Document Management takes advantage of the shared folders on your network.

All documents on a case are organized into a document list ordered by date or code.  To access the document a simple right click allows you to retrieve the document.  Scan documents directly to the folder selected for each case with a Fujitsu ScanSnap® scanner.  Newly scanned documents will be added to the list and can also trigger time entries and followup tasks if you wish.  Staff members can automatically be alerted that there is new mail on their cases!  You can even scan in on location and the document can automatically be saved on your main server.

  • Chronological list of Documents
  • Instant access to documents from a case with the right mouse click
  • Automatic notification of new documents for the responsible staff member
  • Scan directly to a file
  • Remote scanning via Microsoft Terminal Server

Time Tested for over 30 years & enhanced by over 10,000 users!

See how firms use Perfect Practice® to do more, faster and with fewer resources.