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Maximize your firm's value with the right folder structures.

How best-in-class firms structure their folders.

Join an interactive session where you learn how: 

  • Best-in-class firms structure their folders to streamline their client management.
  • You can leverage templated folder structures to scale your document management across clients.
  • The key differences between folder structures and metadata and which works best for your firm.

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one-on-one demonstration

with our team.

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