MR8 fits into your workflow
MR and MR
Web work together to enhance your company’s productivity
and profitability. Compare what you are doing now with our recommended
workflow, and see how you could be saving time and money, while
providing improved services, with MetaRecords.
MetaRecords workflow
Order received |
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Request is received via phone, fax, email, regular
mail or MR Web. |
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Case set
up |
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Enter basic information about the case in Orders >
Case Manager. |
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Order
researched |
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Attorneys entered |
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Enter all attorneys of record in Orders > Case
Manager > Parties. |
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Custodians entered |
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Enter all custodians (locations/providers) in Orders > Case
Manager. |
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Subpoena/notice
pack printed |
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Print documents to be signed by the client in Orders > Print
Forms. |
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Sent to attorney
for signature |
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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 |
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As forms come back with signatures, update status in Orders > Task Manager
> Tracking. |
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Notice to all counsel |
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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 |
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As waivers come back, record copy requests in Orders > Case
Manager > Parties. |
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Notice/Subpoena
served on custodian |
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Serve by mail, fax or hand. Proof of Service is returned. |
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Expedite |
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Call custodians. Enter fee check requests in Orders > Task Manager. |
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Records received |
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Receive records in Orders > Task Manager
> Receive Records. |
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Scanned/Produced |
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Enter page count in Production > Turn-in. |
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Billed |
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Generate invoices in Billing. Print labels, face
sheets (covers), NODs, delivery slips and certified mail cards. |
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Delivered |
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Enter tracking numbers and other details in Orders > Task Manager
> Tracking. |
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Archived |
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Upload and publish images to the central repository in Production > Turn-in. |
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