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Wanted access to information at every desktop and tools for searching and requesting.
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Concerned about administrative cost of managing another system installed at every desktop.
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Needed to centralize control of records but were concerned about creating more work.
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Desired to set standards for labeling and filing practices.
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Wanted a high level of integration to minimize administrative duties.
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Selected FileTrail to provide instant access for all staff with no desktop installation.
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Implemented FTSynchronize to replicate client information, staff information and security settings from upstream systems.
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Customized FileTrail with validation, pull-down lists and color coding to enforce standards in data quality and labeling.
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FileTrail trained all staff from the Partners down.
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The firm reported that 'there were no lost files during the first year using FileTrail'.
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Staff are guided through standardized procedures by FileTrail.
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Services provided by the new central file room haver been timely and accurate and has proven a beneficial direction for the firm.
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Administrative duties are minimized by integration and FileTrail's PureWeb technology.
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All staff save time by using FileTrail from their desks -- even Partners.
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