Legal Document Management

Legal document management for law firms: client and matter files, security, full-text search, versions and retention, plus Bates scanning.

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Legal document management for law firms

A law firm's documents are its work product: pleadings, contracts, correspondence, discovery and client files, many of them still on paper. Legal document management software organizes them by client and matter, controls who can see them, keeps every version, and makes the whole archive searchable, so finding a document takes seconds instead of a trip to the file room.

What law firms need from document management

  • Client and matter organization, with consistent naming and indexing.
  • Security: permissions by matter and ethical walls, encryption and audit trails.
  • Full-text search across scanned and electronic documents.
  • Versions, check-in and check-out for drafts.
  • Retention and destruction by document type when matters close; see records management software.

Legal document management systems we offer

  • Contentverse, for small and mid-sized organizations, with redaction, audit trails, retention policies and Office integration, on premises or in the cloud.
  • PaperVision Enterprise, with records retention, versioning and encryption, for larger firms and legal departments.

Scanning for law firms

SimpleIndex scans and indexes client files by matter number, makes them searchable, and applies Bates numbers as each page is captured, with Concordance load files for review platforms. It runs on your own computers, so privileged documents stay in house.

Tell us about your firm or call 865-637-8986.

Related

Bates stamping software  -  ECM software  -  Affordable document management

Not sure which software fits your documents?

Tell us about your documents and workflow, and we will recommend the right software and set up a demo or quote.

Search Results for Legal Document Management

Featured Mortgage Document Management Document Management Software

Mortgage Document Management LoanStacker Workstation Full

LoanStacker Workstation Full

Overview:

LoanStacker automates the process of scanning and organizing mortgage loan origination or closing packages by automatically recognizing barcodes and labeling each form with OCR.

LoanStacker Workstation Full includes:

  • 1 SimpleIndex Full license
  • LoanStacker document dictionaries
  • Stacking order database

Additional setup time may be required depending on which of the following services are requested:

  • Software installation
  • Set network file storage locations
  • Integration with existing databases for automatic population of loan data
  • Process sample loans & update dictionaries for improved recognition
    more…
Mortgage Document Management LoanStacker Server 1M Page Per Year with 5 Verification Licenses

LoanStacker Server 1M Page Per Year with 5 Verification Licenses

LoanStacker automates the process of scanning and organizing mortgage loan origination or closing packages by automatically recognizing and labeling each form with OCR.

1 Million Page Per Year Server License Includes: includes:

  • 1 SimpleIndex Full 1M Server license
  •  5 Verification User Licenses
  •  LoanStacker document dictionaries
  •  Stacking order database
  •  15 hours of system setup.

The Server Processing Add-on allows unattended processing as a scheduled task or Windows service for up to 1 million pages per
more…

Mortgage Document Management LoanStacker Workstation Basic 25 Pack

LoanStacker Workstation Basic 25 Pack

Overview:

LoanStacker facilitates the process of scanning and organizing mortgage loan origination or closing packages by letting you label each form.

LoanStacker Workstation Basic 25 Pack includes:

  • 25 SimpleIndex Basic licenses
  • LoanStacker document dictionaries
  • Stacking order database

Additional setup time may be required depending on which of the following services are requested:

  • Software installation
  • Set network file storage locations
  • Integration with existing databases for automatic population of loan data
  • Process sample loans & update dictionaries for improved recognition
  • Add custom
    more…
Mortgage Document Management LoanStacker Workstation OCR 25 Pack

LoanStacker Workstation OCR 25 Pack

Overview:

LoanStacker automates the process of scanning and organizing mortgage loan origination or closing packages by automatically recognizing and labeling each form with OCR.

LoanStacker Workstation OCR 25 Pack includes:

  • 25 SimpleIndex OCR licenses
  • LoanStacker document dictionaries
  • Stacking order database

Additional setup time may be required depending on which of the following services are requested:

  • Software installation
  • Set network file storage locations
  • Integration with existing databases for automatic population of loan data
  • Process sample loans & update dictionaries for improved recognition
    more…
Mortgage Document Management LoanStacker Workstation Full 25 Pack

LoanStacker Workstation Full 25 Pack

Overview:

LoanStacker automates the process of scanning and organizing mortgage loan origination or closing packages by automatically recognizing barcodes and labeling each form with OCR.

LoanStacker Workstation Full 25 Pack includes:

  • 25 SimpleIndex Full licenses
  • LoanStacker document dictionaries
  • Stacking order database

Additional setup time may be required depending on which of the following services are requested:

  • Software installation
  • Set network file storage locations
  • Integration with existing databases for automatic population of loan data
  • Process sample loans & update dictionaries for improved
    more…

Featured Simple Software Document Management Software

Simple Software SimpleSearch Workstation Viewer

SimpleSearch Workstation Viewer

you can search for and view documents on any workstation and using any database with SimpleIndex Retrieval Only version. Less expensive than SimpleIndex Basic, SimpleIndex Query is the most affordable way to provide integrated searching and viewing for your documents. SimpleIndex Query is also command line enabled, allowing you to pass search criteria from your custom application and view the results in SimpleIndex.

