Attorneys manage their case documents in Matter folders of law firm software. For submitting the documents to court or sharing with external parties, it is required to create a document bundle containing one of more files, based on the specifications defined in the settings. Settings will contain the list of documents, order, formatting of the merged documents and document type (docx or pdf).
PageLightPrime legal practice management solution has document bundle feature to generate assembled documents by end users without the need for configuration by IT department. Power users can create and manage the bundles based on business and institutional requirements. Additional security role is applied for access rights, as finalized documents may contain sensitive data.
Client Matter Document Storage
PageLightPrime law firm document management solution is built for lawyers to create, assemble, view and search matter documents. Documents are stored in hierarchy as defined by governance team, either by Client, Practice Area or Department. Legal DMS is the single source of truth for case documents and emails. Only matter team members can access the documents in the DMS. Lawyers can use PageLightPrime law firm document automation software to assemble documents from Client and Matter metadata.
Document Bundle
PageLightPrime extends DMS by providing document bundle service. Source documents are stored in matter folders and when documents are changed, bundle gets refreshed automatically. Merged documents are shared with external users through PageLightPrime law firm client portal eliminating the need to use email for collaboration. Bundle can include following document types as sources docx, pdf, email, power point and excel files. Settings are created based on practice area and can be reused in the solution without the need to create templates for every new requests. Information management policies can be applied, so the court submitted documents can be treated as records for compliance requirements.
Document bundle creation for Law Firms
Attorneys manage their case documents in Matter folders of law firm software. For submitting the documents to court or sharing with external parties, it is required to create a document bundle containing one of more files, based on the specifications defined in the settings. Settings will contain the list of documents, order, formatting of the merged documents and document type (docx or pdf).
PageLightPrime legal practice management solution has document bundle feature to generate assembled documents by end users without the need for configuration by IT department. Power users can create and manage the bundles based on business and institutional requirements. Additional security role is applied for access rights, as finalized documents may contain sensitive data.
Client Matter Document Storage
PageLightPrime law firm document management solution is built for lawyers to create, assemble, view and search matter documents. Documents are stored in hierarchy as defined by governance team, either by Client, Practice Area or Department. Legal DMS is the single source of truth for case documents and emails. Only matter team members can access the documents in the DMS. Lawyers can use PageLightPrime law firm document automation software to assemble documents from Client and Matter metadata.
Document Bundle
PageLightPrime extends DMS by providing document bundle service. Source documents are stored in matter folders and when documents are changed, bundle gets refreshed automatically. Merged documents are shared with external users through PageLightPrime law firm client portal eliminating the need to use email for collaboration. Bundle can include following document types as sources docx, pdf, email, power point and excel files. Settings are created based on practice area and can be reused in the solution without the need to create templates for every new requests. Information management policies can be applied, so the court submitted documents can be treated as records for compliance requirements.
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