Documents
Every file where the matter is, and every original accounted for
Documents are filed on the matter they belong to, scanned before anyone can open them, versioned rather than overwritten, and signed without leaving Docavra.
Who uses it
What each person does with it
- Associate
- Drafts from the firm's own templates with the parties, the court and the matter filled in, sends the draft for approval, and requests signatures in order.
- Partner
- Approves the version that leaves the firm, and sees who has opened a restricted document and when.
- Secretary
- Files incoming mail from the matter's own address, keeps the register of original deeds, wills and certificates, and records every time one goes out and comes back.
- Administrator
- Keeps the templates, the folder structure each type of matter starts with, the approval routes and the letterhead.
What it does
Documents, in detail
Marked as in the product today or still being built.
Versions and locks
In the productImmutable versions with a history, restore that copies forward, and a lock one person holds at a time.
Scanned before it is opened
In the productEvery upload is virus scanned before anyone can download it, then its text is read for search.
Templates and generation
In the productThe firm's Word templates and a clause library, each edited by check-out and published only after a second reader approves it, with a catalogue of merge fields, refused if a field is unknown, rendered to PDF on the firm's letterhead.
Many documents at once
In the productOne template run across many matters, each document filled from its own matter and filed to it; checklists of the documents each kind of matter must hold; and links that let someone outside the firm download one document until they expire.
Edit in Word, keep every version
In the productA document opened in Word on your own computer, each save coming back as a new version.
Approval before release
In the productA route per kind of document per kind of matter; nothing leaves until the version asked for is approved.
The originals register
In the productDeeds, wills, certificates and passports lodged with the firm, with a custody chain that says where each was on any day.
Search across everything
In the productMatters, parties, documents and their text, notes, mail and originals from one box, with walled records absent rather than refused.
Help centre
How it works in practice
The guides a firm's people use, open to anyone deciding whether it fits.
- Upload documents and keep their versionsFile documents on a matter, understand the scan that runs before anyone can open them, and work with versions and locks.
- Templates and document generationKeep the firm's Word templates and clauses, edit them through check-out and a second reader's review, draft from them with the matter's details filled in, and see what each version made.
- The originals registerRecord every deed, will, certificate and passport the firm holds, where it is kept, who has it out, and every movement since it arrived.
- Document approvalSend a draft for approval along the firm's route, and understand why nothing leaves the firm until the version asked for is approved.
- Make one document on many mattersRun one template across many matters at once, each document filled from its own matter and filed to it, and follow the run to the end.
- Document checklists for each kind of matterSay which documents each kind of matter must hold and by when, see what each matter is missing, and decide whether closing a matter with gaps warns or stops.
- Share a document by linkSend one document to someone outside the firm by a link that expires, can ask for a code, can cap downloads and can be closed at any time.
- Open in Word, and page numbersEdit a document in Word on your own computer straight from Docavra, each save coming back as a new version, and number the pages of what the firm prints.
See it against your own matters
A 45 minute walkthrough using your own matters. No commitment, and nothing to install to watch it.