In today’s business climate, professionals are expected to stay connected with their email, enterprise systems, customers and colleagues at all times.

This shift in work practices, the evolving regulations requiring proper retention of client documents and correspondence, and the continuing market momentum of mobile devices has instantly created a new challenge for both professionals and IT. How can mobile professionals be productive, responsive, and provide clients accurate information about the status of their current engagement while all they have is their mobile device? And, how does the firm ensure that client correspondence is incorporated properly within the client file? With the increased use of mobile devices, more and more e-mail an already difficult form of content to manage is not easily captured for the purpose of both records retention and team collaboration.

Successfully managing data on mobile devices requires a solution that provides a fluid user experience that enables good working practices when using a hand-held device and resolves the challenges these new, much smaller form factors expose.

For the first time, it’s now possible. WorkSite Mobility brings key capabilities of Interwoven’s award winning WorkSite document and e-mail management solution to the BlackBerry. Through an innovative approach for filing email and over-the-air information synchronization, mobile users now have a new unique capability to interact with client files and store, send, and attach WorkSite documents to e-mails while collaborating with colleagues or communicating with clients.

Interwoven WorkSite Mobility

• Get a quick view in a single BlackBerry screen: “WorkSite Today” keeps professionals abreast of active engagements, their most recent documents, missed calls, and the day’s schedule while on the move.

• Over the Air access to WorkSite delivers full metadata searching, folder access, document viewing, e-mailing, printing, and faxing – keeping professionals synchronized with the latest information and updates.

• Profile one or more e-mails into client, matter, engagement or personal folders. Automatic profiling makes it easier for professionals and ensures all e-mail related correspondence for a current engagement is readily available to professionals and staff.

• “Profile and Send” (PAS) allows professionals to easily select an engagement and a WorkSite folder to store e-mail within so all subsequent e-mails are seamlessly profiled and filed.

• Integrated with both Outlook and WorkSite, enabling e-mails within selected engagement folders to be synchronized on the BlackBerry – document and folder changes are updated on the next synchronization and new content is automatically added and retrieved from WorkSite.

• Recent documents can be made natively available on the BlackBerry. Important document sections can be easily referenced without the need for a faxed copy or pulling out a laptop. And, professionals can easily specify which documents and/or search results to synchronize and cache for reference when on the road.

• View NRL shortcuts and attach NRL links to outbound e-mails

• Both connected and disconnected capabilities; professionals can select items to synchronize on the BlackBerry making them available when out of network coverage. And, folders, client information and meta-data are accessible in both modes – enabling professionals to file e-mails or attach documents while disconnected.
  

• Keeps professionals in touch with the latest client information for faster response times and better overall client service.

• Delivers powerful WorkSite capabilities to their fingertips, enabling them to be more productive while out of the office and maximize their time usage.

• Addresses key challenges of document and correspondence retention by making it simple for professionals to locate and file important information that might otherwise be passed over.

• Keeps professionals on top of their workload, either connected or disconnected, professionals can still locate, queue, and file e-mails while on the go.