NetDocuments Integrations

Companies like yours can become more organized and more productive. You can customize statements and run insightful management reporting. Tabs3Pay allows you to accept credit card and ACH payments. The Platinum Edition also gives you mobile access to Tabs3 and Tabs3Pay. Fully meets all accounting requirements for law firms. In an integrated, easy-to-use system, you can print financial statements, pay bills, reconcile bank statements, manage client trust accounts, and even print financial statements. An electronic case file organizes all information, including contacts, appointments, emails and documents. Your practice is now more organized than ever. Dashboards that keep you informed with easy-to-read graphs and the ability monitor collections, billings, and trust balances. Clients can pay their bills online and deposit funds to Trust Accounting with Tabs3Pay.

The Orion Practice Management System places essential information directly on your desktop, consolidating everything necessary for your firm, including Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this system allows law firms to transition seamlessly from an overarching perspective to intricate details with remarkable efficiency and ease, all in real-time and on-demand. By handling the data-gathering process, the Orion Practice Management System empowers you to swiftly assess the firm's health and operational status at any moment. Designed with adaptability in mind, Orion's Practice Management module allows each user to customize her profile(s) and save preferences, ensuring a personalized experience upon each login. This customization extends to selecting which columns to display, determining sorting order—ascending or descending—and adjusting the layout of various sections on the screen. Ultimately, this level of personalization enhances productivity and ensures that every user can work in a way that suits their individual needs.

Desktop.com offers a complete solution that saves money and instantly provide you and your team with all key aspects for efficient online collaboration and organization. Stay on top of it all by creating one or several workspaces, connect them and organize tools and content into separated Desktops. Add app integrations, share and manage access or use the global search to instantly search across everything from a single location to find what you need. Working with a team, partners or other guest users? Enable the complete Desktop.com communication suite with chat, voice and video call functionality that seamlessly gets added to your workspace. - powerful search; search across ALL your content, apps, integrations and more! - integrated app store; instant access to all the best web apps - bookmark management and sharing - password manager & password sharing - browser extension with secure vault - import feature - app integrations - SSO - MFA Communication suite: - group chat, 1-on-1 chat, cross-app chat - voice and video call - meeting breakout rooms - schedule meetings And much more. Organize it all, with an online Desktop.

Manage & grow your platform - through a single platform. From a client's first website visit to their final bill - we power your firm every step of the way. Centerbase is a subscription-based legal software solution founded in Dallas that supports the management and growth of small and midsize law firms through client lifecycle management, automation, and marketing tools. Personalized to user-types and practice areas, Centerbase helps law firms meet the modern expectations of clients and legal professionals while reaching their optimal productivity and profitability levels. To book a demo call (214) 987-9000.

Today's intricate business challenges require collaborative efforts from dedicated teams. To assist you and your team in mastering the art of effective collaboration, we have developed a comprehensive online guide. When you establish a collaborative environment for discussion and decision-making, the potential for success expands exponentially. Microsoft Teams consolidates all necessary resources into a unified workspace, allowing seamless communication through chat, virtual meetings, file sharing, and integration with various business applications. Enhance your team's synchronization with features like group chat, online meetings, calling, and web conferencing. Engage in collaborative document editing using integrated Microsoft 365 (formerly Office 365) tools such as Word, Excel, PowerPoint, and SharePoint. You can also incorporate your preferred Microsoft applications and third-party services to facilitate continuous business progress. Teams offers robust end-to-end security, comprehensive administrative control, and ensures compliance—all backed by Microsoft 365’s capabilities. Designed to accommodate various types of groups, Teams provides a free version with no commitments, as well as an option to access it within a superior suite of productivity tools. Embrace the power of teamwork and unlock new opportunities for innovation and growth.

Foxit PDF Editor allows you to edit, view, create, organize, share, collaborate, secure, OCR, export and esign your PDF documents. Suitable for both SMBs and Enterprise, across desktop, mobile and web-whether you’re at the office, home or on the go. Affordable and easy to use with a low learning curve, which is perfect for remote workers and global companies, who can share, collaborate and provide feedback 24/7, anywhere in the world. Foxit PDF Editor is suited for individuals and groups who have to create, review, edit, manage, share and secure PDF documents. Foxit PDF Editor Pro offers additional features, including editing, collaboration and security capabilities which are often required in larger sized companies.

