Scanning Workflow Enhancement for Needles PDF Print E-mail
Written by Kevin Bross   
Thursday, 30 November 2006

The Client

A boutique personal injury law firm, located in Bangor, Maine

The Challenge

Build a custom document management solution 

The goal to go 'paperless' is thwarted by a lengthy complex series of steps required to scan incoming documents, properly name and store those scanned documents, email new document notification to the responsible and handling attorneys, and create a resultant document link in the Needles case management application. How can the paperless concept be realized while simultaneously decreasing the existing workload?

The Solution

Abacus Consulting, LLC develops a custom middleware application to enhace and automate the workflow. The Needles application and Adobe Acrobat provide all of the relevant information to complete the process.

A custom interface allows the client to verify matter information, document information, and pending actions. A single click saves and names the scanned document, creates a custom folder structure based on matter information, emails notification to handling attorneys, and creates the appropriate document link in the Needles application.

30+ clicks and a multitude of prompts are reduced to just a few keystrokes and one input field.

 
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