We identify the office's needs, roles, and data required before activation.
Case and Legal Document Management
Documents stay connected to their files and context instead of disappearing across separate folders and messages.
What does this feature organize?
Documents stay connected to their files and context instead of disappearing across separate folders and messages.
- Connect a document to its case or client.
- Access files according to the user's account and permissions.
- Summary and search assistance with required human review.
From setup to daily use
The instance, identity, permissions, and workflow are configured for the office.
The team uses web and mobile within its permissions, with human review of legal decisions and outputs.
Frequently asked questions
Does the assistant use documents available to the user?
Assistance is designed around office context and permissions, and the user remains responsible for reviewing results.
Does a summary replace reading the document?
No. A summary is a starting aid and does not replace reading and checking the original and its attachments.
Can documents be downloaded?
Available operations depend on the module, permissions, and configuration activated for the office.
Related features
Content prepared by the OrderTech product team
The OrderTech team describes the platform as it operates. Setup varies by office and required architecture, and the implementation scope is defined in the technical proposal.
OrderTech is an office-management tool. It does not provide legal advice or replace a lawyer's review of drafts and decisions.