Transform Data for
is trusted by many law firms worldwide for providing their matter life cycle management in a true fully integrated Microsoft 365 environment.
We know what you require
There are a variety of features and functions available with Transform Data for Law Firms, each of which can be configured and activated separately.
Practice management system integration
Connecting Practice Management Systems (e.g. Aderant, Elite, SAP, Dynamics, Legalsense, etc.) to make sure every client and matter in your PMS gets a corresponding workspace within your matter management systems and is updated with correct meta-data, status and security information during its complete lifecycle.
Document & e-mail management
Allowing users to store all important documents and e-mails in a central (shared and secured) matter. Providing key functionalities that you expect from a modern DMS, such as versioning, recycle bin, searching capabilities and support for Co-Authoring of documents. This is all integrated into the core office productivity applications such as Outlook, Word, Excel, PowerPoint and Teams.
Allow users to suggest documents as knowhow via a simple right click menu and apply extra meta-data or review / approval flows to the knowhow documents. Have teams build a knowledge base with relevant articles and documents with advanced search capabilities.
Special workspaces can be created for secure collaborations with users outside the legal department and/or from external organisations. Administrators can choose either Teams or SharePoint for collaboration and take control over the invitation process and complete lifecycle management.
Integrate model documents (templates) with all or specific matters, allowing teams to centrally manage their model documents and ensure they create documents based on the latest template versions when working in matters.
Task & Project Management
Apart from managing documents and e-mails, legal matters are often delivered via a certain runbook or methodology. Organisations can ensure a templated task lists (Microsoft Planner) and standard documents (Templates) are created as part of their legal matter. This way, a uniform way of working and reporting can be implemented.
Using the powerful Microsoft 365 indexing capabilities, combined with a structured DMS and Transform Data’s Qwickr advanced search, a very powerful search function covering all matters, documents, e-mails and knowhow is provided. Save valuable time searching, categorising, storing user and departmental searches for easy access to information in our desktop or web interface.
Digital signing has become a common standard as this simplifies the signing process and speeds-up transactions. Transform Data for Law firms integrates well with the common e-Signature providers such as Validsign, Docusign and Adobe Sign.
All matter information is stored within SharePoint lists in your own tenant.
SharePoint list integrates out-of-the-box with Microsoft Power BI meaning it can easily be used to create reports around key matter data, such as activity or workload overview, or combined with data from a financial system to create financial insights.
“Custodian for Legal enables our law firm with advanced matter management on top of the secure Microsoft 365 cloud. It greatly improves adoption for our end users and ensures that information gets filed at the correct client dossier in just a few clicks.”
Maarten Klaassen, PACT Advocaten
“Custodian for Legal surprised us in a positive way, both at a technical level and with regard to ease of use. After the successful proof of concept, we started the implementation.”
Dennis Ruzius, Atlax Tax Lawyers
“The rapid provision of new updates, functionalities and even completely new innovative applications gives us the ability to quickly act on new business and client needs.”
Jos Meuwissen, Boels Zanders Advocaten
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