Custom Programming Services
Transition of Documents from Legacy System
A financial advisory firm had client documents stored in a legacy document repository that was no longer actively supported. Infopreserve performed custom programming to extract the documents and associated data from the legacy system, reformatted the data into a compatible format and then imported the data and documents into the brokerage-supported platform.
Integration with Legal Practice Management System
A large personal injury law firm was using a legacy practice management system that did not have integrated document management. They received hundreds of pieces of physical mail per day, which they were scanning and then emailing to the responsible attorneys and case managers. There was no way of tracking that the documents had been reviewed by the responsible person.
Infopreserve did customer programing for the PreservationVault platform to interact with the existing case management database. A workflow was created so that when documents were scanned they were imported into Preservationvault and could be assigned to the responsible case manager and attorney.
The documents were tracked to show review status. The office administrator could view a dashboard to see the overall picture of review status and drill down by case manager or attorney.
As part of a project to host a significant digitized collection for a law library, Infopreserve customized the PreservationVault UI to meet their requirements. The new UI had a look and feel that was familiar to users of the system.