Catalyst XE provides a secure, integrated web-based platform to help distributed teams manage M&A, due diligence and complex regulatory and financial transactions. Designed to look and work like Outlook, the system allows users to upload contracts, corporate records and other key documents in folders and sub-folders they create. It also allows them to share calendars, tasks, contacts and collaborate on all aspects of the transaction.
Delivered "On Demand," XE allows your team to share information securely and to work more efficiently across multiple organizations-corporations, counsel, bankers and other professionals. No investment to make, no software to manage, no people to hire. And, you can connect your entire team, wherever they may be.
The Features You Need
XE provides the features legal professionals need to review files, share work product and meet deadlines on one complex matter or dozens of related transactions.
- Home Page: Information rolls upwards from all your matters. At a glance you can see recently-added documents, current calendar events, news and tasks from anywhere on the site.
- Lower Tiers: XE lets you manage all of your matters in a single, integrated system. Build out lower tiers by client, matter or deal choosing the folder types you need (documents, tasks, calendar, news, etc.)
- Document Folders: Create document folders and sub-folders at every tier. Add documents individually or use the batch upload feature for multiple documents. All file types are supported. Email messages from the system can automatically be sent out to let users know you have uploaded new documents.
- Email Integration: Any document folder can be email-enabled with an address you choose. Send email and document attachments directly into any document folder or copy the folder for routine correspondence. The system will store the original email and its attachments as linked files.
- Outlook Integration: Calendar and Contact folders integrate easily with Outlook. Simply send appointments by email or add calendar and contact items directly into Outlook.
Powerful Search
Search for documents and other information throughout the system (across matters and folders) using simple text phrases or combined field and text criteria. Use the report writer to create status or case reports and export them into Excel, Word, HTML or XML for distribution.
 |
Next: Back to the Catalyst XE Overview |  |