Case Study: Ascension Financial Group, LLC achieves paperless, portable operations and greater efficiency with eFileCabinet

Ascension Financial Group, LLC - Customer Case Study

Ascension Financial Group, LLC, led by Founder and CEO Carlene Patterson, faced an overwhelming paper backlog that tied the firm to its office and made remote work impossible. After researching options, Ascension chose eFileCabinet’s electronic document management solution to replace file cabinets and enable portable, paperless operations.

eFileCabinet handled the conversion process and provided responsive support, allowing Ascension to digitize records, organize files more effectively, and access client information instantly from any location. The move freed up significant office space (eliminating multiple filing cabinets), saved staff time by speeding filing, scanning, and searches, and made the firm more efficient and mobile.

Ascension Financial Group, LLC

Carlene Patterson

Founder and CEO