PiF Technologies creates customized document management solutions for the law firms and corporate legal departments to scan, index, store and manage critical paper and electronic documents. From real estate closings and litigation to corporate records and contracts, law firms and legal departments deal with a myriad of paper and electronic records all subject to a variety of regulations. Dealing with large volumes of paper documents can create bottlenecks in your workflow. Storing and retrieving paper documents is both costly and time consuming. Complying with complex regulations and ensuring your closing packages are complete is critical. We can help you streamline your process by creating automated processes for your real estate closing packages. A secure web-based interface provides access to documents from anywhere in the world, at any time. Let us help you with a document management solution customized for your business.

Core Business Application Integrations

We create solutions tightly integrated with the core business applications allowing you to enter your documents and data in one step while storing them in the document management system. docSTAR can be integrated with any MS SQL/OBDC compliant systems including: Elite Legal Time and Billing Software, Worldox, Time Matters, Amicus Attorney, Lone Wolf, and Broker Back Office.

Customers

PiF Technologies Legal Customer Devine Millimet Attorneys at Law logo
PiF Technologies Legal Customer David Camiel Law Office logo
PiF Technologies Legal Customer Social Security Law Group logo

Features

    • Capture, store, and distribute documents into one central document repository
    • Intelligent data capture
      • Import from external sources – scan, fax, email, printer, hard drive
      • Full text OCR
      • Indexing and Tagging
      • Barcode recognition
      • Link related documents
    • Search and Retrieval
      • Instant document retrieval
      • Full text searching
      • Field and meta data searching
      • Boolean Search
      • Document Previews
      • Hotkey access within your core business system
    • Workflow automation
      • Content collaboration
      • Automate tasks for contract management and approval
      • Pre-define documentation requirements, approval steps and due dates
      • Collaborative workflows include alerts, approvals, reporting and annotation
      • Distribute documents for approvals
      • Create document checklists to identify missing documents quickly
      • Exception Support
    • Compliance
      • Version control
      • Audit Trails
      • Data Redaction
      • Record Retention Management
      • Litigation Hold Support
      • Time and Date Stamp
      • Electronic Signature
      • Native File Support
    • Security
      • Active Directory/LDAP single sign on
      • Access management for security compliance
      • Version control and audit trails
      • Document authentication
      • Segregated and secured personnel folders
    • Disaster Recovery
      • Encrypted back-up
      • Secure SSL Document Upload
      • Daily Back-up
      • Redundant Data Center
      • Recovery within 48 hours

Benefits

      • Instant document retrieval
      • Reduce physical storage costs
      • Reduce manual data entry errors
      • Data privacy compliance
      • Rapid deployment
      • Regulatory Compliance:  RESPA, HUD, Graham-Leach-Bliley, SEC 17a-3 and 17a-4, The Patriot Act, Sarbanes-Oxley (SOX), Check 21,  IRS Rev. Proc. 97-22 and NASD 3010 & NYSE 342 Audit Reports
      • Business system integration

Solutions

  • Regulatory compliance: RESPA, HUD, Graham-Leach-Bliley, SEC 17a-3 and 17a-4, The Patriot Act, Sarbanes-Oxley (SOX), Check 21,  IRS Rev. Proc. 97-22 and NASD 3010 & NYSE 342 Audit Reports, Litigation holds