FabSoft’s Solutions
Reform - FabSoft's Core Product
Automate form enhancement and distribution
FabSoft's Reform streamlines business workflow by automating document management, enhancement, and distribution. Reform will capture the print stream from any operating system, application, or device; enhance it; and intelligently distribute it to printers, fax, email and archive systems. Users can generate customized forms, invoices, transactional documents, etc. - giving them a professional look and feel without having to buy expensive pre-printed forms. More on Reform *All of FabSoft's Solutions require Reform Enterprise
Tag Doc
Distribute and track forms filled out by clients or partners
FabSoft's Tag Doc automates the archival of documents by combining barcode tagging with the scanning utility of any MFP or scanner. Client forms and other legal documentation may need to be distributed to a client or throughout a law firm in order to collect handwritten notes or signatures. Since these documents will be returned with the necessary handwriting at a later time or date, it is difficult to ensure that they are being filed the correct case documents. With Tag Doc, these documents are tagged with a barcode which is tied to the information on the document - client name, case number, filing date, etc. When the form is scanned after it has been signed, Tag Doc will recognize the barcode and intelligently archive the document with the rest of the client's paperwork. If the document needs to be referenced in the future, searches can be performed using any of the case information that was on the form. By doing this, legal professionals can ensure that important case files are being reviewed by the appropriate people and archived correctly. More on Tag Doc
Modular Object Scanning Technology - Bates Stamping
Bates Stamp and distribute documents right from the convenience of the MFP screen
In order to manage such tremendous amounts of legal documents, they are typically bates stamped with sequential numbers as they are scanned or processed. This is to guarantee that all parties are referencing the same document. Previously, bates stamping was done manually by using a hand stamp or label, which obviously could be tedious and time consuming. FabSoft’s Modular Object Scanning Technology simplifies this process by enabling documents to be automatically bates stamped right from the MFP screen. With Modular Object Scanning Technology, all the associate has to do is scan the document at the MFP and it will be automatically bates stamped accordingly. Since the documents are individually bate stamped, if one of them needs to be referenced, it can easily be pulled up by looking for the bate stamp number. The bate stamp number also confirms that everyone involved is referring to the correct document. More on Modular Object Scanning Technology - Bates Stamping
Form Filler
Access, fill in and distribute forms right from the MFP screen
Tremendous amounts of time and money are wasted on storing and managing pre-printed forms. FabSoft's Form Filler replaces paper forms with electronic ones and allows users to access, fill in and process them from the most convenient location - the MFP screen. With Form Filler, law firms can select the form they need from an entire library of forms needed for client cases. Not only does this provide convenience, but it also ensures that the most up to date forms are being utilized throughout the entire facility. After selecting the form, form fields can even be entered right from the MFP screen, so they are printed with accurate and legible information. Additionally, when forms are completed and scanned, Form Filler will intelligently distribute them to any needed devices such as printers, fax, email and archive systems. More on Form Filler
Postal Sorting
Ensure client paperwork is being mailed efficiently
Oftentimes, hard copies of documents need to be sent to clients through the mail. Using incorrect address information when sending out this important paperwork can waste resources and cause delays that can severely affect meeting case deadlines. FabSoft’s postal sorting eliminates this worry by utilizing address quality services to provide immediate verification and automatic correction of all addresses. FabSoft's postal sorting maintains the most up-to-date USPS certified postal data available, allowing legal organizations to confidently proceed with their vital client deliveries. Additionally, mail is automatically CASS certified which qualifies it for USPS discounts of up to 9.5 cents per mail piece. More on Postal Sorting
Document Authority Control (DAC)
Route documents throughout the law firm for approval
There are many cases in which a document must be distributed to specific individuals throughout a legal organization in order to be reviewed and/or approved. A paralegal may have a document that must first be reviewed by several specific lawyers and then by a partner in the firm. As the document is reviewed by these individuals, they may notice some changes that need to be made or make comments and then sign for authorization. FabSoft's Document Authority Control (DAC) can be used in order to automatically perform this approval process. With DAC, users can set rules to determine where documents should be routed. Routing can be configured to occur across specific departments, to individuals with similar roles, within small work groups, etc. When a document is received, it can be viewed right from a web page where recipients can reject the document, add their own comments or even make changes. When finished reviewing and approving, the document will continue to be sent to the next level for further action. More on Document Authority Control