Document Management

Organise your cases quickly and effortlessly

The one tool every practice needs

Keyhouse Document Management is the essential tool that every practice needs to get to grips with the challenges of managing your case files.

Organise cases quickly, effectively and effortlessly. Introduce an office standard for storing and managing emails and documents, allowing users to create cases, automatically generate top and tail letters, diarise tasks, and capture incoming documents with ease.

Key features

Full Microsoft Office integration

Use a familiar and easy-to-use interface, based on Microsoft Outlook, that integrates seamlessly with Outlook, Word, Excel and Teams.

Built-in document previewer

Save time and quickly review case documents with a built-in previewer, without having to download and open the whole document.

Automatic document organisation

Find things with ease. All documents, correspondences and emails can be stored easily into categories and folders for a logical filing system.

Extensive search facilities

Search for any part of a client name, address or matter description with extensive search facilities. Find what you’re looking for in seconds.

Additional benefits

Easily access case diaries, and see the history and outstanding tasks for each case on one screen.
Connect any incoming or outgoing documents to a case, ensuring all documents associated with a case are instantly accessible from the case diary.
Leverage task-schedule and to-do-list features for each fee earner, providing failsafe reminders of critical tasks and dates.
Track all incoming calls automatically with a simple phone log, notifying the fee earner and linking each call to the relevant case.
Handle undertakings, statute of limitations dates, critical dates, money laundering, conflict search, and file and peer reviews with numerous risk management features.
Integrate with Keyhouse Accounts for instant access to matter ledgers and the facility to electronically requisition cheques.
Easily integrate with Keyhouse Digital Dictation.

Case files, sorted

When you’re ready, it will be easy to upgrade from Document Management to the full Keyhouse Case Management system and all the extra features that come with it.

This includes pre-defined case plans and precedents, as well as customisable workflows and delegation management.

Want to see our document management system in action?

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