We are considering moving to a paperless solution for all of our client files. Initially, we would have to implement this as a forward-looking solution only (only new files are paperless) but the ultimate goal would be to recycle dead client files and anything leftover would be added to whatever system over time.
My questions are:
- Which Document Management System products should I be looking?
- What kind of scanner(s) should I be looking at?
- Has anyone out there gone through this transition already? What sort of pitfalls should I be on the lookout for?
Thanks. Please be a little descriptive in your responses. No bare links to basic Document Management tutorials or products...I know how to use Google as well you do.