Jared interviewed several vendors on the topic of document management software in the legal space.

Highlights

• Presenting the guests’ of today’s episode - 2:03
• A word processing tool - 4:00
• One of Jared’s favorite subjects and how it works - 5:17
• Personalizing the document - 6:26
• About document assembly - 7:56
• What's the Portable Document Format (PDF) - 8:37
• PDF as a tool - 9:39
• The security benefits of using PDFs - 10:19
• Combining reporting and management systems - 11:39
• The notion of a system of records - 12:53
• The best document management system tip - 16:36
• Using document management tools - 18:05
• Episode Resources
• https://www.filevine.com/
• https://www.mycase.com/
• https://www.foxitsoftware.com/
• https://www.pathagoras.com/
• Cain Elliott cainelliott@filevine.com
• Roy Lasris info@pathagaros.com
• Niki Black niki@mycase.com
• Mike Bigelow mike_bigelow@foxitsoftware.com
• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal