SmartLegal Practice Management
SmartFolders - Streamline Document Creation, Storage, and Sharing
SmartFolders is an advanced document management system built to help law firms organize, manage, and share legal documents effortlessly. Whether you’re working on a complex case or managing client agreements, SmartFolders ensures that all your documents are securely stored, easy to access, and organized for efficient collaboration.
With features like document customization, automated folder generation, version control, and secure sharing, SmartFolders is designed to simplify your document management process, saving time and reducing administrative overhead.
Key Features of SmartFolders
Create/Upload Legal Documents
Effortless Document Creation
SmartFolders allows you to create or upload legal documents with ease. Whether it’s drafting contracts, case filings, or client agreements, you can easily create or upload documents into the system, ensuring all files are securely stored and accessible.
Customizable Templates
Save time by using customizable templates for commonly used documents. SmartFolders comes preloaded with legal templates, and you can create your own templates to suit your firm’s needs, streamlining the document creation process.
Document Customization Engine
Tailor Documents to Your Firm’s Needs
The document customization engine in SmartFolders allows you to easily modify documents to meet the specific needs of each case or client. Whether you’re adjusting clauses, adding signatures, or modifying formatting, SmartFolders provides the flexibility to personalize each document with ease.
Automated Content Insertion
SmartFolders can automatically insert predefined content (e.g., client names, case details) into templates, reducing the time spent on repetitive tasks and ensuring consistency across documents.
Automatic Folder/File Generation
Automate Document Organization
SmartFolders automatically generates folders and files based on the details you input, such as client name, case type, and jurisdiction. This ensures that your documents are always organized and easy to find, eliminating the need for manual organization and reducing the risk of misplaced files.
Custom Folder Structures
Customize folder structures based on your firm’s preferred organization style. SmartFolders enables you to define specific folder templates for each case or client type, ensuring consistent organization across all matters.
Version Control
Track Document Changes
SmartFolders includes version control, ensuring that all document revisions are tracked and saved. You can easily compare different versions of a document, identify changes, and roll back to previous versions if necessary.
Prevent Document Loss
Version control ensures that no data is lost. Each time a document is updated, the system saves a new version, providing a complete history of changes made. This feature is particularly useful for collaborative teams working on the same case or project.
Secure Sharing
Share Documents with Clients and Teams Securely
SmartFolders provides secure sharing options for both internal team collaboration and client communications. Share sensitive legal documents with clients, opposing counsel, or internal teams with confidence, knowing that all data is protected by industry-leading encryption.
Permission-Based Access
Control who has access to documents by setting permissions at the user or group level. Grant view, edit, or delete access based on the role of each user, ensuring that sensitive information remains secure.
Smart Search (Basic, Advanced, OCR-Based)
Find Documents Quickly
SmartFolders comes with a powerful search feature that allows you to find documents based on keywords, case numbers, client names, and more. Use basic search for simple queries or advanced search to refine results by multiple criteria.
OCR-Based Search
SmartFolders includes Optical Character Recognition (OCR) technology, enabling you to search within scanned documents and images. This ensures that all your documents, even non-editable ones, are fully searchable, saving valuable time when retrieving files.
Link Documents to Case & Client
Integrate Documents with Client and Case Information
SmartFolders allows you to link documents directly to specific cases and clients, ensuring that all related files are easy to find and access. This integration makes it simple to view all relevant documents in one place, enhancing workflow and reducing the time spent searching for files.
E-signatures
Simplify the Signing Process
SmartFolders supports e-signatures, allowing you to securely sign and send documents for client signatures. This eliminates the need for printing, scanning, and mailing documents, making the process quicker, more efficient, and environmentally friendly.
Seamless E-signature Integration
Once a document is ready, send it directly to clients or colleagues for e-signature. SmartFolders ensures that all signatures are legally binding, secure, and compliant with relevant regulations.
Why Choose SmartFolders?
Efficient Document Management
SmartFolders brings all your legal documents into one centralized system, ensuring they are organized, accessible, and securely stored. Say goodbye to paper clutter and disorganized file systems.
Seamless Integration with SmartLex Suite
As part of the SmartLex Suite, SmartFolders integrates with other modules like SmartConnect and SmartPractice, making document management and collaboration effortless across your firm’s entire workflow.
Customizable to Fit Your Firm’s Needs
SmartFolders is designed to adapt to your firm’s unique requirements. Customize folder structures, templates, and document workflows to match your firm’s preferred processes.
Enhanced Collaboration and Security
SmartFolders allows your team to collaborate seamlessly while ensuring that all documents are protected. Share files securely with clients, colleagues, and external parties, while maintaining full control over access permissions.
Have Questions? Get in Touch!
SmartLex Suite is here to revolutionize your legal practice. Contact us to schedule a demo, ask questions, or receive technical support. We’re ready to help you get started with AI-powered legal management.