SimpleSearch implements the same SimpleIndex interface in "Retrieval" mode, hiding all the menus and toolbars used for scanning. Index fields normally used to assign values are used for searching instead.

SimpleSearch can use SimpleIndex's built-in database to perform searches, or connect to any other database, even those for
more…

Simple Software SimpleSearch Concurrent Viewer

SimpleSearch Concurrent Viewer

you can search for and view documents on any workstation and using any database with SimpleIndex Retrieval Only version. Less expensive than SimpleIndex Basic, SimpleIndex Query is the most affordable way to provide integrated searching and viewing for your documents. SimpleIndex Query is also command line enabled, allowing you to pass search criteria from your custom application and view the results in SimpleIndex.

SimpleSearch implements the same SimpleIndex interface in "Retrieval" mode, hiding all the menus and toolbars used for scanning. Index fields normally used to assign values are used for searching instead.

SimpleSearch can use SimpleIndex's built-in database to perform searches, or connect to any other database, even those for
more…

CompuThink Document Management Software

CompuThink ContentVerse Professional Named License

ContentVerse Professional Named License

records
  • Natural Integration with Applications & Environments
  • Enable electronic workflow/BPM Benefits
  • Reduction of physical document storage space
  • Eliminate shipping/traveling costs and delays for remote access
  • Regulatory & Legal Compliance

    • Security, Audit trails & usage tracking/reporting and accountability
    • Integration with 100’s of electronic document types & streams
    • Ability to meet regulatory reporting and information handling and privacy mandates

    Strengthened Document Security & Integrity

    • Multi-tiered Security Model Plus Document Encryption
    • Document Typing & Metadata for Records Mgmt
    • Controlled
      more…
    CompuThink ContentVerse Professional Concurrnt License

    ContentVerse Professional Concurrnt License

    records
  • Natural Integration with Applications & Environments
  • Enable electronic workflow/BPM Benefits
  • Reduction of physical document storage space
  • Eliminate shipping/traveling costs and delays for remote access
  • Regulatory & Legal Compliance

    • Security, Audit trails & usage tracking/reporting and accountability
    • Integration with 100’s of electronic document types & streams
    • Ability to meet regulatory reporting and information handling and privacy mandates

    Strengthened Document Security & Integrity

    • Multi-tiered Security Model Plus Document Encryption
    • Document Typing & Metadata for Records Mgmt
    • Controlled
      more…
    CompuThink ContentVerse Enterprise Named License

    ContentVerse Enterprise Named License

    records
  • Natural Integration with Applications & Environments
  • Enable electronic workflow/BPM Benefits
  • Reduction of physical document storage space
  • Eliminate shipping/traveling costs and delays for remote access
  • Regulatory & Legal Compliance

    • Security, Audit trails & usage tracking/reporting and accountability
    • Integration with 100’s of electronic document types & streams
    • Ability to meet regulatory reporting and information handling and privacy mandates

    Strengthened Document Security & Integrity

    • Multi-tiered Security Model Plus Document Encryption
    • Document Typing & Metadata for Records Mgmt
    • Controlled
      more…
    CompuThink ContentVerse Administrator License

    ContentVerse Administrator License

    records
  • Natural Integration with Applications & Environments
  • Enable electronic workflow/BPM Benefits
  • Reduction of physical document storage space
  • Eliminate shipping/traveling costs and delays for remote access
  • Regulatory & Legal Compliance

    • Security, Audit trails & usage tracking/reporting and accountability
    • Integration with 100’s of electronic document types & streams
    • Ability to meet regulatory reporting and information handling and privacy mandates

    Strengthened Document Security & Integrity

    • Multi-tiered Security Model Plus Document Encryption
    • Document Typing & Metadata for Records Mgmt
    • Controlled
      more…
    CompuThink ContentVerse Enterprise Concurrnt License

    ContentVerse Enterprise Concurrnt License

    records
  • Natural Integration with Applications & Environments
  • Enable electronic workflow/BPM Benefits
  • Reduction of physical document storage space
  • Eliminate shipping/traveling costs and delays for remote access
  • Regulatory & Legal Compliance

    • Security, Audit trails & usage tracking/reporting and accountability
    • Integration with 100’s of electronic document types & streams
    • Ability to meet regulatory reporting and information handling and privacy mandates

