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?
coming soon Karbon will be able to automatically push these files from a work item to Dropbox/google drive/share point.
So you would not recommend Karbon for document management?
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.”