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.
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.
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.
Audit Control: Transparently track changes made to records. 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.
Shared Report Templates: Design reports and save them so the rest of your team has easy access to them.
Comprehensive Security: Keep your whole team up-to-date on the state of your records without granting each person an all-access pass to your system. Define who can access functionality by each person’s role.
Multiple Language Options: Customize the software interface to display menus in any language.
Flexible Hosting Solutions
Available On-Premises or Via the Cloud
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.
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.
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.
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.
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. 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.