In our practice, we often meet with individuals who, prior to our meeting, did not have any estate plan in place. Many times, we receive an email or a phone call from a prospective client, simply ...

Document workflow is all encompassing: from invoicing to email, it touches every aspect of a business. Here, Abe Niedzwiecki, vice president of technology of document management software and workflow ...

Despite the ongoing digital transformation, many organizations today still spend quite a bit of time manually processing information from countless documents. Because of the nature of digital files ...

Justin Ashworth, solutions executive at iOCO. Every day, businesses are flooded with information. Invoices, contracts, onboarding forms and compliance records build up quickly. Most of this data is ...