Document Management

XCM 10 offers greater flexibility in assigning specific permissions to individuals and groups, giving firms greater control over user rights. The latest version of the workflow software also significantly expands user role definitions across all practice areas to more closely mirror a firm's operations. Among other enhancements, customizable search results enable users to easily see essential data while new customizable fields on the digital routing page provide greater control over the types of information tracked. Users can also save common search parameters and search and process multiple tasks simultaneously.

The system also features a more user-friendly My View for personal workload management and expanded budget/actual capabilities on the digital routing page that allow firms to record over/under time and estimate time to complete.

Price: Base, $85 per user and $5 per client annually; average about $300 per user for most firms. XCM Solutions: (781) 356-5152.

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