Document Management
A signed contract buried in someone's email inbox is a document the firm doesn't actually have when it needs it. We build the system that indexes every file to its matter automatically.
What we build
- Matter-linked filing: Every document automatically indexed to the matter it belongs to.
- Version control: Document revisions tracked so the current version is never in question.
- Secure client sharing: Documents shared with clients through a portal, not an unencrypted email.
- Full-text search: Any document across every matter found in seconds.
Implementation scope
Document management is built directly into matter records, so nothing lives in a separate shared drive disconnected from the client file.