Document Management

With WorkflowMax you have multiple Document Storage options.

WorkflowMax allows you to save all your matter documents inside the matter along with the rest of the matter data.

  • Store your documents directly against your matters on our WorkflowMax/Xero servers – hosted by Amazon Web Services
  • Store your documents directly against your matters in WorkflowMax, but using our portal to Box, DropBox, Google Drive or Suite Files

Or save all your matter documents in your alternative preferred repository.

  • Store your documents in any other ‘in the cloud’ provider such as ‘NetDocuments’, and create a direct link from a Custom Field on the matter in WorkflowMax
  • Retain your current document storage system

Please feel free to contact us today for a free, no obligation demonstration of our product and services.

Managerial Control

Better Matter Management

Timesheet and WIP Management

Billing

Rapid & Easy Reporting

Staff Satisfaction

Document Management

Need Assessment (Scoping)

Product Implementation

Process Design

Staff Training

Ongoing Support

Archive Enablement

Time Sheet Audit

Platinum Service

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