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Brochure: Data Pooling and the Matter Record

Data Pooling enables knowledge managers to map and share matter data across documents and integrate it with Practice Management Systems. 

About the brochure

In this brochure, you will learn more about Data Pooling and how it enables the creation of a Matter Record — a datasheet-style document where all key information is captured once, and shared across client documents, and integrated with Practice Management Systems.

Download the brochure