This is the process for scanning documents into our system, then labeling the documents. Putting them into our filing system , which is in Dropbox, and then taking those items to share them with the clients through Clio.
This is the process for scanning documents into our system, then labeling the documents. Putting them into our filing system , which is in Dropbox, and then taking those items to share them with the clients through Clio.
Once the documents are scanned, a scanned stamp and entered stamp will be used. The stamps are used to let us know that the documents are completed by just glancing at them.