Clio, the leading cloud-based law practice management system trusted by more than 150,000 lawyers, invites you to schedule a demo. Access your law firm securely anywhere. Manage your work in one central place.

Connect, organize, and accomplish tasks efficiently with everything you need—email, calendar, and contacts—all seamlessly integrated in one location. Experience enhanced productivity as you manage emails, schedules, tasks, and more, all from a single interface. With Office integration, you can easily share files directly from OneDrive, access your contacts, and view LinkedIn profiles without any hassle. Schedule conference rooms and manage meeting RSVPs directly through your calendar for a streamlined experience. Collaborate effectively by sharing calendars to coordinate plans and check your colleagues' availability effortlessly. Enjoy peace of mind with the robust security measures that are trusted by some of the largest organizations globally. Outlook works tirelessly to safeguard your sensitive information while ensuring it does not hinder your workflow. It anticipates your requirements by automatically adding travel plans and bill payments to your calendar, complemented by smart reminders that help you stay organized. With an efficient search feature, finding the information you need is quick and easy, making your workday smoother than ever.

Create captivating presentations that leave a lasting impression. Effectively convey your ideas through stunning visuals, engaging animations, cinematic effects, as well as 3D models and icons. Utilize advanced technology to effortlessly enhance your presentation with just a few clicks. Share your narrative confidently with personal notes that are only visible to you on each slide. Seamlessly translate your content into any preferred language and take advantage of the integrated accessibility checker to ensure that everyone in your audience can follow along. With Office 365, you can collaborate in real-time with co-authoring features and comments, allowing for valuable input from your team on the presentation. Additionally, store your work in the cloud for effortless sharing and access it anytime, anywhere, from any device. Explore how a fashion entrepreneur and lifestyle blogger leverages PowerPoint as a powerful medium to deliver impactful communication, showcasing its versatility and effectiveness in various contexts. Embrace the tools available to make your presentations not only informative but also visually stunning and engaging.

Work seamlessly with others while remaining within your document, or quickly jot down thoughts using your digital pen. If you need to share a newsletter or document, you can effortlessly convert your Word file into a webpage. Collaborate with team members from around the world and easily translate your documents into your preferred language with just a click. Unleash your creativity by adding 3D models directly into your work. With Learning Tools, you can listen to your content being read back to you, making it simple to identify and correct errors. Discovering valuable sources has never been easier; utilize Researcher to read articles in the task pane, allowing you to maintain focus on your writing. Additionally, when refining your document, having an overview is beneficial. The Editor Overview Pane allows you to pinpoint and resolve any proofing issues efficiently, ensuring a polished final product. This comprehensive set of tools enhances your writing experience, making collaboration and innovation more accessible than ever.

Excel adapts to your habits, streamlining your data management to enhance efficiency. You can effortlessly generate spreadsheets using either templates or your own designs while applying advanced formulas for calculations. Additionally, the updated charts and graphs allow for engaging presentations of your data, complemented by formatting options, sparklines, and tables that facilitate deeper insights. With just a click, you can easily create forecasts to anticipate future trends. Collaborating with others is simple, ensuring you always work from the most current version of your workbook for real-time updates that expedite productivity. With Office 365, you can access your Excel files seamlessly across mobile, desktop, and web platforms. A remarkable new feature enables you to input data into Excel directly from a photograph; simply capture an image of a printed data table using your Android or iPhone, and the app will convert it into a fully editable table. This innovative image recognition capability removes the tedious task of manual data entry from hardcopy sources, making data entry faster and more convenient. Furthermore, this feature enhances your ability to leverage existing paper documents effectively within your digital workflows.

Soluno is a cloud-based accounting software and billing software that helps law firms to be more efficient. Law firms can easily manage their business with a complete, intuitive suite of time/expense, billing, accounting and trust features. Soluno's trust accounting, billing and usability, as well as 5-star customer service, will help you work more efficiently and maximize your productivity. Soluno offers data conversions for free from 14 of the most popular solutions in the industry.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, the Formstack Platform enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives. All with the Formstack Platform.

