Legal Document Management

PinPoint allows your organization to file and share your matters at the click of a button.

PinPoint Legal Document Management allows your staff to access their case files from anywhere in the world. Not only can your staff access documents from any workstation, smartphone, or tablet, but they will also have full document version control and mark-up ability.

Using PinPoint's built-in features such as Workflow and Case Management, your legal firm will benefit from reducing the need for human intervention for task management. Your system will notify you and other staff when action is needed. PinPoint was built to make your staff’s everyday tasks as simple as possible, allowing you to save money and resources. Our legal document management solution has the mobility to access documents anywhere in the office, at home, or even on the go.

Program Keypoints

  • Quick and easy implementation.
  • Built-in automation to file critical documents, with easy retrieval of information.
  • PinPoint delivers easy access to information with a centralized document management repository.
  • Workflow and reminders to insure completion on-time.
  • Improved QA tools to organize your firm’s documents safely and securely.
  • Easily file documents from within your business applications.
  • Version control and history tracking.
  • Store any type of file for case and matter folders, including video and audio.
  • Simplify file search efforts including full text content and metadata.
  • Easily file emails and their attachments with one click from Outlook.
  • Easy to use look-up screens to retrieve case and matter data.
  • Drag and drop any file type to your case and matter folders.
  • Definable ways to classify, describe and organize client documents.
  • Ability to reference files to multiple folders.
  • Check-In/Check-Out with version management.
  • Client Portal enables Web access to documents for external parties.

Additional Resources

  • Project Manager assigned to your organization for One-On-One implementation.
  • System is defined to match all your information elements you need for each Matter with Legal Document Management.
  • Load your previous electronic files automatically with full search ability.
  • Automatically updates to new versions of the software.
  • On-going support & training always. We do NOT outsource, so you are always working with a PinPoint Legal Document Management Project Manager.
  • Ability to quickly send documents for signatures and seamless retrieval.
  • Integrate with QuickBooks, Great Plains, Sharepoint, MS Office, OneDrive, Needles, etc…..
  • Access from any location using any device
  • Audit log reporting for complete compliancy.
  • Complete API as well for use if needed.