1
Intake
The Identiteitscheck result and the intake answers are stored with the lead. The engagement letter goes out for e-signature and comes back signed into the same file.
See this step →
Platform · Documents
How does document management work in Unomia?
One case folder for every file, from engagement letter to invoice, connected to all six steps.
In short
In Unomia, documents are not a separate step. Every file, from the Identiteitscheck result and the signed engagement letter to evidence, court letters, receipts and invoices, is stored with the case it belongs to and can be found from every step. Templates, e-signature and the client portal are built in, and Casey summarises long documents.
Everything a case file needs
Case folder
Every case has one folder for correspondence, evidence, court documents and invoices.
Templates
Engagement letters and standard letters are created from templates, with client and case details filled in.
E-signature
Send an engagement letter or agreement for signature. The signed version comes back into the case.
Client portal
Share files with the client securely, without email attachments.
Tags and search
Files are tagged and searchable across cases, within the access rights of each user.
Casey
Casey summarises long documents and case files, so you are up to speed in minutes.
Documents in every step
One folder, filled step by step as the case moves on.
2
Case & Client
One case folder for correspondence, evidence and court documents. Files are tagged and searchable, and you share them with the client through the portal.
See this step →3
Tasks & Deadlines
The documents a task needs are attached to it, such as the court letter that started a deadline.
See this step →4
Time & Expenses
Receipts are attached to every expense, and timesheets can be exported per case.
See this step →5
Invoicing
The invoice and its time specification are stored in the case.
See this step →6
Accounting
Bank statements and purchase invoices are stored and linked to their bookings.
See this step →Frequently asked questions
Can I bring my existing case files?
Yes. Existing files can be migrated as part of the implementation. The Success Packs on the services page show what is included.
Who can see which documents?
Access follows the case. Users see the documents of the cases they work on, and clients only see what you share through the portal.
Can clients sign documents online?
Yes. You send the engagement letter or agreement for e-signature, and the signed version is stored in the case automatically.
Where are documents stored?
In your firm’s own environment, hosted in the EU. The security page explains how data is protected.
See your own process in Unomia
We show the six steps with a case from your own practice area.