CapturePoint 6 for law firms and legal departments
A box of client paper in. Every document out, named from what it says.
CapturePoint 6 splits a stack into documents, recognizes complaints, engagement letters, demand letters and invoices, reads the case and claim numbers and names every file. Privileged pages are read on the PC by your scanner.
Free trial starts the first time you open it. No form.
What is in a litigation box
What it sets up from your samples, and what it learns from you.
Point CapturePoint 6 at a folder of your own legal paper and it sets itself up from it, for example with the six kinds below. The rest of a matter file it learns from the documents you confirm.
From a folderKnows the type and reads values such as these
- Complaint
- Case number, plaintiff, defendant, attorney name
- Demand letter
- Firm name, claim number, principal due, accrued interest, costs and fees, total demand
- Engagement letter
- Firm name, client name, primary attorney
- Invoice
- Invoice number and date, bill to, client-matter number, professional services, disbursements, total
- Master services agreement
- Company, provider, governing law state
- Mutual NDA
- Party one, party two
TaughtLearns as you confirm
- Answers and counterclaims
- Motions and notices of hearing
- Certificates of service
- Orders and judgments
- Affidavits
- Discovery requests and responses
- Deposition transcripts
- Correspondence
- Settlement agreements and releases
You choose the values to read for each one, such as the case number and filing date. Every confirmation teaches it, so after steady use most documents need no review.
Running a box
From the box on the cart to files on the server.
01
Before the scanner
- Pull staples, clips and sticky notes. Unfold anything folded.
- Keep each matter together. If the case number is not printed on every page, put a barcode separator sheet in front of each matter.
- Set the job to start documents automatically, at matching barcodes, or both.
02
At the scanner
- Scan a stack at a time with any TWAIN scanner, or import the PDFs and TIFFs from an earlier scanning project.
- CapturePoint 6 finds where each document starts, decides what it is and reads its values, on this PC.
03
Review
- Most documents go straight through. The few that wait say why, for example a case number it could not read with confidence.
- Confirm with Ctrl+Enter. For a document type it has not seen, confirm a few and it learns them.
04
Export
- Each document goes where you send it, named from its own values. Nothing is overwritten: a repeated name gets -2.
- Note the box number and the range of matters on your transfer log, then send the box to storage or destruction under your policy.
What comes out
Named the way your file room already names things.
Each document type gets its own folders and file name, built from parts: the document type, any value it read, or your own words. Here is one way to set up the four most common types in a closed-file box.
Complaint
Complaint / 24-1400_Alisa Martinez.pdf
Engagement letter
Engagement Letter / Alisa Martinez.pdf
Demand letter
Demand Letter / Claim 77-4410.pdf
Invoice
Invoice / 1400-02_INV-18834.pdf
Fictional values. White chips are your own words; blue chips are values read from the page. Each document can also come with a data file of every value and a text file.
Privileged paper is read where it is scanned.
The reading happens on the Windows PC next to your scanner, not on an outside service. A graphics card makes it faster; it is not required. Finished files go only where you send them.
Send them to Content Central and each document lands in your matter catalog with its values in matching fields, ready for search, versions, access by client and legal holds. CapturePoint 6 can create that catalog from the job for you.
What happens to the matter file nextQuestions before the first box
Does it make a searchable PDF?
Yes. Each document can be exported as a searchable PDF, or PDF/A for long-term archives, with a data file holding every value it read and a plain text file of the words on the page.
Can it handle files we scanned years ago as one long PDF?
Yes. Import PDF, TIFF, JPEG, PNG, BMP or GIF files and CapturePoint 6 splits them into documents and names them the same way as paper from the scanner.
We use another document management system. Can it still help?
Export to a folder your system watches: a searchable PDF per document and a data file with its values. CapturePoint 6 also sends documents to Content Central, SharePoint or OneDrive (work or school accounts), Google Drive, Dropbox and Nucleus One.
What if a page is missing the value we name files by?
You choose the wording to use when a value is missing, and the naming window shows which of your recent documents would use it before you save.
Start with the 2-minute tour, then one real box.
Take the 2-minute tour from the welcome screen before you touch your own paper.