Matter Centre allows you to maintain rigorous control over email policy while gaining major efficiencies in management and practice. You can easily profile incoming and outgoing email, very simply, working the way Microsoft Outlook does, allowing firm information to be brought alive as part of the client and matter data.
Email and attachments are available to any user with authorised access to a particular client or matter via the matter-centric view, enabling knowledge to be quickly shared between interested parties. In addition, by using metadata tags you can track the route an email has taken, so users know exactly where the email has been and who has received it.
Efficient document management is realised with a single repository for all information relating to a specific case, including Word files, emails and attachments, Excel data and miscellaneous scanned documents. This provides you with a structured matter-centric view of information, with automation used to maximise productivity.