All law firms process confidential documents every day. Without an Information Management System it is difficult to keep track of latest versions of contracts and the emails that tell the story behind the contract.
Traceability of information and communication is critical in the legal profession. Moreover, the confidentiality and security of the information is difficult to ensure.
With Kefron’s EDRM System:
When a lawyer saves a draft contract to Kefron’s EDRM System he will have a record of all the changes made to the contract and a simple overview of his work.
When the contract is saved it is possible to ensure that only one person can edit it at a time.
When it is completed, a final version is saved and automatically routed to the supervising partner for approval who, having edited and approved the document, checks it back into Kefron’s EDRM System.
It is then routed back to the lawyer and even the client can be given direct access to Kefron’s EDRM System.
Once it is ready, it is then sent to the client for signature. When the signed copy is returned it is tagged with the client meta number and the signed copy scanned to Kefron’s EDRM System where it can automatically replace the unsigned version.
If a paper version of the contract needs to be stored a box index number can be added making finding the document in the future much easier.
If the lawyer wants to email a redacted version of the contract, we can provide pdf software that can integrate with Kefron’s EDRM System so that the confidential information can be removed and the redacted version emailed.
All documents relating to the client can be easily retrieved using the client meta number.
Even if the firm already has case management software, it may be possible to integrate it with Kefron’s EDRM System to provide a secure storage system for all documents and emails.
Summary Benefits:
- Reduces and controls costs
- Improves availability of information held in contracts
- Protects sensitive information from unauthorised access
Additional Features Include:
Electronic Editing & Filing from Anywhere - With our Document Management System, users can search, edit and view documents while not being connected to a server. When they reconnect all changes are synchronised.
Extra Security & Compliance - Kefron Digital’s Document Management System allows you to define permissions and set rules and a digital signature is automatically applied to each document. A retention policy feature means documents can be retained or purged after a specific period.
Automated Workflow transforms information flow and streamlines work - our document management workflow feature allows you to create multiple workflows. Editable templates allow you to visualise processes and drag & drop functionality makes it easy to transform paper-based workflows into streamlined digital ones. Task duration can be allocated and measured.
Integration - Our Document Management System offers seamless integration with Microsoft® Sharepoint® and Microsoft® office applications. It allows for direct integration with SAP® R/3®, Microsoft® Dynamics NAV®, Microsoft Sharepoint and COLD Mainframes.
Document Management as a Service - Our Electronic Document & Records Management Systems are available in server or secure cloud based options.
To find out more please contact Kefron directly