Legal

An effective document management solution can help you achieve greater operational efficiency, reduce costs and increase client and staff satisfaction.

Inherently, the legal industry is faced with the immense challenge of managing vast quantities of paper. The sheer number of documents can create an insurmountable task when it comes to physically storing and retrieving paper documents when needed. Additionally, the information contained in legal documents is often confidential client data that must be handled and stored in a secure manner.

Legal professionals spend a great deal of their time reading, researching, taking notes, analyzing and collecting data and collaborating with colleagues. The implementation of an effective electronic document management system for the storage and retrieval of this information is an essential element for sustaining a productive and efficient work environment.

Let us help you streamline document collection, automate your workflow and more efficiently view and manage your case files in a secure manner.

Designed to streamline the collection, identification and organization of your documents and files, and enable you to efficiently manage your processes.

A single point of access for your clients to upload and download documents and files, and for you to present information to them. Our team will customize a portal with your brand, logo and identity so your clients can associate it with your firm.

Secure & Compliant

Multi-layered security and rule-based access control enable you to grant file level and document level access to specific users throughout various stages of your business process. Audit logs track all actions at both document and file levels.

We've partnered with DocuSign to automatically import eSigned documents (including the Certificate of Completion) into our Document Management and Delivery System (DMDS).

Using our web services API, data services utility and push notification system, our team will develop and integrate DMDS with your current insurance software system.