Case Study: How Saffery Champness Uses NetDocuments to Securely Manage, Discover and Share Files From Anywhere

Saffery Champness is a top 20 firm of Chartered Accountants and Registered Fiduciaries, operating for over 160 years.

For too long, the Firm was handling thousands of documents with confidential information, and utilizing several applications to support various service lines (e.g.  tax returns, and audits). Many of these also had their own document management functionality, which were limited and only worked in the context of the individual service line application. This meant documents became siloed, resulting in staff using email and folders to manage documents centrally.

To make its document and email management more efficient and to continue to deliver a great client service, Saffery Champness selected NetDocuments to provide a central and secure platform to share, manage and collaborate on documents.

Download the case study to learn how Saffery Champness

  • Created a central and secure space in the cloud to hold and manage emails and documents
  • Enabled staff to access documents from anywhere using their device of choice
  • Enhanced its security and compliance with NetDocuments
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Case Study: Large Public University

For one of the United States’ largest public universities, streamlining communication was the key to uniting 200 lawyers and legal professionals across separate campuses and administrative offices. But leadership understood if they were to implement a real-time messaging system it had to meet their rigorous governance and security standards. The University discovered exactly what they needed in ndThread from NetDocuments. Since implementation the University has leveraged ndThread to increase the speed of problem solving and knowledge sharing while reinforcing team culture.

Get this case study to learn how one of the largest public universities uses ndThread to:

  • Unite their teams no matter their geographic location
  • Build their team culture, even in the midst of a pandemic
  • Make knowledge easily accessible and increase legal service quality
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