Matter Provisioning & Updating Across Systems
With matters dispersed through various systems, provisioning across them all becomes problematic. Adding to the challenge is the need for matters to be updated simultaneously across these existing supported systems. Some of the examples demonstrating the drive for such updates include:
- Wrong matter or client name
- Client number changes
- Matters created in the wrong location
- Wrong practice area, responsible lawyer, billing lawyer, etc: or even
- File structure changes – adding or deleting folders or updating document metadata.
How do you manage to carry out these changes successfully while moving to the cloud?
CAM tackles that by offering an improved workflow and enhanced security by enabling a consistent and process-driven method for matter provisioning across all systems from a single, centralized orchestrating platform.
Automated Matter Provisioning
Automated provisioning from time & billing, matter or practice management, HRIS, or any system of record
Workspace creation via intuitive templates
Automatic generation of unique matter numbers for ad hoc matter creation
Matter name templates to standardize naming for different practice groups
DMS – provisioning of new matters with predefined templates
DMS – create folders on demand from templates with added prefix and suffix or custom name
DMS – apply automatic template changes to workspaces
Consistent Security Across All Repositories
Double the security measures, both at a workspace and matter level
Ability to set and update matter and workspace security effortlessly
Granular support across multiple systems
Increased security through access restriction to metadata and associated matters
Seamless Matter Provisioning Across Systems
A consistent, standardized, process-driven method for matter provisioning across all systems
Simplified, cost-effective management of matter provisioning which drives improved user adoption
Benefits
Improved provisioning across all systems from a single, centralized platform
Enhanced searchability through multiple, different templates, with a click of a button
Support agile document management design and adoption
Rapid, controlled creation of workspaces and matters
Greater control over workspace access
Rapid updates to workspaces with less time and effort expended
Want to learn more about CAM?
Read more about CAM from our product brochure.
