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Document Management Demo

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“Now we can save all of our information for as long as we want, and are able to retrieve older information even if it’s not used that often because it will always be stored on the system.”

Marc Anidjar, Partner
Anidjar & Levine

quote

Document Management Solutions

Automated electronic document management the way you want it

Document Management Solutions

Anidjar & Levine, P.A.

Courting the paper-intensive justice system with affordable
document management

Industry/Solution
Legal - Personal Injury

Anidjar & Levine, P.A., a Fort Lauderdale, Fla. based personal injury law firm, prides itself on aggressively protecting the injured, and handling all aspects of clients’ claims. The good news is that they're a trusted firm, with a reputation of being thorough, and that reputation means they now juggle numerous phone calls a day from clients, the courts, and other attorneys. Most phone calls mean needing instant access to reams of documents from various sources or the bureaucratic legal process can't move forward. On top of that, email negotiations and consultations are a constant flow in and out of the office.

To manage its growing client base, the firm faced big challenges: To accelerate the business process, avoid misplaced documents, improve communication, and make sure the systems were reliable enough to be up and running 24/7. Keeping up and staying ahead of the process is important in any business, but a misplaced document or inaccessible file in a personal injury law firm could mean an innocent victim loses their case.

Lassoing the Hectic Everything-in-Triplicate Legal Process

Marc Anidjar, a partner at the firm, compared several document management systems in the marketplace, and was pleasantly surprised that the system that fit the firm's needs the most was also the most affordable. He chose Cabinet NG (CNG) and their Shared Access Filing Environment (CNG-SAFE).

“Believe it or not, we’ve had situations where we were looking for files that we didn’t even have anymore,” said Anidjar.“Now we can save all of our information for as long as we want, and are able to retrieve older information even if it’s not used that often because it will always be stored on the system.”

CNG’s intuitive, secure, and affordable electronic filing approach provides a way to achieve a paperless office that scales with business growth. Because documents are stored and organized properly in CNG-SAFE, they don't get lost and the overall workload is reduced because personnel are not wasting time looking for documents. With files at their fingertips, the program consolidates information into a multi-user workflow environment that is secure, efficient, and accessible to all of its users.

Anidjar heard about CNG from a friend at another personal injury law firm who was using the software.“We looked at other leading products as well, and while most offered similarities, CNG-SAFE is more cost effective," Anidjar said. "Its workflow and file management capabilities are top notch, so we reached out to CNG for their services, saw a demo and immediately signed on as a client. We initially started with 14 user licenses, but have grown to 22 users in less than a year.”

The law firm uses CNG-SAFE’s workflow capability to help move files from department to department. With CNG-SAFE, documents can be easily scanned and routed to the appropriate person for immediate review.

“We always know where the document is, its status and can easily access our client’s information to answer any questions, even when we’re on the phone,” said Anidjar.

Anidjar said the top three areas of improvement CNG brings to the law firm are efficiency, cost control, and the overall organization of the company. CNG-SAFE is also pretty self explanatory and very user friendly since it has a file structure mimics the physical filing metaphor of cabinets, folders, and organization tabs the firm was already accustomed to using. Nonetheless, CNG provides training and support for their products, so all users get up to speed quickly, which in turn makes the return on investment for the program that much quicker.

Save Money and Win More Clients

By incorporating CNG-SAFE and applying it into their daily business workflow, Anidjar & Levine is better at organizing and managing their current cases, and now have the ability to handle more cases.

Fueled by growth, the firm increased its CNG licenses by 63% over the last year. Not only has
the firm realized cost savings, it also increased its productivity – two of the main goals of any business model. Clients receive better service and human filing errors are minimized.

“First, companies need to really take a look at their associated costs and volume of their business," said Anidjar. "Specifically, if they are a medium or large firm – they need to make sure that any types of add-ons are going to be an added benefit.”

Anidjar's firm spends so much time doing miniscule tasks it was important to find ways to streamline those tasks to create a bigger volume. Especially with the downed economy, if people are cutting back staff to save money, a document management and workflow product helps pick up the slack.

"Now you can save money by not paying someone an hourly rate to do something so trivial,” said Anidjar.

As companies continue to grow their business and include more in their services for clients, Anidjar & Levine remains confident that CNG is behind them, ensuring that they can continue to provide their clients with the quality and service they have come to expect.

© Cabinet NG, Inc. 2009