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Ethical Compliance During the Transition Conflict Checks for Case Reassignment When reassigning cases, firms must carefully assess potential conflicts of interestespecially if attorneys are moving between entities or clients are switching representation. A firm split is a complex process, but with CARET Legal, it doesnt have to be chaotic.
A document repository that contains not only the content of a document but the metadata, along with memorializing attorney analysis on each document, is an important element to the litigator’s toolbox. Creating a robust document repository also allows for the reuse of client documents and attorney work product.
Email threading is a tool utilized in litigation document review platforms that groups emails together by conversation and identifies emails that contain the substance of previous emails. Identifying and filtering a set of documents by inclusive emails can drastically reduce the volume and attorney billable time.
For example, a cloud-based case management tool helps lawyers securely access client data and files without relying on physical files or office-based servers. Furthermore, cloud-based documentmanagement and sharing tools enhance collaboration by allowing team members to use the same file simultaneously.
with the SaaS system to securely access data from any location. Moreover, legal CRMs consolidate client data, documents, case notes, and deadlines into one place, ready for retrieval at a moment’s notice, and customizable client intake forms are mobile-friendly.
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