“Cabinet Books’ integration with QuickBooks was the primary draw to Cabinet for me.”
SAFE electronic document management makes it possible for law firms to decrease time spent filing and looking for documents — leading to increased efficiency and more billable hours.
SAFE is effectively structured to handle letters, contracts, pleadings, claims, referrals, scans, emails, standard forms, phone messages and more. Scanning, filing and routing stop being work-intensive, paper-based tasks and become repeatable, automated digital workflows. The result is more efficient information sharing, more effective process controls and increases to productivity.
Why document management?
An electronic document management system can replace paper files and documents in an office, enabling users to send electronic documents through the same steps a paper document or file would follow.
Cabinet specializes in helping personal injury, disability and specialized law firms deal with high volumes of inbound paper. Contact us to learn more.
Document management systems, like SAFE, are primarily used in the legal profession to increase efficiency and eliminate the costly inconsistencies that are common in a paper-based process. For instance, if the firm has a new case form that is filled out for each client account and it must proceed from the attorney to a paralegal and then back to the attorney, then a document management system must provide the same path. So a true document management system not only provides storage, but must provide the same workflow capabilities.
Click here to read the cloud-based version of SAFE reviewed in TechnoLawyer.
Along the way it must also protect documents so that only authorized people can view, edit and/or delete documents based on the individual’s access rights. An example might be a client’s financial records. These records should be kept confidential and an audit trail kept of all access. A document management system is a step up from the point solutions like spreadsheets and word processors as it is a firm wide solution. It must be easy and straightforward to use and ideally integrate with other applications the office is already using with a minimum of effort.
The ideal solution for any firm
Available both as licensed software and SaaS hosted in a secure, private cloud, SAFE is the ideal document management solution for any legal setting — large or small.
Thanks to SAFE, the speed of business at Daugherty, Fowler, Peregrin, Haught & Jenson is faster than ever. Click here to read more.
SAFE is dramatically more efficient, secure and sustainable than legacy filing systems. But that doesn’t mean its implementation comes with a steep learning curve and an initial drain on production. At Cabinet, we only deploy our software after an in-depth discovery process, allowing us to customize SAFE to your existing business practices and rules. The result is an efficient, fully digital version of your law firm’s workflows, working hard from Day 1 to create maximum efficiency — and ROI — with minimal ramp-up time and disturbance.
SAFE: Document management for law firms
Cabinet has provided document management solutions to the industry for more than 15 years. We guarantee your success and will help you every step of the way. Our experts will assist you during the installation, train your people, and provide on-going phone and internet support. When you call us, a human answers the phone and directs your call.
- Instant access to all documents and records for any case
- The use of workflows to route documents and records through a standard process
- Searching old cases using a variety of techniques
- Sharing and collaborating with colleagues without emailing or physically carrying documents around
- Useful integration with outside software and applications