LegalEdge Document Management

Project Overview

LegalEdge Partners is a mid-sized law firm specializing in corporate law with 35 attorneys. Their document management relied on network folders and manual naming conventions, making it difficult to find files and track versions. Attorneys wasted significant time searching for documents and recreating lost work. They needed an intelligent system to organize, search, and manage legal documents while maintaining security and compliance.

Project Goals

The primary objectives for this project were:

• Reduce time spent searching for documents by at least 50%
• Implement version control and audit trails
• Enable powerful search across document contents
• Automate document classification and tagging
• Maintain strict access controls and security
• Integrate with existing practice management system

Tools & Technologies

We built the solution using:

Key Features

1. Intelligent Document Processing

Advanced capabilities including:

• OCR for scanned documents
• Automatic classification
• Key term extraction
• Metadata generation

2. Powerful Search

Comprehensive search across:

• Document contents
• Email attachments
• Annotations
• Version history

3. Workflow Automation

Streamlined processes for:

• Document assembly
• Approval workflows
• E-signatures
• Client sharing

4. Security & Compliance

Enterprise-grade protections:

• Role-based access
• Audit logging
• Document watermarks
• Data loss prevention

Screenshots

Outcome & Impact

The document management system delivered significant efficiencies:

Additional benefits included:

• Reduced duplicate document creation by 65%
• Improved matter profitability through better time tracking
• Enhanced client service with faster response times
• Enabled remote work with secure access