By automating workflows, FileTrail Matter Mobility improves the process of transferring client files.
For new or departing lawyers, or for a client-initiated request:
- Automate document movement into or from the EDMS or other sources
- Capture a record of each action
- Track every task associated with each action and display status updates
For outbound file transfers:
- Identify relevant documents across repositories and list them in a central location for review
- Identify timekeepers, partners and other stakeholders associated with specific client matters
- Send notifications and reminders to reviewers who must take action, tracking progress and capturing a clear record of approvals
- Provide tools to perform tasks against individual documents or en masse
Contact FileTrail today to see if Matter Mobility is the right solution for your firm.