Conquer the Final Frontier of Digitization - The Records Room
Lunch Sponsor: Omtool
Description:You've already heard how digitizing client records can help reduce costly storage fees and improve file accessibility, but how can a firm make this transition successfully? Discover best practices to help speed digitization efforts at your firm and learn how such an initiative can help support mobility, improve matter management, deliver better client experiences and increase repeat and referral business. We'll explore how leading law firms have already moved toward a "less-paper" state and show you a clear methodology for embarking on your records scanning project.
Presenter:David Shafiee is the Director of Sales for Omtool's North American legal sales team. He leads day-to-day sales engagements and serves as an account executive for clients. He has over 20 years of experience in document capture and process automation, with significant expertise in recommending and building legal-specific solutions. Dave was previously a managing director at Intapp and worked at Nuance. Prior to joining Nuance, he was with Omtool for 15 years, in a variety of roles in the sales and support departments.