Advisors Assistant integration by Bluelake Software

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Bluelake Software’s Imaging Assistant for Laserfiche merges an industry leading client management application “Advisors Assistant®” with an industry leader in electronic document management Laserfiche®. The result is a powerful combination for converting paper documents to electronic files tied to each client, with minimal data entry, and very little learning curve for existing Advisors Assistant users.

Click on the “Scan” icon within Advisors Assistant to invoke scanning or electronic importing documents for a given client, and when complete, file links are added to the Client’s Files List in Advisors Assistant. Simply double-click on a file in the Client Files list in Advisors Assistant to invoke the Laserfiche viewer, for viewing the document in Laserfiche.

For existing Laserfiche customers, a Document Linking utility is available from within Laserfiche to link folders and/or documents to Advisors Assistant Client records, adding file links within Advisors Assistant for a client’s documents stored within Laserfiche.

Features

  • Scan, electronically import, or view existing documents in Laserfiche, from within the familiar confines of Advisors Assistant.
  • Leverage Template data copied from Advisors Assistant such as Client Name, Tax ID and more for standalone searches within Laserfiche, without data entry.
  • Includes a document linking application to link existing Laserfiche documents and folders to Advisors Assistant client records.
  • Virtually no learning curve for existing Advisors Assistant users.

Specifications

Product Version: 6.0.2
Languages Supported: English
Required Laserfiche Products: Laserfiche version 7.2 or above, including a new release for Laserfiche 8.3

Pricing

  • Imaging Assistant for Laserfiche – $750 (up to 10 users, $75 each addl).
  • Laserfiche Document Linking for Advisors Assistant: $250.

Publisher

Founded in 1997, Bluelake Software has been a system integrator and valued added reseller for Laserfiche since 2000, specializing in some of the more “challenging” deployments and in integrating Laserfiche with existing line of business applications. We also produce and distribute a variety of document capture-related tools to customers and resellers on a worldwide basis.

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