Working in the legal industry involves keeping a whole lot of records. One of the things your performance as a law firm owner will be judged on will be your record-keeping skills. This is why you need to make sure that you are storing and maintaining records the right way. Here are 3 useful tools to make use of.
1. Dropbox is a Handy Tool for Document Management
When it comes to handling matters of L&I in Seattle, your law firm has a distinct advantage. This will be the ability to make use of a whole host of modern software tools that can help you organize your documents. Thanks to a huge advance in tech, doing so will be easier than ever. The key will be to find the tool that fits best with your personal needs.
If you are searching for superior document management basics, your best bet will be to make use of tools such as Dropbox. In many cases, you may well be able to get by with the free pilot option. But even if you find yourself having to make the upgrade to the paid version, it will be a very cost-effective investment.
Dropbox and its rivals in the industry are based on a series of very simple document management principles. The aim here is to collect, organize, and store all of the documents that you need to relate to a particular case. If you like, you can narrow down each collection to refer to individual aspects of each case.
With that being said, it needs to be understood that Dropbox is good for smaller law firms and the more simplistic aspects of document collection. If you want to store and organize larger collections of documents, you will need to move up to a series of more complex tools. A few can be listed below in this article.
2. Use Conga Composer for Expanded Document Management
There are plenty of excellent new software tools that you can use to manage a much larger amount of legal data. One of the most important tasks you are going to need to perform on a regular basis will be to generate legal documents from a handy series of prefab templates. The best tool to use in this case will be Conga Composer.
When you find yourself needing a fast and very reliable means of generating lots of documents in a hurry, the Composer program is a top choice. It has all of the tools you need to first construct the templates you need to make the documents. Once those are in hand, you can quickly make hundreds of documents on the fly.
Conga Composer is an excellent tool to help you to create documents, organize, and maintain them in a strict classification. This will give you the ease of access that you will need to quickly peruse and summarize these documents in the course of your current case. The system is well supported and cost-effective.
3. Docrio Gives You Ease of Access to Documents
Another very well-known and top-selling legal data management tool is Docrio. This is a system that has received rave reviews from industry experts and law practice owners around the world. It’s a fairly simple system that is set up to create, store, and manage a wide variety of files in a convenient central nexus.
The function of Docrio is essentially composite in nature. It combines the basic functions of a document generation system with a complete storage and management center.
You should note that the system will also give you the ability to connect in an instant fashion with specific clients, cases, or ongoing legal matters. You can thus integrate all of the existing data into your current project to facilitate easier access and reference.
Document Storage is a Matter to Take Seriously
When you are storing documents for your legal career, you need to take this action seriously. This is not an area that you can afford to cut corners on. You need to make sure that you are using the very best legal data software tools. The sooner you make the upgrade to the right tools, the better for your firm.