In Document Management, Product Reviews
Accellis MetaJure Common Questions

For decades, Document Management Systems have required lawyers to complete a profile card and manually save documents into a file. MetaJure has a completely different approach that accomplishes this same task and much more with automation. So, when I bring up the differences, I often get asked for more explanations So, I decided to address five of the most common questions I hear.

How do I save files in MetaJure?

Saving in MetaJure often prompts a lengthy discussion, especially by those versed in document management. Allow me to cut right to the meat. MetaJure works without the need to profile documents. Period.. Instead, when you’re working on a document, just save it exactly as you always do right into Word or Excel. MetaJure automatically “finds” all the information you’d normally put on a profile card without your having to do anything. This simplicity results in higher user adoption and less training time.

How do I search for documents in MetaJure?

If you know how to search in Google, you know how to run a search in MetaJure. Plus, MetaJure gives you the ability to do straight text searches, fuzzy searches, and all kinds of other search types. But there is more to it than that. MetaJure can search just the documents on your computer or it can search a whole lot more. Here’s how.

When MetaJure is installed on your workstation, it automatically crawls and indexes all your information. This gives you instant and easy access to all the emails in your Outlook folder, and all the documents you’ve saved on your computer. You also have the ability to decide which folders you want to share with the attorneys and others in your office – and so can they. So, MetaJure gives you one interface from which you can search all the locations in your firm and you get to decide what folders you want to share. Have private folders? No problem… just tell MetaJure you don’t want them shared.

How does MetaJure manage different versions of a file?

This is actually a discussion I’ve had with the team at MetaJure and the product has an interesting take on this topic. MetaJure allows each user to version their documents just as they have always done, with naming or numbering conventions or the like. However with the added power of MetaJure, finding information is even easier. Versions show up in chronological order based on date and time stamps. Again, it’s an important feature that we’re seeing leads to fast adoption and less training than most traditional document management systems.

Can I still save files locally?

Every firm has that one person who only saves important documents locally. (If you don’t know who it is, it’s probably you.) Local saves really go awry when you need a document that is only saved on someone else’s PC and they aren’t around. Or worse yet, when a local hard drive fails and there are no backups. Then, the firm is really “up a river without any means of propulsion.” Well don’t worry, MetaJure’s got this. As MetaJure crawls local folder structures to index the files, it also creates a backup of the file on the main server. So you can save your documents wherever you want and as long as MetaJure has access to them, MetaJure will find them.

Does MetaJure integrate with other products?

You bet. MetaJure easily integrates with other document management systems, including Worldox and Dropbox, allowing you to perform a GLOBAL search for documents outside your DMS repository. Contact us directly for more information or watch an on-demand demonstration here.

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