Doc.It
27 Case Studies
A Doc.It Case Study
Woodman White Olson & Co LLP, an accounting firm in Lethbridge, Alberta, needed a better way to manage growing volumes of paper files, improve document retrieval, and reduce time spent searching for records. They were looking for a more organized, consistent system to support day-to-day productivity, client service, and document retention.
Doc.It implemented Doc.It Suite to standardize naming conventions, improve document storage and retrieval, and support a move toward paperless operations. As a result, Woodman White Olson & Co LLP reported faster file prep and review, less time searching for documents, improved staff and partner productivity, the ability to take on more clients without adding staff, and a major reduction in paper handling, including desk piles shrinking from feet deep to a half-inch or less.