Document Management

Manage all of your matter related documents in CaseTrack. Using the built-in Related Document features, link electronic files (e.g., documents, e-mail, faxes, images, spreadsheets) to matters, view a list of these files, and launch the files directly from within CaseTrack. Alternatively, leverage current investments in enterprise document management systems such as Hummingbird DM and Interwoven Worksite.

Managing Electronic Documents with CaseTrack

CaseTrack offers two distinct options with respect to document management: document linking and built-in integration with third party document management software. Each of these methods is described in more detail below.

Document Linking

CaseTrack's Related Document feature allows users to manually link electronic files (e.g., documents, e-mail, faxes, images, spreadsheets) to records in CaseTrack, and launch those files directly from within the application. For example, the Matter Form includes a Docs button which can be used to review a list of electronic files associated with the matter. Files can be added to the list with the aid of a Browse button which brings up the Windows Choose File screen for selecting the appropriate folder/file.

Integration with Third-Party Document Management Software

In situations where expanded document management functionality is required (e.g., version control, check-in/out), CaseTrack supports two-way integration with the Hummingbird DM and Interwoven WorkSite document management systems. This integration is initiated by the creation and profiling of a document in the DMS. A field is available on the DMS profile screen for specifying the CaseTrack matter, when applicable. Once this has been done, from any matter in CaseTrack, the user can click on a Docs button and CaseTrack will look in the DMS database and return a list of any documents for that matter. The user can then launch and view one of those documents, if desired. To facilitate the linking of documents to matters, CaseTrack automatically updates the matter selection list in the DMS as new matters are created in CaseTrack. This process uses a stored procedure to modify the appropriate table in the DMS database. While fully integrated, both applications function independently.