Public Trustee

Document Management for Legal & lawyers

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We are all under pressure and this is especially so public trustees. There are deadlines and great workloads. Everything needs to be documented, version controlled and managed to achieve the required outcomes.
What if we could use technology to simplify the daily workings of your office. With M-Files all incoming documents can be captured electronically through high speed scanners or multi-function devices.

A lot of this information arrives electronically via email and with our Outlook integration the emails and their attachments can be easily captured into the right file.

The second part of the solution is where you will see significant productivity gains and it all revolves around instant retrieval. Like a google search you can search for a client number and get the whole file; search for a client number and will and get the right document instantly.

M-Files integrates into existing databases like Filepro, Leap, LawMaster, etc. so all the client’s information and all the associated knowledge is in one place. It is one thing to find the document but how much more effective would it be if the phone number you need is also there right in front of you.

Managing trustee documents is a breeze with M-Files

The third and last part of M-Files is where it all comes together.

Now that you have all the documents linked to all of your knowledge (contact details, crm, status of job, etc.) you can do some amazing things.

The document collaboration features with handy annotations are great for preparing documents. The assignments are great as a to do list and the detailed step by step workflows with automated deadlines, reminders and email notifications mean you will never miss a process.


Why a document management solution is the answer for public trustees

Traditionally public trustees are slow to embrace the benefits of technology and I believe that this is because the partners have a lot of the grunt work completed for them by support staff.

Which makes sense of course. However, the legal team are often not aware of the inefficiencies associated with traditional file management systems.

Now is the time to review and work on your systems and not just within the organisation.

A ground up approach to a public trustee document management solution will not change the processes, it will simplify them, so you can provide a better level of service and not miss any opportunities that come your way.

Click on one of the buttons below to get a free trial or an instant quote. As public trustees you will be impressed with the small outlay and ease of use.

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Testimonial by  from
Jemma O'Neill Cradle Coast Authority

Karen is so awesome! She has inspired me to create an AMAZING M-Files.

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