As any litigation firm knows, document discovery is not simple. A great many documents must be requested and produced to opposing counsel on each of hundreds of files across the entire office. Managing this takes time. Not only do requests need to be sent, they need to be tracked, followed up on, and cancelled if a file settles. These requests can leave your office by mail, fax, or courier and are usually tracked file by file. This all adds up to a process that is error prone, time consuming, and costly.
The work doesn’t end there. Once you’ve received documents, you are required to produce them to opposing counsel, often while seeking reimbursement. Seeking prepayment adds to the complexity of the process, but not collecting prepayment requires you to finance disbursement costs for extended periods of time.
You produce request letters and authorizations digital form. Drag and drop them into our system and specify the recipient and the method of delivery; we handle the rest. We’ll fax or mail the request on your behalf. Request information and fax confirmation is automatically tracked. When it comes time to send a reminder or cancel a request on a settled file, do it in two clicks. We’ll send a reminder or cancellation notice based on the information already entered in the original request, keeping you from duplicating your efforts.
We provide a similar solution for producing documents to opposing counsel while ensuring full reimbursement of your costs. Drag the documents or files you wish to produce into our program using our simple drag-and-drop upload, specify the price and recipient, and we handle the rest. We will invoice the recipient and place your documents behind a paywall, keeping them secure and in Canada. Once your invoice is paid, we automatically release the documents to the payer. We make regular, automatic deposits to your bank account of payments collected on your behalf.
Do you need to securely send information to doctors and other experts but can’t find an effective way to do so while complying with professional obligations and privacy regulations. We’ve got you covered. Use our Secure Send service to send a file of any size or type digitally to your recipient. The information remains encrypted on our Canadian servers while the recipient of the information can access it with a password you provide.
Interested in a quick way to collect confidential or proprietary documents from your clients, patients, colleagues, or suppliers? Open an Incoming Portal using Tracument's Portal service. Your recipient will be sent a link to the secure area of our website, where they will be able to upload files of any type and size that will be transferred to you instantly and securely. You will be notified automatically as soon as documents are available. Our activities page allows you to manage as many incoming files as necessary across thousands of files.
There is no monthly fee and no per user license cost. All costs are transactional so you only pay for what you use and all disbursements are directly related to your files.
Every request and production sent through Tracument is automatically added to your Activities page. Staff no longer have to add requests and produced documents to lists manually, saving time and reducing error.
Tracument automates the payment processing for your firm by collecting all payments, aggregating them, and depositing them directly to your bank account. No more cheque deposits, duplicate or incorrect payments, and time-consuming accounting for document productions. In addition, posting Tracument fees is easy and allows you to turn non-recoverable staff time and hard costs into a recoverable disbursement.
Tracument’s Activities page allows you to send reminders on multiple requests and close entire files in two clicks. This saves a substantial amount of staff time spent on these tasks.
The Activities page tracks the status of all requests firm wide and makes them searchable. Search by request, file, sender, or recipient to see the status of your requests instantly.
Drop your request into Tracument in digital form and it will automatically fax or mail it to your intended recipient. This eliminates the time spent printing and faxing or mailing requests.
Tracument places all documents sent behind a paywall, meaning the recipient cannot access the documents until your invoice has been paid. Your staff can send a document and forget it.
The Tracument program is easy-to-use and automates as much of the process as possible, reducing incidences of human error and confusion.
Tracument uses industry-leading security measures to protect the confidential documents sent through our system. We help you meet your professional obligations.
Tracument saves staff time, allowing a higher file load per staff member. In addition, Tracument eliminates your delivery cost while making it easy to invoice for scanning and other disbursement costs. The system helps you recover the maximum amount when producing documents.
Modernizing your practice has never been so easy. Tracument is intuitive and simple-to-use. Basic accounts are free and implementation in your office can be done quickly and without disruption. Click here to learn more about our Quick Provide, Secure Send, Incoming Portal, Request Documents, and Activities products.