Records Manager

Efficient management of records is crucial to the overall operations of a professional service firm. Fast access saves both timekeeper and secretarial resources, and facilitates quick response. Effective use of the Records Management System optimizes the use of valuable office space. An organized method of reviewing and destroying old information results in significant savings in both on- and off-site storage costs. The Elite Records Management System delivers all of these benefits. In addition to the range and scope of system features, an easy-to-use Windows™ interface makes the system accessible for everyone in the firm.

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Features

• Track information by engagement (matter), sub-engagement, folder, insert, document or box for total control of files and content.
• Ensure numbering scheme through automatic or manual file, folder and inserts numbering.
• Easily store and retrieve files with automated file transfer of bar-coded files from on-site shelving to off-site boxes.
• Selectively search 28 database elements, such as names and narratives.
• List, attach, or associate individuals or a group of timekeepers with each engagement, facilitating both file tracking and Ethical Walls functions.
• Use any PC on the network as a bar code scanning station.
• Track file review dates, including storage, destruction, overdue, check out, create and estimate return dates.
• Full-text indexing of folder, insert and document information ensures comprehensive searches and accurate results.
• Full bar coding for records check in/check out ensures accuracy, with an error rate of 1 in 4.5 million, compared to the human error rate of 1 in 20.
• User-defined labels and bar code labels accommodate the specific needs of the firm.
• The permanent audit trail documents user access to each file and folder.
• On-site and off-site file tracking accommodate individual offices at multiple locations, as well as single or multiple off-site storage vendors.
• Ethical Walls protect the firm from potential conflicts of interest.
• User-defined output reports and file "pick lists" provide information in the format required by the firm.
• Audit trail provides security and the ability to track files by indicating who had access to the information.
• The system has full waitlist tracking with priority handling.