Client Records are important documents held by a law firm on behalf of their client. These are signed original documents which typically are Wills and Deeds but they can be any type of document.
Records are traditionally held in ‘packets’ which are stored in a safe fire proof location. The LegalOffice Records system helps firms manage their clients’ records with each client having a packet/s containing an unlimited number of records.
Save time and money with smart functions like;
- Virtual packets allowing for digital copies to be held
- Record metadata
- Client or matter level records
- Records tracking process
- User defined record and packet types