Document management
Improve confidentiality by preventing unauthorized digital access.
Firm and cases related documents at your fingertips
Share any legal document on your device everywhere, at any time to edit, annotate, and more. Therefore, spend less time preparing piles of physical documents—and more time preparing your legal case—all in a secure manner.
Increase your efficiency and simplify your team’s workflow with our legal document management software—enhance the way you store, edit, e-sign, and share legal case documents—all in a centralized cloud data storage.
• Create, collaborate, edit, review and approve documents
• Capture record data through configurable forms.
• Online collaboration
• Version control/change management (coming soon)
Quickly find documents with advanced full text search
myCase365 Document Management includes powerful search capabilities that allow users to quickly find the documents they need. With advanced search filters and metadata tagging, firms can efficiently retrieve relevant documents—saving time and improving productivity.
The files uploaded to the firm libraries or related case are then easy to find via myCase365’s Global Search tool. Files can be ranked and made easier to find by adding metadata such as a title, description, and tags.
Keep everything in one place with unlimited cloud storage
Storing documents in the cloud minimizes the need for physical storage space and allows firms to easily scale their storage needs as their document volumes grow.
Storing documents in the cloud allows teams to collaborate and work on the same documents simultaneously, regardless of their geographical location. This promotes efficient remote work practices and enhances collaboration within the firm.
Cloud-based document storage ensures that documents are safe from any physical damage and loss that could occur in the event of a disaster. In case of any unforeseen circumstances, businesses can rely on the cloud to quickly recover their documents.
Streamline document execution
Simplify your workflows—stay in the stream by easily loading, storing, and pulling files directly into myCase365 from any devices.
Using a good tool to automate routine tasks like approval workflows, document routing, and notifications; enhances business process efficiency. Specially, you reduce the possibility of manual errors and speed up decision-making cycles, ultimately boosting overall productivity.
• Review → Prepare → Send documents for signature
Regardless of your firm workflows, remove the worry of downloading, printing, and scanning documents—automate and secure your important documents.
Sync documents across all your tools
myCase365 Document Management seamlessly integrates with other business applications, such as Google Drive, OneDrive, Box, and more. This provides a unified view of information and facilitates cross-functional collaboration for enhanced document management.
This integration allows for a synchronized flow of data and documents between different platforms, eliminating the need for manual data transfer.
View, edit, and save your documents directly from myCase365 to Google Drive, Box, OneDrive, and Dropbox.
myCase365 Document Management allows firms to implement document archiving and retention policies to ensure regulatory compliance and efficient record-keeping. By defining retention rules, firms can automatically archive or delete documents based on predefined criteria, minimizing legal and compliance risks.
