Yun Dery & Morgan has been using RPM program for about seven years. Our law firm serves as legal guardians and conservators for vulnerable adults. We are appointed by the Court and act as fiduciaries for approximately 500 cases. Having RPM allows us to have all of our clients’ information in one location. Every staff member can access the same data and it streamlines how we keep track of personal information. Not only can we pay bills, set due dates, and generate reports, but we can do it in a way where everyone is consistent and detailed. If a staff member is absent, another team member can help troubleshoot any issues since the information is at their fingertips. Since we manage finances for hundreds of individuals, we are required to account for every penny. RPM makes it easy to reconcile bank accounts and generate reports to provide to the Court. I would recommend RPM to anyone looking to streamline their data and keep track of important and sensitive information.
Yun Dery & Morgan P.C.
RPM customer since 2016