Tracument

Tracument is a web-based document delivery and workflow automation platform built for Canadian law firms, centralizing the sending, receiving, and requesting of documents.

Key Features & Functions:

Automate
Streamlines routine processes such as mailing and faxing documents or preparing third-party requests, digitally sending and receiving faxes, generating and sending physical mail on firm letterhead, and auto-generating request letters and authorizations.

Centralize
Consolidates all sent, received, and requested documents into a single searchable location accessible to the entire organization. Staff can track the status of any item, schedule follow-ups, and send reminders from one place.

Secure Document Transfer
Supports encrypted sending of documents to external parties such as opposing counsel, clients, or insurers, with password protection and tracked chain of custody; receiving documents from clients, experts, or other firms through a searchable, organized portal; and gating document access behind payment via Paywall.

Cost Recovery
Automates disbursement tracking and reporting across the above activities, integrating with a firm's accounting system to reduce missed billable costs.

Document Requests
Allows firms to outsource third-party record requests, including medical, employment, government, and financial records, to Tracument's staff, who manage the process from authorization through delivery and provide status updates and confirmations at each stage. Completed records are delivered as digital, OCR-processed files through a secure portal, with associated costs recoverable through a firm's accounting system.