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.

Law Firm File Organization Checklist

Free Download

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:

  • We'll discuss your firm's current system, challenges and objectives.
  • We'll demonstrate LexWorkplace and how LexWorkplace will fit into your firm.
  • If it sounds like a good fit, we'll send a proposal and talk next steps.