A few of our more popular solutions built on the DocMinder® platform
A requestor fills out a dynamic web form that populates further questions based on the responses given. Supporting documents can be uploaded and filed into iManage automatically
Once the request is saved an automatic project assignment email is generated and sent to the correct individuals based on the responses on the form.
Automated processes can be created for the entire contract lifecycle. Initial requests refine reporting capabilities by capturing important meta-data on the front end.
After the request, if the markup and approval process is not set in stone approval assignment/reassignment and delegation features make it to fluidly change the approval flow mid process.
Once the Contract is ready to be executed the signatures can be collected by a DocuSign process or by collecting hard signatures. After the contract is signed by all parties all critical dates and obligations can be managed throughout the contracts life
A requestor fills out a HotDocs interview form. That in turn selects the proper contract template and clauses to build the document; files the finished document in iManage and DocMinder assigns the project. That starts the Mark-Up and Approval process.
Then, DocuSign handles the signatures while obligations are managed throughout the life of the contract.
DocMinder’s Automated Forms Update and Approval Process
It starts with a legal subject matter expert opening their dashboard to see the legal forms due for review that are assigned to them. They also have a search engine to identify legal forms requiring review because of recent changes in the laws, etc.
There is a summary page per form containing relevant metadata, questionnaire to help establish future review frequency, workflow status if more than one review is involved and a timeline of all comments.
Once approved the form is redistributed to all relevant parties to use going forward. Management has robust reporting options for compliance purposes. Automatic email notification also available.
Business process templates create automatic email reminders which provides you with consistency for managing the document approval process.
However, when flexibility is needed the delegation ability allows for ad-hoc changes, while all activity is being tracked by DocMinder® reporting.
DocMinder® can create automated recurring processes to track employee compliance and produce evidence to governing bodies.
Example; Financial Services:
Process to track Client’s approval to release their documents to third-parties.
When new policies or procedures need to be distributed, reviewed, and approved, DocMinder® will notify and collect the approvals from the correct individuals
Route invoices (e.g., Invoice from Outside Counsel) to the correct individual(s) for review, changes and final approval for payment; optional checklist or workflow.
Legal Matters are now easily managed throughout their life. It starts with a customized new matter intake form that routes and manages the assignment including related documents. Robust management tools such as reporting, calendars and dashboards are used for oversite.
During project meetings tasks and deadlines are usually assigned to individuals. When you leave the conference room how do you monitor the team’s progress to hit deadlines?
DocMinder® Checklist Management easily allows you to create a project and make assignments. Automatic follow up emails and a Dashboard “to do list” provide oversite on progress comments, documents and task completions.
Also there are reports for evidence that work was completed properly.
Video on how it works: Post Meeting Follow Up
DocMinder® provides automatic document distribution to responsible parties upon retention dates.
The appropriate parties receive an email and link to guide them to make disposal decisions on both electronic and physical records. Their decisions are then routed to records management and collects approvals for disposal.
DocMinder® notifies the responsible parties of a pending legal matter, including all relevant matters and locations of physical or digital documents.
Scanning documents can automatically route the newly received documents to the correct responsible party, can automatically profile that document into iManage, while simultaneously launching a workflow process related to the document type.
Route project to proper parties and manage the work until closure.
Includes: automatic reminders, the proper filing of counterparty documents, tracking spend & time, reporting on performance, calendars for both entities to track deadlines with drilldown.
Route projects to proper parties, manage the work until closure.
Includes: automatic reminders, the proper filing of counterparty documents into iManage, reporting on performance, calendars for both entities to track deadlines with drill down.
Automatic checklists with relevant documents; automatic reminders before and after Board Meeting until closure.
Calendars for oversight of deadlines and reporting for evidence.
During a meeting about an issue, you can quickly create a checklist with task assignments, post meeting automatic follow-up until closure with collection of relevant documents and reporting.
Calendar view for oversight of approaching deadlines.
Email a survey of relevant parties to confirm if there are conflicting issues and provide reporting for evidence.
Individual follow-up until they have submitted their response. (could be used for most survey applications).
Track docket dates and matter information including links to documents.
Workflows and Checklists to manage most onboarding procedures along with reporting.
HR Workflows and Checklists to manage most employment onboarding procedures along with reporting.
Ensure training management is compliant with automatic reminders and follow-up; generate reporting for evidence; connect and deliver content from third-party systems.