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Process documents in-house and stop paying big money to outside vendors. When your firm controls its own workflow, billable hours multiply. Maximize your.

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Presentation on theme: "Process documents in-house and stop paying big money to outside vendors. When your firm controls its own workflow, billable hours multiply. Maximize your."— Presentation transcript:

1 Process documents in-house and stop paying big money to outside vendors. When your firm controls its own workflow, billable hours multiply. Maximize your technology investments. Breeze Summation Connector partners with eCopy to scan directly from your multi-function device to Summation. You’ll save time, boost productivity, and increase billable hours. Do it yourself. It’s a breeze! Breeze Summation Connector for eCopy

2 Get the competitive edge by getting your documents now. Start processing your documents in Summation now instead of waiting for days to get them back from an outside vendor. Increase billable hours and save your clients money. It’s much cheaper to do it yourself, which saves your clients money and allows you to bill for the processing time. Stop throwing away money on service bureaus and increase efficiency. Minimal fee for the software vs. ongoing vendor charges. Gain independence and get it right the first time. Our customers tell us that on average one out of four jobs that are sent to an outside vendor get returned with errors. Do it yourself and get it right the first time, every time. Benefits - Breeze Summation Connector for eCopy

3 Scan documents directly into a Summation case. Create instant.dii volumes. Originate output folders and add to existing ones within the case “Default Images Directory.” Add documents to output folders or a pre-existing.dii volume. Load images directly into Summation eTable or Standard Table. High-powered Legal Pack add-on optimizes Connector Barcode breaker: batch scan document groups (parent/child relationship) eStamp: add Bates stamp or other labels (as a footer, not an overlay) OCR : extremely accurate, keeps formatting and recognizes text in color images Features - Breeze Summation Connector for eCopy

4 Demo - Breeze Summation Connector for eCopy First you prep your documents with our special barcode slipsheets. We provide you with one for parent (document break) and child (for attachments).

5 Demo - Breeze Summation Connector for eCopy Next you load your documents into your multi-function device and press the Breeze Summation Connector button.

6 Demo - Breeze Summation Connector for eCopy Your images will be scanned into eCopy, where you can view each page and make any necessary modifications. Once you are satisfied with your images, press the Next button.

7 Demo - Breeze Summation Connector for eCopy This will take you to the index file. This is where you will enter the pertinent info for this case. The first field is the Output File/Vol. This is were you enter the name of the folder where your scans will be saved.

8 Demo - Breeze Summation Connector for eCopy The next field is the Document Identifier. This is where you name your document(s) you are scanning (eg Bates number). It will number each page in sequential order. For example the first page would be BATES00001 and the second page would be BATES00002, and so on.

9 Demo - Breeze Summation Connector for eCopy The field after that is Page Counter. This is an additional field to add a “suffix” naming scheme. It’s blank in the screen shot, but let’s say we entered.001. This would add a suffix to each page. For example if our job had multiple two page documents, the first page of the first document would be BATES and the second page would be BATES , the next two page document would start with BATES , and so on.

10 Demo - Breeze Summation Connector for eCopy The next field is eStamp Document. Select “YES” to add a custom footer and/or add an electronic bates stamp to the page.

11 Demo - Breeze Summation Connector for eCopy If you answered “YES” in the eStamp Document field, then the eMessage field is where you would add your custom field. Such as Confidential, Atty Eyes Only, etc.

12 Demo - Breeze Summation Connector for eCopy The next field is OCR. Select “YES” to have the connector run OCR on your images. The OCR is highly accurate and one of our customers favorite features.

13 Demo - Breeze Summation Connector for eCopy After all the fields have been filled out, then select the Send button to move to the next screen.

14 Demo - Breeze Summation Connector for eCopy The next screen is where you will select the appropriate case. Once you have selected your case, then you will click the OK button. You’re done and can now go back to your office.

15 Demo - Breeze Summation Connector for eCopy You are now ready to start working with your documents in Summation. The only thing you need to do is Blaze your Form to load up the OCR.

16 Demo - Breeze Summation Connector for eCopy You’ll notice that the OCR is extremely clean and our technology also replicates the formatting from the image.

17 Demo - Breeze Summation Connector for eCopy The other thing to note is our bates numbering and custom message. We use a footer instead of an overlay, so you never have to worry about critical information being obscured.

18 Closing - Breeze Summation Connector for eCopy We could talk all day and write endlessly about how easy our products are to use and how much money you can save, but why not have one of our customers tell you.

19 Contact Information Please visit us at Breeze, LLC 100 Reunion Center Nine East Fourth Street Tulsa, OK Ph: (888) Sales: Ph: (888) , Ext. 14


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