Versatile Enterprise

Versatile Enterprise is a records management software designed to help businesses effectively organize and secure their physical and electronic records. It is suitable for companies of all sizes and caters to a wide range of professions and industries. According to the vendor, Versatile Enterprise is specifically tailored for law firms, financial institutions, healthcare organizations, government agencies, and corporate enterprises, providing them with features to streamline records management processes and ensure compliance with legal and regulatory requirements.

Key Features

Manage Clients and Matters: Versatile Enterprise LE allows law firms to easily add and associate client and matter information with files, boxes, and documents, enabling efficient identification and filtering of records based on client and matter when searching.

Manage Electronic Records: According to the vendor, Versatile Enterprise enables centralized access and control over electronic records by allowing users to organize and store documents located in various repositories.

Manage Physical Records: Users can track the location of physical records at all times with Versatile Enterprise, ensuring visibility and control over active files or records stored in boxes.

Manage Emails: Versatile Enterprise allows efficient classification of emails as records, capturing them automatically or manually to ensure proper categorization and management.

Retention Scheduling: Lawyers can simplify retention management by scheduling the physical transfer and destruction of records using Versatile Enterprise, which automatically calculates dates based on assigned record series.

Manage Images as Records: Versatile Enterprise facilitates the management of images as records, allowing users to categorize them based on content, sensitivity, and other criteria for proper handling and retention.

Complex Record Structures: Versatile Enterprise supports the definition of multiple-level record structures, reducing classification errors and enforcing standardized record series structures.

Legal Holds: With Versatile Enterprise, users can place legal holds on relevant records, ensuring their preservation and preventing inadvertent destruction or alteration.

Audit Control: Versatile Enterprise provides transparent tracking of changes made to records, allowing users to monitor and review the history of modifications and revert properties if needed.

Saved Searches: Users can save common or complex searches in Versatile Enterprise, eliminating the need to recreate search criteria repeatedly and enhancing efficiency.