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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
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