File Organization Checklist

For Law Firms

When you start a new law practice, files and documents typically start very organized.  But as your practice grows, your perfect file structure starts to show cracks. People don’t always follow your structure. Over time your tidy legal file organizational structure turns into a giant mess.

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In This Checklist

This checklist will help you take back control of your legal files, by implementing a simple, scalable process to organize old and future legal files.

  • Developing Your File / Document Workflow
  • Checklist for Going Paperless
  • Process for Implementing Basic Cloud Storage
  • Process for Implementing a Document Management System
  • Implementing Your Legal Filing System
  • Defining Your Naming Convention

Schedule a Demo

Get in Touch – Speak with a LexWorkplace Specialist Today

What to expect:

  • Book your LexWorkplace demonstration online.
  • We'll discuss your firm's current Document Management systems and challenges.
  • We'll provide a one-on-one demonstration of LexWorkplace for your team.
  • If LexWorkplace seems like a fit, we'll prepare a complete proposal.
  • Thoroughly impressed, you will sit back in a comfy chair and ponder why you didn’t contact us sooner.