Documents
Every file where the matter is, and every original accounted for
Documents are filed on the matter they belong to, scanned before anyone can open them, versioned rather than overwritten, and signed without leaving the firm's own deployment.
Who uses it
What each person does with it
- Associate
- Drafts from the firm's own templates with the parties, the court and the matter filled in, sends the draft for approval, and requests signatures in order.
- Partner
- Approves the version that leaves the firm, and sees who has opened a restricted document and when.
- Secretary
- Files incoming mail from the matter's own address, keeps the register of original deeds, wills and certificates, and records every time one goes out and comes back.
- Administrator
- Keeps the templates, the folder structure each type of matter starts with, the approval routes and the letterhead.
What it does
Documents, in detail
Marked as in the product today or still being built.
Versions and locks
In the productImmutable versions with a history, restore that copies forward, and a lock one person holds at a time.
Scanned before it is opened
In the productEvery upload is virus scanned on the firm's own deployment before anyone can download it, then its text is read for search.
Templates and generation
In the productThe firm's Word templates with a catalogue of merge fields, refused if a field is unknown, rendered to PDF on the firm's letterhead.
Approval before release
In the productA route per kind of document per kind of matter; nothing leaves until the version asked for is approved.
The originals register
In the productDeeds, wills, certificates and passports lodged with the firm, with a custody chain that says where each was on any day.
Email filing
In the productEach matter has its own inbound address; mail and attachments arrive scanned and wait for a fee earner to confirm them onto the file.
Electronic signature
In the productSignatories in order, a certificate of what each did, and the signed version filed back on the matter; the firm decides which classes of document may be signed this way.
Search across everything
In the productMatters, parties, documents and their text, notes, mail and originals from one box, with walled records absent rather than refused.
Help centre
How it works in practice
The guides a firm's people use, open to anyone deciding whether it fits.
- Upload documents and keep their versionsFile documents on a matter, understand the scan that runs before anyone can open them, and work with versions and locks.
- Templates and document generationKeep the firm's Word templates, draft from them with the matter's details filled in, and file the result on the matter automatically.
- The originals registerRecord every deed, will, certificate and passport the firm holds, where it is kept, who has it out, and every movement since it arrived.
- Request an electronic signatureSend one version of a document to be signed in order, follow each signatory, and receive the signed version and its certificate on the matter.
See it against your own matters
A 45 minute walkthrough using your own matters. No commitment, and nothing to install to watch it.