Our Solutions
Enterprise Intake Capture System
Our System has three components:
Inputs: We capture every legally significant document at the point of execution or sent to dedicated email address or with batch upload.
Process: Each document is processed in weekly batches and de-duplicated, consistently named, and mapped to the correct folder.
Outputs: Weekly Reports track all new documents entering the system and these What’s New Reports are distributed with access controls to assure confidentiality.
Micro Workstreams
We design and build micro workstreams from our templates to solve departmental challenges managing complex legally and documents intensive processes. These workstreams leverage the output from the Enterprise Intake Workstream. They are nimble and customized to your particular needs using Google Sheets or Excel as our building blocks. They provide a cost effective way to augment more robust enterprise data management systems.
Reports
We generate two types of reports to ensure our system is delivering accurate and timely information as and where needed:
Enterprise Intake Reports
These reports show all documents captured each week. We also have Exception Reports showing how each issue we encountered was resolved.
What’s New Reports
These reports list the new documents to which a particular department or user has access to view.
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