Tracker includes an integrated document management module that is designed to compliment the matter management functionality in the system. For example, on a litigated matter both company and firm users can store electronic copies of complaints, deposition transcripts, pleadings, etc.

Go beyond storing documents in matters
The document management module can also be used independent of legal matters as a contract management database, deal room, or form file. For this reason, it is important to think of the document management functionality as it relates to both storing matter related documents and managing important stand-alone files (e.g. contracts, forms, service of process records, etc.).

Document Management Features

• Store one or more electronic copies of documents in any file format directly in Tracker or link to a network, URL or 3rd party document management system
• Record general header information about each document (e.g. author, description, type etc.)
• Attach related files/addenda to a document and choose to show or hide it in the main document view
• Associate dates to a document (with email reminders and a person responsible)
• Group documents into customizable folders within a matter
• Move documents from one matter to another with a click
• Set access security on a document
• "Lock" the document so that it cannot be replaced
• Send a "Request for Review" that generates a dashboard alert and optional email to team members who need to review/comment on the document
• Globally search for documents and their related metadata across all matters
• Build custom document views and save them for re-use
• Export a spreadsheet of document profile information for a group of documents