    Strengthened Document Security & Integrity

    • Multi-tiered Security Model Plus Document Encryption
    • Document Typing & Metadata for Records Mgmt
    • Controlled
      more…
    CompuThink ContentVerse Server Software Connections - Standard (up to 25 connections)

    ContentVerse Server Software Connections - Standard (up to 25 connections)

    records
  • Natural Integration with Applications & Environments
  • Enable electronic workflow/BPM Benefits
  • Reduction of physical document storage space
  • Eliminate shipping/traveling costs and delays for remote access
  • Regulatory & Legal Compliance

    • Security, Audit trails & usage tracking/reporting and accountability
    • Integration with 100’s of electronic document types & streams
    • Ability to meet regulatory reporting and information handling and privacy mandates

    Strengthened Document Security & Integrity

    • Multi-tiered Security Model Plus Document Encryption
    • Document Typing & Metadata for Records Mgmt
    • Controlled
      more…
    CompuThink ContentVerse Automated Input Processor

    ContentVerse Automated Input Processor

    records
  • Natural Integration with Applications & Environments
  • Enable electronic workflow/BPM Benefits
  • Reduction of physical document storage space
  • Eliminate shipping/traveling costs and delays for remote access
  • Regulatory & Legal Compliance

    • Security, Audit trails & usage tracking/reporting and accountability
    • Integration with 100’s of electronic document types & streams
    • Ability to meet regulatory reporting and information handling and privacy mandates

    Strengthened Document Security & Integrity

    • Multi-tiered Security Model Plus Document Encryption
    • Document Typing & Metadata for Records Mgmt
    • Controlled
      more…
    CompuThink ContentVerse Server Software Connections - Advanced (up to 26-50 connections)

    ContentVerse Server Software Connections - Advanced (up to 26-50 connections)

    records
  • Natural Integration with Applications & Environments
  • Enable electronic workflow/BPM Benefits
  • Reduction of physical document storage space
  • Eliminate shipping/traveling costs and delays for remote access
  • Regulatory & Legal Compliance

    • Security, Audit trails & usage tracking/reporting and accountability
    • Integration with 100’s of electronic document types & streams
    • Ability to meet regulatory reporting and information handling and privacy mandates

    Strengthened Document Security & Integrity

    • Multi-tiered Security Model Plus Document Encryption
    • Document Typing & Metadata for Records Mgmt
    • Controlled
      more…
    CompuThink ContentVerse Server Software Connections - Enterprise (up to 50-100 connections)

    ContentVerse Server Software Connections - Enterprise (up to 50-100 connections)

    records
  • Natural Integration with Applications & Environments
  • Enable electronic workflow/BPM Benefits
  • Reduction of physical document storage space
  • Eliminate shipping/traveling costs and delays for remote access
  • Regulatory & Legal Compliance

    • Security, Audit trails & usage tracking/reporting and accountability
    • Integration with 100’s of electronic document types & streams
    • Ability to meet regulatory reporting and information handling and privacy mandates

    Strengthened Document Security & Integrity

    • Multi-tiered Security Model Plus Document Encryption
    • Document Typing & Metadata for Records Mgmt
    • Controlled
      more…

    Digitech Document Management Software

    Digitech PaperVision Enterprise

    PaperVision Enterprise

    performs dependable electronic document management to automate office environments, conserve paper, time, money, and provide peace of mind. Our retrieval solutions provide enterprise scalability and functionality with advanced features that enhance your efficiency and protect corporate data.

    Electronic information is retrieved instantly with our user-friendly graphical interface that displays a complete overview of all your available projects. View, manipulate, print, fax, export, and e-mail documents directly from your PC.

    White Papers, ROI Analysis, Case Studies & More are available on the download page.

    Features:

    Improve Business

    more…
    Digitech ImageSilo Premium 100Gb

    ImageSilo Premium 100Gb

    gives you the full suite of PaperVision document management tools in a secure hosted environment.

    Reduce Records Management Costs

    • Improve business processes and customer service with instant, online access to information.
    • Free IT departments from managing growing amounts of data with scalable and maintenance-free storage.
    • Convert capital expenditures into tax-deductible operating expense.
    • Enhance Security and Compliance

    Enhance Security and Compliance

    • Implement information policies with multiple layers of security.
    • Ensure proper procedures are carried out by automating and tracking compliance processes.
    • Gain regulatory
      more…

    Mortgage Document Management Document Management Software

    Mortgage Document Management LoanStacker Workstation Basic

    LoanStacker Workstation Basic

    Overview:

    LoanStacker facilitates the process of scanning and organizing mortgage loan origination or closing packages by letting you label each form.

