Legal IT solutions for Financial Services

Co-Flo builds on the benefits offered by a DMS by extending beyond document storage and retrieval. It delivers a full matter reporting solution, designed specifically for legal teams.

While iManage is excellent for handling documents, Co-Flo complements and enhances its capabilities, providing a more comprehensive legal workflow and case management framework.

Co-Flo manages not just documents but also the entire lifecycle of a legal case or matter from start to finish. It reports on every aspect, including task assignments, deadlines and collaboration with internal and external teams.

Co-Flo’s task reporting is more sophisticated and is designed with legal workflows in mind. Furthermore, legal teams can track the status of all ongoing cases and view detailed analytics about time spent, costs incurred and outcomes achieved.

ActiveNav is a data discovery and information governance platform that helps organisations to locate, classify and manage unstructured data across their systems.

Its core strength lies in its ability to find and assess dark data – information that organisations may not know they have or that remains unmanaged. ActiveNav helps companies to reduce risk, ensure compliance and optimise their data management practices by making unstructured data visible and actionable.

While iManage, Co-Flo and Lawcadia focus on structured data and known documents within legal workflows or document management systems, ActiveNav focuses on finding and managing unstructured or dark data.

This could include legacy files, old emails, redundant or obsolete information spread across various systems or silos – data that may pose a compliance risk if not properly managed.

ActiveNav’s ability to search across all corporate systems – shared drives, email servers, cloud storage and more – to locate and categorise data makes it invaluable for companies that need a clearer picture of all the information they hold, especially as they navigate privacy regulations.

DocuSign eSignature is trusted by hundreds of millions of users world-wide. It meets electronic signature regulations, including eIDAS. Financial services and legal teams depend on Docusign for legally binding electronic signatures, document approval processes, authentication and security, compliance and audit trails. This vital tool integrates with many key applications and platforms.

Syncly is a file synchronisation and integration solution designed specifically for regulated sectors, such as financial and legal services. It helps organisations to securely sync, transfer and manage documents across platforms and devices. Syncly’s primary role is to ensure secure and seamless file access and transfer between systems. This enables users to access up-to-date information wherever they are working – without duplicating or compromising data.

Key capabilities include file synchronisation across platforms, data security and compliance, version control and conflict resolution. Syncly can integrate with popular document management/collaboration systems (such as Sharepoint) and also with industry-specific DMS platforms – creating a secure bridge between systems that may otherwise operate in silos.