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MereSecure® XMS: Legal

We see value in using XMS: eXchange Management System for the Legal industry.

Identify collateral inventory, portfolios, multi-parties, acquisitions and trust administration

Collect vendor and risk management due diligence documents

Employers need to collect tax forms from employees and contractors for filings

Deliver contracts, input responses and final reports or deliverables to clients and customers

Why MereSecure® XMS: Legal?
Attorneys deal with paperwork all of the time. They advise, create agreements, contracts, trusts, mergers, acquisitions and affidavits to name a few. They interact with clients and outside participants. They send and receive files using different tools. Whether internal or external users, everyone should provide the proper documentation. Existing file servers and vaults are best for internal users but whenever documents and forms are shared between one or more external parties these same organizations rely on email, courier delivery and fax services. In addition, external cloud sharing platforms only provide file storage plus a form of group collaboration but are typically limited with top level folders and file server like features for the external parties. The XMS platform provides a way to send and ask to receive information without having to collaborate at all. All with a one time upload of needful documentation. XMS provides an online work desktop to staff and all invited third party participants. XMS is easy to train on and accessible from anywhere an internet browser is installed. XMS allows you to share any information with clients, tax preparers, affiliate partners, sub-contractors and other important contacts. This interaction needs to be fully secure and without separate emails repeatedly uploading the same attachments. This interaction needs to be easy to manage. This interaction is best handled with the XMS: eXchange Management System platform. Please contact us TODAY!
What are some XMS product benefits?
  • Setup an exhibit to request vendor management compliance of all third-party services contracts
  • Setup an exhibit to send clients responses for questionnaires, tax returns and other verification information
  • Deliver forms for questionnaires, feedback, registration of your services - required responses
  • Deliver documents to clients, customers, suppliers, contractors, employees and vendors
  • Send required documents and forms to regulatory agencies securely
  • Send required documents and forms to state, county and city agencies securely
  • Collect signed change orders from owners securely
  • Keep track of all clients and manage annual required documentation
  • Searchable system of record of all activity with outside participants
  • Provide history audit trail of when a document has been downloaded or uploaded and by who
Additional XMS product benefits
  • High upload maximum filesize limit - beyond that of typical email limitations
  • Automated flow control with searchable elements
  • Input full contact/company information for easy search and re-use
  • Quickly see who has access to documents, restrict access to groups of files
  • Send repeat bundles of files quickly by setting up packages
  • Categorize and add custom parameters to files such as approved by, review date
  • Highly scalable n-tier architecture
  • No software to install (internet browser only)
  • Simple license pricing (SLP)
  • Integrate with any third-party forms package
Many documents are shared with third parties
  • Accounting Documents (Profit & Loss, Balance Sheet)
  • Benefits (Medical, Dental, Vision)
  • Bid and Proposals
  • Billing Receipts
  • Certifications & Trade Specialties
  • City Business License
  • Customer feedback and clarifications
  • Employee Handbook
  • Employee Hiring Packets
  • Feedback forms
  • Lender applications
  • Permit & Applications
  • Project Management Meeting Notes
  • Questionnaire Forms
  • Tax Documents (1040, 1099, W-9, I-9, W-4)
  • Training Materials
  • Work schedules