Formpipe Testimonials

“Strategically, the need to move to a more joined-up approach to managing client documentation was clear. All of the firm’s databases and systems operated in isolation, posing a risk to future business success. Operationally, document management via Outlook was limited. It took excessive time to locate documentation, the workspace was very inefficient, and it needed to change.”

“We needed an overall assessment in which the important components were administration capability, scalability, search options, customisability in respect of information structures and self-descriptive storage.”