Operate a more efficient practice with secure mail, document digitization, automatic routing, and deep-search capabilities. Store hard copy records in a centralized location only accessible to authorized HIPAA-certified personnel.
Expedient Processing for Faster Discovery
Streamline your discovery by selecting a dedicated address for document intake. Leverage OCR technology to transform critical piles of documents into actionable files. Eliminate manual reviews and instantly access records, no matter how large your document collection.
- Discovery Documents
Dynamic Record Lookup
Accomplish more by forgoing manual document reviews for quick retrieval of digital documents. Easily surface information from anywhere in your documents using deep-search capabilities. Index files according to custom criteria to filter and instantly reference.
Security and Reliability
Our HIPAA-certified technicians have securely processed and digitized over 13 million pieces of mail and documents to date. All documents we process are digitally encrypted at rest and in transit and housed in a secure cloud environment. Hard copy documents are stored in our accessed-restricted facilities with 24/7 camera monitoring.
Intelligent, Actionable Documents
Digitize Your Workflows
Share documents with support staff or clients by adding users at varying access levels. Ensure privacy and security with detailed activity logs of every action taken on a document. Set Automation Rules to share incoming mail, upload to cloud applications, or ship to any address in the world with detailed transit logs.
Connect Data Across Platforms
Integrate your incoming mail and scanned documents with the cloud storage tools you’re already using. Automatically export scanned documents to your preferred applications to easily import into your other core business systems. Connect to other platforms or proprietary software using our beta API.
Store hard copy records in a centralized and secure location only accessible to authorized personnel. HIPAA-certified personnel are required to pass a background screening and sign confidentiality agreements in order to manage records. Choose to forward to a physical location, store at our facilities, or securely shred hard copy files.
“It Saves Us Hours Every Month”
Checkstream makes depositing checks easy, secure, and fast. We used to let checks pile up, then walk them to our bank. We kept a spreadsheet of each check so we could reconcile each payment in QuickBooks Online. Now Checkstream does all of that for us. It saves us hours every month and gets money in our account faster.