VERTICAL MARKETS | FINANCIAL

Financial Services firms require a secure and reliable tool to manage their client records as they stay in compliance with SEC regulations. From the initial Client Profile and Transfer of Asset forms through Execution Notices, Wire Transfers and Client Correspondences, the paper trail seems to go on forever.

SmartSearch provides GAs, DAs or Broker-Dealers with the means to eliminate paper-based filing as you manage your client records with far greater efficiency. Scanned or imported records are stored in a powerful Microsoft SQL Server database allowing users to recall documents based on a variety of search methods, including Client, Customer or Trustee Name, RR Number, Trade Execution Date or Transfer Date. As with all SmartSearch databases, users can easily customize the Financial Services database to their individual needs.

Once documents are retrieved they can be annotated, redacted or electronically signed prior to being distributed through your choice of email, fax, print or CD export. Your documents, of course, are protected from permanent change and an audit trail of all document related activity is maintained.

Call Square 9 Softworks today to learn more about how SmartSearch can help make your firm more efficient, secure and compliant as you provide your clients with a higher level of customer service.

VERTICAL MARKETS | LEGAL

Regardless of the type of law your firm practices, there is one constant: paper. The documents comprising a single case file can be voluminous. Discovery documents, motions, pleadings and judgments make up just a few of the documents that must be permanently archived within the average firm. And the amount of paper doesn’t change whether you are practicing Commercial Litigation, Divorce, Personal Injury, Workers Compensation or General Practice Law.

SmartSearch provides law firms with the means to eliminate paper-based filing as you manage your client’s files with far greater efficiency. Scanned or imported records are stored in a powerful Microsoft SQL Server database allowing users to recall documents based on a variety of search methods, including Client, Customer or Trustee Name, Matter Number or Matter date just to name a few. As with all SmartSearch databases, users can easily customize the Legal Services database to fit their individual needs.

Once documents are retrieved they can be annotated, redacted or even signed electronically prior to being distributed through your choice of email, fax, print or CD export. Your documents, of course, are protected from permanent change and an audit trail of all document related activity is maintained.

Call Square 9 Softworks today to learn more about how SmartSearch can help make your firm work more efficiently and, securely as you provide your clients with a higher level of customer service.

VERTICAL MARKETS | HEALTHCARE

Medical practices continue to fight a constant battle against paper. Despite the emergence of Electronic Medical Records (EMR) solutions, the amount of paper in modern practices continues to present a problem. That’s because information is coming from a variety of sources, which are not limited to patient records alone. Explanations of Benefits (EOBs) arrive from the insurance companies, referrals are received from other doctors and the tide of requests for immunizations rises at the start of each new school year. You cannot eliminate the flow of paper but you can manage it in a much better way.

SmartSearch provides practices with a secure means to eliminate paper-based filing as you manage your patient records with far greater efficiency. Scanned or Imported records are stored in a powerful Microsoft SQL Server database allowing your staff to recall records based on a variety of search methods, including Patient Name, Patient ID, Medical Record Number, or Date of Service just to name a few. As with all SmartSearch databases, users can easily customize the Healthcare database to their individual needs.

Once records are retrieved they can be annotated or redacted prior to being distributed through your choice of email, fax, print or CD export. To assist you with HIPA compliance, your documents are protected from permanent change and an audit trail of all document related activity is maintained.

Call Square 9 Softworks today to learn more about how SmartSearch can help make your practice work more efficiently and, securely as you provide your patients with a higher level of service.

VERTICAL MARKETS | GOVERNMENT

There is no greater challenge for the effective management of records than in government. The shear volumes of paper being generated in conjunction with the number of applications and departments demand a powerful but flexible document management solution. Management of RFPs, POs and Vendor Invoices in the Business Office, Ordinances and Meeting Minutes in the Clerks Office, or Arrest and Incident reports in the Police Department are just a few of the many applications you can manage more efficiently with SmartSearch.

SmartSearch provides Government Agencies with the secure means to eliminate paper-based filing as you manage your records with far greater efficiency. Scanned or imported records are stored in a powerful Microsoft SQL Server database allowing your staff to recall records based on a variety of search methods that you can define to maximize search results. As with all SmartSearch database, users can easily customize their department’s database structure to meet their individual needs.

Once records are retrieved they can be annotated or redacted prior to being distributed through your choice of email, fax, print or CD export. To assist you with records management compliance, your documents are protected from permanent change and an audit trail of all document related activity is maintained.

Call Square 9 Softworks today to learn more about how SmartSearch can help make your staff to work more efficiently and securely as you provide your taxpayers with a higher level of service.

