MR9 fits into your workflow
See how MetaRecords saves you time and money by automating your workflow:
Enter basic information about the order/case in Orders > Orders.
Look up/enter all attorneys of record in Orders > Orders > [individual order] > Parties.
Look up/enter all custodians (locations/providers) in Orders > Orders > Parts.
Assemble documents to be signed by the client in Orders > Send Forms.
Send notice and subpoenas to the ordering attorney for signatures. Update progress in Orders > Tracking.
As forms come back with signatures update status in Orders > Tracking.
Make copies of notice and subpoenas. Send to all counsel along with waivers (copy requests).
As waivers come back, record copy requests in Orders > Orders > [individual order] > Parties.
Serve by email, mail, delivery service, or hand.
Call custodians. Enter fee check requests in Payables > Request Checks.
Receive records in Orders > Receive Records.
Enter page count in Production > Turn-in.
Generate invoices in Production > Turn-in. Print labels, face sheets (covers), and delivery slips. Finalize and send invoices in Billing.
Enter tracking numbers and other details in Orders > Tracking.
Upload and publish images to the central repository in Production > Repository.