bighand smartnote datasheet - apac

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The Problem Law firms are required to create and keep file, attendance and telephone notes relating to any client interaction as part of the SRA guidelines. This creates a huge overhead to the firm in creating documents and storing them in their Document Management System (DMS) which, for most teams, are seldom (if ever) referred to again. The secretarial cost of creating and managing all of these documents is significant and adds little value for the firm. The Solution With BigHand SmartNote, file notes can be automatically created within the firm’s file note template using Speech Recognition or an outsourced transcription agency to generate the content. These documents can be automatically saved in the relevant place within your DMS, making the process more efficient and the cost vastly reduced. By also storing a copy of the original audio file in the DMS, linked to the document created by SmartNote, firms can proofread these documents at a later date if any clarification on content is required. Integrations BigHand SmartNote features an out-of-the-box integration with the Worksite Document Management System (versions 8.5 and 9). This means that the document and the audio (if available) can be automatically saved to the correct location within SMARTNOTE SOLUTION BIGHAND ENTERPRISE DATASHEET The BigHand SmartNote solution delivers automatic document creation and file storage capabilities to your workflows, drastically reducing or even removing the need for user intervention, making your document production and storage processes seamless and more efficient. WorkSite, and are searchable and archivable if needed for future reference. We have also created a SmartNote API which will allow firms to integrate this workflow with another Document, Case or Practice Management System. Smart Router If you take the BigHand Smart Router module, you can route files which could not be automatically filed (e.g. those without sufficient profiling information to be stored) to a support resource for manual filing, providing a failsafe should the need arise. Intelligent Work Routing The Intelligent Work Routing system uses the document type of a task to automatically select its destination, so by selecting a document type of 'Attendance Note' when profiling, for example, the task can be automatically sent to the SmartNote workflow with a low priority. This saves fee earners precious clicks and time and helps enforce best practice seamlessly. Audio File Export As mentioned above, the dictation audio can be stored alongside (or even in place of) the automatically created document so that manual proofreading can be performed if necessary. The audio is stored in an encrypted, compressed format (10 minutes of audio is ~1.74MB of storage space). PUBLIC Client: John Smith Matter: JS-123456 Document Type: Attendance Note Priority: Low Speech Recognition Create Document Email Notification Export File(s)

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Page 1: BigHand SmartNote Datasheet - APAC

The ProblemLaw firms are required to create and keep file, attendance and telephone notes relating to any client interaction as part of the SRA guidelines. This creates a huge overhead to the firm in creating documents and storing them in their Document Management System (DMS) which, for most teams, are seldom (if ever) referred to again. The secretarial cost of creating and managing all of these documents is significant and adds little value for the firm.

The SolutionWith BigHand SmartNote, file notes can be automatically created within the firm’s file note template using Speech Recognition or an outsourced transcription agency to generate the content. These documents can be automatically saved in the relevant place within your DMS, making the process more efficient and the cost vastly reduced.

By also storing a copy of the original audio file in the DMS, linked to the document created by SmartNote, firms can proofread these documents at a later date if any clarification on content is required.

IntegrationsBigHand SmartNote features an out-of-the-box integration with the Worksite Document Management System (versions 8.5 and 9). This means that the document and the audio (if available) can be automatically saved to the correct location within

SMARTNOTE SOLUTION

BIGHAND ENTERPRISEDATASHEET

The BigHand SmartNote solution delivers automatic document creation and file storage capabilities to your workflows, drastically reducing or even removing the need for user intervention, making your document production and storage processes seamless and more efficient.

WorkSite, and are searchable and archivable if needed for future reference.

We have also created a SmartNote API which will allow firms to integrate this workflow with another Document, Case or Practice Management System.

Smart RouterIf you take the BigHand Smart Router module, you can route files which could not be automatically filed (e.g. those without sufficient profiling information to be stored) to a support resource for manual filing, providing a failsafe should the need arise.

Intelligent Work RoutingThe Intelligent Work Routing system uses the document type of a task to automatically select its destination, so by selecting a document type of 'Attendance Note' when profiling, for example, the task can be automatically sent to the SmartNote workflow with a low priority. This saves fee earners precious clicks and time and helps enforce best practice seamlessly.

Audio File ExportAs mentioned above, the dictation audio can be stored alongside (or even in place of) the automatically created document so that manual proofreading can be performed if necessary. The audio is stored in an encrypted, compressed format (10 minutes of audio is ~1.74MB of storage space).

PUBLIC

Client: John Smith

Matter: JS-123456

Document Type: Attendance Note

Priority: LowSpeech

Recognition

CreateDocument

Email Noti�cationExport

File(s)

Page 2: BigHand SmartNote Datasheet - APAC

© BigHand 2014

CHICAGO

125 S. Wacker Drive,

Suite 300,

Chicago IL 60606,

USA

T +1 312-893-5906

F +1 312-893-5505

E [email protected]

PUBLIC

SMARTNOTE SOLUTIONBIGHAND ENTERPRISE

EINDHOVEN

Fuutlaan 14f,

5613 AB, Eindhoven,

The Netherlands

T +31 (0) 88 7733500

F +31 (0) 88 7733599

E [email protected]

WWW.BIGHAND.COM

LONDON

27 Union Street,

London SE1 1SD,

UK

T +44 (0)20 7940 5900

F +44 (0)20 7940 5901

E [email protected]

SYDNEY

Level 11, 92 Pitt Street

Sydney NSW 2000,

Australia

T +61 2 9231 8900

F +61 2 8569 0393

E [email protected]

TORONTO

WaterPark Place, 20 Bay Street,

12th Floor,

Toronto ON M5J 2N8,

Canada

T +1 416-216-4609

F +1 416-214-2043

E [email protected]

Features Automatic document creation with metadata

retrieval

Word document export and BigHand Audio File export capabilities

Export BigHand files to a specified folder location or integrate for automatic storage into your DMS

Export directly into your iManage DMS with our out-of-the box Worksite 8.5 and 9 integration

Exported documents can be converted to RTF or PDF if required

Export metadata pertaining to each document and audio file as an XML file if required

Options to export documents only, audio files only, or both documents and audio files for tasks

Ability to automatically use Word templates for documents, based on the document type set when the user profiles the dictation

Benefits Provides a simple and cost-effective alternative to

developing a direct integration between BigHand and a Third Party Document, Case or Practice Management System

Documents are automatically created and exported without the need for user effort, streamlining your document production and management processes

Frees secretarial resources for higher priority tasks

Tasks can be routed to your SmartNote workflow automatically based on their document type, saving clicks and time, whilst helping to enforce best practice

SmartNote workflow configuration example