Legal professionals often spend a significant amount of their time sorting through documents. Therefore, the adoption of a comprehensive document management system is essential in enhancing their productivity. Generally, tools such as Microsoft 365 office suite have become widely adopted due to their ability to streamline the process of document management. Above the Law recently added document management expert, Keith Vallely of Epona, to their Non-Eventcast lineup to shed more light on this significant issue that impacts law firms.
In a series of discussions, Vallely clarified the distinction between document organization and document management, emphasizing that the latter is vastily more beneficial for law firms. He further explored the crucial role of search functions in document management, outlining features law firms should prioritize. Explaining the intersection of case management software, productivity tools, and document management apps, he disclosed the crucial place Microsoft has in all of these.
Vallely concluded the discussion with tips on how to best utilize Microsoft’s features to categorize documents according to users’ needs. He further enlightened the audience on workflows within a document management system. For firms struggling with their current document management systems, Vallely’s insights might indeed be quite illuminating.
Notably, the Document Management Buyer’s Guide from Above the Law and LegalTech Publishing offers a wealth of information on upgrading options for law firms. Jared Correia, a consultant and legal tech expert who hosts the Non-Eventcast, pointed out that this hit show is supported by vendor sponsorships.
For more information, you can read the full article on Above the Law.