One of the perennial problems for firms that operate practice management systems (PMS) and document management systems (DMS) from different vendors is synchronising the two so that matters are available in both systems. In the following instance users are actually working with two systems – the DMS for storing documents and the PMS for other activities.
(Those customers interested in using SharePoint can substitute “DMS” with “SharePoint” for the rest of this discussion as the functionality is the same.)
From a practice management perspective, what’s important is that upon matter inception, a definition of the matter is created within both the PMS and the DMS. If the matter inception process is manual this can be problematic for the practice management staff. Moreover from the user’s perspective it is essential that both applications are kept in sync.
Topaz Filer offers a solution to this problem via the store synchronisation module. Because a key competency of ours is coordinating the operation of the PMS and DMS, we can automatically create areas within the DMS by detecting when matters are incepted within the PMS.
This feature is included as standard in Topaz Filer.
Readers should note that the store synchronisation feature operates fully without requiring users to use the email filing functionality.
