Document Management

Document Management2024-02-02T06:18:02+00:00

Automate your legal document assembly and management.

Streamline your document creation process and enhance productivity with PracticeEvolve’s comprehensive document assembly and management software. Our powerful platform offers a wide range of benefits designed to enhance the operational needs of mid-sized law firms, revolutionising the way you handle legal documents. From automated forms and precedents to seamless integration with Microsoft Word and PDF, PracticeEvolve is the ultimate solution for efficient and error-free document generation.

Automate your legal document assembly and management with PracticeEvolve.

Automated Forms and Precedents

Produce consistent, high-quality work with over 4,750 automated forms and precedents at your fingertips. Say goodbye to manual data entry and the risk of errors. Our intelligent software eliminates the need for repetitive document creation, saving time and ensuring accuracy.

Easy Email Management

Simplify email organisation and enhance client communication with PracticeEvolve’s integrated email management system. Seamlessly collaborate with your staff, organise emails for easy accessibility, and prevent the loss or misplacement of crucial correspondence. Every matter-related email is filed correctly and saved centrally, ensuring effortless retrieval and comprehensive client communication.

Customisation and Up-to-Date Content

Tailor the document creation process to your specific needs. PracticeEvolve allows you to customise and add your own precedents, ensuring flexibility and adaptability across your firm. Stay up to date with the latest legal forms and content, and experience peace of mind knowing that our expert automation specialists are dedicated to continuously updating our library. PracticeEvolve ensures that you have access to the most current and accurate legal forms, keeping you ahead of the curve and ensuring compliance with regulatory requirements.

Microsoft Word and PDF Integration

Experience accurate form generation in a matter of seconds. With PracticeEvolve’s integration with Microsoft Word and PDF automation, your documents are automatically populated with matter information, letting you enjoy efficient, error-free drafting. Additionally, our automatic time recording feature tracks the time spent on document assembly, providing valuable insights into productivity and efficiency gains.

“PracticeEvolve enhances our processes by simplifying file management. We can save emails, track document changes, and email documents from one central location. Version control on documents is also valuable, ensuring everyone works on the same version and eliminating confusion and errors from multiple copies. In legal matters, accuracy and integrity of documents are crucial, and version control provides a complete history of the document’s evolution, which is essential and makes my job much easier.”

Software with a Service

Software with a Service

As a mid-tier law firm, you’ll require Cloud solutions with integrated capabilities that prioritise the client experience. Our approach goes beyond merely offering software; we provide a comprehensive level of service tailored to align perfectly with your firm’s specific needs and objectives.

Request a Demo

Offering a fully integrated system, designed to align with the operational needs and workflows of mid-tier law firms.

Document Management FAQs

What are the key benefits of using your document management software for our mid-sized law firm?2024-01-24T08:22:55+00:00

Our document management software enhances organization, improves document retrieval, and ensures document security. It centralises all your legal documents, making them easily searchable and accessible while maintaining confidentiality.

Can your document management software provide access to legal content and automated forms?2024-01-24T08:29:49+00:00

Yes, our document management software offers access to a vast library of over 4,750 automated forms and precedents that are auto populated with correct matter and client information. These resources eliminate the need for manual data entry and reduce the risk of errors in document creation.

How does your software ensure the accuracy and up-to-date nature of the legal content it provides?2024-01-24T08:31:03+00:00

Our software allows you to stay up-to-date with the latest legal forms and content. Our expert automation specialists are dedicated to continuously updating our library, ensuring that you have access to the most current and accurate legal forms. This keeps you ahead of the curve and ensures compliance with regulatory requirements.

How does your software handle version control and document collaboration among our team members?2024-01-24T08:32:11+00:00

Our software offers robust version control features, ensuring that you always have access to the latest document version. It also facilitates secure document collaboration, allowing team members to work on documents simultaneously while tracking changes.

Can your software handle a variety of document types, including PDFs, Word documents, emails, and scanned documents?2024-01-24T08:32:44+00:00

Yes, our software is versatile and can manage various document types, including PDFs, Word documents, emails, scanned documents, and more. It provides a unified repository for all your legal documents.

How secure is our data within your document management software, and what measures are in place to protect against data breaches?2024-01-24T08:33:09+00:00

Data security is a top priority for us. Our software employs encryption, access controls, and audit trails to protect your sensitive legal documents. We regularly update our security measures to stay ahead of potential threats.

Can your software integrate with our existing tools and software, such as Outlook and legal search databases, to streamline document management?2024-01-24T08:33:45+00:00

Yes, our software offers integration capabilities with a variety of tools and software commonly used in law firms. This allows for seamless document management, including integration with tools such as Microsoft Outlook, Microsoft Word and PDF, as well as InfoTrack, Family Property, eBrief Ready and more!

Can your software automate document workflows and approval processes to improve efficiency and reduce manual tasks?2024-01-24T08:34:16+00:00

Absolutely. Our software includes workflow and task automation features that streamline document-related processes, such as approvals, routing, and document review, reducing manual tasks and ensuring consistency.

How user-friendly is your document management software, and do you provide training and support resources for our team?2024-01-24T08:34:59+00:00

Our software is designed for user-friendliness, and we offer comprehensive training and support resources to ensure your team can effectively utilize our document management tools.