Offer on-premise and cloud-based solutions. HIPAA-enabled. Using forms to capture new client data has made our office much more efficient; workflows, too. Integrations with external applications are made possible so that we can add information from a main system or search in DocuWare using criteria from the main system. Review collected by and hosted on G2.com.

Very Microsoft-heavy — Connect to Outlook module is powerful; would love to see Connect to Mail (or create a Connect to GMail) be made more powerful. Would like to see integrations with Zapier to be made possible. Continue to share additional how-to content on YouTube. Review collected by and hosted on G2.com.