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Three tips for managing legal documents more effectively

Running a successful law practice requires the utmost organization and attention to detail when it comes to managing documents.

But if you have an outdated document and email management system, you’re likely not using the most efficient processes and could be risking misplacing key client documents–which can slow down productivity and possibly drive away clients.

But how do you know what kind of new document management solution would work best in your firm?

These three tips for managing legal documents can help you organize your entire practice and work faster and smarter.

1. Map out your company’s system processes and workflows

When you take a comprehensive look at your current processes and workflows, you can understand where major inefficiencies are. After identifying those areas, create workflows that make more sense for your practice.

2. Review your company’s security requirements

Use your updated workflow map to ensure each touchpoint has the right security levels to ensure compliance. Then, review your clients’ security policies to see how long and where they require you to store their documents, as each client could have different regulations. Further, check into global regulations for how documents must be stored, which could differ in each region in which you do business.

3. Identify and unify the tools your end users need

Create a master list of the common productivity tools your end users expect, such as document comparison, versioning, and filing suggestions. Also, identify the integrations you need for your back-office systems, including email, time and billing, and HR. Make sure your new system integrates with all these tools for a seamless workflow.

Next, evaluate which software is the best fit for your firm’s new document management system. Users may expect certain features, including the integration of emails, accessibility of documents on the go, AI capabilities, and the ability to collaborate with others.

Benefits of managing and organizing case documents

By implementing a document management system, your firm can become can better organized more productive and offer users easier collaboration. Look for a DMS that helps you effectively manage your legal documents and case files and matches the way you work every day so you can increase your firm’s success.

iManage is the market-leading document and email management system. When you implement iManage in your law firm, you can improve productivity, increase document security, and boost collaboration. Contact us today to learn more about how to manage and organize your firm’s documents with iManage.

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Inside iManage

Inside iManage blogs are reflective of a combination of authors among our various teams.