Doc-Tracker

Mattersmith Doc-tracker

The technology we use can help you work faster, making more time for strategic business.

Our legal advice is accelerated by technology that we have developed and evolved over time. We use it everyday. Our tools have been tested and proven. We offer direct access to these same tools so that you can also enjoy greater productivity on matters that you deal with yourself.

Features

Document upload

Each document received for review is uploaded into Doc-Tracker together with details of the parties in the case of a contract. The document is assigned a service level which prescribes the time within which the work must be completed.

Approval process

Once the work is complete, the reviewed document and any advice is sent to the client. It is possible to deliver the work via the Messaging feature.

Team functions

Members of the team mark the Case as New (the default position), In Progress, on Hold, or Complete. A progress bar indicates the extent to which the Case is complete according to the number of documents that make up the Case. The dates on which the Case was created, updated and completed are displayed.

Messaging features

A messaging feature allows team members to communicate between themselves and with clients in relation to the document, thereby providing an audit trail.

Benefits

  • Handling of a volume of document is managed easily, saving time and cost compared to keeping track of matters through spreadsheets or similar manual processes.
  • Clients have online information about the status of their matters, thereby removing the need to make enquiries of advisers and await their response.
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Reduce costs and save time

Legal advice, accelerated by technology.
Mattersmith Limited is a company incorporated in England and Wales with registered number 11320618, whose registered office is at 11 Telford Court, Morpeth, Northumberland, NE61 2DB, United Kingdom, and is a recognised body authorised and regulated by the Solicitors Regulation Authority with number 650058. © Mattersmith, 2021

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