Take a proactive approach to monitoring your portfolio of cases nationwide
Knowing the status of case files is vital to any law firm's success. As a result, your staff dedicates countless hours to manually checking case files. These manual checks are not only time consuming, but if they are not checked frequently enough important information could be missed.
HOW IT WORKS You identify the population of files for review, Portfolio Guardian monitors the docket and reports the status of each file. From there, we monitor the docket on an interval basis and report back changes as they occur. Reports are sent to you via integration or through our online dashboard. Standard deliverables include copies of each court docket, as well as a pivot table enabling you to dig into the data so you can prioritize file management.
With Portfolio Guardian you gain a hands-off, automated verification process by file stage. Our file level subscription model includes:
Docket Monitoring is interval-based surveillance of online platforms, providing reporting at the frequency you choose. Portfolio Guardian categorizes significant event activity making it easy to read docket results and to analyze and respond on important events.
Value-added optional feature sets include:
Docket Sweep scrapes the docket for desired docket events, this service is especially useful when onboarding a new client or for Attorney Transfer files
Docket Only provides a screenshot of the current docket
Document Retrieval returns images from online platforms