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Description
PST offers an intuitive solution that meets the needs of small process servers while being robust enough to support the largest firms, featuring capabilities such as job trading, comprehensive analytics, and automated client communications. You can oversee your process serving operations from virtually anywhere, thanks to our efficient Windows desktop application and a modern web version that is accessible on any computer or mobile device. Invoicing and payment processes are streamlined, allowing you to bill clients swiftly with tools for generating client statements, batch invoices, and tracking receivables and payments, including online payment options. Your process servers are essential to your operation, and PST boasts one of the industry's most sophisticated document management systems, complete with document classification, trading, permission controls for visibility, and advanced barcoding for seamless attachment automation. Keep your clients informed effortlessly through automated emails that provide updates on job statuses and confirm job completions, ensuring they remain engaged and satisfied with your services. With these features, you can optimize your processes and enhance client relationships more effectively than ever before.
Description
Treeno Document Management offers a comprehensive suite of features typical of a high-end electronic document management system, but at a fraction of the price. The Treeno Document Server Software efficiently handles the storage and management of all digital files. With industry-standard SSL security measures in place, Treeno ensures that all transmitted data remains encrypted and secure. Additionally, access to sensitive organizational information is safeguarded through a robust security framework that relies on user and group permissions. The system meticulously audits all documents and related activities, providing transparency and accountability. Furthermore, the Document Server boasts an integrated barcode generation and recognition feature, which streamlines workflows and enhances the processing of scanned documents. System administrators can effortlessly establish and modify the filing structure, metadata, and document type fields without requiring any IT support. In addition to the on-premises solution, Treeno Document Management is also available as a cloud-based service, commonly referred to as Treeno Document Management SaaS, ensuring flexibility and accessibility for users. This versatility allows organizations to choose a deployment method that best suits their operational needs.
API Access
Has API
API Access
Has API
Integrations
ACH Payments
Android
Apple iOS
CaseAware
Cogent
Docusign
HelloWorks
MapQuest
NAPPS
Perfect Practice
Integrations
ACH Payments
Android
Apple iOS
CaseAware
Cogent
Docusign
HelloWorks
MapQuest
NAPPS
Perfect Practice
Pricing Details
$40 per month
Free Trial
Free Version
Pricing Details
$50 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DreamBuilt Software
Founded
1988
Country
United States
Website
www.dbsinfo.com
Vendor Details
Company Name
Treeno Software
Founded
2002
Country
United States
Website
www.treenosoftware.com/product/cloud/
Product Features
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
