Now that you know the advantages of document management software, here’s what to look for when choosing the best document management applications. Keep these factors in mind when making legal document management software comparisons.
Matter-Centric Functions and Features
Ideally, your document management software should be centralized around each matter so that communications and information relevant to each case are easily accessible. A good document management system should also provide features that let you send emails, manage matter participants, log calls, schedule meetings, oversee workflows, and stay caught up with critical dates.
A Tightly-Integrated Timekeeping System
An effective document management platform should have a tightly-integrated timekeeping system. Users should be able to use this system to track time while working on cases. The timekeeping system should also have accounting solution integrations to provide a 360-degree view of your productivity and profit.
Ironclad Security
Storing client files in physical locations like storerooms and cabinets is not necessarily secure. Not only can people steal information from files, but disasters like floods, fires, and earthquakes can also damage files. Employees may also tamper with or misplace the files if you don’t have adequate physical protection for your files. Similarly, files on hard drives and USB keys may also be lost, tampered with, or stolen without the right security.
A key benefit of cloud-based practice management platforms is eliminating the risk and cost of applying acceptable security to your law firm’s confidential data. However, not every document management software program has ironclad cybersecurity controls, so you should look at each vendor’s security protocols and practices. Here’s a list of top-notch security protocols and practices to look for: