What does document management for lawyers mean to you? Are your files neatly organized? As an attorney, you have nothing without your documents. Your client’s cases are based entirely on presenting the best case, but you can’t present that case without proper document management.
If your document management system consists of reams of paper, over-stuffed file folders, and bulging file cabinets, your system is out of date. It is time to move up to software-based document management for lawyers. With software-based document management, your files will no longer come up missing or be subject to the dreaded coffee spill. But, what do you look for when selecting the right document management software for your law office? Let’s take a few minutes to explore the benefits of document management for your law office and how to select software.
What exactly is document management for lawyers? Document management for lawyers is a centralized database that organizes your legal documents. This organized system allows for easy searching of specific records. Additionally, the software can not only help you to organize documents, it can also help you manage your workload. How can the software help you to manage your workload? You can manage your workload by keeping track of your calendar, court dates and times, and other appointment reminders. Furthermore, your document management software can assist you in collaborating with other lawyers in your office. Moreover, you can use the software to submit documents to the court and enhance communication with clients. Most importantly, this document sharing capability is secure. You can protect confidential client information from being exposed to unauthorized parties.
The security of client records is one of the most important aspects of your law firm. A data breach can get in hot water with the client. In addition to trouble with your client, you can also face sanctions from the American Bar Association. If your paper documents get into the wrong hands, you can be subjected to large fines in the thousands of dollars. Obviously, the security features of document management for lawyers is a major selling point.
When should you upgrade to software-based document management for lawyers? While the cost of a new system can be concerning, document management will pay for itself. Your increased efficiency, productivity, and professional presentation will add prestige to your law office. Moreover, your client records will be secure.
Some things to consider when selecting the right document management for lawyers includes the following. Is your software compatible with cellular devices? As an attorney, you must have access in all locations and through any device. What pricing options can you choose from? Depending on what you can afford, there are several options available. Other things to consider are search features, PDF functions, scanning features, and options for user access allowances.
As an attorney, you must keep your client’s information secure. Not to mention, if you are unorganized or lose documents, you will not only hurt your reputation but also your clients’ cases. A great way to prove that you are taking care of both needs is through document management for lawyers. When selecting a great document management software package for lawyers, you must consider the above factors.