Case Study: Karr & Boucher, PLLC streamlines document management and client file sharing with SmartVault

Karr & Boucher, PLLC saves time and uploads files 25 miles away with SmartVault

Karr & Boucher, PLLC, a law firm, needed a new document management and client portal solution after their previous provider, Lacerte DMS, was discontinued. They turned to SmartVault to fulfill their needs for a comprehensive platform to manage documents and share files with clients.

SmartVault provided a powerful and easy-to-use document management system and client portals, solving a major issue with portal assignment for larger clients. The solution's Connected Desktop feature, which simulates a local drive, was a particular highlight for staff efficiency. The firm has experienced significant time savings, especially in supporting remote clients, and has streamlined its processes thanks to SmartVault's scan utility and organizational tools.

Karr & Boucher, PLLC