Bringing systems together
An optimised selection of cloud-based solutions, seamlessly integrated, could unlock significant strategic advantages for your law firm, says Kaden Smith, director at NetDocuments.
Building your law firm’s tech stack is a process filled with questions: Which systems are essential as opposed to nice to have? Which ones will deliver the greatest return on investment (ROI)? Where can technology result in strategic advantages for your firm?
At the same time, the ways in which people want and need to work have changed, and clients (and potential clients) are expecting better, more modern experiences from their legal service providers.
The key to success – the right combination of cloud-based legal technology tools, seamlessly connected. This enables your people to do their best work and results in better experiences – both internally and for clients.
Elevated case management
The pandemic forced many firms to quickly adapt to some form of remote work, which brought on a surge in adoption of cloud-based technologies. Firms realising accelerated success today are going beyond the cloud-based version of their case or practice management solution (CMS) and adding a powerful document management system (DMS) to elevate the way they work.
Documents are at the heart of how law firms operate, so providing lawyers with tools to access and share important files easily and securely is critical to efficient and more profitable business operations.
Like many organisations using an existing CMS to store and manage documents, searching for and collaborating on files can be difficult – especially for professionals who spend their day working in Word or Outlook, as it takes time to switch between different applications. With a DMS connected to or embedded in your CMS, users can work in Word, Outlook, Teams, Gmail – or any other day-to-day cloud-based applications – and keep documents, emails and other confidential content securely organized and easy to find, access and share.
And then there’s automation
With the combined power of a cloud-based CMS and DMS, your firm can further streamline efficiencies and workflows. Document automation and assembly solutions built into the DMS allow law firms to automate their expertise to produce simple to complex legal document packets. For example, your technology could walk someone through each step in the matter opening process, create the matter workspace, and automatically populate templated documents, which then get saved to the correct locations within the DMS.
But that’s just the beginning. Together, your CMS and DMS solutions can combine to enable you to optimise and even automate many time-consuming and mundane processes, reduce errors, increase productivity and boost efficiency for your firm while increasing your security posture.
This winning technology combo can even help your team improve client service and gain a strategic advantage over the competition.
