INDUSTRY SOLUTIONS

SOLUTIONS

LEGAL DEPARTMENTS

  • Contracts

  • Due Diligence

  • Nondiclosure agreements

  • Board minutes and resolutions

  • Government filings

  • BENEFITS

  • Centralize information into one place

  • Secure confidential information

  • Maintain access logs

  • Easily obtain board signatures on written consents

  • Reminders to track contractual and government filing deadlines

  • Mobile access and document approvals
  • INSURANCE

  • Benefit enrollment forms

  • Securely exchange client information

  • Set up reminders for client policies

  • Value added offering for advisors

  • BENEFITS

  • Advisor differentiation

  • Security

  • Streamlined collaboration between advisor and client

  • Use existing insurance company enrollment forms

  • Easily obtain employee signatures

  • Easy to set up and minimal training needed

  • Low cost
  • HUMAN RESOURCES

  • New hire paperwork

  • I9 compliance

  • Payroll forms

  • Timesheets

  • Performance Reviews

  • Employee benefit enrollment forms

  • Track certifications and licenses

  • Recertification of policies

  • Obtain esignature on required legal notices

  • Notify users of expiring documents

  • Send employees a document update workflow

  • BENEFITS

  • Stream line paper process

  • Use your existing forms

  • Free optional view only access for managers and employees

  • Low cost and easy to implement

  • Increased compliance

  • Mobile access and document capture
  • HEALTHCARE

  • New patient forms

  • Store patient records subject to audited access logs

  • Share records with patients

  • Mobile access

  • BENEFITS

  • Easy to implement and use

  • Satisfy privacy rule

  • Reduce staff time and legal risk