Document Management
Managing documents effectively is critical for legal practices, and WorkflowTitan provides you with two robust options tailored to fit your needs. Whether you prefer synchronized folders or direct file management within tasks and projects, WorkflowTitan ensures your documents are always secure, accessible, and organized.
Option 1: Synchronized Folders with Axcient
WorkflowTitan integrates with Axcient, a trusted solution for secure file management. This option allows you to:
· Sync Files and Folders Directly From Your Computer: Keep your documents synchronized across devices, ensuring that updates made locally are automatically reflected in the system.
· Secure Cloud Storage: Store files securely with Axcient’s business-grade encryption, ensuring compliance and reliability.
· Flexible Access: Share files across your organization or restrict access to specific teams and individuals, all while maintaining strict version control.
Option 2: In-Task and In-Project File Management
WorkflowTitan lets you attach files directly to tasks and projects for a seamless experience:
· Centralized File Access: Keep all related documents within the task or project they’re associated with, eliminating the need for external tools.
· Always Accessible: Whether it’s a client’s case file, signed contracts, or court filings, documents are always exactly where you need them.
· Automatic Linking: Files stored within tasks and projects are automatically tied to the associated work, streamlining organization and context.
Powerful Features for Document Control
No matter which option you choose, WorkflowTitan delivers advanced tools to ensure your document management is effortless:
· Searchable Storage: Quickly find the documents you need by searching tasks, projects, or synchronized folders.
· Version Control: Avoid confusion with automatic versioning for all stored files.
· Collaborative Editing: Facilitate teamwork with easy-to-access shared files linked to tasks and projects.
Why It Matters
Traditional document management systems are often disconnected from the tasks and workflows they support, leading to inefficiencies and lost time. WorkflowTitan bridges this gap by integrating document storage directly into your workflow:
· No More Fragmented Systems: Whether you use synchronized folders or store files directly in WorkflowTitan, all your documents are accessible within the platform.
· Enhanced Security: Both Axcient and WorkflowTitan leverage encryption and secure storage to protect sensitive data.
· Contextual Relevance: Files are always tied to their associated tasks or projects, ensuring clarity and reducing manual tracking.
Streamlined for Legal Practices
WorkflowTitan’s document management is designed with the legal field in mind:
· Case-Specific Storage: Attach discovery files, contracts, or estate plans directly to the relevant case or project.
· Secure Sharing: Share documents with clients or opposing counsel via secure links, maintaining compliance with data security standards.
· Scalable Storage: Handle everything from small cases to massive litigation, with storage that scales to your needs.
Ready to Tailor Workflows to Your Practice?
With WorkflowTitan, every workflow works exactly the way you need it to.
