Step 1. Accumulation
Accumulating the documents to produce.
Production starts by you and/or your team accumulating the documents to be produced in a special MasterFile database called a briefcase. It takes one-click to get started. And you can collaborate on many different production requests, from the same or other matters, simultaneously.
Document review, selection and accumulation does not have to be completed at one sitting but can be completed as time is available or as documents are found. So you can add, review or remove documents from the production briefcase at anytime — even if you’re on the road and disconnected from the office network.
Synchronization keeps everyone collaborating on the production up to date, automatically.
You’re automatically alerted if you try to add documents flagged as privileged or if the document has already been added to the briefcase for production, helping to prevent mistakes. MasterFile does not assign document/Bates numbers when documents are added to the briefcase, but only when production actually starts. This means “gaps” in Bates number sequences are impossible so you don’t have to deal with such complexities that plague other systems.