Legal Document Management Software
Are your fee earners and support staff spending too much time looking for documents and email?
How much time is being lost “reinventing documents”?
Can you track and approve emails?
Norwel's Prescient + system has an integrated Legal Document Management module designed to help Legal Practices address these issues as part of truly integrated system.
Key Features of Prescient + Document Management
- Document and email version control
- Automatic indexing of contents of documents, emails, pdf documents etc
- Check-in check-out document locking
- Document comparison (using MSWord or Workshare DeltaView)
- Index based free text searching
- Document pre-viewer supporting all leading document formats
- Free text notes
- Document-type icons for visual reference
- On screen sorting by drag-and-drop of headers and advanced search
- Automatic allocation of unique document reference numbers
- Sort and filter of documents
Email Management
In addition to email drag and drop filing, additional tools allow practices to monitor and control email. The system can be set to require fee earners to submit emails etc to supervisory Partners before dispatch, with audit trails of approval being provided.
Versioning
Using Prescient+, you can maintain more than one version of a document on a matter. A history of different versions is built up, with the last document defaulting to the ‘active’ document. Multiple versions of a document are denoted by the Microsoft Word icon in the Document Register.
Check Out/In
In addition to the versioning feature, is the facility to check out a document. This can be done to prevent any further changes, and makes the document read-only. Only the person who has checked out the document or has sufficient admin rights can check the document back in.
Compare Documents Feature
You can compare documents on the same matter, or different matters. Whenever a comparison is made, you can view and/or save the resulting document created, using either Word or third party comparison tools such as Workshare Deltaview.
Free Text Searching
Free text searching is available via the Norwel Document Search module. All documents stored against matters in the Norwel database can be searched.
The module searches e-mails, web documents, spreadsheets, Word documents and PDFs. It also searches in other key areas such as the document properties, and key database fields (such as Matter Description or Client Name). Each retrieved document is listed and the search results can be filtered further by selecting or de-selecting entries from the tree view on the left, or searching on the selected list for additional words/phrases.
