Document Management

Simplify Management of Your Firm’s Critical Documents

Streamline your firm’s document management efforts and reduce the time and effort needed to file and retrieve documents. ProLaw delivers convenient access to case and matter information with a centralized document management solution.

  • Enhance productivity with faster document retrieval from any workstation
  • Improve the consistency and organization of your firm’s critical documents
  • Secure content to protect confidential information and prevent unauthorized access

Document Management Features

  • Create, store and retrieve electronic documents, videos, pictures, audio files and more by client, matter, event or other key information
  • Simplify file search efforts with advanced searching, including full text and metadata tools
  • Easily file emails and their attachments via the Pro Filing feature – with one click from Outlook
  • Easily Pro File documents from within Microsoft Word, Excel or Adobe applications
  • Improve version control and history tracking
  • Centralized and matter-centric document management
  • Multiple file-type management (e.g. word processing docs, e-mail, spreadsheets, video, audio, charts, pictures)
  • Tools to drag and drop any file type to matter and/or client
  • Multiple ways to classify, describe and organize documents
  • Ability to cross-reference documents to multiple matters and contacts and relate documents to events and other documents
  • Check in/check out functionality
  • Portal level security to enable Web access to documents to external parties

Contact your account representative by completing the Information Request Form at the top of this page or by calling +1 800-977-6529.