Accounting

Problem

Managing client files has become a high-profile problem for law firms of all sizes. FileTrail automates location tracking to provide timely access and retrieval for all staff, at every desktop. With FileTrail, law firms improve profitability by reducing operating cost, increasing billable time, and automating manual tasks.

Locating the right files quickly is the key to efficiency, quality of service and competitive edge. FileTrail gives you control over active and archived records, providing powerful tools to automate records-handling tasks.

Solution

FileTrail provides a complete records tracking and management solution that streamlines handling of client files. Our browser-based software automates record handling processes from creation through disposition, while fully leveraging RFID, bar coding, and color coding technologies.

Benefits

FileTrail saves time for accountants, secretaries and other staff with easy-to-use tools accessible at every desk:

• Search and locate any file, any time
• Request retrieval of active or archived files

FileTrail saves labor and time by helping your staff:

• Save time with search tools at every workstation
• Eliminate manual searches for files
• Stop broadcast emails looking for lost files
• Automate creation and labeling of files
• Prevent creation of duplicate files
• Automate archiving and retrieval from off-site
• Automate file room check-in and check-out

Features

FileTrail provides sophisticated automation for firms with more staff and higher volumes of data to manage:

• Integration with upstream systems synchronizes Client/Engagement data
• Automatic login using Windows security automates login
• Multi-Office architecture accommodates implementation across multiple offices