Simplify Your Document Handling with BrightReturn Practice Management software. A typical law firm goes through thousands of documents each year. Law firms deal with thousands of documents from court systems, reference cases, related matters, and clients. You need system that not only stores these documents securely but also provides easy access and AI based data extraction from common documents such as invoices, receipts etc. for unmatched productivity.
Automatically save documents created directly within the platform, ensuring they are stored securely and can be easily accessed. Your data is accessible from anywhere in transit, on-the-go from desktop computer or from mobile phone. Your data is just a click away but secured from unauthorized access.
Tagging documents makes it easy for you to identify them. You can tag documents as per your file naming convention. BrightReturn automatically tags some documents such as receipts, invoices, bank statements etc. BrightReturn uses AI technologies to automatically identify documents sent by clients or uploaded by office staff and tags them.
Use advanced search features to quickly find needed documents, reducing time spent on manual searches. No more spending looking for client documents or wondering where that document is. Just type what you are looking for and we will find it for you.
Automatically categorize documents into smart folders based on predefined criteria, enhancing organization and accessibility. The smartness of these folders is in the folder templates which can be pivot based on clients, year or some other pattern you would like.
Utilize OCR and AI technologies to extract relevant data from documents, streamlining data entry processes. Our State-of-the-Art Data Extraction uses AI technologies such as deep learning to not just understand the text in the document but also identify relevant fields. Our smart technology can not just extract data from bank statements but it will also summarize it for you in an Excel document. Pretty neat..huh!
Implement robust security measures, including encryption and access controls, to protect sensitive information. At BrightReturn we take your and your clients’ data and documents security very seriously. All communication is encrypted with the best encryption technologies available. Also, all data stored on BrightReturn systems is encrypted and accessible only when two factor authentication (2FA) is successful
