CaseGuardian Suite: Revolutionizing Legal Document Management

CaseGuardian Suite stands as a beacon of innovation for law firms. By harnessing the power of SharePoint and OneDrive, integrated closely with ActionStep, it offers a robust document management system that seamlessly aligns with your existing workflows. This enables the client law firm to manage cases, documents, and contacts effortlessly, without needing to migrate to a new system.

• Enhanced Case Management: Direct integration with ActionStep Matters for simplified case handling.
• Streamlined Document Handling: Easy upload, access, and management of documents through OneDrive integration, ensuring security and direct Microsoft user access.
• Automated Folder Structures: Auto-create structured folders in OneDrive for each case, boosting organization and efficiency.
• Advanced Document Search: Locate files with precision using case names, ID, or tags, accessible directly within our app.
• Secure Document Storage: Utilize the client's own OneDrive for storing documents, maintaining privacy, and eliminating third-party SaaS risks.

What was done: Seamless Integration

Works with the existing ActionStep and SharePoint setup, offering a smooth transition and integration.

Customizable and Secure

Tailored to fit the specific needs of the law firm, with advanced security measures for document handling.

Efficiency at Its Core

Automates and simplifies document management tasks of the Law Firm, allowing their team to focus on legal matters rather than administrative burdens.

Future-Ready

Designed with scalability in mind, ensuring that as the Law firm grows, CaseGuardian Suite can handle all that workloadIDs.