jSQL Document Utilities for ProLaw®
Sophus is proud to endorse jSQL’s Document Utilities for ProLaw®. The Document Export tool for ProLaw allows you to export copies of Documents or Docket Events and Notes from within ProLaw to be used outside of ProLaw. Once these events are exported, they are no longer linked to the document management, calendaring, or notes functions of ProLaw. Any changes made to the exported copies can be made independently of the ProLaw copies.
This is an excellent way to take events out of ProLaw and put on a laptop or flash drive so they can be brought to court, depositions, mediations, and other appearances when it is beneficial to take copies of Documents, Docket, Events and Notes for reference. The Doc Export utility can also be used for archiving of legacy data and providing attorney specific case artifacts in attorney-firm separations.
jSQL’s Document Import Utility is a great way for ProLaw or non-ProLaw users to import large quantities of data from diverse sources and to multiple Matters concurrently. The Utility makes importing data and assigning it to various Matters, Professionals and Event Classes a breeze.
Great for practices having case screening/intake groups, that take in lots of scanned data, firms absorbing new attorneys or practice groups, firms transitioning from another DMS to ProLaw and wishing to performing their own data migration as well as a host of other applications.
jSQL’s Document Retention Archive Utility is three applications in one. It is an ideal way to help firms of all sizes setup and maintain document retention policies (Archive). The application allows you to setup multiple plans and move data from primary document storage to a host of alternate locations based upon case age (Status Date), Status, Area of Law and Matter Type. After each archive plan is executed, the documents will be fully accessible to end users but will reside in an alternate location – usually outside the primary document store. This section of the application can also be used to refresh the document paths when moving your primary document storage location to an alternate location.
The second section of the Utility allows setup of multiple plans to delete documents, notes and/or dockets from ProLaw. The criteria is the same as the Archive section with the added filter of Event Class. This allows automated enforcement of the firm’s record retention policy.
Both the Archive and the Deletion area’s plans can be setup to run via an automated process (nightly/weekly/monthly). The last section of the Utility allows a user to delete documents, dockets and/or notes from a single matter as a time. Both Deletion sections can be locked down/hidden from end users to prevent inadvertent activity.
For more information please take a moment to review the user guide documents below:
Contact jSQL LLC at Jeffrey.Sweeney@jSQLLLC.com for more information.