End-to-End Automation
• Fully automates the transfer lifecycle, minimizing manual effort.
• Reduces onboarding and offboarding time for clients and lateral partners.
Advanced Content Analysis
• Text Extraction: Extracts text from all files, including image-based documents via OCR.
• Tracked Changes Detection: Flags documents with revisions to prevent accidental disclosures.
• Stop Words Identification: Automatically highlights sensitive or privileged terms.
• Identity Extraction: Detects and surfaces named entities like people, companies, and clients.
• Smart Link: Connects documents to relevant people, companies, and matters automatically.
Robust File Management
• Zip File Parsing: Unpacks and maps contents of zip archives directly into DMS.
• PST File Support: Enables processing of email archives for seamless handoff.
• File Scrubbing: Automated review and redaction tools to sanitize data before transfer.
Smart Review
• Uses an intelligent enrichment engine to analyze and flag files.
• Enhances compliance with automated risk detection before sharing.
Visibility & Oversight
• Dashboard View: Centralized interface to monitor all current and historical transfers.
• Audit Logging: Full traceability of user actions and file movements for compliance.
Secure, Compliant Transfers
• SOC 2 Type II certified for enterprise-grade security.
• Granular access controls and collaboration tools for internal and external stakeholders.
Deep System Integration
• Seamless integration with leading Document Management Systems:
• iManage
• Sharepoint
• more
• No data migration required to switch from legacy tools.
Immediate File Access
• Receiving counsel can begin working with files mid-transfer.
• Speeds up client transitions and reduces business disruption
