CaseWare Working Papers + Client Centric Document
Management Unifying E-Mails, Records, and Scanned Paper for
End-to-End Management of the Client File and Greater Firm Productivity
Previously Recorded Webcast
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Looking for a better way to efficiently manage all client-related content
in one system?
Unfortunately, until now, there has been a lack of integration between engagement
management and client-centric document management systems, making it nearly
impossible for firms to store final client engagement content alongside other
relevant client information in one, easy-to-access file.
Introducing CaseLink: The CaseLink connector is the
missing piece of the puzzle for bringing together all related client content
in one unified and seamless system — including document management, e-mail
management, records management and scanning/imaging. With the new CaseLink connector,
organizations can streamline their work paper process and take advantage of
the benefits of client centric document management, a critical step in moving
to a paperless environment.
Watch this one-hour webcast replay to see:
How CaseWare Working Papers and WorkSite, Interwoven's leading client-centric
document management system for professional services organizations, work together
to simplify meeting your firm's information management goals
How and why client-centric document management is a different approach to
managing client content that is quickly becoming the de-facto standard for
information and document management
A demonstration of CaseWare Working Papers, CaseLink, and WorkSite working
together to deliver an efficient model for managing, storing, and retrieving
client information quickly and efficiently.
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