System Overview
Matter Mgmt
   - Litigation
   - Transactions
   - Intellectual Property
Financial Mgmt
   - Electronic Invoicing
   - Budgeting
   - Accruals Collection
   - Internal Time Entry
Document Mgmt
   - Documents
   - Contracts
   - Service of Process
Reporting
   - Reports & Trending

Common Questions

Selecting a System

Demo & Sales Materials

The Serengeti Newsletter

Serengeti includes an integrated document management module that is designed to complement 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 Serengeti or link to a network, URL, or third-party document management system
Record general header information about each document (e.g. author, description, type etc.)
Attach related files or addenda to a document and choose to show or hide it in the main document view
Associate dates with a document (including email reminders and a person responsible)
Group documents into customizable folders within a matter
Move documents from one matter to another with a single 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 or 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

■ TOP

QUICK FACTS

Integrated Document Tools

• Document management
• Contract management
• Service of Process
• Form file
• Deal room

Document Mgmt Features

• Organize into folders
• Associate with matters,
events, notes, status, firms
• Move docs between
matters with a single click
• Accepts any file format
(doc, video, audio, etc.)
• Record general header data
• Associate related files
• Set company/firm access
• "Lock" docs for editing
• Send requests for review
• Run global doc search
• Build custom doc views
• Export doc information



System Overview Matter Mgmt - Litigation - Transactions - Intellectual Property Financial Mgmt - Electronic Invoicing - Budgeting - Accruals Collection - Internal Time Entry Document Mgmt - Documents - Contracts - Service of Process Reporting - Reports & Trending Common Questions Selecting a System Demo & Sales Materials The Serengeti Newsletter	Serengeti includes an integrated document management module that is designed to complement 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 Serengeti or link to a network, URL, or third-party document management system Record general header information about each document (e.g. author, description, type etc.) Attach related files or addenda to a document and choose to show or hide it in the main document view Associate dates with a document (including email reminders and a person responsible) Group documents into customizable folders within a matter Move documents from one matter to another with a single 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 or 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 ■ TOP	QUICK FACTS Integrated Document Tools • Document management • Contract management • Service of Process • Form file • Deal room Document Mgmt Features • Organize into folders • Associate with matters, events, notes, status, firms • Move docs between matters with a single click • Accepts any file format (doc, video, audio, etc.) • Record general header data • Associate related files • Set company/firm access • "Lock" docs for editing • Send requests for review • Run global doc search • Build custom doc views • Export doc information