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 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.

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

These Add-On Modules Complement Versatile Enterprise LE

Expand the Power of Versatile Enterprise LE

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. Retention schedules are applied 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 assured 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.

Manage images as records. With the Imaging module, 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 even view the physical files and electronic images in the same screen. Retention policies can be established to govern the life cycle of electronic images as well as tangible physical records—all in the same powerful application.

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.