LawSites

NOVEMBER 8, 2023

Challenge #2: Document Categorization Keeping documents organized is difficult, but document management is pivotal in the legal profession. An overreliance on email creates a ripple effect of bad work habits, creating issues with version control, document management, and record keeping. 1 priority.

Legal 105

Legal Legal Technology Law Firm 105

CARET Legal

MARCH 8, 2024

Matter management enables you to track matters from start to finish Document management is another area where staying in-house shines. Instead of sending sensitive documents via email, you can share them securely within your firm’s network.

Law Firm 107

Law Firm Law Firms Laws Document Management 107

LawSites

MARCH 8, 2024

As I reported in November when it launched, Traact’s all-in-one platform offers modules for entity management, permits and licensing, board management, matter management, contract management, disputes and litigation, finance and taxes (including spend management), and document management.

Law Firm 54

Law Firm Law Firms Project Management Document Management 54

CARET Legal

FEBRUARY 23, 2024

The application of AI in law firms is multifaceted, ranging from research and predictive analysis to document management and task automation. It not only saves time but also enhances the accuracy of legal research, contract review, and document drafting.

Law Firm 53

Law Firm Law Firms Technology Legal Technology Solution 53

Paralegal Bootcamp

MAY 11, 2023

He is also the author of the 2016 book Project Management in Electronic Discovery , now in its second edition. He is a certified Project Management Professional (PMP) and a Certified E-Discovery Specialist (CEDS). He frequently writes and speaks on e-discovery, legal operations, project management and technology topics.

eDiscovery 130

eDiscovery Metadata Bar Exam Paralegal 130

LawSites

APRIL 9, 2024

Furthering its expansion beyond legal research and into other products aligned with legal professionals’ day-to-day workflows, Bloomberg Law has acquired Dashboard Legal , a project management and collaboration platform specifically designed for the legal market.

Project Management 69

Project Management Legal Research Legal Legal 69

The Process Street

AUGUST 22, 2022

You’ll have lots of documents to go through, such as: Company policies Health and safety procedures Job contracts Tax documents. Within your workflow, you include the above documents and business processes. With an older document management system, such as filing cabinets , your workflow can take a lot of time.

Project Management 59

Project Management Document Management Human Resources Contract 59

Rocket Matter

JANUARY 17, 2023

The system also generates a list of tasks for you to complete, and you’ll receive notifications that keep you on schedule. . Rocket Matter’s document management system automatically puts together all the paperwork you’ll need, from fee agreements to pleadings. . Legal project management .

Case Management 52

Case Management Calendaring Project Management Document Management 52

MyCase

JUNE 29, 2022

The demand for strong legal project management is at an all-time high due to increased client expectations and competition. Building an efficient project management system may seem daunting or costly, but it doesn’t need to be. . These tools make it easy to plan, document, and automate all case work.

Project Management 52

Project Management Legal Legal Calendaring 52

MyCase

JUNE 29, 2022

The demand for strong legal project management is at an all-time high due to increased client expectations and competition. Building an efficient project management system may seem daunting or costly, but it doesn’t need to be. . These tools make it easy to plan, document, and automate all case work.

Project Management 52

Project Management Legal Legal Calendaring 52

LawTechnologyToday

DECEMBER 16, 2022

Client portals are more efficient for firms to use and much more secure than emailing documents. Further, client portals are available to firms in many ways including as part of some case/practice management software tools (MyCase, Clio, etc.), document management software (NetDocuments, etc.), Project Management.

Technology 96

Technology Project Management Lawyer Lawyers 96

Rocket Matter

JULY 9, 2024

Our team members are well-versed in various areas, including: Time and billing functionalities : Time tracking , expenses, and invoices Document management : Creating, storing, templatizing, and sharing legal documents Legal project management : Using Kanban boards and matter templates to streamline your workflows and never miss a deadline (..)

Law Firm 52

Law Firm Law Firms Legal Legal 52

Paralegal Bootcamp

JANUARY 25, 2024

A document management system that organizes the electronic version of everything in the case, like the Microsoft Word documents that you’re drafting, memos, etc. As a litigation paralegal, it’s easy to get sucked into the never-ending cycle of document management or document chasing.

Paralegal 226

Paralegal Paralegals Litigation Litigating 226

MyCase

NOVEMBER 2, 2022

Then, read more about creating an organized, compliant document storage system in our legal records storage guide. . Improve Project Management . Getting a bird’s eye view of the firm’s holistic case management progress is like gauging the health of the entire forest. . Document management .

Lawyer 52

Lawyer Lawyers Calendaring Law Office 52

Rocket Matter

DECEMBER 19, 2023

In fact, these tools have helped Rocket Matter’s clients boost their revenue by more than 20% on average.

Law Firm 52

Law Firm Law Firms Legal Legal 52

Rocket Matter

SEPTEMBER 14, 2022

Criminal defense is one of the most challenging practice areas to specialize in. Friends, family, and even strangers have misconceptions about the work you do and may assume that you side with criminals. Your clients are often emotional, and you can’t blame them. They’re going through incredibly difficult times, whether or not they’re innocent.

