Workflow · material handling
From a file to a controlled package.
The process starts with a file and its source description and ends with a package containing a contents list and activity history. Every stage identifies its result. The recipient receives the files with a record of completed checks and matters requiring clarification.
Material handling · six stages
Material handling stages
Select a stage to review the actions performed and their result, from file intake to delivery of the prepared package.
Stage 1 of 6 · presentation active
Further actions
Select the appropriate scope
StartFolder creationAccount activation, folder creation and selection of the appropriate functions.PartyHandling personal materialsHow a person in the case handles the folder and the handoff of files.FirmHandling client mattersHow a law firm organizes materials for many clients.PackagePackage preparationWhat goes into the handoff set.