MR8 fits into your workflow

See how MetaRecords saves you time and money by automating 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.

OMTI Office Management Technology Inc.

Office Management Technologies Inc.

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