Safely Access Files from Anywhere
Access your data whenever and wherever you are.
Proper document management sets the stage
for outstanding legal work.
Your document storage system provides your team
with the data, access and controls needed to grow
your firm. Be able to search
and find essential documents for clients in an
efficient manner or risk spending
time recreating lost documents, due to poor retention.
Bill4Time’s new document management feature set is designed
to remove any document retention friction or challenges,
keep your client files organized and easily searchable,
and provide your firm with both a high level and granular
level of customizable flexibility.
Unlimited uploads, unlimited document storage
We expect you to fully utilize these brand new
document features without restriction. Firms will be
allowed both unlimited uploads and unlimited storage. With
unlimited storage, mid and large firms alike will be able
to organize extensive swaths of client and matter files
across the entire firm. No longer concern your firm with
managing the removal of docs, in perpetuity.
Firm level context
Create a reliable, centralized repository
for all of your firm level documents. Organize
your key, operations, marketing, administrative,
and resource documents for easy access across
the firm. Upload standardized documents to a
firm wide folder or subfolder and reduce time
wasted by employees searching for firm level files.
Granular Client and Matter File Management
Take control of your file management with the ability to
upload and download client files to specific folders at various
levels of the file tree. Rename individual files to fit your firm’s
naming conventions. Duplicate files for easy re-use before moving the
file into the correct folder context
Customize and Easily Move Folders
Whether you already have an established set of standards
for organizing client files or are starting a new
organization structure from scratch, customizable and
nested folder creation allows you to organize yours and
your client’s files in way that makes sense to your and
your colleagues. Utilize the foundational, default
structure or implement a customized set of conventions.
Navigate over to the new documents tab, and
by default, start with folders for each client
and each project. We’ve created a layer of flexibility,
not in place of, but in addition to the default structure.
Easily create new custom folders and sub-folders,
name them, and nest them within any of the existing
folders. Create sub-folders within each client folder
for Correspondences, Notes, Pleadings, Retainers,
Billing and Expense documents.
Powerful Search
It’s difficult to remember the exact name
of a file names, but now searching for a file
is more effective. Save your attorneys and
paralegals time with fuzzy search features.
They will find their files with only half a phrase,
or even half a word, creating a heightened level of
navigation.
Box Integration.
Easily connect your Box account directly
to your Bill4Time account. The seamless
integration syncs directly with your Box
file structure.
NetDocuments Integration.
Easily connect your NetDocuments account directly
to your Bill4Time account. The seamless
integration syncs directly with your
file structure.
