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Provides an "out of the box" integration with all the major Document Management Systems used in the legal market, namely;

  • Autonomy iManage (8.2 client on either 8.2 or 8.5 server - support for 8.5 client available soon)
  • OpenText DM (DM 5.3)
  • Worldox (GX & GX2)

Automatically saves every document created from Caseflow into the chosen DMS without the need for any user input or action.

The profile for each document is automatically completed by Caseflow using a simple mapping function that associates Caseflow fields with corresponding fields in the DMS.

Once a document has been imported to the DMS, Caseflow also automatically updates the document footer with the document ID (and other data as required).

 

Did you know?

Caseflow offers a high ROI and a low maintenance cost.  The system is designed to be customised by your in house staff and requires no programming knowledge.  Your IT Department will love it because "it just works" and does not require costly maintenance or housekeeping.  A bold claim which is backed up by our customer experiences.