Rublon allows your workforce to securely connect to your organization's servers, networks, and applications. Multi-factor authentication makes it easy to protect your data and comply with data protection regulations such as GDPR. Rublon can be deployed across your organization, enabling multi-factor authentication (MFA) for all cloud apps, VPNs servers, workstations, on-premise and internal apps.

Bill4Time is an online time billing solution designed for both small and large professional service providers. It is user-friendly, intuitive, and cost-effective, allowing businesses to efficiently manage time tracking and billing, enabling professionals to concentrate on their primary skills. By integrating productivity and management features within a single platform, Bill4Time ensures high levels of security and accessibility for its users, making it a reliable choice for firms seeking to enhance their operational efficiency. Additionally, its design caters to the diverse needs of various industries, supporting a wide range of billing practices and workflows.

Power Automate from Microsoft helps organizations automate their business processes by connecting apps and services with customizable workflows. This no-code solution allows users to automate tasks like data synchronization, approval processes, and form submissions. The platform also leverages AI for more advanced automation, including processing documents and generating content. With support for robotic process automation (RPA) and cloud-based integrations, Power Automate enables seamless automation of both manual tasks and cloud operations, reducing operational costs and improving efficiency across industries.

Imagine all of your client information and matter information in one place. Documents, emails, tasks, and billing activity are all available in an easy-to-use interface. Kanban boards, built on Rocket Matter's robust Legal Project Management Platform, allow you to see a visual status for all your cases. The application's intuitive expense and time capture screens are optimized to maximize efficiency. Our multiple timers make it easy to track your time across all matters. With batch billing and customizable rules, you can complete your monthly billing in no more than a few minutes. Rocket Matter allows for easy bulk and inline editing of invoices. Rocket Matter makes it easy to keep your trust accounts in order. All documents can be stored, organized by matter and other case information.

Neota’s no-code technology and modular building blocks enable businesses to quickly develop, deploy, and scale solutions that seamlessly integrate with the rest of a company’s tech stack. Neota delivers proven tools to build powerful digital solutions. With Neota’s visual, enterprise-grade platform for business process automation, innovative ideas quickly become sophisticated, secure applications. Neota’s intuitive platform enables businesses to easily develop and deploy decision-making solutions to automate workflows, documents, decisions and processes.

Filevine is a cutting edge Case Management software that provides a modern platform for organizing and streamlining legal processes. The interface includes features to coordinate calendars and case notes collaboration. It also includes a way for time and expenses to be tracked, document upload and docket management.

Actionstep is a complete legal practice management system for ambitious law firms. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. We have been empowering legal professionals for over 15 years. The first true cloud-based practice management system in the world, our global customer base and the team have continued to go from strength to strength – and we are still innovating! We have deep respect for what lawyers do as they impact every milestone in our lives and businesses. We truly believe that when lawyers build efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software and automation runs throughout all our features to keep processes moving and reduce time spent on administration.

LEX247 is a cloud-based platform that manages legal practice management for law firms of any size or practice. LEX247 provides a simple interface with all the features and power of an enterprise practice management platform worldwide to law firms of all sizes. LEX247 – Add a lawyer!

Xakia - Your in-house legal toolkit. Xakia is a simple, powerful and affordable legal toolkit built for in-house legal teams of 2-20. It centralizes all matters, contracts and documents into a single source of truth, allowing you to keep track of deadlines, priorities, and workloads. Powerful analytics through interactive dashboards and reports ensure that you make data-driven decisions for your Legal Department. Open API architecture allows you to seamlessly integrate Xakia into Outlook, Gmail and other critical software within your LegalTech and Enterprise ecosystem and workflows. > No more spreadsheets – Contract & Dispute Logs > Simple and streamlined - Legal Intake and Triage > Complete visibility - Collaboration Portal > Budget Control - Spend Management > Analytics - Interactive Dashboards & Reports Xakia is built for ease of configuration and adoption so you can avoid lengthy and costly implementations - you will be live with Xakia in minutes not months!

