It wasn’t long ago that law firms had only a few choices when it came to managing their client, matter and firm documents:
- Store files on the local file server (eg: “The G: drive,”), or
- Get an expensive, premised-based law firm Document Management System (DMS).
Today, law firms have much more choice when it comes to managing their documents (managing, in the broadest sense). You still have simple, on-premise file servers and legacy/premise-based DMS platforms; you also have basic cloud storage as well as more sophisticated, modern law firm Document Management software. Even some Legal Practice Management software (that traditionally manages your time, billing, calendaring) has rudimentary document management functions.
In fact, today there are so many options and lots of different (and sometimes contradictory) terminology, it can be hard to make sense of it all. What exactly is document management? Is it the same as practice management? Should I look to the cloud for a solution?
In this guide, we’ll cover everything you need to know to define your firm’s specific document management needs, understand the options available to you and identify the right type, maybe even the exact product that will help your firm take control of your documents, email and other data.