We'll cover everything you need to know to go paperless in your firm. Learn how to harness powerful features such as OCR, tags, and notes to automate mind-numbing admin tasks like data entry and filing, and ensure that no piece of information is more than a few keystrokes away.
Lesson 1: Welcome
FREE PREVIEWLesson 2: Hubdoc Overview and Set Up
Lesson 3: Hubdoc Features
Lesson 4: Using Tags
Lesson 5: Using Notes
Lesson 6: Filing & Searching
Lesson 7: Conclusion + Helping your lawyers (& paralegals) keep records in Hubdoc
Searchable, organized & automated financial records to keep you law society compliant.
Render your statements & invoices to text automatically to quickly search & find anything.
Learn the best notes & tags system to keep all your documents organized.
Upload docs in the way that works best for your firm.
Reduce tedious data entry & errors.
