Virtuoso by Trumpet, Inc. builds a bridge between your contact management software with your document management software, allowing you to treat them as a single system!

• Call up precisely the file(s) you wish to view with a single mouse click from the client's contact record in your contact management software
  
  
• Customize searches by role, topic or employee
  
  
• Work in "real time' by accessing client files while you have them on the phone
  
  
• Integrate workflow from your contact management software with detailed instructions from your document management software
  
  
• Perform one button searches for important practice management files such as templates, checklists, manuals