Hong Kong, China – 12 September 2024 – OceanX Technology Limited and Active e-Solution Limited are pleased to announce the successful conclusion of their joint workshop, “Best Practices for Document and Email Management for Law Firms, and How to Create e-Bundles (“EBPDF”),” held on 12 September 2024.

The workshop highlighted real-world case studies where law firms successfully transitioned from manual workflows to digital platforms. These case studies focused on document management, workflow optimization, and enhancing database record systems, all contributing to more efficient public service provision.

The OceanX ECM Legal Edition, designed with legal professionals in mind, was showcased as a secure, efficient, and encrypted system for managing documents and emails. This comprehensive suite, featuring ECM, Workflow, Capture/OCR, Email Management, and a Collaboration Portal, is designed to drive digital transformation efforts. Its patented BuildingBlocks technology offers a user-friendly, code-free interface to facilitate user adoption.

Key Workshop Highlights:

Matter-Centric Document Management:

  • Intelligent matter folders, Know-how (Knowledge Management), Enterprise Search Engine, and High Security.
  • Document Management System (DMS), Internal Memo System, Portal/Intranet, Bulletin Board.
  • Outlook Add-in: Embeds ECM in Outlook, allowing management of important emails and documents in a single interface.
  • Office Add-in: Provides version control, check-in/check-out, and protects documents as a “Single Version of the Truth.”

Email Management:

  • Automatically save incoming and outgoing email messages to the related matter folder.

Security:

  • Robust security and access controls protect sensitive information of the firm and its clients.

Enterprise Search Engine:

  • Allows searching across thousands of folders, millions of documents, emails, timesheets, and notes in seconds, similar to having Google within your law firm.

E-Bundles:

  • Demonstrated how to create electronic bundles (EBPDF) for efficient legal document management and presentation.

Successful Case Studies:

  • Showcased real-world examples of how law firms improved efficiency and security by adopting OceanX ECM Legal Edition.

This workshop exemplified OceanX’s commitment to advancing digital transformation initiatives, helping to drive forward digital transformation across various law firms and public sector entities.

For more information, please visit OceanX’s website:

OceanX ECM Solutions

OceanX ECM Products

OceanX Workflow Products