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Interwoven Document Management

Managing documents depends on software professionals can use

At most professional services firms, the need for better document management is well understood. Keeping track of all the content related to a particular client or matter means tracking a lot more than documents. E-mail alone presents a huge challenge, not to mention presentations, video and audio recordings, comments, instructions, or discussion notes.

Using software to manage all the information solves part of the problem, but the bigger challenge is making sure that fee earners can use the software—quickly and easily.

WorkSite document management and e-mail management solutions from Interwoven make it possible for firms to:

  • Capture all the content associated with a project or matter for improved regulatory compliance, enhanced knowledge sharing, and more successful retention policies
  • Secure content for better protection of confidential information, reduced unnecessary access to sensitive content, and increased control of core assets and expertise
  • Centralize project/matter management for faster access for everyone who needs it, enhanced support for field, remote, and on-site teams, and global reach

And, because Interwoven WorkSite makes it easy for employees and partners to manage content, they can focus on using their expertise to do what they do best.

WorkSite options to fit your work environment

Core platform
Interwoven WorkSite provides a platform that supports geographically dispersed teams with project pages where they can create content, collaborate, and coordinate business-critical activities. WorkSite works the way your fee-earners do, not the other way around.

Web capabilities
WorkSite provides secure, collaborative workspaces for managing tasks, group calendars, discussion threads, and views to related enterprise content via the intranet or extranet.

Integrated with desktop applications
WorkSite is fully integrated with Microsoft Office applications, so your professionals can use WorkSite from within the desktop applications they already know, including Microsoft Outlook and Microsoft Word. Extensions provide integration with Adobe Acrobat, Lotus Notes, and Novell GroupWise.

For mobile workers
WorkSite supports your offsite teams by enabling laptop users to connect remotely and to access cached repository files when they are offline, so your users can continue to manage documents even when their laptops are disconnected. An option for BlackBerry enables mobile workers to access client files, file e-mails, forward documents, and provide real-time client service on their BlackBerrys, so professionals can work wherever they are.

E-mail management
For popular e-mail software, including Lotus Notes and Microsoft Outlook, we offer e-mail and document management from within the e-mail application, so you can manage e-mail as securely and accessibly as you manage documents.

Integrated records management
For archiving, accessing, and disposition of records in all kinds of formats—not just documents, Interwoven RecordsManager is fully integrated with WorkSite. Providing management of paper, electronic documents and e-mail in a single solution, Interwoven RecordsManager enables management of all forms of records—even in other systems—from a single policy management center. Interwoven RecordsManager reduces the cost of managing records and the risk from inconsistent application of records policies.

If you would like more information please contact  Cole Butterworth

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