Upsell to your installed base with an embedded DMS. You can attach case-specific documents, notes, voice or other multimedia information with specific cases and allow attorneys and case workers access to such information from the core application.
Define document templates that can be directly downloaded into a folder in the client matter and save your customers countless documentation hours. Store e-signed documents and maintain audit trails of documents in your application.
Your case workers no longer need to spend countless hours searching through folders and document repositories. Our DMS engine indexes all documents based on their content, letting users retrieve both documents and case information with intuitive search function.
Link documents to contacts, matters and tags using document metadata and trigger automatic application workflows saving crucial time in case management. Users could also easily share documents internally and with external parties.
With VIENNA Advantage embedded DMS, your customers will be able to automate the management of client document retention policies and minimize compliance risks.
VIENNA Advantage DMS engine can be natively integrated into your legal-tech application, and adapt your authentication mechanism. Users would be unaware that they are in a different application and yet get all the benefits of an enterprise-grade DMS.
Scan and upload documents from multiple platforms. Choose between manual or bulk upload and automate the document input processes.
Categorize every document accurately with a completely automated DMS engine that supports and manages millions of document formats, allows content recognition and OCR in 27 languages and automatically index all documents.
Search in the content of a large number of documents within seconds. VIENNA Advantage embedded DMS comes with safe and powerful search engine which helps you with:
Create documents using templates and link them to respective records in the system. Access the in-built document editors for different file types.
Design different forms or workflows with specific rules and logic relevant to the tasks to drastically decrease human errors. You can automatically route documents for approval and notify users of the action required. Collate data effortlessly from multiple sources with a fully automated and dynamic document management engine.
VIENNA Advantage allows you to customize the document management engine to align it completely with your business processes: