Scanning documents into a client’s matter in your Practice Management System is a fundamental requirement for most law firms and legal practices. Historically, the process involved scanning from a multi-function photocopier or desktop scanning device, retrieving the scanned document and saving it to a folder location, opening your Practice Management or Document Management system and logging in, browsing to the correct matter, uploading the document to the matter, naming or classifying the document, and saving it. If the cost of this process needed to be disbursed, you would then have to manually create a disbursement entry in the matter as well. While this process “works”, it does have significant drawbacks.
Recent advances in technology have enabled the ability to scan documents directly to the correct matter and create a disbursement entry all from your photocopier. By the time you reach your desk, the document and disbursement entry will be attached to the matter. It couldn’t be simpler, or more efficient to complete the process.
The system works using the API (Application Programming Interface) of your Practice Management System to retrieve the open matters list to present to you on your photocopiers screen via the device embedded software. Once selected, the photocopier will scan your document, clean up the image, make it text searchable, and attach it to the matter through the same API. We can also use this function to create the disbursement entry should it be required. Myrtec’s Scan to Matter Solution will work for any firm, of any size, using (almost) any Practice Management or Document Management System.
Supported Device Manufacturers
- Brother
- Canon
- Dell
- Epson
- Fuji Xerox
- HP
- Konica Minolta
- Kyocera
- Lexmark
- Ricoh
- OKI
- Samsung
- Sharp
- Toshiba
- Xerox
Practice Management Software
Current:
- LEAP
- Lexis Affinity
- Practice Evolve
- FilePRO
- Actionstep
Beta:
- Smokeball
- LawMaster
- BHL Software
- SILQ
- Open Practice
- Thomson Reuters Elite
- iManage
- NetDocuments