Draftable Legal provides legal teams with fast, accurate redline comparisons, offering a cost-effective enterprise-grade solution designed for the legal industry. The platform supports a wide range of file formats, including Word, PDF, PPT, Excel, and even scanned documents, thanks to its built-in OCR functionality. Users and administrators can fully customize output results and manage preset profiles to meet their specific needs. Integration with file explorer, document management systems (DMS), MS Word, and Outlook makes it easy to review and export output, streamlining workflows. Developed in close collaboration with legal professionals, Draftable Legal was built to address their unique document comparison needs, ensuring high performance. The proprietary algorithm that powers Draftable delivers accurate detection of changes across various document types, making it an indispensable tool. Additionally, the platform offers expert customer support, ensuring a reliable and secure document comparison experience that legal professionals can trust. With this solution, legal teams can enhance efficiency and reduce the time spent on manual comparison tasks.

CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office financials and reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before.

TimeSolv is a web-based time tracking software that allows legal professionals to accurately bill their time. TimeSolv is an intuitive and easy-to-use platform that provides a variety of features to assist legal professionals in increasing their efficiency and profits. These include document management, time tracking, invoicing, reporting and expense tracking.

DocsCorp is the choice of document management professionals looking for software that makes their jobs easier and more efficient. Our global brand has more than 500,000 users in 65 countries. Our product portfolio includes document creation, email recipient check, metadata cleaning and document comparison. You can also access our PDF creation and PDF conversion software on your desktop, server, or cloud. Our products are compatible with the most popular enterprise content management systems. This allows for business efficiency and streamlines processes. We offer organizations both on-premises integrations and cloud integrations. We work with industries that are document-centric in order to help them manage their most important asset - documents. This includes Government Departments and Legal Services, Financial Services, as well as Technology companies.

Enhance your workplace efficiency with Formstack’s productivity platform, which empowers over 27,000 organizations to streamline essential tasks, automate their workflows, and refine processes without the need for coding. It provides everything necessary to expedite digital operations effectively. Formstack combines all of its productivity tools into a single, cohesive solution, allowing users to swiftly design custom forms, populate digital documents with data, and gather eSignatures seamlessly. With its powerful form-building capabilities, you can create impactful workflows in just minutes, making it easy to automate tasks and gather information from anywhere without requiring IT assistance. The document generator eliminates tedious copy-and-paste tasks by converting data into elegantly formatted documents that are easily shareable. Additionally, the intuitive drag-and-drop eSignature tool removes the hassle of physical paperwork, enabling the collection of digital signatures for any forms or documents on various devices. This integrated approach not only optimizes productivity but also enhances collaboration within teams. By utilizing Formstack, organizations can move towards a more efficient and digitally adept workplace environment.

Enhance the efficiency of your legal operations and workflows by utilizing a cohesive digital workspace designed to connect legal professionals, enabling increased productivity and seamless collaboration. This platform allows for the sharing of important insights while fostering engagement with both clients and colleagues, ensuring the delivery of top-tier legal services. By employing this integrated solution, teams can standardize and automate tedious tasks and processes, leading to improved effectiveness and efficiency. It also facilitates the management of intricate projects and matters, allowing for the assignment of tasks, document collaboration, and full transparency throughout the process. HighQ’s secure technology platform is trusted by leading organizations to safeguard sensitive information and securely share critical data. With a unique blend of user-friendly design and robust enterprise capabilities, HighQ provides an exceptional experience tailored for both legal professionals and their clients, ultimately transforming the way legal services are delivered. By adopting such innovative solutions, organizations can position themselves at the forefront of the legal industry.

RSign®, the e-signature platform from RPost®, has been a global leader for over a decade. RSign®, which combines features richness with an elegantly simple interface and affordability at scale, is a unique platform. RSign's unique ability to simplify and automate common e-signing while still meeting all your document, form, and workflow requirements is what makes it stand out. RSign makes signing simple and easy. Signers can complete and sign documents from any desktop or mobile browser. RSign has a simple user interface, customizable templates, real-time reporting, and sharable templates. RSign®, makes it easy to view and trust the Signature Certificate for electronic signature tracking, a forensic audit track, sent and signed content, timestamp information, and sent and received content. If ever challenged, a solid record of who signed what when gives you confidence that the esign process and record will be able to withstand scrutiny.

