Legal Document Management & Retention

Find Information in Seconds

Legal firms and in-house legal departments need a powerful way to search, share, and use information in a timely and cost effective method

In today’s fast paced legal world, firms need to find and research documents quickly, accurately, and at a competitive rate.

The new Legal norm demands the ability to instantly find files and share information with other departments and firms, while proving compliancy within your own HR, finance, or compliance departments.

Even the flexibility of working between multiple offices, anywhere around the globe, and staff working remotely has now become necessity for businesses to remain competitive.

The cost and time restrictions have now made paper documents a risky method for finding critical information.

With InfoPreserve’s forensic search, a lawyer or paralegal can find information for a case or client in seconds. Plus, we’re on hand to make the migration of your records from your legacy software into PreservationVault seamless and stress-free.

InfoPreserve has helped many firms improve and implement stronger, sounder strategies for maintaining critical documents and records. Read some case studies here.

How It Works

InfoPreserve’ secure legal storage offers a private cloud based solution housed in the USA that is designed to be Simple, Searchable, and Secure.

Our system is designed for easy workflow, document management, and collaboration between departments, vendors, customers, and anyone else you need to work with. We put the control in your hands.

InfoPreserve has designed an intelligent document management solution that enables:

  • Uploading digital assets and documents quickly and efficiently for file sharing.
  • Exceptional viewing and upload controls – easy to collaborate, but strict controls keep data safe.
  • Preserving, integrating, and exporting documents.
  • Use of strict access controls and audit trails within InfoPreserve, which allows firms to store and share vital assets while keeping track of users and documents, and their controlling distribution.
  • Powerful search capabilities
    • Search digital documents, scanned papers, emails and even photos of documents became searchable as soon as they hit the cloud.
    • Searching and retrieving documents with a single view into those digital assets for collaboration.
    • Forensic search enables you to find every document even if you do not know its name.

Our system is designed to work well with remote offices and workers, tablet devices and smart phones. Our flexible system means your workers will have what they need instantly. Anywhere!

The Search

Gone are the days of a group of paralegals pouring through countless boxes filled with paper. Most law offices are a sea of paper stored in boxes. It takes teams of people to search all of the stored records. What is the cost to you for not only the labor but the chance they miss something?

The cost and time restrictions have now made that a risky way to find vital information, with InfoPreserve forensic search a lawyer or paralegal can find information on a case or client in seconds.

Search By:

  • Keyword
  • Phrase
  • Author
  • Subject

Review results in seconds, reducing labor costs and speeding up the discovery process.

With a built-in OCR (optical character recognition) every document uploaded is fully searchable.

Stored Documents

  • Are stored on InfoPreserve’s private cloud housed in a secure environment in the USA
  • Upload and back up constantly with Automatic Watch folder that use a simple drag and drop / right click system
  • Have a trackable life
    • See who view, downloads or modifies each document and when
    • See a documents full life, including all its modified verisions
  • Are digitally signed when entered into the system for authentication.
  • Can be searched and found even if you do not know its name.
  • Have built-in OCR (optical character recognition) that make every uploaded document searchable.
  • Are archived in its original form and several other permanent formats.

Perform self audits to ensure compliance in all aspects of record keeping, prevent huge fines by being compliant, prepared and well organized.

ROI is easy with InfoPreserve, you can be up and running within an hour and it’s so user friendly your entire department can be using it at one time.

Best of All

As a Saas (software as a service) we require a low monthly payment, with no licensing fees, upfront capital or IT staff needed. We maintain all updates and maintenance and you’ll enjoy all of the benefits!

    Industry Challenges

    Using a cloud base solution that is easy to use, allows you to save legal files online, searches all records, including emails and documents, and works with remote offices around the world, is the key to competing in today’s global legal market. InfoPreserve can offer you that.

    In the competitive and now fast paced legal industry, you need the tools to help you get the job done in a global legal market. The legal executives now, more than ever need tools that can quickly integrate with their existing systems to produce great outcomes for their teams. The file sharing for unstructured data is essential as individuals and teams collaborate on creating new services and processes to satisfy their client’s needs in an ever changing environment. The solution needs to be secure and have quicker return on investments, ROI. InfoPreserve’s solution can offer you that and have your team up and running on their service in one day.

    You’ll have all the tools you need for document review and discovery. Our focus on record and content management aligns with the needs of your ever-expanding and changing role in legal services.

      Key Areas of Payback Include:

      Human Resources

      • I-9’s, Wage Theft Prevention Act, W-4, W-2
      • Wage / hour tracking for input into payroll system
      • Applications, reference checks, benefit forms, worker’s comp claims
      • Credentialing and Training – authorization documentation
      • Performance appraisals, disciplinary actions, separation paperwork


      • Documentation of processes and procedures
      • Equipment maintenance and testing, including sprinkler systems, generators, emergency lighting, emergency power, fire alarm systems
      • OSHA / EPA / DOH required record-keeping
      • Training / Certification

      Finance / Legal / G&A

      • HR hours, vacation or sick days
      • Insurance Information
      • Transportation Systems
      • Finance
      • Budgets and planning documents
      • Asset control
      • Tax documentation, invoices, receipts
      • Litigation – Producing documents / email on demand
      • Email – Leveraging email as a business asset
      • Administrative document sharing across locations

      Get in touch with us.