VERTICAL MARKETS | MANUFACTURING

In order to survive in today’s world of manufacturing, companies need their staff to work both hard and smart. SmartSearch provides manufacturing organizations with the tools to do both. Rather than endlessly searching for Work Orders, Heat Certifications or Material Safety Data Sheets, SmartSearch delivers them to your desktop in seconds.

SmartSearch is also a critical component on the road to ISO 9000 compliance. In addition to addressing the areas of document control, records management and storage, SmartSearch can also manage your forms, manuals and checklists as you work through the certification process. Documenting procedures in a centralized database means that all departments can quickly reference pertinent information as needed.

SmartSearch provides manufacturers with the secure means to eliminate paper-based filing as you manage your records with far greater efficiency. Scanned or imported records are stored in a powerful Microsoft SQL Server database allowing your staff to recall records based on a variety of search methods that you can define to maximize search results. As with all SmartSearch database, users can easily customize the manufacturing database to meet their individual needs.

Once a record is retrieved it can be annotated, redacted or even electronically signed prior to being distributed through your choice of email, fax, print or CD export. To assist you with records management compliance, your documents are protected from permanent change and an audit trail of all document related activity is maintained.

Call Square 9 Softworks today to learn more about how SmartSearch can help make your staff to work more efficiently and securely as you provide your customers with a higher level of service.

VERTICAL MARKETS | MORTGAGE and TITLE

There is no single market segment that generates more paper than the Mortgage and Title Industry. With the size of a closed loan document averaging between 80-120 pages, file storage can quickly become an issue in even the largest offices. Title binders are typically no better, resulting in the same premium for file cabinets and office space. SmartSearch can make an immediate impact on your filing requirements as everything from Deeds, Notes and Title Insurance can now be managed in one centralized database.

SmartSearch provides Mortgage and Title companies with a secure means to eliminate paper-based filing as you manage your records with far greater efficiency. Scanned or imported records are stored in a powerful Microsoft SQL Server database allowing your staff to recall records based on a variety of search methods that you can define to maximize search results. As with all SmartSearch database, users can easily customize the Mortgage and Title database structure to meet their individual needs.

Once records are retrieved they can be annotated, redacted or even electronically signed prior to being distributed through your choice of email, fax, print or CD export. To assist you with records management compliance, your documents are protected from permanent change and an audit trail of all document related activity is maintained.

Call Square 9 Softworks today to learn more about how SmartSearch can help make your staff to work more efficiently and securely as you provide your customers with a higher level of service.

VERTICAL MARKETS | EDUCATION

Affordable, easy-to-use and reliable, SmartSearch quickly transforms your district into efficiency and compliance.

How will SmartSearch deliver efficiency within your school district?

• By eliminating paper based filing and providing fast, district-wide access to student records
• Through direct document access from PowerSchool®, eSchoolPlus and other student information systems
• Through the ability to easily search and locate student records based on student name, student number or key word searching – all with the click of a mouse
• With the implementation of eForms to standardize data collection and ensure it is complete
• With tools for creating powerful student portfolios through scanned or imported projects
• Web capabilities that enable parents real time access to their child’s schoolwork and admissions personnel access to report cards and transcripts
• With rapid access to student progress reports and PPT notes
• Through FERPA compliance
• By providing IEP approval routing and conditional notifications

SmartSearch provides school systems of all sizes with a powerful tool to spearhead their green office initiative. As a secure means to eliminate paper-based filing, SmartSearch delivers the ability to manage student records with far greater efficiency eliminating the retention of student records including storage intensive PPT’s, IEP’s and 504 plans.

SmartSearch securely stores all your documents including scanned records, emails and MS Office files where they can be instantly accessed from your student information system, desktop or even from email. The complete flexibility of SmartSearch means that users can easily customize the system to meet the individual needs of your district.

VERTICAL MARKETS | DISTRIBUTION

Affordable, easy-to-use and reliable, SmartSearch can quickly transform your deliveries into a totally digital, virtually paperless organization.

How will SmartSearch drive efficiency within your organization?

• By streamlining business processes and providing fast, company-wide access to documents
• Through the ability to easily search and locate delivery information with the click of a mouse
• With decreased administrative labor costs by eliminating paper based filing
• By automating pick ticket to invoice & purchase order matching
• With streamlined Proof of Delivery by automating barcodes and capture from MFP

SmartSearch provides organizations with a secure means to eliminate paper-based filing as you manage your delivery records with far greater efficiency. SmartSearch securely stores all your documents including scanned records, emails and MS Office files where they can be instantly accessed from your enterprise resource planning software, desktop or even from email.

Now staff members can recall records based on a variety of search methods, including Delivery Date, Route Number, Destination, or Product Delivered just to name a few. The unique flexibility allows you to easily customize your database to the individual needs of your organization.