1. LEGAL SERVICES SOLUTIONS

2. 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

3. 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

4. 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

5. 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
(C) 2013 FabSoft

6. 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

7. 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

8. 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, , and archive systems
(C) 2013 FabSoft

9. 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
(C) 2013 FabSoft

10. 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

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

12. 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

13. 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
(C) 2013 FabSoft 13