An easy to use, low cost, email filing and management program for users of Microsoft© Outlook, designed by the programmers of DocMan (the document management system behind some of the most popular legal practice management software).
The Outlook Problem
As the utilisation of Microsoft©
Outlook has increased, so has the
issue of how to store emails and
their attachments to ensure an FSA compliant audit trail.
This is especially the case where
solicitors are settling documents
with other lawyers and where
documents may have gone
through several drafts. Only a
relatively small number of firms,
usually with expensive document
management systems, are
currently able to save Outlook
email text and attachments into a
managed area (usually Matter Folders) in an automated manner.
Thus firms have a generally
acknowledged problem.
Emails saved in Outlook are, in
effect, saved in one large file (the “PST” file) which can become
enormous, fragmented and
vulnerable to corruption, full of
attachments which should be
properly filed away.
Work-in-progress filing becomes
very fragmented, a search needs
to be made into Outlook to obtain
a full picture, find the correct
version and so on, so finding
matter specific work has become
problematical.
Manual saving of email text an
attachments is messy and can
often be inconsistent.
The DocMan-e Solution
DocMan-e is a low cost, easy to
install, software program that sits
alongside Microsoft© Outlook on
your PC.
The program’s document
management allows either/both
attachments and actual email text
to be stored to the firm’s usual
client/matter directory hierarchy.
The program can be set to store
files either on a stand-alone
computer or on a network file
server.
Any saved emails and attachments
can be accessed reliably and
quickly.
Email “conversations” and
document “versions” are timestamped.
Stored e-mails retain the ‘metadata’ contained inside them.
This provides an audit trail of
sending, receiving and composing
to enable full, SRA compliant,
auditing.
License Fee
The cost of a DocMan-e software licence is £50 per
user (for the first year, £30 pa thereafter) which
includes basic support and software updates.
Large orders POA.
Try Before You Buy!
We can provide you with the option to try
DocMan-e free of charge for 6 month so that you
can test its value for yourself.
Further Information and Software Download:
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