casemanagmentLegaledge Case Management Software announces Alfresco Interface. - PowerPoint PPT Presentation

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casemanagmentLegaledge Case Management Software announces Alfresco Interface.

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LegalEdge announces it’s Alfresco (A full featured, Open Source Document Management system) interface, the system provides advanced document management functionality such as bulk upload of files, drag and drop upload, versioning, OCR, Bates numbering, Document Workflow, etc. Invoices can be generated using workflow calculations for the discovery packets sent, based on a user specific customized formula. – PowerPoint PPT presentation

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Title: casemanagmentLegaledge Case Management Software announces Alfresco Interface.


1
Legaledge Case Management Software announces
Alfresco Interface.
2
  • LegalEdge announces its Alfresco (A full
    featured, Open Source Document Management system)
    interface, the system provides advanced document
    management functionality such as bulk upload of
    files, drag and drop upload, versioning, OCR,
    Bates numbering, Document Workflow, etc. Invoices
    can be generated using workflow calculations for
    the discovery packets sent, based on a user
    specific customized formula.

3
  • LegalEdge Case Management
  • 1. The new interface is able to show a
    LegalEdge Case Management list of documents that
    are housed in Alfresco as attachments within a
    case in LegalEdge. (Note if this is too
    cumbersome, one could show a link and have that
    issue a query for all documents within Alfresco
    that are linked to a case number). This also
    includes responding to the buttons at the bottom
    of the File Attachments tab which 1) This allows
    attaching emails to a case, 2) sending documents
    out via email, and 3) when available, scanning
    directly to a case, 4) Browse.

4
  • 2. The interface is able to click on one of
    the attachments and bring up the document.
  • 3. This includes a set of metadata fields to
    categorize a document. These are fields within
    Alfresco (or folder names) and finder columns
    within the LegalEdge Case Management system.
  • 4. The interface is able to expose a
    document ad hoc search facility for cases and
    people. The search works just as well from within
    Alfresco.

5
  • 5. Facility for text searches - That is 1)
    respond to Anything Searches, 2) allow a Text
    Search facility on the File Attachments Tab to
    allow text searching files attached to a
    particular case, 3) allow text search across all
    cases (allowing complex text searching).
  • 6. The ability to bulk upload files to a
    case.
  • 7. The ability to be able to enable Bates
    (or other) numbering of Case Management files as
    they are uploaded or sent out as Discovery.

6
  • 8. The ability to OCR scanned documents as
    we upload files. (How do we tell what is OCR-able
    or not?)
  • 9. The ability to set up document workflows
    for routing contracts and other documents around
    the office for approvals.
  • 10. The ability for check-in/check-out of
    documents and freeze the edits on docs that are
    checked out. This leads to the requirement for
    versioning.

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  • 11. The ability for a Word plug-in to allow a
    save to Alfresco with links to a case in
    LegalEdge.
  • The ability to redact documents on a case.
  • Prosecutor case management software
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