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iDatix

Document Management Software and Workflow Automation

(727) 441-8228 | Partner Portal

iSynergy for Legal

The demand for greater transparency and the dependency on contracts, research and documents have made the legal system one of the top markets to benefit from a content management system.

Meeting deadlines and complying with industry regulations are essential for any professional in the industry. From law firms to courts to the legal department within an organization, keeping confidential information secure, but easily accessible is paramount. Designed specifically to address the needs of a legal system, our ECM software can integrate with your current applications, improve staff productivity and enhance communication and collaboration.

Legal Processes

Discovery

Essentials:

  • Index and store any content format, video’s, audio recording, e-mails, word document, etc., into a single case file
  • Electronically exchange information with opposing counsel, courthouse, clients and colleagues
  • Set alerts and notifications based on certificate of service (COS) dates

Rewards:

  • Fully searchable documents and data allows you to pinpoint case information quickly and easily
  • Ensure request for production (RFP), request for admissions (RFA), interrogatories (Rogs) and request for extensions are submitted on time
  • Reduce unnecessary storage and retrieval costs associated with the discovery process

Case Management

Essentials:

  • Bind related documents, data, images, contracts and case work to organize a single electronic file
  • Connect processes across the organization
  • Automate decision making based on specific rules and values
  • A secure and centralized repository with granular permissions and controls
  • Advanced document management capabilities contain version control and collaboration features

Rewards:

  • Better manage all the information related to any case
  • Seamlessly exchange information with courts, arbitrators, opposing lawyers, etc.
  • Never deal with lost or missing information again
  • Enhanced security measures better protect confidential and sensitive information
  • Use common information and processes to collaborate effectively between departments and colleagues

Client Service

Essentials:

  • Integrate all files types into a single case
  • Access and retrieve any information with the click of a button

Rewards:

  • Better manage billable hours and ensure receipt of payment
  • Offer better service and improve client satisfaction

Auditing and Compliance

Essentials:

  • Organize and auto index information with enhanced recognition capabilities
  • Retrieve information quickly with dynamic linking
  • Flexible system that requires no coding or IT support to manage

Rewards:

  • Quickly and easily gather information for e-discovery needs
  • Satisfy auditors quickly and easily
  • Enhanced support of processes that surround regulations
  • Documents and data are completely searchable using full text recognition
  • Business can adapt to changing government requirements

Talk to Sales

Florida CLE on eFiling

Video Testimonial

iSynergy at work in Legal Practice
Steven D. Hutton, P.L. - Sarasota, FL

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