Versatile Enterprise LE™ manages your entire client base and sorts matter according to a particular case. Maintain your firm’s integrity and put ethics first by assigning users to certain clients. Plus, you can even manage legal holds.

Key Features

Includes all of the features of Enterprise with enhancements specifically for law firms.

Manage Clients and Matters

Versatile Enterprise LE records management software for law firms, allows you to add client and matter information to the system and then add them to your files, boxes, and documents to identify records. You can also filter by client and matter when you search for a file, box, or document.

 

Manage Electronic Records
Organize and store electronic records easily. You can even manage documents located in other repositories.

 

Manage Physical Records
Whether your files are still in use and need to be accessed regularly (“active”) or stored in boxes and put away for eventual disposition (“inactive”), Versatile Enterprise helps you track their location at all times.

 

Manage Emails
Classify emails as records efficiently. Capture email automatically or manually.

 

Retention Scheduling

Lawyers can schedule for physical transfer and destruction and dynamically calculate retention. Simply assign your record series to the file or box, and the system automatically calculates the transfer and destruct dates.

 

Manage Images as Records
Manage images as records with a retention and destruction policy. Users can categorize images according to content, document sensitivity, etc.

 

Complex Record Structures
Define multiple-level record structures as the foundation of your file classification system. Record structures reduce file classification errors by ensuring record series are entered with standardized structures.

 

Legal Holds
Place legal holds and suspend normal disposition or processing of relevant records.

 

Audit Control
Track changes made to records transparently. You can also use this tool to “roll back” some properties of a record to a previous state.

Saved Searches

Save common or complicated searches for easy re-call later.

 

Comprehensive Security
Keep your whole team up-to-date on the state of your records without granting each person full-access to your system. Define who can access functionality by each person’s role.

 

User Profiles
Creating profiles allows you to customize fields for each user so they see only what they need to in terms that make sense to them.

 

User Defined Customization
Create text, memos, check boxs, drop-downs, and custom list user defined fields for custom metadata.

 

Multiple Language Options
Customize the software interface to display menus in any language.

 

Space Management
Locate records easily with Versatile Professional’s space management feature, which displays a virtual records center with configurable aisles, bays, and shelves. Don’t travel to your storage room to see where your records are!

 

Chargeback System
Bill departments automatically for records management functions, such as file/box checkout or records storage.

 

Customizable Data Views and Reporting
View your records in multiple ways, including configurable display grids, powerful reporting functionality and easily exportable views. Save search filters, display options and report templates for yourself or share with the team.

Flexible Hosting Solutions

Available On-Premises or Via the Cloud

These Add-On Modules Complement Versatile Enterprise LE

Expand the Power of Versatile Enterprise LE
Electronic Records Management Systems (ERMS) for digital records management.

Apply the power of Versatile Enterprise’s physical records management to electronic records. ERMS (Electronic Records Management System) empowers users to easily organize and store electronic records, including e-mail, word processing documents, spreadsheets, PDF files, scanned images, and more in a central and secure repository. With ERMS, you can manage images as records. Scanned documents are not just scanned and indexed, but they are stored in Versatile Enterprise, right alongside the physical records from which they were generated. You can also apply retention schedules to folders in advance, providing consistent enforcement of record retention policies across your organization.

Versatile Import lets you gather data from one or more source files and import it into your records management system.

Gather data from one or more source files and import it into your Versatile software. Mapping your data into Versatile is easy with Versatile Import. Save hours of data entry, eliminate errors, create multiple and customized templates, and even format data for consistency.

Notification System helps you stay up-to-date on changes in your Versatile technology solution

Providing critical notifications to individuals with a need to know is becoming a top priority within the records management industry. Send personalized emails to notify users of events occurring in Versatile. Automatic notifications may be scheduled as a timed job or triggered by virtually any business process. You can rest easy knowing that due dates and important details won’t fall through the cracks.

Access records management software from the web in an easy-to-use website.

Not every person in your organization needs access to the full Versatile application, but many might need to request access to certain records. With Versatile Web, requesting access is easy and can be done anywhere. When you add Versatile Web to Enterprise, for example, you can search boxes, files, and documents, as well as view corporate retention schedules. You can then send an electronic checkout request to the records center. Versatile Web places records and retention information within everyone’s reach, with minimal training.

OCR monitors new and updated files that are eligible to be processed, extracts the text from the document, and automatically stores it in the database for easy keyword searching. This allows documents that would not normally be searchable, such as images or scans of documents, to be as accessible as standard documents without any additional processing by the user. Because there is no client interface, after you initially configure OCR, everything runs behind the scenes. No additional work is required.

Zasio records management software's Versatile Enterprise LE software offers custom color label designs with their Versatile Color Label Designer.

Create custom color-coded label designs for files or boxes, right from within the Versatile software. With the Color Label Designer, you can print color on your labels based on text, date, and numeric data from your Versatile database. You can also print static shapes, text, barcodes, lines, and graphics such as a company logo or any bitmap file.

Versatile Fuse extends the reach of Versatile by creating connections to other systems.

Versatile Fuse extends the reach of Versatile by creating connections to other systems. For example, Fuse can send your approved retention schedule to a document management system so you can apply it to other records. Or, Fuse can publish to middleware to give other subscribing applications easy access to your data.

Versatile Mobile lets you use your barcode or RFID scanner to store records to locations as well as check them in and out. Once the reader is placed into a desktop cradle, the information syncs with your Versatile solution and logs the transactions. Versatile Mobile RT lets you enjoy all these same features with the additional benefit of using a Wi-Fi connection to automatically sync data to your Versatile solution in real-time.

Keep your records within reach with the Versatile Records On-The-Go app. Versatile Records On-The-Go connects wirelessly to your enterprise’s current Versatile™ technology solution, allowing users to view the status of records in real-time. Its compatibility with Zasio’s premium technology solutions creates a seamless, end-to-end records management program for your enterprise. The Versatile Records-On-The-Go app also pairs with Bluetooth RFID or barcode readers to store, check-out/in, lookup and locate records from your phone.