Considering changing from Canopy. How does the document management work with client portal? Is this worth changing to from Canopy?
I am only on the trial version and the one thing I do not like is that there is no folder options to sort files. I want to make sure if I make the investment its worth it.
Has anyone else changed from canopy?
GLOBODOX has enabled us to streamline our document management process in a much more efficient manner improving customer service standards and empowering our legal team with ad hoc legal documents requirements by various government authorities.”
So you would not recommend Karbon for document management?
coming soon Karbon will be able to automatically push these files from a work item to Dropbox/google drive/share point.