Electronic Matter Management
A cloud based solution for helping organizations deploy a simple yet powerful document management solution
Overview
- Electronic Document Management feature of the Portal offers a convenient way to manage digital versions of all matter related documentation. Firm can control access at a user or a document level. Built in reminder features trigger tasks for those documents that require periodic review or renewal
Key Features
- Ready to use digital file cabinets for all types of legal matters
- Index fields to search and retrieve documents
- Keyword/Context sensitive search (if OCR activated)
- Control user access to none, one or more file cabinets
- Manage user level access within a file cabinet to document types, depart-ments, etc.
- Save files in multiple formats
- Append pages to existing document
- Email from search results (Helps in resolving customer service issues)
- Rapid Indexing Features (Edit fields, Incrementing field values, etc.)
- Auditing (Capture audit time and audit by)
- Smart Docs feature (Create an automatic task for processing)
- Control who can Audit, Index, View, Delete, etc.
- Maintain “Obsolete"/"Shred" date and track with Smart Docs
- Copy or Replace file feature to reduce redundant indexing
- Track access history
- Bulk upload native electronic files or scanned files
- Publish the files to web (Meeting Minutes or other public documents)
Benefits
- Save space and avoid document storage costs
- Instant access to matter related documents
- Access documents from any where (office, court, home or even on the road)
- Easily send and track documents to clients
