Viewpoint case management

Viewpoint View Manager

Viewpoint View Manager

Lateral Data’s Viewpoint Case Management includes the integrated View Manager for creating and editing document batches and assignments as well as a sophisticated dashboard for selecting projects and viewing project analytics. With Viewpoint’s case management, one can monitor the progress of each case and can be assured that time constraints are being met. Lateral Data’s case management features include:

Viewpoint View Manager: The central searching, filtering and project lifecycle console for project managers and reviewers during all phases of the review process. Project managers can use the View Manager to completely automate the creation or editing of unlimited document batches and assignments simultaneously based on one or more search criteria and/or filters.

User Management: Project managers can use the View Manager to enable, disable, or modify user accounts and settings. Specific roles can be set up to allow secure access to only certain folders or features.

Activity Logs: Clients can monitor their reviewer’s activity with our dynamic activity log system. All actions such as login, logout, searching, and coding can be monitored. By eyeing a team’s progress project managers will be aware whether or not their team is achieving maximum efficiency.

Viewpoint Dashboard: Our graphical user interface is useful for simplifying administration and providing statistics for predictive reporting, deadline compliance, resource quantification, end-user productivity, coding statistics and other detailed reporting required to successfully manage a project.



Dashboard Extension


Dashboard Extension Donut


Dashboard Multi-Panel