Our customers say...

"Since 2005, Cerberus Investigations has used ActiveFiler to manage files in conjunction with Amicus Attorney. Together they have provided us with an efficient document management system. ActiveFiler is used to generate our client reports and organise them in the correct folders, this enables us to retrieve documents quickly and easily. ActiveFiler is an essential tool in our system and we are happy to say that it does the job! "
Cerberus Investigations

"...we were very impressed by the reliability of the system ... the system is still used there reliably by 50 staff. Both myself and the Senior Partner were very impressed."
Holden & Co Solicitors

Real examples of how ActiveFiler is being used (different companies than those above!):

Company A

Law firm, 30 staff.

Problems

• In danger of being shut down by The Law Society, the firm had already been fined.
• Client cases were being damaged by documents being lost or dual versions existing.
• This was due to documents being filed inconsistently.
• Even though there was a Company Guide which explained how documents were organised, staff made mistakes, especially temporary staff.
• Mistakes included duplicate folders e.g. "Blains, Roger", "blains, roger", "Blains Roger", "Roger Blains", incorrectly named documents and more.

Solution

• Clients cases were no longer damaged and the Law Society was happier once ActiveFiler was installed.
• Documents could be reliably located and dual versions became a thing of the past.
• Documents were now all saved correctly.
• It is now much faster and easier to save a document and name it and any folders correctly.
• Simple now: staff now just need to press the special Save button and everything else is done for them automatically. No room for error.
• The way the firm likes documents to be organised was set-up in ActiveFiler:
  
  G:\documents\[area of law]\[client]\[file number]\[date] - [document type].doc
• To get some of the information required, ActiveFiler has to look in various data files and sources (including their Practice Management System) as well as properties of the document (is it a letter, a fax or a memo?).
• If data was not present for some reason a message box gave instructions of what the employee should do next (e.g. "The Area of Law could not be found. Please contact IT Support.").

Problems

• Too many filing mistakes and naming documents and folders properly was too slow and error prone.
• Lots of documents produced, needed a way to ensure they were saved in an orderly way, like so:
  
  E:\Clients\[client]\[matter]\[matter] [matter id] [date].doc
• Difficult to identify the electronic version of a printed document.

• ActiveFiler was installed and setup: filing mistakes were eliminated and time was saved due to document filing being made automatic.
• ActiveFiler was easily set-up to file documents in their preferred way; by client then matter etc (see above). Client and matter info was read from a data file produced by their Document Production System.
• A unique document ID was used to enable matching of hard copy and electronic documents. ActiveFiler generates the ID the first time a document is saved and inserts into the footer.