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
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
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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