Legal

Let Shoreline help you to take control of your files

Shoreline Records Management specializes in off-site legal document management, file storage, secure document destruction, and outsourced legal document scanning, coupled with a unique experience that allows us to serve as the right partner to law firms of all sizes.

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We have worked with Shoreline Records for several years; they’ve handled both large and small projects for us and all were completed in a timely and professional manner. Tom and his staff communicated throughout the projects, making sure everything was done to our standards.

Mary Beth Cunningham

Carter, DeLuca & Farrell LLP

"I have worked with Shoreline for over 18 years, and they have always been professional, responsive and accurate. Tom and his staff are all very attentive, and quick to respond to their customer's inquires and needs."

Hellman Chica

Penny Imaging Exchange Inc

"What a pleasure to work with! We have been working with them for 12 years. Everything runs smooth, and so easy to access the files they scan for us."

Janice Scutaro

D'Addario & Company Inc.

The Bayville Fire Company #1 was preparing to celebrate its 100th Anniversary. We wanted to scan all our meeting minutes and keep our bound journals intact since those had handwritten notes dating back to our founding as a company. Tom from Shoreline Records Management met with us in person to discuss our document management needs. Now, 100 years of documents are safe and can be easily accessed on the computer. Shoreline has been a strategic partner for our fire company in preserving our history and digitally maintaining our documentation.

Ryan M.T. Roethel

Past President - Bayville Fire Company #1, Bayville, NY

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Document Scanning for Law Firms

The legal profession is heavily dependent on timely access to accurate information. That’s why it’s so critical that law firms, attorneys, and other legal professionals choose a partner that provides legal document management services geared towards their specific needs.

We’ve worked with hundreds of law firms to implement internal document policies and legal document management solutions. We bring that experience to each and every one of the clients we serve.

Specifically, we offer legal document management services to help manage the myriad of information that is created and stored within their operations, including:

Financial Records:

General Ledger
AP/AR Files
Banking
Tax Information
Timekeeping

Administrative Records:

Human Resources
Insurance
Corporate Files

Client Files:

Time and Billing
Trust Account Records
Case File Summaries
Correspondence
Court Transcripts
Contracts
Estate planning
Depositions
Briefs

Screenshot of ScView - software to host Legal Documents online

Our Legal Document Management Services include:

Secure, off-site legal document storage
Fast turnaround times
24-hour, 7 days per week access to legal files and information
Online access to request files and review inventory
Secure document destruction
No long-term contracts

What are Shoreline’s specialties for helping Law Firms?

A set of Indexed cards organized by the letters of the alphabet

Dedicated Indexing

If you need to retrieve a case file instantly, we’ll set the case file as one “index field”. We can set as many indexes as you’d like so that you can quickly access the information that you need.

Bate Stamping

In addition to scanning and indexing your files, we will bate stamp them according to your criteria.

Man holding tablet that says Optical Character Recognition. One of the main services for Legal firms

Full-Text Optical Character Recognition

We’ll create searchable PDFs so that you can access a specific set of words.

Integration with Case Management Systems

We will work with your IT Department to get your scanned images imported into your current management system. We will present a free demo of our document management system if you don’t currently have one. If you prefer to have your scanned files to be sent in a different way, we will gladly deliver them according to your choice.

The Benefits of Legal Document Management:

Save Space

Eliminate the need for filing cabinets that take up valuable office space.

Reduce Paper

Reduce the amount of paper your firm uses and save time making photocopies and producing duplicates of the same document.

Increased Access

Electronic documents can be retrieved with a simple search, saving you time and the hassle of locating records in your office. Once your digital document is located, sharing it with fellow employees and attorneys is as simple as sending an email.

Increased Document Security

Scanning and implementing a document management system is the best way to protect your firm’s and others’ critical information.

Our Document Scanning Process

Shoreline Records Management Industry Solutions

Step 1: Transporation

Our team will pack and retrieve your records.

Step 2: Document Preparation

Prepare the documents for scanning. Remove clips, sticky notes, and other items and make documents ready for the scanner.

Step 3: Document Scanning

Scan documents using our high-speed document scanners.

Step 4: Quality Control

Quality control is performed to ensure readability and quality.

Step 5: Indexing

Index key data per request.

Step 6: Document Integration

We integrate and upload your documents to your document management software.

Consider The Shoreline Difference

With over 20 years of information management experience, our team of experts can address many issues your business may face, including developing a document management plan, designing appropriate file structures and taxonomies, and outlining a destruction plan.

Located in Long Island, New York, SRM offers a full suite of comprehensive offsite document management services and document scanning solutions. We help companies reduce costs and improve efficiency by serving as a trusted advisor and supporting your document management program.

Whether your business has 50 employees or 50,000, our team of professionals understands the challenges of tracking and managing a records retention schedule.

Our Legal Services

Document Scanning

Our document scanning service provides your nonprofit with the files you need in a digitized format. You will no longer need to fax or make copies; instead, just simply search and share your document.

Document Storage

Are your file cabinets maxed out? Are boxes of important information scattered around your office? You may not need these documents daily or even monthly, so scanning may not be the best fit for you. Let us store your essential documents giving you peace of mind that they are safe and secure and out of your office.

Document Management Software

Through a web-based document repository, you can have access to all of your documents in a matter of seconds. Shoreline can load all of your scanned files into an online solution for easy access.

Ready To Transform Your Document Experience?

Whether you'd like to get more office space by outsourcing your documents or decide that you'd like to automate your current document workflow, Shoreline is here to help!

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