Case Study Category: Law Firm/Legal Services

M&A/ Data Rooms

Multi-format capture & conversion Identify and highlight key terms and information Capture and index key metrics and information Store in a metadata-based EDMS Orchestrate notifications, review tasks & workflows Find the information you need quickly & easily Store information securely Streamline…

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Know Your Customer

Multi-channel capture of ID and related info Quickly & accurately authenticate identity data Rules-based workflows to help ensure consistency Create and maintain an audit trail Reduce processing time and costs Eliminate paper storage Free up office space Enable remote working Improve…

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Insurance Claims

Multi-channel capture of claim information Automate the receipt, sorting, data entry, processing and reporting of all information Integrate and update systems with verified data Automate confirmation and additional info requests Reduce costs Speed up processing Simplify decision making Balance compliance and…

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Employee Onboarding

Automate the creation and sending of onboarding forms & documents, including eSignature requests Multi-channel capture of onboarding documentation Capture key information to assist evaluation Automatically identify & request missing info Reduce onboarding time & costs Eliminate paper storage Free up office…

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Heritage documents

Scan paper contracts into a digital PDF format
Mixed sizes, condition, formats handled with care
Capture and key information & match to records
Make content searchable
Store in a Document Management System

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eDiscovery/Litigation Support

Objective coding of digital and paper documents
Automated coding speeds up processing
Load file creation for eDiscovery; or
Supply Metadata & content searchable EDMS

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Legacy Archive

Asset tracking of boxes in transit and processing
Scan at our office or yours
Advanced automated classification and capture
Innovative pricing to realise savings immediately
Host documents and data in a secure EDMS

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Regulatory responses

Multi-channel capture of request for information
Automate responses, and orchestrate tasks
Convert & collate information digitally Digitally host, store, encrypt & share digitally
Create & maintain an audit trail

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Contract Management

Use standardised filing criteria to store contracts
Search contracts by both filing criteria & content
Link contracts to associated documents (e.g. quotes, PO’s) from CRM, MS Teams etc.
Automate alerts for necessary actions & reviews

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Contract Review

Capture key contract information (paper & digital)
Assign tasks according to dynamic rules
Easily track the status of a contract
Add notes & comments without changing the original to make decisions comprehensible

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