Lawcadia is an end-to-end legal operations platform for in-house legal teams and law firms. A unique two-sided platform with an intelligent automation engine, Lawcadia transforms the way in-house legal teams and law firms collaborate and solve business problems. In-house legal teams benefit from structured intake and triage, streamlined workflows, accurate instructions, greater control of budgets and law firm engagements, as well as optimised document, email, and matter management. Plus, configurable metrics and dashboards clearly demonstrate the legal function’s value within the organisation. An award-winning legal technology company, Lawcadia have developed Lawcadia Intelligence, an intelligent automation engine that incorporates no-code automation and logic-based workflows with an intuitive end-to-end legal operations platform. Established in 2015, Lawcadia is headquartered in Brisbane, Australia, with significant operations in London and Manila. Our clients are in varied locations across Asia-Pacific, EMEA and North America.

Our distinctive multi-factor authentication (MFA) system not only minimizes the chances of network outages and data breaches due to lost or compromised credentials, but it also provides this crucial functionality entirely from the Cloud, ensuring effortless setup and management. AuthPoint transcends conventional 2-Factor Authentication (2FA) by exploring creative methods to reliably verify users, and our extensive network of third-party integrations enables you to implement MFA for safeguarding access. In essence, WatchGuard AuthPoint presents an optimal solution at a pivotal moment, making MFA attainable for businesses that urgently require it to thwart potential attacks. The system incorporates a push notification, QR code, or one-time password (OTP) as an extra verification step to confirm your identity, while our mobile device DNA technology aligns with the authorized user's phone when granting access to various systems and applications. Consequently, any malicious actor attempting to replicate a user's device in order to infiltrate a secured system would face an insurmountable barrier. This comprehensive approach not only secures sensitive information but also enhances overall organizational security protocols.

MatterAlert is a powerful matter portal and a and docketing, and tickler system designed to help legal teams manage all matter related information seamlessly in one platform. The right docketing system makes it easy to keep track of all critical dates across all matters so that you never miss any deadlines. It includes custom deadline calculators and provides automated rules-based calendaring, utilizing court rules across 50 U.S. states and over 2,200 jurisdictions, along with court rules for two provincial courts and the federal court in Canada. Key integrations include PACER for automatic court notices, Outlook for seamless calendar sync and Court Rules, accounting systems like 3E and Aderant, and DMS platforms such as iManage and NetDocuments. Custom matter templates and workflows provide you with the flexibility to tailor the system to your specific needs. Data Security: MatterAlert takes data security seriously. It utilizes industry-standard encryption protocols to protect user data and implements strict access controls to ensure only authorized personnel can access sensitive information. Regular backups and secure storage practices are employed to safeguard data integrity.

Submit your documents to any California Superior Court or designated Nevada courts from the comfort of your desk. Simply upload your files to generate orders effortlessly. Stay informed with real-time status updates and access court-returned documents online. We take care of all the filing logistics for you. Initiate the service of summons, subpoenas, and other legal documents in just a few minutes. Place your order online, and we will dispatch the appropriate professional as mandated by law. Enjoy online status notifications and proof of service for your peace of mind. Our services are available throughout the entire United States. You can enhance your eFiling order or make requests independently by uploading your documents, and we will ensure your filing is printed and delivered within a single day. Additionally, our streamlined process aims to make your legal filing experience as efficient as possible.

Adaptable legal management software can help you improve the performance of your organization. OnitX Enterprise Legal Management helps legal operations departments in corporate organizations streamline their workflows, and improve processes. Control your entire operations footprint - from matter management, vendor management, eBilling and more - through a configurable engagement system that encourages collaboration. Our easy-to-use system allows you to create legal management workflows that match your unique business needs and alter, modify, or adjust them as needed.

Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world.

Contract Express is an innovative software solution that enables our clients and their customers to quickly create, approve, negotiate, and finalize a wide range of documents using plain language automation. Its user-friendly markup features, along with compliance and relevance tools, streamline the drafting process, allowing users to devote more time to important tasks. The software seamlessly connects with platforms such as Microsoft® SharePoint, Salesforce, iManage™, NetDocs®, HighQ, DocuSign®, and Adobe Sign. Setting up and installing Contract Express is straightforward and does not require extensive technical knowledge. Our dedicated document automation experts are available to support you throughout the implementation phase. Additionally, Contract Express offers an easy-to-use self-service questionnaire for business users, guiding them in contract creation with predefined questions and notes established by document owners. Once a document is completed, it is sent to designated legal and/or business approvers via an alert email, ensuring a smooth review process. This comprehensive approach enhances collaboration and efficiency within the organization.

