The Process Street

MARCH 4, 2021

Studies indicate that business system documentation can boost productivity and save up to 6,000 hours per year, equating to 2.4 On top of this, documenting systems and processes builds a foundation to train new team members so that your business can run without you involved in the day-to-day operations.

Document Management 110

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LawSites

SEPTEMBER 19, 2023

Alliston’s keynote, “Leading through Change, Complexity and Disruption,” will explore how visionary leaders navigate through significant changes, manage complexities, and confront uncertainty head-on. Her talk will include actual case studies, including a document management system project and a KM strategy initiative.

Legal 124

Legal Legal Law Firm Law Firms 124

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.

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Law Firm Law Firms Legal Legal 112

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.

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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.

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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.

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eDiscovery Metadata Bar Exam Paralegals 130

Rocket Matter

SEPTEMBER 26, 2022

Unfortunately, as with most traditional professions like law, medicine, and dentistry, rigorous professional programs usually don’t teach the business management skills necessary to run a successful practice. Being a great lawyer doesn’t automatically make you a great project manager.

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Law Firm Law Firms Project Management Laws 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.

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The Process Street

NOVEMBER 30, 2024

They needed a solution to manage their growing complexity and found it in Process Street , a project management platform purpose-built for venture capital firms. Document Management: Integrating with DocuSign to send SAFEs and side letters seamlessly. The results were transformative.

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Project Management Document Management Legal Legal 52

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).

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Paralegal Paralegals eDiscovery Personal Injury 231

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.

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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 59

Law Firm Law Firms Project Management Document Management 59

CARET Legal

SEPTEMBER 9, 2024

Agile methodologies, particularly Scrum , offer a flexible and iterative approach to project management that can be highly effective in legal review. Many project management features in legal practice management platforms can support these Agile practices, allowing for better tracking and coordination of review tasks.

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Document Review Case Management Project Management Legal 114

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 Lawyers Lawyer 96

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 54

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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 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.

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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.

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Document Management Freelance Calendaring Project Management 98

CARET Legal

SEPTEMBER 17, 2024

Additionally, project management tools in advanced LPMS platforms help track case progress against milestones. The matter management dashboard in CARET Legal provides a bird’s eye view of financials, activity, and progress on each matter.

Law Firm 103

Law Firm Law Firms Metadata Legal 103

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 .

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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.

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Immigration Case Management Project Management Document Management 52

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.

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Law Firm Law Firms Laws Document Management 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

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.

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Law Firm Law Firms Laws Project Management 98

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

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

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

Rocket Matter

OCTOBER 29, 2024

Software tools designed for collaboration and visibility, such as Rocket Matter’s legal project management software , can also be lifesavers, keeping tasks orderly and encouraging collaboration. For instance, with matter templates , legal teams can automate assigning recurring tasks so that nothing falls through the cracks.

Legal 52

Legal Legal Law Firm Law Firms 52

Rocket Matter

OCTOBER 15, 2024

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.

Law Firm 52

Law Firm Law Firms Laws Technology 52

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 .

Lawyers 52

Lawyers Lawyer Calendaring Law Office 52

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

Rocket Matter

AUGUST 8, 2024

Document Automation. Create documents with pre-defined templates to streamline document management and save time. Secure Online Payments. Offer clients a convenient way to pay online, reducing manual processing.

Lawyer 52

Lawyer Lawyers Legal Legal 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

JULY 25, 2024

Rocket Matter's legal practice management solution offers a comprehensive suite of features including time tracking, billing, and case management, enabling lawyers to capture time accurately, generate invoices promptly, and maintain organized case files. Moreover, Rocket Matter provides valuable analytics and reporting capabilities.

Law Firm 52

Law Firm Law Firms Laws Case Management 52

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

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.

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