Overview

I-nnovate's KwikTag connector for ADERANT Expert allows users to intake and retrieve scanned images associated with transactions directly in Expert, without any need to switch between financial software and imaging software. Documents are added as users create or edit transaction entries, and the metadata needed for KwikTag profiling is automatically extracted from the Expert form data which the user has entered. When viewing an existing transaction entry, users can display a list of associated KwikTag documents, and retrieve any of those documents for immediate viewing.

Points of Integration

I-nnovate has embedded KwikTag functionality into the following Expert modules:

• Accounts Payable (Centralized & Distributed)
• Accounts Payable Edit
• Check Print
• QuickCheck
• Client Disbursements
• Prebills
• Bills
• Accounts Receivable
• QuickLook
• Custom Imaging Station

Additionally, I-nnovate has included a custom Imaging Station to support all Matter-centric and general firm-related documents to be digitally filed and retrieved with ease.

With the DocuDraft billing integration, the backup images associated with a bill or prebill can be automatically included in the generated document.

If your firm has needs for integrated functionality beyond the modules currently available, I-nnovate will be glad to discuss a customized solution that completely satisfies your specific imaging goals.

For additional information on ImageTag® KwikTag, click here.