LEGAL SERVICES SOLUTIONS

Concerns Of The Legal Industry Communication with clients and other associates Effective management of client information Ensuring client confidentiality Immediate access to important information Document retention Compliance and security (C) 2013 FabSoft

How Reform Can Help Effortless form management Easy management of documents requiring notes or signatures Transparent document approval processes Simple electronic distribution of hard copy documents On demand form filling, printing and archiving Bates stamping Hands off postal sorting and address validation for direct mail delivery (C) 2013 FabSoft

Effortless Form Management Reform Intelligently print and distribute agreements, contracts, invoices, and other legal documents. Forms are automatically delivered to the needed recipients Forms are generated on-demand Eliminates the need to bulk purchase and store multipart forms (C) 2013 FabSoft

Reform – Form Management Solution PRINT Form Management Solution Workflow A document is printed from the user’s host application. A copy of the document is automatically sent to the client, other departments, and the electronic archive system. After Before PRINT FAX ARCHIVE E-MAIL (C) 2013 FabSoft

Easy Management of Documents Requiring Notes or Signatures TagDoc Tag Doc tags forms requiring notes or signatures with a barcode. Barcode is associated with information on the document – client name, case number, filing date, etc. Upon scanning, the barcode is recognized and the document is archived or routed for further processing. (C) 2013 FabSoft

Reform – Tag Doc Solution Tag Doc Solution Workflow Print form with Tag Doc barcode Client signs form Form is scanned and archived and indexed with other related files. SCAN Archive System John Smith Tag Doc Barcode Customer Signature (C) 2013 FabSoft

On-Demand Form Filling, Printing & Archiving Desktop Filler Access and process forms from the Ricoh MFP screen with Form Filler. Print generic forms or marketing materials, on-demand. Merge client data onto any form for accuracy and legibility. Completed forms are distributed to printers, fax, email, and archive systems (C) 2013 FabSoft

Reform – Form Filler Solution Desktop Filler Solution Workflow Walk up to MFP screen. Select form and lookup client information. Select Print. Client signs and returns form. Completed Form is scanned and automatically archived and distributed. PRINT SCAN FAX ARCHIVE E-MAIL (C) 2013 FabSoft

Bates Stamp and Distribute Legal Documents Modular Object Scanning Technology (MOST) Integrates with major archive systems, enterprise fax systems, billing systems, for on-demand access to information. Documents can be scanned and delivered on-demand to the appropriate destinations Paperwork is automatically bates stamped for easy reference (C) 2013 FabSoft

MOST Scanning Solution Workflow MOST Solution SCAN MOST Scanning Solution Workflow Paper is loaded into document feeder User selects function (Email, fax, archive, form filler, print, etc.) User enters information Select Process – jobs are processed and sent FAX ARCHIVE E-MAIL (C) 2013 FabSoft

Transparent Document Approval Processes Document Authority Control (DAC) Signed applications and other important legal paperwork may need to be reviewed by various lawyers, paralegals, partners, etc. Document Authority Control (DAC) automates document approval processes Documents can be viewed, approved, or revised, and then automatically sent to the next recipient (C) 2013 FabSoft

DAC Document Approval Workflow DAC Solution DAC Document Approval Workflow DAC notifies user of awaiting document User views and approves document from the DAC web interface Document continues to the next approver Fully approved documents is distributed FAX ARCHIVE E-MAIL (C) 2013 FabSoft 13