Introduction to Portal Dashboards What is a portal dashboard? Dashboards are everywhere. Most tell you the bad news: from those that tell you how much you have spent last week and on what to those that flag information about overdue tasks, missed deadlines and unmet goals. In the world of traditional CRMs, each client sheet […]
MyDocSafe is on the 2024 WealthTech100 list
MyDocSafe has been recognized by FinTech Global as one of the most innovative and relevant WealthTech companies in the world. Sixth annual WealthTech100 list names the companies transforming the world of wealth and asset management The latest edition of the WealthTech100 has been launched today by FinTech Global, a specialist research firm. This prestigious ranking […]
Streamlining Customer Onboarding with Electronic Signatures
Chapter 1: Introduction to Electronic Signatures Understanding the Basics of Electronic Signatures In today’s fast-paced digital world, small businesses are constantly looking for ways to streamline their processes and improve efficiency. One way to achieve this is by integrating electronic signatures into customer onboarding procedures. Electronic signatures offer a convenient and secure way to sign […]
Client-Centered Law Practice: How Legal Client Portals Can Benefit Your Firm
Chapter 1: Understanding the Client-Centered Approach In recent years, the legal industry has seen a significant shift towards client-centered law practice. This evolution is driven by the increasing demand from clients for more personalized and efficient legal services. As lawyers, it is crucial to adapt to this changing landscape in order to stay competitive and […]