SaaS e-discovery cloud platforms provide workflow-based solutions for effortless Matter management in Relativity. Manual data input has various challenges, such as time and cost waste, increased risk, inefficiency, and security breaches. Fortunately, with the help of CaseFlow automation, your data management can be safe, streamlined, and efficient.
Manual inputs can cause problems with interfaces, document volume, and updating and transferring documents. Archiving, storage, and security are other critical issues.
Cluttered Interfaces
Non-intuitive interfaces make data hard to read and manage, and the learning curve can be challenging. For example, finding active versus inactive Matters and other data with folder-based user interfaces is difficult with a cluttered console.
Manual Deduplication
Deduplication means erasing redundant information. During the data lifecycle, the deduplication process means keeping track of which files are unique and which are copies. Manual folder mislabeling or duplicate labeling input can make accidental erasure of unique information more likely.
High Document Volume
High volumes of clients and Matters, especially those for administrative issues, slow down data management. Physical documents tend to be manual input bottlenecks. Evidence, receipts, invoices, and unstructured data like handwritten notes and scanned documents create slowdowns. Keying in or transferring these records creates more work, lost time, and costs for practices.
Collaboration Problems
In a manual update environment, stakeholders are often excluded from the data management process. Yet, they still need to be notified manually, a method that takes time.
Struggling to Update Existing Records
Manual data entry in the information lifecycle includes updating or correcting existing records. Tasks like changing client details or new entries are time consuming and create errors. Examples include changing client contact details in documents or updating new court records. Manual entry makes it too easy to key in faulty details or misplace data.
Manual Data Transfers Between Systems
Law firms in a traditional data situation must manually transfer data from one system to another. Integrating outdated tools with modern ones takes a great deal of time. Managers may overlook attention to detail and lose valuable data. Also, there is sometimes incompatibility between legacy systems and newer technology, leading to an inability to transfer data to the modern system at all.
Archiving and Storage Issues
Archiving outdated documents manually to inactive-status cold storage is time consuming, and compliance, costs, and storage management are decision-making factors. The consequences of archiving data manually are using expensive storage solutions, losing records, and confusing current data with legacy information.
Security Problems
Manual inputs increase inaccuracies in data entry and possible security breaches. When entry or storage includes sensitive or confidential information, key-in errors may lead to unauthorized or limited database access. This security failure leads to regulatory and industry non-compliance with data privacy.
The CaseFlow application is a RelativityOne solution that will help you manage and automatically transition Matters to different lifecycle stages. It resolves many of the problems associated with manual data management.
Dashboard Interface
Managing RelativityOne instances with the CaseFlow interface is intuitive and effortless. The uncluttered interface enables you to easily view upcoming events and actions on the reporting control panel. The learning curve is less severe, and your organization can manage Matters more quickly and efficiently. With CaseFlow’s clear interface, you are less likely to lose or confuse records, saving you time, effort, and money in storing and managing information.
Deduplication Solutions
CaseFlow solutions can help manage replicated information for effective deduplication. These monitor data to help preserve distinct information from accidental erasure. Data supervision proactively manages the uniqueness of data to keep Matters organized, thus saving your organization from losing records and helping you maintain data integrity to ensure legal compliance.
Automated Document Input
With manual data management, document volume can overwhelm an administrator’s ability to keep up with their work. An automated system like CaseFlow can promptly process and categorize information. This helps you better manage a fast-paced organization.
Collaboration
For collaboration purposes, CaseFlow enables partners and other concerned participants to pause automated actions from email notifications. This control permits an environment where data management is current and cooperative, keeping everyone in the loop.
Efficiently Updating and Moving Workspaces
Matters go through several stages in a RelativityOne lifecycle. In this legal data cycle, loading and storing documents for review is critical. CaseFlow automatically monitors these data instances and shifts workspaces to the applicable storage. For example, it identifies dormant Matters and moves them where relevant, such as inactive cold storage.
Data Lifecycle Stages
Within Relativity, CaseFlow moves Matters to the appropriate stages. It enables administrators to schedule data instances for single or multiple Matters from a single interface. The application creates bulk automation to create or schedule time-consuming tasks on one or many workspaces from the interface.
Seamless Data Transfers
As a trusted Relativity partner, CaseFlow creates a seamless transition between Relativity and its application.
Secure Information Lifecycles
Security is paramount for your Matters' data. When you misfile data, you risk exposing information to unauthorized users. CaseFlow features enable you to move Matters to appropriate workspaces. Transparency is another essential security concern regarding data access and use. All invested parties need to know where and when they store information. CaseFlow can configure client-specific triggers so participants get notifications of upcoming activities and actions.
Automation processes with a clear interface work more effectively than manual data processes. After initial document setup, you don’t have to wait until automated actions are manually triggered. Instead, you create bulk actions to move Matters into repositories, cold storage, or archiving. Actions are collaborative, with stakeholders able to make decisions about upcoming Matter storage. Choosing an automated process saves you time, keeps your data secure, and makes storage less expensive.
Ready to take control of your Relativity data lifecycle and eliminate unnecessary costs and wasted time? CaseFlow provides the automation that you need to proactively manage your Relativity storage, seamlessly transitioning cases through Repository, Cold Storage, and Archive based on your specific requirements. Don't let manual processes bog you down; see how CaseFlow can save your law firm time and money. Contact us today, and discover the power of automated Relativity data lifecycle management.