Document Management

Electronic Document Management and Paperless Workflow® are the productivity and performance backbone of today's law firm as we become less reliant on paper storage and handling. E-mailing and E-filing with courts and government agencies have greatly increased document communications, storage speed and the firm's service quality, while radically reducing costs. Moreover, DMS databases within the firm, along with Google and other web-based research engines, have become the basis of document/knowledge sharing and rapid decision making for attorneys and staff alike.

The concept of the Paperless Workflow®, or the creation, storage, search/retrieval and transmission of digital documents is a reality today. PerfectLaw's Document Management functionality is possibly the best in the industry.

• Document profiles include long name, client, matter, document type, creating and modified date, author, notes and keywords, giving you many ways to organize and retrieve documents;
• Profiles, secures, and organizes electronic documents of all types so that users can easily store, locate, share, distribute and administer them;
• Flexibility and ease of use of PerfectLaw's Data Browser search engine makes locating documents fast and simple;
• Document content indexing provides speedy and powerful full-text searching;
• OCR capability with Paperless Workflow® allows incoming scanned documents to be included in full-text searches;
• Scanned documents can be stored in TIF or PDF format;
• Version and access history tracking clarifies who did what;
• Easily compare and red-line two documents or versions;
• Automatically create time entries for document production, saving time and increasing billable hours;
• Printed bills are auto-profiled and accessible from the front office software so that all authorized staff can view and reprint as needed;
• Assigned security permissions update the Windows active folder;
• DMS functions including save/profile and search are embedded in third-party document processing applications such as Word, Excel, Outlook, Adobe Acrobat/Reader and more;
• Drag-and-drop emails from outlook or any document from any folder for one-step importing and profiling;
• Import and profile existing documents individually or in bulk;
• Preview any document in AIM without having to open the document within its native application;
• Customizable tabs give you quick access to documents grouped in ways that are most productive for you: most recently used documents, emails, pleadings, or any other categories or combinations you can come up with.