Time Matters13, WatchDox Secure Client Portal
Time Matters® v13 and WatchDox – Now is a good time to ask your CIC about Lexis’ plans for Time Matters v13, PCLaw etc. as most of us will be attending the annual CIC conference later this week Oct.17-18th.
Time Matters v13 has been announced and Lexis has integrated WatchDox, a secure document ‘Client Portal’ as the main new feature. Actually, WatchDox is more than a simple feature, it is an entirely new File/Synch/Share sub-system and a very capable one at that.
I understand the Time Matters Messenger feature has also been improved for better performance. There are also details about the continuation of support for Billing Matters, but the discontinuation of support for the firm accounting portion, originally called Billing Matters Plus.
The primary new feature ‘Client Portal Online File-Sharing’, links from within
Time Matters to WatchDox. This is an enterprise level ‘file, synch and share’ solution and you not find WatchDox as a consumer product. Documents will be hosted on secure Lexis servers. WatchDox may be delivered several ways: using a desktop application; using a browser based web interface; thru dedicated Smartphone apps and of course as integrated right from within Time Matters.
The unique attribute of WatchDox is its ability to set permissions at the document level, not just folder or user level. This allows better control over the shared users ability to view, print, download, forward and expire a shared document. Permissions may be changed at any time, in real time.
WatchDox can serve as a faster and better way to share drafts, for example, of estate planning documents prior to actual document signing. A watermark may be turned on and it may consist of two lines at the top, bottom or diagonally and can be set to include viewers name, email, date time, ip address or a custom text message.
The WatchDox Mobile apps include an Annotation icons to enable users to some text, or highlight a block of text or to add a note – all layered on top of the actual document. Another icon, the Mobile Editor, allows actual text editing. Edits to documents are synched to your local copy automatically. WatchDox can retain versions and versions may be easily viewed and restored. Finally their appears to be a branding option, but my trial version required additional set-up.
My first impression of WatchDox is a very good one. Hats off to Lexis for making this very advanced file/synch/share utility available right from within Time Matters.
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