DOCUMENT MaNaGEMENT INTEGRaTION

DOCUMENT MANAGEMENT INTEGRATION

Connected, Consistent, Efficient

Integrate IPDAS seamlessly with your firm’s document management system to keep every file organized, accessible, and in sync.

Works with Your System

IPDAS integrates with most major commercial DMS platforms. Don’t have one? We can set up an IPDAS DM that saves documents securely to designated Windows directories.

Automated Profiling and Storage

Documents generated or imported through IPDAS are automatically profiled and saved according to your firm’s rules, ensuring accurate, consistent records.

Flexible Actions

Profile and save documents individually or in bulk, giving your team more speed and efficiency.

Linked to Your EFW

Every document is automatically linked to the related case in the IPDAS Electronic File Wrapper for instant access.

Do More from IPDAS

Edit, convert to PDF, zip, or email documents directly from the EFW. Streamline collaboration and keep workflows simple and secure.

Fewer clicks, greater consistency, and complete control over your document workflow.

Vision

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