Products
Quick Reference Guides
Matter-Centric Architecture Management
Achieve rapid implementation, flexible maintenance, and mission critical system connectivity for your matter-centric environment. See why over 300 law firms and corporations trust DocAuto to achieve true matter-centricity.
Bridge WorkSite with other mission critical systems (e.g., accounting, timekeeping, or matter management databases) for continuous synchronization. Control WorkSpace creation, distribution, security, updates, provisioning, archiving, and more with speed, power and flexibility.
Optimize system performance and maintain control by continuously refiling metadata and security in any number of WorkSite Systems.
Security Management
Security Management is vitally important to your clients, your prospects, and your organization. DocAuto products are the most flexible and powerful on the market, helping you manage day-to-day security tasks, maintain complicated ethical walls, comply with content management and retention policies, and stop content theft.
Ensure access control on a document-by-document and user-by-user basis regardless of other security settings in WorkSite with this 3-tier ethical wall and security management solution.
View your matter-centric environment from every angle with fully-customizable web reporting services that can help you identify security issues, pinpoint training needs, optimize system performance, and more.
Prevent content theft, block unauthorized use of intellectual property, and receive instant notification of suspicious - or desired - user activity on an organizational level with this server-side solution.
Prevent document theft, unauthorized removal of intellectual property, and foolish or dangerous user operations with this desktop solution.
Content Management
Our importing and exporting products are designed to make the deceptively daunting task of content management easy, flexible, secure and fast. Whatever your business needs – security, systems, human resources, mobile groups, and more – DocAuto products give you powerful solutions that work.
Whether you are migrating from a different system, or have any array of data to process, iImport is the most powerful tool for importing content into WorkSite, automated or on-demand, with robust workflow capabilities.
Import large quantities of messages from Outlook quickly and easily, preserving organizational structure.
Automate the continuous importing of email from Exchange Mailboxes into WorkSite, finding the right destination automatically, and preserving organizational structure.
Whether dictated by mobile/remote groups, mergers & acquisitions, or employee exit policies, exporting data is fast, powerful and easy with WorkSite Exporter. Export everything in multiple WorkSpaces with differential updating capabilities.
Insert a fully-customizable ID in your Word documents, removable with a single click, and guaranteed to NEVER damage existing content.
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