ActiveInfo: The smart platform for structured collaboration
Legal and tax advisory teams, as well as small and medium-sized businesses, deal with a large volume of documents, emails, and information on a daily basis. Contracts, legal briefs, receipts, project documents, and correspondence are generated in various systems and must be reliably stored and retrieved.
As a result of these factors, a significant portion of working hours is spent on administrative tasks such as searching, filing, or coordinating – both in law firms and in small and medium-sized businesses.
Kendox ActiveInfo is a document-based work platform designed to address this very need by centrally organizing information – whether it involves clients at a law firm or projects and business processes within a company.
One platform – multiple use cases
Kendox ActiveInfo provides a platform that addresses diverse requirements with a unified approach: All relevant information is consolidated into structured digital files and organized within its respective context.
The specific use case varies depending on the field of application. Law firms, tax advisors, and auditors typically work with client files, while small and medium-sized businesses use project, customer, or business files. The underlying logic, however, remains the same: all information related to a case is centrally accessible, clearly structured, and traceable at any time.
Key Features
Digital file structure
The digital file serves as the central access point for all information related to a case – whether it involves a client matter or a project. Documents, emails, contracts, and other content are stored in a structured manner and remain traceable at all times. All parties involved work with the same information and have access to the most up-to-date version. Versions and revision histories are automatically documented.
AI-powered document search
The built-in search feature allows you to find content quickly and efficiently – not only by filename but also by document content. This significantly reduces the time spent on research and makes it easier to work with large documents. Additionally, content can be summarized automatically.
Automated workflows
Recurring workflows such as reviews, approvals, or coordination can be standardized and automated. In law firms, for example, review processes between tax advisors and attorneys can be mapped out. In companies, project-related approvals or internal coordination can be structured. This ensures clear responsibilities and more efficient processes.
Seamless system integration
Kendox ActiveInfo integrates seamlessly with the systems already used in day-to-day work. Emails can be archived directly from Microsoft Outlook, and documents can be edited in Microsoft Word and shared via Microsoft Teams. Data is synchronized and processes are supported end-to-end through interfaces with Microsoft Dynamics, SAP, Personio, and DATEV. For law firms, integrations with beA and beSt are also available to systematically integrate electronic communication and master data.
Connecting teams and partners
Kendox ActiveInfo enables structured collaboration based on shared files. External stakeholders can be specifically included, while access rights are managed to ensure compliance with organizational and regulatory requirements. In multidisciplinary law firms, different professional groups work together on cases; in corporate settings, departments and external partners are efficiently integrated into projects.
Compliance and Secure Archiving
Both law firms and companies must comply with documentation and archiving requirements. Kendox ActiveInfo supports this through audit-proof archiving, comprehensive logging of access and changes, and defined retention and deletion processes. Role-based permissions ensure that access is clearly regulated and traceable.
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