Products

XE Features

Catalyst XE's features allow teams to share files securely and work together efficiently and effectively on cases, claims and other complex matters.

  • Familiar Interface: XE's Outlook-style interface is simple and easy to use. No need for extensive training. Calendar and contact items can be sent directly into Outlook.
  • Powerful Search and Reporting: Search across matters for documents and other information using combined field and text criteria.
  • Email Enabled Folders: Send email and documents directly into folders on the site. The system will store the original email and its attachments in your folder as linked files.
  • Batch Upload Documents: Create document folders and sub-folders at every tier. Add documents individually or use batch uploads to add multiple documents at a time.
  • Extended Reporting: Use the report writer to create customized status or case reports and export them into Excel or Word for distribution.
  • Complete Site Administration: Site administrators can manage users and set up new matters. Matters and folders can be locked down for limited access.