Editor's Note: Take a look at our featured best practice, Learning Organization: 5 Building Blocks (37-slide PowerPoint presentation). Organizational theorists differ in defining a Learning Organization. Some suggest it as an organization skilled at creating, acquiring, and transferring knowledge, and at modifying its behavior to reflect new knowledge and insights. Others define organizations as Learning Organizations when they [read more]
Why Use Cloud Document Management in Your Law Firm
* * * *
Organizations benefit from using cloud-based document management, but some law firms are old-fashioned and may not consider this option. But they should! Below are some significant reasons you might not have considered how cloud document management could help your law firm.
Case Centric Document Management
Document management isn’t just about storage. Law firms use document management software to store legal documents, emails, files related to cases – all in one place. Having all of these documents stored in a single location makes it faster and easier to retrieve and reference documents of all kinds. This means you can search for a record, including a few words from inside the form, and find it in seconds.
Plus, your firm can establish permission settings to ensure access is provided to the appropriate colleagues. For instance, you can give attorneys access to all cases for a single client, only specific cases, by location, type, and more.
Microsoft Office Integration
The cloud content management system can usually integrate with all the tools you currently use to simplify your life. Document management software in the cloud that integrates seamlessly with Office allows you to save an email or document from Excel, Word, or Outlook to an exact case file. Assuming it integrates with Outlook, you can search emails, attachments and obtain contact information for auditing purposes.
Additionally, when you use email and document templates, it’s simple to automate repetitive tasks:
- Drafting letters
- Invoices
- Emails
- Agreements
- Appointment confirmations
This is a fantastic time saver that allows you to reduce work hours spent on non-billable work.
24/7 Secure Access to Files and Documents
Having your vital documents in the cloud means you can get access to anything you need 24/7 from anywhere. Think about how limited you are if critical case documents are stored on company servers and hard drives. What if you need to access those files at home, in court, or on the road?
With documents stored securely in the cloud, attorneys can upload or modify documents and emails and sync data in real-time, no matter if they are on a PC in the office or a mobile device in another country.
When you combine these benefits with automatic backups, unlimited storage, and disaster recovery, document management in the cloud gives law firms scalability and flexibility. And without the high price of server-based infrastructure in the office.
Enhanced Collaboration and Secure File Sharing
An effective cloud-based solution for documents also needs to easily track document changes, showing who made the change and when. You can receive text or email notifications when a file is added to a legal case you’re on, when a team member assigns a task, or when someone completes a task.
You also can collaborate securely with your clients. You can provide third parties access to certain documents in a secure portal to view, edit and download case documents. Giving your clients a simple way to see and share case documents is a tremendous on-demand service that they will love.
Time Tracking and Billing
Keeping an accurate log of your time is vital to monitoring your daily activities. You can log time as you perform work on emails or documents and bill the time to any case. This makes billing and invoicing much more manageable.
When you connect activities and billing in one system, you’re able to review the productivity and efficiency of each attorney and the firm overall.
For law firms that want to succeed in the digital age, the time is here for a flexible, cloud-based document management solution. Give one of these products a try – you’ll be glad you did.
22-slide PowerPoint presentation
In today's business environment, learning and knowledge have become key success factors and intangible resources are of vital importance. The struggle between competing organizations have moved from tangible resources to intangible resources where knowledge and the ability to use knowledge have [read more]
Do You Want to Implement Business Best Practices?
You can download in-depth presentations on Knowledge Management and 100s of management topics from the FlevyPro Library. FlevyPro is trusted and utilized by 1000s of management consultants and corporate executives.
For even more best practices available on Flevy, have a look at our top 100 lists:
- Top 100 in Strategy & Transformation
- Top 100 in Digital Transformation
- Top 100 in Operational Excellence
- Top 100 in Organization & Change
- Top 100 Management Consulting Frameworks
These best practices are of the same as those leveraged by top-tier management consulting firms, like McKinsey, BCG, Bain, and Accenture. Improve the growth and efficiency of your organization by utilizing these best practice frameworks, templates, and tools. Most were developed by seasoned executives and consultants with over 20+ years of experience.
Readers of This Article Are Interested in These Resources
26-slide PowerPoint presentation
According to Peter Drucker, knowledge has power because it controls access to opportunity and advancement. The 21st century is undoubtedly the century of knowledge. The everyday usage of available advanced information and business technologies, and internet in business activities just show how [read more]
|
|
7-page Word document
|
|
167-slide PowerPoint presentation
| |||
About Shane Avron
Shane Avron is a freelance writer, specializing in business, general management, enterprise software, and digital technologies. In addition to Flevy, Shane's articles have appeared in Huffington Post, Forbes Magazine, among other business journals.
