LegalX believes in planning ahead, for the whole team. This means knowing the key questions of “Who, What, When, Where, How, Why, If and What if” well in advance for any deal execution. A workflow can be constructed collaboratively by team-members chipping in their respective tokens of experience and precedents. The finalized workflow can further be refined through the testing of time and real use cases. Our workflow builder does that.
iManage Review – What Law Firms Need to Know Many law firms rely on a Document Management System (DMS) to securely organize their documents, files, email and other data. There are a lot of DMS options out there that professional services can use. One long-running document management platform is iManage Work. One of our most important jobs here at LegalX is providing professional services with enough information about potential solutions that can make the professional life more productive and even a little bit easier.
Document management software for professional service firms is a critical tool. It helps professional service firms keep their documents (including emails and attachments) organized. Professional services share the same benefits because when documents are well organized, teams become more productive and clients are better served. Yet, it’s not an easy job to find the right document management software. There are a lot of companies out there. The different options can make finding the right one overwhelming.
To really dig into what a document & project management system does and why it’s critical to law practices of all sizes, we should contrast storage with management. Document or file storage is just that–a place to put documents. Your PC or laptop is a document storage system. Your company’s shared network drive (i.e. “the G:\ drive”) is storage. DropBox and Google Drive are both storage. You can store files there, organize them into folders and open them later.
We see it time and time again: A law firm’s local file server has reached its end-of-life and has become a headache to maintain. So the firm looks to the cloud to modernize its file storage and document management. Wouldn’t it be great to get rid of that server and be able to access documents from anywhere? A solution search often leads the firm to “public cloud” services like DropBox or Box.