One search for everything
Documents, notes, emails and contacts in a single field — including scanned paper, which OCR makes searchable first.
Features
What the software looks like
Every image below is a screenshot from the running system rather than an illustration. They show the German interface; each user can switch to English in their profile.
Every file built the same way
Define the filing structure once and every new file inherits it. Nobody invents their own folders any more.
Tasks live on the case
Who does what by when sits on the file rather than in somebody’s inbox — including while that person is away.
PDFs without extra software
Open, annotate, stamp and sign in the browser. No download, no local copy that goes stale.
Client portal included
Clients submit and retrieve documents themselves. External users cost nothing, however many there are.
Permissions and audit log
Access per group, file and compartment. Every access is recorded — the basis for any audit.