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What is Questys Document Management?

Your office space may be overwhelmed by outdated and inefficient filing systems, but there are far more effective options available for managing documents. Enhancing the organization and accessibility of crucial business papers is not only mandated by governing regulations but also essential for maintaining financial effectiveness. Although the advantages of implementing an Electronic Document and Content Management Solution are evident, some individuals may perceive this shift as a challenging and unfamiliar endeavor. This section explores the concept of document imaging and its significance for businesses, regardless of their size. Document Imaging is the process of converting physical records, such as paper documents, microfilm, microfiche, and aperture cards, into digital formats. Following the scanning or import process, these documents are subjected to processing and indexing based on various parameters before being securely archived electronically. Once stored in a digital repository, these images can be effortlessly retrieved, reviewed, modified, and annotated as required. The technology that enables these imaging functions is referred to as Document Management Systems (DMS), which are pivotal in streamlining document workflows. By embracing such systems, organizations can greatly enhance their operational efficiency and mitigate the risks linked to traditional physical document storage. Furthermore, the transition to digital document management not only improves accessibility but also promotes a more sustainable workplace.

What is Case Master Pro?

Case Master Pro is a comprehensive legal management tool designed to support debt collectors and law firms in efficiently handling their case files and financial processes. The software provides a centralized database for lawyers to securely store vital documents, assign specific tasks to team members, and monitor case files that contain details about adversaries, accounts, litigation, or judgments. Among its essential features are bookkeeping, scheduling, and the ability to print checks. Additionally, it encompasses invoicing, transaction management, and account reconciliation to streamline financial operations. Administrators benefit from customizable security settings and the ability to generate reports, providing valuable insights into organizational performance. Furthermore, the platform includes a self-service portal, empowering clients to access relevant documents, images, and claims related to their individual cases online, enhancing overall communication and efficiency. This functionality not only fosters transparency but also strengthens the client-lawyer relationship by keeping clients informed about their case progress.

Media

Media

Integrations Supported

CardConnect
Docusign
Google Drive
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Sage Business Cloud Accounting

Integrations Supported

CardConnect
Docusign
Google Drive
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Sage Business Cloud Accounting

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Questys Solutions

Company Website

www.questys.com/solutions/products/document-management/

Company Facts

Organization Name

CMPOnline

Date Founded

1998

Company Location

United States

Company Website

www.casemasterpro.com/free-demo/

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Categories and Features

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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