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5 Beneficios de la gestión de documentos y el software de gestión de prácticas

Por:
Debbie foster
Publicado en:
septiembre 17, 2020

Todo lo que necesita para trabajar en un asunto, al alcance de su mano. Suena demasiado bueno para ser verdad, ¿verdad?

Over 20 years ago, one of my first presentations to a group of legal professionals was called “Sanity Software: Making the Case for Matter Management”. Fast forward to today, and the lawyers I meet that have the best handle on their matters, feel the most organized, and frankly, sleep better at night are using Matter Management Software. Clio Manage is the market leader when it comes to cloud-based matter management. But there is a way to level-up your organization even further.

How? Add document management software to the workflow—it really is the perfect companion tool. Specifically, NetDocuments is the market leader when it comes to cloud-based document management software. When you put the two together, that is where the magic happens.

La mejor tecnología respalda su mejor trabajo

Leveraging technology to think differently about how work gets done comes with many rewards. If you embrace a culture of asking “is this the best way to accomplish this task?” or “is there a better way to get this work done?” whenever possible, your law firm will consistently increase efficiency. And, since the challenges of 2020 have led all of us to approach workflows in new ways, the value of cloud based software solutions and services has certainly increased.

¿Qué sucede cuando se integran las soluciones de gestión de prácticas y gestión de documentos?

When you use industry-leading technology, everyone in your firm is set up for success and speed. Here are five key advantages your firm can enjoy when you integrate legal practice management software and document management.

  1. Find what you need quickly. I often ask my clients how much time they spend looking for things each day. It is not uncommon for people to tell me that at least 30 minutes a day is spent looking for documents. With NetDocuments search, you get the full power of Boolean searching, which can immensely cut down on the time spent locating documents.

    Think about how you have used your legal research tools over the years. What if you could use wildcards, AND/OR/NOT operators, criteria such as ‘within five words’ and quotes to find exactly what you are looking for in your document repository? And, if that is not enough, you can filter your searches by date, document type, client/matter, and author.

    Having the ability to leverage your document storage in this way eliminates the need to reinvent the wheel, prevents the wasted time searching, and encourages your team to contribute everything they create into NetDocuments.

  2. Create documents faster. Document templates make it possible to skip the re-work of document formatting or remembering where you saved a recent version, speeding up the document assembly process. When combined, practice management and document management software make it easy to leverage these templates to your advantage. For example, in Clio, you can set up template automation to pull matter information in, ensuring legal documents are created even more quickly, before saving final files in NetDocuments.

  3. Easy access to everything you need. Digital files in your practice management software take the place of paper files in so many ways–contact information, identifying the roles people play on a matter, calendar information, matter specific information, time and billing records, and so much more are included and easy to access.

    When you integrate your document management and practice management system, documents and emails related to the matter, for all users in your firm, are available with one click. You can see different versions, look at any security or permissions measures that have been applied, and view the documents sorted in various ways.

  4. Log time with a single click. When you integrate your practice management solution with document management, logging time can be as easy as clicking a button. With the Clio and NetDocuments integration for example, the documents stored in NetDocuments are listed directly within your matter in Clio Manage—and a time entry for the work spent drafting, finalizing or reviewing a document is one click away.

    Since time capture is a common challenge in many firms, as seen again and again in Clio’s Legal Trends Report, this feature is one way to ensure that your timekeepers can efficiently log their hours to the matter.

  5. Confirmando la fuente de la verdad. Hablo mucho de esto con nuestros clientes. Si sus documentos están en todas partes y tiene varios lugares a los que debe ir para comprender lo que está sucediendo en un asunto, está perdiendo el tiempo e introduciendo un nivel de riesgo que es simplemente innecesario.

    Si su repositorio de documentos es la única fuente de verdad para cualquier documento que haya creado su empresa, así como todos los documentos que su empresa haya recibido, puede ir a esa única fuente y encontrar lo que necesita con confianza.

Requiere Compromiso

This all sounds too good to be true, right? It takes commitment to leverage technology and to work until you can streamline processes that propel your firm to success. It is not always easy to follow a well-designed process, but it is worth it every single time. If you are ready to take the next step in efficiently managing your matters and your documents, take some time to check out how the NetDocuments integration with Clio Manage can help your firm do just that.

"¡Gran empresa, grandes productos, gran liderazgo, gran gente, gran cultura!"
"Amo a mi equipo ya mis compañeros. Somos una familia y nos respetamos".
"NetDocuments fomenta un buen equilibrio entre el trabajo y la familia".
"Me siento respetado y valorado por el liderazgo y mi equipo".
"Trabajamos juntos y nos apoyamos / animamos mutuamente para hacer nuestro mejor trabajo todos los días".
"De principio a fin, mis líderes están dispuestos a guiarme y dejarme probar cosas nuevas. Esto mantiene el trabajo fresco, emocionante y divertido para que no me agote ni me aburra".
"Tengo una dirección clara en mis tareas y prioridades laborales. También me siento animado a poner a mi familia en primer lugar y mantener un equilibrio saludable entre el trabajo y la vida".
"Trabajo con personas muy motivadas que son inteligentes y me permiten aprender de ellas".
"NetDocuments se compromete a superar las expectativas de los clientes mediante la creación de productos líderes alojados en entornos sólidos como una roca".
"Estoy capacitado para probar cosas nuevas y pensar en procesos y campañas de manera estratégica. Puedo apoyarme en mi jefe, pero no estoy microgestionado, lo cual se agradece".
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