Document Manager.

The NextDocument application provides a comprehensive solution for managing the creation, capture, indexing, storage, retrieval, and disposition of documents and information assets of the organization.

Document management systems, whether a cloud-hosted platform or an on-premise software, will be most beneficial to your firm/ practice.

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Enforces Document compliance management in the firm, enables easy creation of documents in seconds.

Maintain confidentiality using our defined user permissions to clients, folders and documents.

Autosaves all users document to central repository.

Integrated with some of your favorite applications like Micro-soft office suite, OneDrive, SharePoint, Microsoft outlook email.

Improves collaborations with internal and external users while maintaining the quality and integrity of data.

Retrieve important matter documents instantly & Availability of Multiple Workspaces

Reduces the clutter on your computer by saving documents to the appropriate client/matter folder.

Document Profiling & assembling with a Multi-level folder structure.

Single source of data, eliminates data duplicates across board & creates automatic version naming and numbering.

CRM Features

Working with customers and creating or developing new opportunities can be a challenging task. Keeping up with contacts, correctly diagnosing problems and ensuring satisfaction as well as positive interactions can also be a tedious task however, our case & client relationship manager is built and enabled to allow automated onboarding between our Client relationship manager through the phases of business development and client execution.

Our CRM with the help of leading marketing practices helps with documenting new leads/opportunities, manage them with a holistic pipeline tool.