Features
With all the resources your department needs ─matter, email, litigation, legal spend, document & contract management, eBilling and reporting, outside collaboration features, integrated calendars, and a tickler system ─you become more efficient and productive using Legal Files.
Robust contract management features
- Store any type of file (Word, Excel, PDF, images and other formats)
- Preserve document history with version control
- Securely author and review documents with Check-in/Lock-out capabilities
- Locate documents by user-defined profile criteria or document text
- Leverage easy search capabilities
- Provide secure, portal access to all related parties or reviewers
- Limit views and security rights by role or by contract
- Customize workflow templates for any type of contract
- Define workflows to track your unique business requirements
- Launch specific workflows at designated stages
Office Management
- Access your data any time, anywhere
- Route contracts, notes and action items to designated parties
- Save email communications (and attachments) to the contract file through Outlook, IBM Notes, GroupWise and Gmail
- Synchronize action items to tasks and calendars in Outlook, Gmail and IBM Notes
- Use the Legal Files Mobile app for your iPad® or iPhone®
- Send automatic email notifications for milestone dates to internal and external contacts
- Assign tasks or events based on user-defined role or purpose (author, reviewer, level of approver, etc.)
- Choose recipients based on their user-defined roles
- Fully customize each email notification and create templates for email alerts
- Receive daily status report alerts
- Query contracts in various ways with flexible, built-in reporting tools
- Utilize 90+ standard reports including 25+ Management Dashboard reports
- Work with many third-party report writers, including Crystal Reports
- Maintain complete contract history for future reference or auditing purposes
- Provide an audit trail for compliance
- Generate reports on key compliance/non-compliance issues at any time
- Store any type of file (Word, Excel, PDF, images and other formats)
- Preserve document history with version control
- Securely author and review documents with Check-in/Lock-out capabilities
- Locate documents by user-defined profile criteria or document text
- Leverage easy search capabilities
- Provide secure, portal access to all related parties or reviewers
- Limit views and security rights by role or by contract
- Customize workflow templates for any type of contract
- Define workflows to track your unique business requirements
- Launch specific workflows at designated stages
- Access your data any time, anywhere
- Route contracts, notes and action items to designated parties
- Save email communications (and attachments) to the contract file through Outlook, IBM Notes, GroupWise and Gmail
- Synchronize action items to tasks and calendars in Outlook, Gmail and IBM Notes
- Use the Legal Files Mobile app for your iPad® or iPhone®
- Send automatic email notifications for milestone dates to internal and external contacts
- Assign tasks or events based on user-defined role or purpose (author, reviewer, level of approver, etc.)
- Choose recipients based on their user-defined roles
- Fully customize each email notification and create templates for email alerts
- Receive daily status report alerts
- Query contracts in various ways with flexible, built-in reporting tools
- Utilize 90+ standard reports including 25+ Management Dashboard reports
- Work with many third-party report writers, including Crystal Reports
- Maintain complete contract history for future reference or auditing purposes
- Provide an audit trail for compliance
- Generate reports on key compliance/non-compliance issues at any time
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.
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