The average business spends 11 hours onboarding a single client manually. Multiply that by dozens or hundreds of new clients per year, and you’re looking at thousands of hours lost to repetitive tasks that artificial intelligence could handle in minutes. This guide covers everything you need to know about AI client onboarding: from foundational concepts […]
A New Product Strategy at MyDocSafe
A New Product Strategy at MyDocSafe: AI-First Front Ends, Powered by the MyDocSafe Back End Over the years, MyDocSafe has evolved into a robust, secure platform powering client portals, e-signatures, workflows, forms, document management, payments and integrations for professional services firms. That core mission hasn’t changed. What has changed is how we think about products, […]
AI vs. Security: How to Protect Your Sensitive Documents
AI vs. Security: How to Protect Your Sensitive Documents in the Age of Automated Analysis Artificial intelligence is transforming how businesses manage information. From accelerating due-diligence reviews to automatically extracting data from contracts, AI promises speed, accuracy and a dramatic reduction in manual work. But AI also brings a risk many organisations underestimate: AI analysis […]
AI automation – what it looks like in practice
AI Automation – What It Looks Like in Practice For years, “AI automation” has been a buzzword thrown around at conferences and across social feeds. But what does it actually look like in day-to-day professional practice—especially for accountants, tax advisors, lawyers and financial planners who depend on clients completing tasks on time? At MyDocSafe, […]