Project Management 98

Project Management Document Management Technology Lawyer 98

Rocket Matter

SEPTEMBER 9, 2022

Many digital trends surged during the COVID-19 pandemic, including the use of electronic signatures. E-signatures had a market share of $3 billion in 2021. With the e-signature market expected to skyrocket to $35.03 billion by 2029, your law firm needs to get on board—and sooner rather than later.

Law Firm 98

Law Firm Law Firms Laws Project Management 98

LawSites

JULY 10, 2023

Rotenberg distinguishes Dashboard Legal from other project management applications such as Clickup, Asana and Microsoft Teams, which he describes as bloated and complex. By matter, to get a snapshot of what is going on in order to make decisions about needed course corrections or resource allocations.

Law Firm 102

Law Firm Law Firms Legal Legal 102

Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Valuable Legal CRM applications to support your law firm's project management efforts.

Law Firm 52

Law Firm Law Firms Legal Legal 52

Rocket Matter

JULY 18, 2023

Meanwhile, Google Drive doesn’t provide document management tools —worse, it introduces security risks to your system. Even if you can organize your documents using one of these programs, you’ll still need others (that may or may not integrate) to manage your contacts, marketing, billing, and trust accounting tasks.

Legal 52

Legal Legal Law Firm Law Firms 52

The Process Street

FEBRUARY 3, 2021

Through research and firmographics, we know that this type of company tends to manage their processes using basic platforms like Excel or Google Docs or heavy-going project management software such as Asana.

Project Management 111

Project Management Document Management Education 111

LawVu

OCTOBER 18, 2023

And when it comes to project management tools like Jira, it’s likely that another team, such as engineering, implemented it to support the work they do, so legal may as well try to make it work for them too.

Legal 52

Legal Legal Legal Technology Solution Contract 52

LawSites

NOVEMBER 8, 2023

Intended for customers in both corporate legal and law firms, Traact offers modules for entity management, permits and licensing, board management, matter management, contract management, disputes and litigation, finance and taxes (including spend management), and document management.

Legal 66

Legal Legal Project Management Law Firm 66

Paralegal Bootcamp

APRIL 13, 2023

For the technology that you are or should be using on a regular basis: We’ll start with Microsoft Word, Excel, PowerPoint, Adobe, your case management software, or your firm’s document management system. So I would probably look at an eDiscovery certification or an LPM certification (Legal Project Manager).

Paralegal 231

Paralegal Paralegals eDiscovery Personal Injury 231

Rocket Matter

MARCH 21, 2023

As an integrated system, it saves users time by tracking tasks and related data all in the same system. 4.

Law Firm 52

Law Firm Law Firms Laws Document Management 52

LawSites

APRIL 20, 2022

The way it helps facilitate that is through features that include: Fully native, all-in-one case management features including intake, calendaring, time and billing, document management, a client portal and SMS messaging. Immigration-specific workflows to automate case lifecycles.

Immigration 52

Immigration Case Management Project Management Document Management 52

Cenza

APRIL 8, 2021

Lease management or lease administration is the day-to-day execution of tasks related to a real estate company’s lease portfolio. This process involves reporting, document management, budgeting, coordinating between stakeholders, along with a host of administrative duties. The current challenge faced by real estate companies.

Real Estate 40

Real Estate Project Management Document Management Data Management 40

The Process Street

MAY 23, 2023

” – Emily Reyna , Project Manager at the Environmental Defense Fund’s Corporate Partnerships Program. More than just an eco-friendly gesture, implementing principles of environmental management may actually make long-term economic sense for your business. The winning companies will do both.”

Project Management 52

Project Management Finance Government Document Management 52

The Process Street

APRIL 7, 2024

Employee self-service : Allows employees to manage their information and benefits. Performance management : Tracks employee performance and goals. Time off management : Manages employee vacation, sick, and paid time off. Document management : Stores and organizes HR documents securely.

Human Resources 52

Human Resources Project Management Finance Technology 52

LawTechnologyToday

DECEMBER 4, 2020

While this can provide many advantages to understanding the business, it can also mean that some technical management skills are lacking. There are many excellent technical project management courses available to bridge the gap.

Legal Technology Solution 61

Legal Technology Solution Technology Legal Legal 61

Rocket Matter

MAY 23, 2023

They also increase the risk for law firms who don’t have enough time to thoroughly deal with their documentation, deadline calendars, accounting reconciliation, and client communications, all of which can lead to significant profit loss down the road.

Law Firm 52

Law Firm Law Firms Lawyer Lawyers 52

The Process Street

NOVEMBER 26, 2021

Since 2006, Google Docs has been continuously improved upon and polished into a refined document management system. Google Docs is a sublime document writing tool. Google Docs is a sublime document writing tool. Writing reports, CVs, invoices, or project proposals has never been easier. Think about it.

Document Management 98

Document Management Freelance Calendaring Project Management 98

The Process Street

DECEMBER 14, 2020

Qualityze is designed to empower businesses, to optimize quality via providing modules such as business audit management, complaint management, supplier quality management, document management, change management, and training management. Click here to check out Resolver today!

Government 80

Government Diligence Project Management Legal 80

LawSites

DECEMBER 4, 2023

It directly integrates into lawyers’ email inboxes and their existing document management systems, offering a simple, highly relevant use case. In terms of technographics, it’s helpful if the legal teams already have a document management system in place. What makes you unique or innovative?

Document Review 128

Document Review Court Reporting Metadata Court Reporter 128