Bates numbers, load files for review platforms, redacted personal details and searchable case files, straight from the scanner your firm already has. Recognition runs on your own hardware. Court e-filing · Client confidentiality · On-premise.
Federal courts and many state courts take filings electronically, discovery goes out as numbered images with load files, and a client's file has to stay confidential the whole way. SimpleIndex handles the paper end of that: it numbers, reads, redacts and files every page as it's scanned, so the result is ready for a filing, a production or your document system without a second pass.
Six setups cover most of what a firm needs from document capture. Each is the same software, aimed at a different part of the case file.
Stamp a Bates number on every page as it's scanned, with your prefix, counting on across batches and production volumes. The Concordance export preset writes the DAT and OPT load files beside the images, a format Relativity and other review platforms import.
Black out the values that match a field's pattern, such as Social Security or account numbers, in the exported PDFs, and redact anything else by hand in the viewer. Check redacted files before they're filed.
Define what a complete case file holds, such as a signed retainer, the exhibits and proof of service, and see what's missing while the file is still being scanned, not during a deposition.
A language model reads the case number, court, parties and filing date by their labels, whatever the layout, and tells a motion from an order or an exhibit so each is filed to its matter. Run it on a model on your own server to keep privileged files in-house.
Every page gets a text layer as it's scanned, so a case file or a production is full-text searchable without a separate OCR pass. A language model can also translate foreign-language documents, with the original kept beside the translation.
File into folders named by client and matter, a database or SharePoint, or hand off to OnBase, Laserfiche or DocuWare through their import modules. Emails can join the case file as PDFs too.
The rules that shape a case file today, and where this software sits against each one.
That's the normal case. Everything above is the same software, set up for a particular kind of file.
Send us a few redacted pages from a real case file and we'll build a working job from them, before the call, on your own documents.
We ask what you're processing because the answer changes what we'd show you.
Yes. The number is an Autonumber field that saves its value after each batch, so the next batch and the next production volume start where the last one stopped. How Bates numbering works.
Yes. The Concordance export preset writes a DAT file with one row per document (first and last Bates number, page count, volume and text file) and an OPT image cross-reference with one row per page. Relativity and other review platforms import the same format.
Yes, in Professional. Give an index field a pattern, turn on Redact Matches, and each value that matches is blacked out in the exported PDF. The viewer can also find text and redact it by hand. Check redacted files before you file them.
No, unless you choose a cloud engine. SimpleOCR, Tesseract and ABBYY FineReader run on your own computer. Textract and cloud models such as ChatGPT are optional, and a model on your own server keeps AI work inside the firm.
No. SimpleIndex captures, names and indexes the pages, then files them into the system you already use: folders, SharePoint, a database, or OnBase, Laserfiche or DocuWare through their import modules.
Neat hand print, yes, and how well depends on the writing and the engine. Cloud engines and language models read free handwriting best, but no method reads flowing cursive reliably. See handwriting recognition.
Professional covers everything on this page, including redaction, the AI engines and Textract. Bates numbering and searchable PDFs also work in Standard.
The free trial runs the full software on your own files, and our team in Knoxville can help you set up the first job.