Litera Compare swiftly identifies alterations between any two documents in mere seconds. This top-tier solution for document comparison seamlessly integrates into your daily workflow, whether you're using a desktop, the cloud, or mobile devices, ensuring that you stay on track. Managing revisions from various authors across different document formats can lead to significant expenses and is often fraught with the risk of missing changes when relying on visual inspection. Discover how Litera Compare empowers you to compare documents with assurance. It provides a comprehensive overview of all modified elements within your document presented in an accessible format. By eliminating the need for manual comparisons and unnecessary version creation, you can effortlessly highlight changes. Enjoy peace of mind knowing that every alteration has been recorded, allowing you to accept, reject, or mark changes for future consideration. The efficiency gained from using Litera Compare significantly reduces the time and cost associated with managing revisions, transforming the way you handle document edits.

Confidentiality Manager allows organizations to establish ‘need-to-know’ security protocols and ethical barriers without disrupting their daily operations. With its powerful self-service capabilities, top-notch notifications and acknowledgements, along with a design that integrates multiple systems, it stands out as the premier option for firms eager to adhere to client security, regulatory, and ethical requirements in environments where sensitive data is handled. As demand from clients rises and industry regulations tighten, transitioning away from an ‘open access’ model can pose significant challenges for firms. The responsibility of maintaining proper security can heavily strain IT, Risk, and legal teams, leading to concerns among matter teams about their access to crucial information. Prosperoware effectively addresses this dilemma, alleviating the pressure on IT and Risk departments, while empowering users with distinctive self-service functionalities. This not only mitigates risk and lowers support costs but also enhances user adoption and promotes greater productivity in the workplace. Moreover, with the right tools in place, firms can strike a balance between security and accessibility, paving the way for efficient operations.

Streamline cumbersome paper processes by employing automated data capture, optical character recognition (OCR), data extraction, secure routing, and fax services all from a single platform. This system allows for the automatic identification and extraction of information from documents, significantly reducing the need for manual data entry, bolstering accuracy, and providing vigilant monitoring for potential security threats effortlessly. Focus on maintaining data integrity through robust features such as encryption at rest, ongoing content monitoring, and data loss prevention, ensuring compliance with important regulations like HIPAA and PCI DSS. Transition away from outdated hardware by adopting cloud fax services or initiating a hybrid fax solution, which can reduce expenses, eliminate maintenance issues, and support a remote working environment. Enhance multi-function printer (MFP) devices with new user interface buttons, which can even prompt for critical data tailored to your organization's workflows. Upland AccuRoute provides versatile capture, faxing, and delivery options tailored to your needs, whether you prefer on-premise, cloud, or hybrid solutions. Additionally, this system facilitates the secure capture and transmission of sensitive patient information and records, reinforcing the importance of data protection in healthcare settings. By integrating these innovations, businesses can significantly improve efficiency while safeguarding vital information.

Revolutionary cloud-based document capture solutions come equipped with features for routing and faxing, significantly enhancing operational efficiency through automatic document classification and data extraction that seamlessly integrates with any application. Equip your workforce with the ability to process documents in the cloud, allowing them to direct content into tailored workflows or business systems with ease. Optimize and scrutinize your document data using adaptive workflows and centralized dashboards for better oversight. Remote employees can capture documents and images using any device while easily directing them to workflows via our intuitive, universally accessible interface. By implementing automated data extraction and robust quality control measures, the need for manual data entry is minimized, thereby decreasing the likelihood of misfiling crucial information. You can scale your usage according to your needs, with the assurance that our infrastructure is designed to grow alongside your expanding business requirements. Our cutting-edge capture technology leverages machine learning capabilities that enhance image capture and boost data accuracy at each stage of the process, ensuring reliable outcomes for all users. This adaptability not only fosters a more productive environment but also streamlines document handling across diverse platforms.

