Anything to do with the matter is held on a database accessible to all the team. View all the documents related to a matter based on a certain standard; all the documents associated with a particular contact. Paper-based medium can be incorporated via a built-in or stand alone scanning facility..
2. Email integration
One-touch email integration (including Outlook, Lotus Notes and other packages), means that you can save emails and attachments to an appropriate case files.
3. Time efficiency
Save time on creation and management of documents through the use of templates and workflows. You can also relate parties to a file and link contact details to pre-populate templates.
4. Consistency of work
Working practice consistency can be created through templates and workflows. {Appropriate automation to free professionals from background tasks – three different levels of workflow provide the opportunity for work to be heavily controlled or largely free-flowing|Fee-earning professionals don't need to spend time on background tasks. Gain efficiency improvements through the use of appropriate workflows.. A good Matter Mangement system will use work flow to automate tasks so saving the time of expensive legal professionals..
5. Date and Event Management
Matter management systems can be fully integrated with your calandar system. Supporting:
- Reminders for bring forward dates
- Key date management to ensure that deadlines are met
- Resources scheduling
6. Enhance teamwork
Professional teams often require the ability to share a library of intellectual capital including best practices, industry guidelines, regulations or other standard documents.
7. Information Management
Automated user-defined reporting. In addition to a set of standard reports. Allow user-configurable reporting to suit different organisational needs. Reports can be defined and scheduled to run at set intervals, delivered in a format ready for publication, or exported to Microsoft Excel for further manipulation.
8. Communication.
Collaboration across the organization via shared contact and information enables each team memeber to have the very latest information on cases and matters. Contact details can be automatically inserted appropriately into forms. It is simple to take a given contact and easily find all the files and cases associated with that contact. This is particularly useful when needing to assess risk and conflict areas..
9. Compliance and Records Management
It is an imperative under today's legal requirements that records are retained and secured for future discovery and disclosure requirements. Internal and external auditing of matters and cases is simplified.
10. Data protection
Today's professional teams are dispersed georgraphically, so an online system meaning secure access from anywhere is not only important but vital
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