Digital document management: Connect DMS to CRM and ERP

Lawyers and fiduciaries alike need effective document management. Law Firms and trustees often already have a document management system (DMS). When switching to Vertec, there is no need to change the DMS: Vertec has the necessary extensions, such as Microsoft SharePoint Online (Microsoft 365), M-Files or iManage.

Digital document management in the daily life of the law firm

Document management is a key issue for lawyers and fiduciaries. Correspondence with clients in the form of letters or emails, invoices and other documents can be managed in cooperation with Vertec and your DMS. Vertec Outlook App in addition, which ensures seamless integration with Microsoft Office.

A strain gauge in combination with Vertec as Lawyer Software On the one hand, it facilitates internal collaboration with your colleagues, as documents can be easily shared and processed in parallel. On the other hand, it ensures the dynamic filing and digital management of your documents. Less “analogue” file folders in the law firm, towards a paperless, digital office.

A significant advantage of integrating Vertec and DMS is that documents can be filed on a file-based or mandate-based and client-based basis and can also be opened from Vertec.

Does your firm already have a document management system (DMS) such as Sharepoint in use, it can be easily connected to CRM and ERP software via Vertec’s cloud ready standard interface. As part of Microsoft 365, SharePoint is widely used. The cloud-based service is suitable for storing, including versioning, synchronizing, managing, including full-text searching, and sharing documents. Access to your documents can also take place from mobile devices regardless of location.

Alternatively, the Dms m-files with the Vertec sales partner  Lean Business Developed  Vertec M-Files Connector optimally connect to Vertec.

Vertec also has experience in connecting other Dms, such as iManage, where customer-specific extensions are used.

M-Files has a very intuitive way to manage, search and track information. Client data sets and the metadata of documents that help find them are transferred from Vertec to M-Files. M-Files uses built-in AI to classify documents.

For example, document content within individual cases or groupings can be found and searched. Document can be edited both online and offline. Joint editing of documents is easy both internally and externally. Correction and comments are collected in a central location.

a law firm generates countless documents that are created, edited, sent to clients, commented on and sent back again. This results in different versions. The versioning of documents that can be carried out with the DMS makes it easy to trace changes to them. Thanks to the additional transparency created, you can keep an overview of your digital document management.

Having the right document and the right information at hand quickly – essential in the hectic day-to-day work of the law firm. In addition to versioning, the full-text search helps to have quick access to the right file or case.

Efficient firm management and digital document management: Vertec can easily be connected to various document management systems. Lawyers and fiduciaries benefit from document versioning and full-text search. Save time, work cost-efficiently and ultimately increase the productivity of your firm or trust company with Vertec.

Try Vertec for free and without obligation. Even without registration. Now Test lawyer software .