Legal Matter Mobility Software
Whether a client leaves, a lawyer departs, or a matter needs to move for any other reason, transferring a complete set of matter documents can cost $5,000 or more every time.
Matter mobility explained
What Is Matter Mobility?
Matter mobility is the process of transferring a complete, validated set of client documents. It may happen internally or externally. Automation gathers documents and emails. Your team confirms what should transfer.
Matter Mobility Is Currently a Manual Process
| What slows the transfer | How Shinydocs helps |
|---|---|
01 Client matter documents are everywhere. |
Automation finds client matter documents in your system of record and everywhere else. |
02 Every document needs analysis and confirmation. |
Human-in-the-loop validation. |
03 Certainty you have everything. |
Dashboards, reports, and automation validate the documents transferred and the chain of custody. |
How it works
3 Phases of Modern Matter Mobility
Find the documents you need, review what goes out, and decide what stays. Your team can focus on getting each transfer right.
-
1
All Relevant Client Matter Documents
-
2
Review and Approve
-
3
Package and Deliver
Where your documents live
Every Repository in Your Firm
- iManage
- NetDocuments
- Microsoft Exchange Email
- SharePoint Online
- OpenText Content Server
- Microsoft OneDrive
- Microsoft Teams
- File system
- Azure Files
- Box
- Laserfiche
- eDocs
See Shinydocs in Action
On a quick call, we'll map your environment and show you how Shinydocs works with your systems.
