Create and Manage Documents

Create documents for any contact in a case with just a few mouse clicks. Documents are created in Microsoft Word using templates that you can create and customize yourself. You can create documents for a single contact, or any combination of contacts for the case.

 

Case Management - Create Documents

Select the document you want to create from the list.

 

Managing Documents

Keep track of all the documents for the case in the Documents list. Attach existing documents or scan new documents directly into the list. Double-click a document to open it in its native application. In addition to files, you can also attach folders and links to web-sites.

 

Case Management - Document attachments

List of documents attached to a case - click for large version

 

Built-in Image Viewer

Use the built-in image viewer to view and print image files. The image viewer supports multi-page tiff images and can also be used to scan documents to image files or pdf files.

 

Case Management - Image Viewer

ParaLaw Image Viewer - click for large version

 

 

 

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