Document Storage & Retrieval

Quick & Efficient Searching of all Documents

Easily query documents and workflows using highlighted text from any application. You can quickly find any document using search/index fields and keywords or by selecting your very own saved searches. GoFileRoom also gives you the ability to search multiple drawers simultaneously and customize your search.

Web-based Document Management

Locate and deliver documents electronically to clients anytime, anywhere you have an Internet connection. Store all client service and internal department documents in one centralized location for quick access.

RecordsFlow: Document Retention

Manage and comply with document retention requirements by automatically tagging documents for archiving or destruction. Define document retention policies that meet the needs of your business, yet stay flexible enough to set exclusions to rules where necessary. With RecordsFlow, you can automate the entire records retention process, saving you time and safeguarding against non-compliant document management processes.

Easy Records Retention and Maintenance

Establish firm-wide document retention policies to comply with records retention requirements and give you maximum security and control. Two independent sign-ons are required to permanently delete and destroy documents.

Reduced Operating Costs

Enjoy unprecedented cost savings by eliminating paper files, storage fees, postage, and manual administrative tasks.

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