Cloud Based Matter Management Software, System, Tools

Cloud Based Matter Management Software

In modern times, when digitization in all areas is advancing and helps to increase the efficiency and quality of work, it is imperative to have technological solutions in your work area.
This is because now there is a lot of work and orders, and for the high-quality execution of all orders, you need to be highly attentive and hardworking. But only sometimes only human capabilities are enough, and software has been created to do business more conveniently.
The cloud based matter management software has unique functions and features that accompany an increase in the efficiency of work in any field of activity.

What is cloud-based matter management in 2023?

As it is already partially clear from the name, this is specially designed cloud based legal matter management software platform created based on cloud storage to work and do business. Using it allows you to store many files, information, and records in one place, securely edit, send, make notes, and request signatures in real time.
In addition, it will be possible to pack everything into its folders and sections, making it more convenient and faster to navigate all files. The same can be done with information about clients, etc.

Why use a cloud-based matter management system in 2023?

With the cloud based matter management software help, each user can safely store and perform other actions (printing, mailing, reminders, editing, marking, and voting) in one place, without running around and fussing, without wasting time and nerves.
All information will be securely protected and will not fall into the wrong hands, will not be edited by someone else who does not have access, etc. Keeping client information confidential is also imperative; with the software platforms, you can do all this. Everything can be organized and systematized, and everyone can quickly and easily navigate, find details, etc., which is very important for any job.

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Crystal Clean Samantha Corso | Legal Operations Manager

“We all use Legal Files for different things, and yet it meets all of our needs.”

Features of the cloud based matter management software

Now there are many different cloud based legal matter management software vendors trying to make their products original and sell better. Therefore, they try to add many unique features that they come up with based on the feedback and wishes of their customers. But still, they are all somewhat similar and have some irreplaceable essential functions, and you must pay attention to them. Let’s take a look at services:

Automation
This is probably one of the most essential and useful features in all software because, with the help of this, you can reduce your workload during work. Get rid of the annoying daily routine that takes up your time.
Safety system
One of the most essential ingredients in everything. You should always pay a lot of attention to this aspect and perhaps even consult with experts on this issue to study everything more accurately. It is necessary that the security system support all international standards and requirements and has all the components for reliable data protection.
Electronic signatures
Employees can remotely request a signature on a document, especially when urgently certifying documents. No one else will run all day for the authorities, who are always busy for the sake of one signature, and so on.
Document control
Administrators can see who spent how much time on which documents and how much time was spent and set up access for specific folders, files, and information.

This is probably one of the most essential and useful features in all software because, with the help of this, you can reduce your workload during work. Get rid of the annoying daily routine that takes up your time.

One of the most essential ingredients in everything. You should always pay a lot of attention to this aspect and perhaps even consult with experts on this issue to study everything more accurately. It is necessary that the security system support all international standards and requirements and has all the components for reliable data protection.

Employees can remotely request a signature on a document, especially when urgently certifying documents. No one else will run all day for the authorities, who are always busy for the sake of one signature, and so on.

Administrators can see who spent how much time on which documents and how much time was spent and set up access for specific folders, files, and information.

Next-Generation Benefits

From easily customizing the platform to managing expenses to accessing your dashboard wherever you are, Legal Files is there to support your day every step of the way.

Track all your claims.

Keep track of claims and have nearly instant access to all the necessary details: date and place of the loss, policy limits & reserves, filing information and more.

Multiple deployment options to meet your needs.

Host your data on premises or in the Cloud, whichever works best for your office.

Set your own rules.

Build workflows, assign tasks, set deadlines or send emails at any stage of a case.

Improve client relationships.

ontacts are stored in one centralized location, making sure everyone has access to the most current information. Easily determine relationships and involvements with any case.

Stay current with Manage My Day.

Your own customized dashboard with reminders, messages, alerts and more.

Track all your items.

Keep track of the details of any item (vehicles, dwellings, etc.) involved with a claim; an invaluable feature with subrogrations.

Create a pleadings index automatically.

Easily track dates, deadlines, responses and what method of service was used.

Document management features make access a breeze.

Centralize your document store. Create your desired folder structure. Easily search for and retrieve any document you’ve created or attached to a file.

Extensive document assembly features make your day easier.

Quickly create new documents by tapping into the document assembly feature.

No need to rely on IT.

Non-technical tools empower key staff to meet current and future requirements.

Build a more powerful organization.

Reporting features work across different locations. And, our Enterprise solution provides the flexibility needed to use corporate resources with minimal effort and still function as an independent entity.

Manage that email mess!

Save emails and attachments to your case. Keep your inbox uncluttered. Make future retrieval a breeze.

WHAT OUR CUSTOMERS SAY

Paul Reed Global Excel Management Inc.

The system does everything we need and more. If you need a matter management system, make sure to consider Legal Files.

Darcy Jablonski CannonDesign

Originally, I thought to myself, well, anything is going to be better than what we have. Once we found Legal Files, the thinking became, I am extremely excited…