Jared Correia talked with Keith Vallely, an expert in the space about document management best practices for law firms, including the use of appropriate software tools.
Episode Highlights
04:54 The differences between document organization and document management
06:34 Why document management should include searching capabilities
14:00 The difference between case management, law practice management and document management systems
20:40 Advice to law firms on choosing a system to start with
23:07 Microsoft's heavy lifting tasks such as supporting, storing, and securing user's content
25:13 Tips on how to organize files in the cloud using Microsoft's platform and how to segregate content according to users' needs
28:28 The potential of workflows once the DMS is in place
Episode Resources