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Turn a box of case files into something you can search

Litigation support, Bates numbering, discovery, and title files: the paper a firm can't afford to lose track of. Court e-filing · Client confidentiality · On-premise.

The difference between finding a document and not finding one is, on a bad day, the difference between winning a case and losing it. Most federal courts and a growing number of state courts now require electronic filing, and clients increasingly expect the same turnaround from their firm that they get from everything else in their life. A scanning workflow built around "someone in the file room gets to it" isn't built for either.

What SimpleIndex does here

Five configurations cover most of what a firm needs from document capture. Each is the same engine, aimed at a different part of the case file.

Configuration

Stamp sequential Bates numbers into every page as it's captured, with the numbering scheme you already use, so a production set is ready to go out the moment the review is done.

Uses electronic Bates stamping · batch processing

Title & settlement file capture

Configuration

Built for RamQuest firms: title commitments, settlement statements, and recorded documents captured and indexed to the file the way your title plant already organizes them.

Uses classification · database lookup

Configuration

Define what a complete case file looks like (signed retainer, exhibits in order, service confirmations), and get flagged the moment something's missing, not during a deposition.

Uses document presence auditing

Configuration

Every page gets a text layer as it's captured, so a production set is full-text searchable the moment it's built, with no separate OCR pass required before review.

Uses full-page OCR · searchable PDF

Configuration

If your practice or case management system has a folder, a database, or just a user interface, case files can get into it automatically, including systems with no import API at all.

Uses RPA · database export

Compliance & records fit

The regulations that actually govern a case file today, and where this software sits against each one.

Court e-filing rules
Files come out numbered, named, and searchable, already in the shape most e-filing systems expect.
Client confidentiality / privilege
Recognition runs on your own hardware; case files aren't read by a third-party cloud service to get indexed.
Chain-of-custody & completeness
Presence auditing and Bates numbering both produce a record of what was captured and in what order.
what_if_yours_is_different

None of these is quite your workflow?

That's the normal case. Everything above is the same software configured differently for a particular kind of chart or claim.

Send us a handful of de-identified charts or claims forms 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.

How it goes
You tell us what you're processing
A short form. Document types, volume, where it needs to end up
We get in touch
Email or a call, whichever you prefer
We talk it through
What you need, and whether SimpleIndex is the right tool. Sometimes it isn't, and we'll say so
You send sample documents
A redacted case file, real pages with names blacked out
We build a working job
On your files, and run it with you
What it costs
Nothing unless you buy. If you do, the setup is billed at the consulting rate

Try it on your own documents.

Buy SimpleIndex Now!

Try it on our sample files, or send us yours and we'll set up a real job — you only pay for that setup if you buy.

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