EVOLUTION Legal Technology Solutions

Trumpet, Inc. has changed the name of Maestro and Express Profile and combined them into one powerful product with a lower price tag.  The new Symphony Suite, when combined with Worldox, provides fast, efficient, “nothing missed” management of documents, no matter where they come from.

The basic process for paper documents is they need to be scanned, profiled to Worldox and OCRed so they are text searchable.  Symphony Suite provides a workflow to process these documents accurately and faster, while the OCR is performed in the background.

Let’s review how Symphony Suite works: 

Step 1.  The incoming documents go to the attorney, paralegal, or secretary, who knows how the document should be profiled.  She clicks on the Symphony shortcut, fills out a Worldox profile and enters a reservation number which is linked to a barcode separator page.  She places the barcode page on top of the document, and goes on to the next.

Step 2.  The scanner operator picks up the stack of documents, places them in the scanner, and scans to the Profiler folder.  One batch – one button.

Step 3.  The Profiler software reads through the documents in the folder, matches their reservation number to their profile and saves them to Worldox.

Step 4.  Symphony OCR monitors for new documents and places them in the OCR queue.

Symphony also takes care of Legacy documents, and image or PDF documents that come from other sources (Email attachments, E-fax, CD).  All document locations known to Worldox are scanned for documents that need to be OCRed, which are then placed in the OCR queue.

Two other noteworthy features are Layout Correction and Content Preservation.  If the document has been scanned upside down or is landscape when it should be portrait, it will automatically be corrected during the OCR process.  The OCR engine used is rated as 99.99% accurate, and will not impact, deface, or change the original document in any way.

For Worldox users, Symphony Suite is an excellent addition - providing the tools to deal with existing documents that may not be text searchable (which seriously impacts their value as a knowledge resource), and scanning documents into Worldox faster and more reliably.  One button scanning for the operator, less time waiting for the scanner to OCR, and less room for error since the document is profiled only once.

For more information, contact Evolution Legal Technology Solutions, LLC, or find more info on Trumpet, Inc.’s website: www.trumpetinc.com

Lisa Medina has worked as a software consultant for over 20 years, specializing in law office management and productivity software.  She maintains certifications in several premier products, including Time Matters, Billing Matters, Worldox and HotDocs.  As a partner in Evolution Legal Technology Solutions, her goal is to help firms realize the full benefit from their technology and software investment, through proper implementation, integration, and training.