Why embed Onfinity DMS engine in your legal tech application?
We work closely with legal tech software providers to ensure that our embedded DMS offering aligns with their needs.
Give case workers context
Upsell to your installed base with an embedded DMS. You can attach case-specific documents, notes, voice or other multimedia information with specific cases and allow attorneys and case workers access to such information from the core application.
Document storage, files and folder management
Define document templates that can be directly downloaded into a folder in the client matter and save your customers countless documentation hours. Store e-signed documents and maintain audit trails of documents in your application.
Build document search and view capabilities in your legal tech app
Your case workers no longer need to spend countless hours searching through folders and document repositories. Our DMS engine indexes all documents based on their content, letting users retrieve both documents and case information with intuitive search function.
Save time in document processing with workflow automation
Link documents to contacts, matters and tags using document metadata and trigger automatic application workflows saving crucial time in case management. Users could also easily share documents internally and with external parties.
Built in compliance
With Onfinity embedded DMS, your customers will be able to automate the management of client document retention policies and minimize compliance risks.
Seamless integration and uniform user experience
Onfinity DMS engine can be natively integrated into your freight or logistics application, and adapt your authentication mechanism. Users would be unaware that they are in a different application and yet get all the benefits of an enterprise-grade DMS.
All the document management features you’ll ever need
Complete, versatile and powerful document management system for legal tech software providers.
Document Input
Scan and upload documents from multiple platforms. Choose between manual or bulk upload and automate the document input processes.
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Upload from external repositories such as Google Drive, Dropbox, Microsoft OneDrive, etc.
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Upload documents from mobile app
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Upload documents via web services
Document Indexing
Categorize every document accurately with a completely automated DMS engine that supports and manages millions of document formats, allows content recognition and OCR in 27 languages and automatically index all documents.
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Custom document numbering
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Indexing metadata and document revision
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Extendable metadata fields
Document Search Engine
Search in the content of a large number of documents within seconds. Onfinity embedded DMS comes with safe and powerful search engine which helps you with:
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Document content and metadata search
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Advanced search on all document attributes
Document Processing
Create documents using templates and link them to respective records in the system. Access the in-built document editors for different file types.
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Forward, move and share and email documents
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Check-in and Check-out documents
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Revise Documents
Workflow Automation
Design different forms or workflows with specific rules and logic relevant to the tasks to drastically decrease human errors. You can automatically route documents for approval and notify users of the action required. Collate data effortlessly from multiple sources with a fully automated and dynamic document management engine.
Complete Customization
Onfinity allows you to customize the document management engine to align it completely with your business processes:
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Create customized windows and records
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Generate custom fields, reports, dashboards
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Add custom document attributes
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Describe custom workflow
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