$2,000.00

ProLaw Pro Filing Implementation

Streamline Document Management with Email & File Integration

The ProLaw Pro Filing Implementation equips your legal team with powerful tools to automate and simplify the way emails and documents are saved, organized, and accessed within ProLaw. Designed to optimize workflows and enhance compliance, Pro Filing enables users to file Outlook emails and their attachments directly into the appropriate ProLaw matters—reducing time spent on manual filing and improving overall document consistency.

Key Features

  • One-Click Email Filing
    File emails and attachments directly from Outlook into the appropriate ProLaw matter with a single click—no more dragging, dropping, or searching.

  • Matter-Centric Organization
    Automatically associate emails and documents with the correct ProLaw matter, ensuring accurate recordkeeping and better audit trails.

  • Smart Filing Suggestions
    Intelligent prompts and autofill suggestions based on recent activity help users quickly identify the right filing destination.

  • Searchable Filing History
    Easily locate previously filed emails and documents from within ProLaw or Outlook.

  • Supports Compliance & Retention
    Ensure all communications and records are consistently stored in accordance with firm policies and regulatory requirements.

Implementation Highlights

  • System Configuration
    Customized setup of Pro Filing based on your firm’s matter naming conventions, folder structures, and workflows.

  • User Training & Best Practices
    Hands-on training and usage guidelines to ensure adoption and consistency across teams.

  • Outlook Integration Setup
    Deployment and configuration of the Pro Filing add-in across relevant user environments.

  • Pilot Testing & Rollout
    Controlled testing and phased rollout to ensure system stability and user readiness.

  • Post-Go-Live Support
    Dedicated assistance during the transition period to resolve issues and reinforce best practices.

Benefits

  • Save Time: Eliminate manual steps and repetitive document handling tasks.

  • Increase Accuracy: File emails where they belong—consistently and securely.

  • Improve Collaboration: Give your team immediate access to key communications and documents.

  • Enhance Compliance: Support data integrity and retention policies effortlessly.