Workshop: The Matter-Centric Enterprise Content Management for Legal Firms & Professional Service Firms

  • January 18, 2017

The workshop will showcase the best practice fo Matter-Centric Enterprise Content Management for legal firms & professional service firms through introducing:

 

  • Matter-Centric Collaboration & Electronic Matter Folders
    – Matter Folders in OceanX ECM contains all the matter documents (including scan images, soft copy documents and emails) and multiple users could work on it at the same time.
  • Email Management
    – OceanX ECM could integrate with Outlook for Email Management. Outgoing and Incoming emails could be filed into Matter Folders in OceanX ECM directly.
  • OceanX Legal Case Management
    – A solution to manage legal cases from enquiry to real case, and create the related matter folders in OceanX ECM.
  • OceanX PDFX
    – A tool to convert any documents into PDF with Watermark, Page Numbers, Bate Numbers and Security Control. It can also be used to bind documents in a matter folder in OceanX ECM into Matter Bibles with TOC and cover page.

 

Workshop Agenda:

  • Introduction to Enterprise Content Management and OceanX ECM
  • OceanX ECM best practice for legal & professional firms to manage client matters
  • Introduction to OceanX Legal Case Management
  • Introduction to OceanX PDFX
  • Demo

 

Active e-Solution Limited and OceanX Technology Limited now sincerely invite you to attend our new workshop: The Matter-Centric Enterprise Content Management for Legal Firms & Professional Service Firms.

Workshop Information

Date: January 18, 2017 (Wednesday) Time: 2:30pm – 5:00pm Admission: Free of Charge
Venue: Conference Room, Active e-Solution Limited, Unit 2602, 26/F, Yen Sheng Centre, 64 Hoi Yuen Rd., Kwun Tong, Kln, HK Enquires: 2969 3232
Fax: 2960 0032
Email: marketing@active.com.hk
Language: Cantonese Co-organized by: Active e-Solution Limited
OceanX Technology Limited

OceanX ECM – As Flexible As Water

Upcoming event

OceanX ECM Webinar

The best practices Document and Email management for Law Firms and TVP application

Date: 26 July, 2023

Time: 2:30 – 4:00 p.m.

Venue: Online Conference Platform

 

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