Document Management

Each client, matter and contact record has a document tab which lists all of the documents created for that record.  In addition to Word documents, any file type can be created and stored. This means that spreadsheets, scanned images and emails can all be linked with the client, matter or contact record that they belong to.

Selecting an item from the list and double clicking on it will launch the application associated with the file type and display the item on screen. This means that you can create a complete virtual file for the record avoiding the need to go to the paper file.

The file can include telephone and meeting records as well as check lists and progress lists to give a detailed record of the case history.

To help with finding documents in the list, they can be sorted by name, date or type by clicking in the column heading.