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Law Firm SharePoint Package

The ability to establish company-wide standards on how files are catalogued, stored, and retrieved is paramount to the integrity and efficiency of operations. Our Law Firm SharePoint package focuses on establishing governance over the paper mill, management of client billing, and paperless office solutions.

There are many good billing, document management, and client tools out there, but few have the interoperability standards to allow all the gears in the machine to work together. Our SharePoint package ensures that client information, billing, and document management tools are in lockstep and integrate seamlessly through one login, one platform, one experience. Our package highlights include:

Document classification tools enable management of libraries containing millions of files while enforcing each document's metadata requirements.
Billing and client management tools allow staff to invoice clients, management to run reports, and view performance via executive dashboards.
256-bit encryption team/client sites ensure protected client communications and group collaboration in the preparation and storage of case files.
Document retention standards can be established at the corporate-level with two-stage recycle bins so no file is lost.
Optical Character Recognition allows for print materials to be digitized and delivered via email to secure document libraries.


Business Tools Minimize
  • Client Billing Suite
  • Client Relationship Manager
  • Document Retention Tools
  • Document Management
  • Document Review Workflow
  • Portfolio & Case Management
  • Claims Communications System
  • Executive Dashboards
  • Business Service Aggregation
  • Secure Case Sites
  • Company Intranet
  • Board of Directors Team Site
  • Absence & Vacation Scheduling
  • Employee Timesheet & Scheduling
  • HR Programs & Services
  • Asset Tracking & Inventory
  • Shared Calendars

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