Our Document Management software provides a secure, network-based platform from which all information is efficiently maintained, shared and easily accessed.
Businesses today have come to understand to remain competitive, it is essential to reduce the time necessary to access and distribute information. Studies have shown employees spend a significant amount of time creating, locating, updating and organizing knowledge assets. Information retrieval and organization can no longer be left to inconsistent, user-specific methods of storing and retrieving critical files.
With Client Profiles Document Management, it is now possible to provide centralized management of legal documents and access of information from anywhere in the organization including between multiple remote locations.
Each file is assigned a profile which tracks the author, recipient, document description, date, type, client number, keywords, critical dates, etc. Information is located by searching these profiles within a given case or across the entire system. This provides the basis for easy and efficient retrieval of files through a variety of methods.
Full Text Indexing further enhances document location by furnishing a powerful search utility which allows indexing and searching of all text within the documents to locate specific words or phrases.
Information maintained within Client Profiles’ Document Management is not restricted to word processing documents. Organizations have expanded their use of software to manage information. In recognition of these growing needs, we track word processing documents, spreadsheets, images, digital pictures, databases, recordings, videos, etc.
Security can be easily customized to restrict unauthorized access to confidential files.
Generation of legal documents using secure customizable forms contributes to consistent, efficient output of repetitive documents. Information stored in Client Profiles’ Case Management system can be merged into a variety of applications including Word, WordPerfect and Adobe resulting in significant time savings as well as professional presentation of information.
Start today by contacting us at 866-720-5005 or schedule a demonstration of our legal document management solution.
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