    LoanStacker Workstation Basic includes:

    • 1 SimpleIndex Basic license
    • LoanStacker document dictionaries
    • Stacking order database

    Additional setup time may be required depending on which of the following services are requested:

    • Software installation
    • Set network file storage locations
    • Integration with existing databases for automatic population of loan data
    • Process sample loans & update dictionaries for improved recognition
    • Add custom documents &
      more…
    Mortgage Document Management LoanStacker Workstation Barcode

    LoanStacker Workstation Barcode

    Overview:

    LoanStacker automates the process of scanning and organizing mortgage loan origination or closing packages by automatically recognizing barcodes and letting you label each form.

    LoanStacker Workstation Barcode includes:

    • 1 SimpleIndex Barcode license
    • LoanStacker document dictionaries
    • Stacking order database

    Additional setup time may be required depending on which of the following services are requested:

    • Software installation
    • Set network file storage locations
    • Integration with existing databases for automatic population of loan data
    • Process sample loans & update dictionaries for improved recognition
      more…
    Mortgage Document Management LoanStacker Workstation OCR

    LoanStacker Workstation OCR

    LoanStacker automates the process of scanning and organizing mortgage loan origination or closing packages by automatically recognizing and labeling each form with OCR.

    LoanStacker Workstation OCR includes:

    • 1 SimpleIndex OCR license
    • LoanStacker document dictionaries
    • Stacking order database

    Additional setup time may be required depending on which of the following services are requested:

    • Software installation
    • Set network file storage locations
    • Integration with existing databases for automatic population of loan data
    • Process sample loans & update dictionaries for improved recognition
    • Add custom
      more…
    Mortgage Document Management LoanStacker Workstation Basic 5 Pack

    LoanStacker Workstation Basic 5 Pack

    Overview:

    LoanStacker facilitates the process of scanning and organizing mortgage loan origination or closing packages by letting you label each form.

    LoanStacker Workstation Basic 5 Pack includes:

    • 5 SimpleIndex Basic licenses
    • LoanStacker document dictionaries
    • Stacking order database

    Additional setup time may be required depending on which of the following services are requested:

    • Software installation
    • Set network file storage locations
    • Integration with existing databases for automatic population of loan data
    • Process sample loans & update dictionaries for improved recognition
    • Add custom
      more…
    Mortgage Document Management LoanStacker Workstation Basic 10 Pack

    LoanStacker Workstation Basic 10 Pack

    Overview:

    LoanStacker facilitates the process of scanning and organizing mortgage loan origination or closing packages by letting you label each form.

    LoanStacker Workstation Basic 10 Pack includes:

    • 10 SimpleIndex Basic licenses
    • LoanStacker document dictionaries
    • Stacking order database

    Additional setup time may be required depending on which of the following services are requested:

    • Software installation
    • Set network file storage locations
    • Integration with existing databases for automatic population of loan data
    • Process sample loans & update dictionaries for improved recognition
    • Add custom
      more…
    Mortgage Document Management LoanStacker Workstation Barcode 5 Pack

    LoanStacker Workstation Barcode 5 Pack

    Overview:

    LoanStacker automates the process of scanning and organizing mortgage loan origination or closing packages by automatically recognizing barcodes and letting you label each form.

    LoanStacker Workstation Barcode 5 Pack includes:

    • 5 SimpleIndex Barcode licenses
    • LoanStacker document dictionaries
    • Stacking order database

    Additional setup time may be required depending on which of the following services are requested:

    • Software installation
    • Set network file storage locations
    • Integration with existing databases for automatic population of loan data
    • Process sample loans & update dictionaries for improved
      more…
    Mortgage Document Management LoanStacker Workstation OCR 5 Pack

    LoanStacker Workstation OCR 5 Pack

    Overview:

    LoanStacker automates the process of scanning and organizing mortgage loan origination or closing packages by automatically recognizing and labeling each form with OCR.

    LoanStacker Workstation OCR 5 Pack includes:

    • 5 SimpleIndex OCR licenses
    • LoanStacker document dictionaries
    • Stacking order database

    Additional setup time may be required depending on which of the following services are requested:

    • Software installation
    • Set network file storage locations
    • Integration with existing databases for automatic population of loan data
    • Process sample loans & update dictionaries for improved recognition
      more…

    More info on Legal Document Management.

    This page was designed to help you find Legal Document Management quickly and easily. Click Here to find Legal Document Management.

    On-site support across East Tennessee
    Online support available everywhere

    From our office in Knoxville, TN we provide on-site installation, training and demos across East Tennessee, including Knoxville, Oak Ridge, Maryville and Alcoa, Chattanooga and the Tri-Cities. Everywhere else, including Nashville, our online setup, training and support make on-site visits unnecessary for most projects.

    Click Here to find Legal Document Management.

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    Click Here to find Legal Document Management.