File

Umbria File

Securely Manage and Create Legal Indexes

Most file systems and document management systems (DMS) can’t easily build ordered, manual indexes: naming conventions don’t work in the space provided or creating an index requires adding a cascade of letters and numbers to the beginning of file names. Some systems don’t allow teams to effectively route work. Umbria File offers a secure, common-sense ability to manage legal documents.

Keep the most critical documents at the fingertips of the team

Supports a central or distributed team model

Enhances an existing DMS investment by adding new capability

Features

Allows for easy ordering and reordering

Support for matter folders and sub-folders

Enables long file names

Full-text and advanced search

Flexible profiles by folder

PDF export of individual or grouped documents

Store documents in iManage Work and other systems

Support existing security by controlling who can submit and reorder documents

Supports ethical walls and other confidentiality or security measures

Expanded document descriptions get around traditional DMS naming limitations

Pleadings and closing indexes can be sync’d from the DMS

Enhance the Existing DMS 

Make Indexes Simpler

Umbria File allows firms to create different types of indexes – pleadings, depositions, trial, and case bundles – which can be associated with matters, while storing all content in the iManage DMS.

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