Intake & Workflow

Route Documents Through Internal Systems and Track Progress

Some enterprise content warrants an official process for drafting new content and incorporating it into the records management system. ZyLAB facilitates a consistent process for the intake, execution, tracking, renewal, and termination of legally-binding agreements of all types, including customer orders, supplier terms, strategic partner agreements, or even employment agreements.

Every ZyLAB intake interface can be customized with the key fields that are relevant to your business process. And our related Workflow technology enables the intake administrator to route documents for review, approval, and filing, and they can schedule subsequent alerts for required actions. An executive dashboard provides a snapshot of the status and value of the agreements, extensive audit trails, and assurance that legal, security, and financial risk is minimized.

Sample Use Cases:

• eDiscovery: Legal professionals may use workflow to facilitate search term approval and thereby reduce risk (by selecting the best keywords) and reduce costs (by managing the quantity of hits). See ZyLAB eDiscovery & Production System.
• Investigations & Law Enforcement: Investigators can prove that certain legal agreements had, in fact, been routed to and reviewed by a specific employee. See ZyLAB Law Enforcement & Investigations System.
• Compliance & Governance: Records managers can ensure that new documents capture all of the required information for compliance, that they are properly filed in the system based on key field values, and tagged with the appropriate retention schedule. See ZyLAB Compliance & Litigation Readiness System.
• Enterprise Information Management: The repetitive, but important business operations such as the creation, execution, and archiving of contracts and membership agreements can be optimized with business process automation.  See ZyLAB Information Management Platform.