Legal Services clients expect personal and accurate communications from their providers that recognize their unique needs. They want each interaction, such as a receipt or addendum, to be timely and efficient. Law firms that deliver such a personalized experience not only have higher customer retention rates, but they also maximize the potential long-term value of these customers. Document management software for law firms is critical to ensuring the highest levels of customer satisfaction so when that one particular document needs to be sent to a client, it can be done in seconds, rather than having to hunt through stacks of paper documents.
DocuXplorer, either through our integration with QuickBooks or by using our advanced Application Programming Interface (API), can easily organize and store client transactions so they can be quickly retrieved when needed. Plus, DocuXplorer’s cutting-edge security functionality ensures your clients’ private banking documents are protected from prying eyes.
Many law firms invest substantial amounts of time and money on case management software, but only consider document management after the fact. Case management may help keep attorneys on track by moving cases along but document management is a key component of case management. DocuXplorer allows law firms to create, save, and access their case-specific items (such as pleadings, medical records, and contacts) and our built-in audit trail and version control ensures all prior versions are accounted for when needed. It also allows your law firm to retain documents, notes, emails, and other files associated with your cases.