Document Management

Store incoming and outgoing documents and manage them all with powerful filtering and full-text searching functionality. A fully integrated document management system, every document (including slide shows, scanned images, spreadsheets, audio/video clips, transcripts and other exhibits) can be easily found under the associated Matter/Case. Practice Manager’s Document Management tool also provides for version control and access control.

Document Assembly

Practice Manager’s Document Assembly tool provides the ability to create and combine components for instant form, letter, pleading or contract generation. By simply choosing the components and identifying the appropriate contacts, Practice Manager instantly merges this information to generate documents. Through the use of Microsoft® Word, document creation is automated by merging Matter/Case information with advanced word processing templates.