As soon as the case is closed, any necessary originals, as I described above, remaining in the file are sent to the client. The entire case is recorded onto a CD-R disc and placed in the disc archives. Once this is completed, that case is erased from the server, and any paper documents are destroyed. The processes used will vary depending on the needs of your personnel and your particular type of practice. The following paragraphs contain some of the key processes to be implimented.
Many people confuse the two types of applications.
The first is used to keep track of all the information on the case, such as people, addresses, filings, settings, documents, deadlines and time sheets. The latter is used to locate, manipulate and effectively use data and images. When a document is scanned, it is retained in an image format. It's contents cannot be edited or searched. Whether to use summary indexes of images or OCR the documents is an individual decision that considers many factors.