Paper free office solutions

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I'm a sole practitioner and feel I'm doing well with turning the office paperfree.  Clients send and receive documents via an online portal. I'm now looking for a solution for emails-what are other practices doing to save them into a client file online so that they are visible to the rest of the staff as if they were looking through a hard copy client file? 

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Ivor Windybottom
By Ivor Windybottom
22nd Apr 2024 15:46

Consider:
FYI Docs
Virtual Cabinet
Docusoft (maybe)

Don't consider:
Iris Docs

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