By integrating FuseDocs with your practice management and document management systems, you can compile an entire annual report package in just seconds. This allows you to establish uniform procedures across various teams or locations while creating professional report packages that are user-friendly for your clients. While electronic documents form the backbone of your operations, your team shouldn't waste time generating them when they could be concentrating on more important tasks. You likely have numerous ideas for process enhancements within your firm, particularly in response to the rapid changes and the pressing demand for digital transformation. The challenge lies in determining which improvements to prioritize. Over the past year, we've received substantial feedback from clients indicating a desire for increased automation within workflows, particularly in the areas of reviews, approvals, and finalization. In response to this input, we have developed our new Workflow feature, designed specifically to streamline these processes and enhance overall efficiency. Ultimately, embracing this innovation can significantly elevate the productivity of your team while ensuring high-quality document management.

The EzeScan Application, along with its Survey Forms Data Extraction solution, offers a way to automate the capture of forms, significantly minimizing the need for manual data entry and, in many cases, completely removing it. This efficient tool features a fast interface that facilitates the extraction and verification of data from documents. Additionally, its exception workflow mechanism ensures that mandatory fields are adhered to, providing clean output data that can be exported in various file formats or integrated into many widely used databases. For records professionals, EzeScan alleviates the challenges of accurately and efficiently capturing vital information. Serving as a batch capture tool, it proves beneficial for managing considerable volumes of both paper-based documents and digital files, including corporate emails. Whether capturing physical documents from a multi-function device (MFD) or registering digital files, EzeScan empowers your staff to seamlessly capture and store documents directly into your business processes from any location. Ultimately, this streamlined approach enhances productivity and ensures data integrity across your organization.

With the implementation of predictive DMS filing, ZERO for Desktop seamlessly integrates into the daily routines of knowledge workers. By ensuring that all data remains within the network, users can maintain security and compliance, effectively mitigating the risks associated with cloud vulnerabilities. The time gained from automating routine administrative tasks can be redirected towards more valuable work, fostering an improved work-life balance. Additionally, this approach significantly decreases the amount of non-billable hours dedicated to administrative responsibilities, allowing each timekeeper to recover an impressive average of $15,000 in lost revenue annually. ZERO not only identifies and accurately predicts the appropriate filing location for emails within your DMS but also offers the flexibility to file emails individually or in batches. Users can flag email threads, enabling the automatic filing of all future related emails, while also marking previously filed emails to prevent duplicates. Furthermore, ZERO enhances email management by classifying messages by client or matter, ensuring that the most relevant content is prioritized and easily accessible at the top of your inbox. This streamlined process not only boosts productivity but also empowers users to focus on their core responsibilities more effectively.

Epona365 is your comprehensive answer for managing documents and emails effectively. Built on the robust platforms of Microsoft 365 and SharePoint, it is specifically designed for the needs of legal professionals and in-house counsel. With Epona365, you can collaborate effortlessly and arrange vital information from virtually any device or location. This innovative solution consolidates your diverse data into a centralized hub that is easily accessible through Outlook or Teams. Ultimately, it enhances your daily processes for a smoother workflow, enabling you to leave behind disorder and embrace heightened productivity, while also empowering your team to work more cohesively and efficiently.

iTrain ALI provides on-demand training assistance for you and your team, ensuring that support is readily available while also actively engaging with your personnel to enhance learning and facilitate communication during transitions. This dynamic tool integrates seamlessly with your existing systems, empowering your team to operate more efficiently, effectively, and with reduced stress levels. Designed for straightforward implementation and tailored to fit your unique operational needs, iTrain ALI responds to critical inquiries from all end users within law firms and grants immediate access to training resources. With top-tier, frequently updated content just a click away, the backing provided to your internal support teams is incredibly beneficial. As a cutting-edge AI Chatbot, iTrain ALI is specifically crafted to deliver real-time training opportunities to your staff as required. By utilizing ALI, your employees can easily find guidance for their "How do I?" questions, receiving targeted answers and relevant content based on their input. This innovative approach not only enhances individual performance but also fosters a culture of continuous learning within your organization.

The courts issue notifications regarding new filings at all times of the day. However, these notifications serve merely as alerts; to access the actual filings, your team must navigate through multiple hyperlinks, followed by the tedious process of manually downloading, labeling, and distributing the required documents. You can effortlessly oversee and organize all litigation efforts across various offices, practice groups, and case teams through a unified portal. This system captures every federal filing from your firm, along with relevant metadata, and systematically archives them in the appropriate workspace within your document management system or experience-capture platform. With PacerPro Manifold, you can create an extensive repository of your federal court information, enhancing your firm's ability to leverage its collective expertise and streamline its legal operations for improved efficiency and collaboration.

