With Primafact, you can choose the workflow method to scan documents based on your staffing levels, existing hardware, and number of files in your office, among other factors. We recommend the centralized model for all the reasons given in the “Pros” section below, and because we believe it is the most efficient and least error prone way of scanning.
With Primafact you can implement any of three different scanning workflow models: centralized, distributed, or hybrid. Each is described below, with its associated pros and cons.
Centralized model
Incoming mail is given directly to the scan operator, who immediately scans the material into Primafact. Once each piece is scanned, the scan operator moves it into the Primafact Inbox for the responsible clerk, paralegal, or assistant who then names the document and files it in the appropriate binder. Once the mail is scanned, it is put away in a banker’s box for storage, filed, or shredded.
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Distributed model
Incoming mail is distributed to clerks, paralegals, and assistants, who are responsible for scanning and filing the documents. These staff scan, name, and file all new documents into the appropriate binder(s).
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Hybrid model
The hybrid model is based on the distributed model, but with large scanning jobs done by either a third party scanning company or the print/scan/copy department in the firm.
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For more information about Primafact's Document Management Software for Litigators, please contact Sales at 1-877-726-3228 (Canada Toll Free), 1-877-873-0592 (USA Toll Free) or send us a message.