drucker Publisher: John Wiley & Sons ISBN: 9780470884782 Category : Business & Economics Languages : en Pages : 286
Book Description
Tired of spending more time with filing cabinets than with clients? Is overhead eating up margins? Now, two leading financial planners and columnists deliver the help advisers have been begging for. Virtual-Office Tools for a High-Margin Practice is a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisers move toward a paperless office, while still complying with SEC record-keeping requirements. The authors show planners how to reduce the amount of paperwork in their offices by 99 percent, slash overhead, and find anything they need in one minute or less by adapting innovative software tools and shifting from on-site employees to remote assistants and virtual work partners. Until now, creative ways of working this smart were hard to come by. With this book, they are available, ready to go, and easy to implement.
Author: John Heckman
Author: David J. Drucker
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