Case Study: Rubin Goldman and Associates achieves dramatic productivity gains and compliance protection with DocStar

Leveraging DocStar Solutions to Bolster Productivity

Rubin Goldman and Associates, a 15-person financial planning firm in Philadelphia, faced growing paper volume, unsecured file storage and stringent insurance and regulatory compliance requirements that made document integrity and easy sharing essential. To address these challenges the firm selected DocStar Enterprise Content Management (ECM) to move from paper filing to an auditable electronic system.

DocStar implemented a centralized scanning workflow with OCR, AuthentiDate verification and offsite backups, enabling instant desktop access to client files and secure, tamper-evident records. The change cut retrieval times from around 20 minutes to a few minutes or seconds, eliminated file cabinets and related storage costs (about $40 per square foot), improved staff productivity and passed insurer compliance review so scanned records can serve as the firm’s official archive.

Rubin Goldman and Associates

Andrew D. Rubin

Business Owner