Gain immediate understanding of your contracts by pinpointing essential clauses, creating summaries, and facilitating your team's review process through advanced machine learning analysis. Diligen is utilized globally, catering to everyone from small legal teams to Fortune 15 corporations, streamlining the contract review process to be quicker, more efficient, and cost-effective. Its scalability is remarkable, accommodating anywhere from 50 to 500,000 contracts with ease. On day one, users can tap into hundreds of pre-trained clause models, while also having the ability to quickly train Diligen to recognize additional concepts. The adaptable and user-friendly interface can be tailored to fit your specific requirements. Compared to other market solutions, it offers industry-leading performance. You can delegate contracts to your team, enhance collaboration, and oversee the review process seamlessly. Training the system to recognize new clauses or ideas is straightforward, and it can automatically produce contract summaries in formats like Word or Excel. Furthermore, contracts can be filtered based on various criteria such as name, date, parties, or specific provisions, ensuring that hundreds of key clauses are automatically recognized and highlighted for your convenience. This comprehensive approach to contract management significantly enhances productivity and accuracy.

BigHand Metadata Management serves as an essential tool for law firms aiming to sanitize legal documents, effectively managing files in Word, Excel, PowerPoint, PDF, and various media formats throughout different stages of their workflow. This innovative solution empowers users to automate the process of metadata elimination, customize diverse levels of metadata oversight, and safeguard team members from inadvertent breaches of confidentiality that could lead to serious business repercussions. Teams are provided with a unified view of all metadata through a single panel, where they can establish global configurations and disseminate them to all users seamlessly. Users will receive notifications to clean documents before they are shared externally, triggering a panel that prompts them to choose the desired degree of metadata removal. Moreover, organizations can tailor specific settings for different departments or individuals to address unique needs effectively. Additionally, the tool integrates flawlessly with widely used email applications and document management systems, enhancing overall efficiency and security in document handling. With these features, BigHand not only streamlines compliance but also fosters a culture of diligence in managing sensitive information.

BigHand Document Creation offers a legal document solution integrated with DMS that enhances the functionality of Microsoft Word, PowerPoint, and Excel, facilitating the efficient production of legal documents. It allows users to create standardized templates without complex coding, which can then be deployed across the firm with a single click, ensuring consistency, strong branding, and improved version control. Key design features include unlimited numbering, bullet points, and various styling options that users can easily access. By building upon familiar Microsoft environments, the solution promotes greater user adoption and requires minimal training for effective use. The interface features ribbons organized into user-friendly workflow options, enabling users to seamlessly navigate their tasks from left to right. Additionally, it allows for the safe reuse of content from existing documents into branded templates while instantly applying firm-approved styles. With helpful tools provided, tasks like numbering, formatting, and sectioning are simplified, making even the most challenging documents manageable. Ultimately, this comprehensive solution not only enhances productivity but also fosters a cohesive branding experience across all legal documents.

BigHand Workflow Management offers a streamlined solution for task delegation that ensures work is seamlessly directed to the appropriate support staff at a cost-effective rate for the law firm while being tracked until completion. Management can leverage output reports to gain insights into crucial metrics such as work type, volume, capacity, and utilization, which aids in making informed decisions regarding resources and productivity. The platform provides tailored forms for various support tasks that a law firm may need, alongside options for single or multi-step workflows that can efficiently allocate tasks to the most economical resources. Users can record high-quality voice notes, add comments, or attach files for transcription, enhancing communication and documentation. Furthermore, a live feed showcases all support tasks, allowing for sorting and filtering based on work type, assigned user, priority, due date, author, and matter, among other criteria. Automatic time recording for each task handled by any member of the support team ensures accurate tracking of hours spent. Additionally, the system delivers both real-time and historical data regarding backlogs, throughput, service levels, and the overall effectiveness of the support team, empowering law firms to optimize their operations and improve service delivery. By enhancing visibility and accountability, BigHand Workflow Management ultimately supports law firms in achieving greater efficiency.