Manage your business with MetaRecords
MR software: complete turn-key system
- Central repository
- Forms packaging
- Built-in word processor
- Tracking
- Case Manager consolidates many daily tasks into one screen, speeding up order processing
- Complete set of professional-looking legal forms
- HIPPA compliant
- Backed by an unconditional, 30-day, money-back guarantee, so you can try it risk-free.
- More >
MR8 fits into your workflow
Order received |
Request is received via phone, fax, email, regular mail or MR Web. |
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Case set up |
Enter basic information about the case in Orders > Case Manager. |
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Order researched |
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Attorneys entered |
Enter all attorneys of record in Orders > Case Manager > Parties. |
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Custodians entered |
Enter all custodians (locations/providers) in Orders > Case Manager. |
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Subpoena/notice pack printed |
Print documents to be signed by the client in Orders > Print Forms. |
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Sent to attorney for signature |
Send notice and subpoenas to the ordering attorney for signatures. Update progress in Orders > Task Manager > Tracking. |
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Notice signed by attorney |
As forms come back with signatures, update status in Orders > Task Manager > Tracking. |
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Notice to all counsel |
Make copies of notice and subpoenas. Send to all counsel along with waivers (copy requests). |
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In-notice period |
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Receive OC copy requests |
As waivers come back, record copy requests in Orders > Case Manager > Parties. |
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Notice/Subpoena served on custodian |
Serve by mail, fax or hand. Proof of Service is returned. |
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Expedite |
Call custodians. Enter fee check requests in Orders > Task Manager. |
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Records received |
Receive records in Orders > Task Manager > Receive Records. |
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Scanned/Produced |
Enter page count in Production > Turn-in. |
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Billed |
Generate invoices in Billing. Print labels, face sheets (covers), NODs, delivery slips and certified mail cards. |
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Delivered |
Enter tracking numbers and other details in Orders > Task Manager > Tracking. |
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Archived |
Upload and publish images to the central repository in Production > Turn-in. |
MR options extend your services
- Let clients check status of records, download files & pay invoices online
- Secure
- Operates on both Mac and Windows platforms in a variety of browsers
- Customizable to reflect your company and services
- More >
- Similar to airline mileage programs or credit card reward systems,
- Allows your clients to accrue redeemable points
- Gives you the ability to track your business by individual contacts instead of by firms
- Add the MR Web Rewards Points plug-in to give your clients the ability to track and redeem points online
- More >
- Developed for you if you can't find the exact report you need in MR8's extensive selection of reports
- Written in Crystal Reports 10
- Download the MR Pricing Guide for details
- Can be written to match your client’s in-house terminology to minimize their need for retraining employees
- For purchased MR Web systems only
- Contact MR Sales for details
Choose the support level you need
MR8 support comes in 2 levels:
- Included free in the first year
- Provides software support via phone, email, fax, remote and on our website
- Free system updates
- More >
- Includes everything in Standard Support, plus
- Priority call-backs
- After-hours services
- More >
MR Web offers Standard Support.
An annual support contract is mandatory for both MR8 and MR Web.
Buy or rent: Choose the option that’s right for you
- Flat, up-front fee
- Add more user licenses as needed
- More >
- Low monthly per-user fee
- Standard Support & upgrades included
- Add or subtract users as needed
- Cancel anytime
- More >
- MR Web 8
- Both Rewards Points plug-ins
- MR Web's Order Progress Access option
- Custom reports written in Crystal Reports 10
- More >
Check that you are ready for MR
MR8 and MR Web 8 have specific hardware and software requirements:
MR Web 8 System Requirements >
