Managing emails and documents for Attorneys within the regulatory and governance guardrails is the single objective of the legal document management solution. Lawyers must easily create, search, and collaborate on the documents from any device with the same experience. Similarly, emails must be filed from Outlook and legal practice management solution, so all client communications are available in a single file.
Legal tech solution vendors like PageLightPrime have extended the DMS functionality to include legal document assembly for agreements to be drafted from templates and business rules. Data from Cases and Contacts can be used to generate documents by including precedents from the clause bank. Court forms to client letters can be automated with all the legal disclaimers added.
Document solutions for lawyers in law firms and in-house must support basic features like versioning, check-in and check-out, coauthoring, sharing to external users. Integration with Office products like Word will allow users to open the documents directly from DMS and save the changes with a single click. The ability to compare versions and combining the changes are useful to track the changes made by outside counsel.
Cloud solutions must address the BCP and DR questions. The ability to retrieve the documents deleted accidentally from recycle bin and to copy documents to multiple matter with metadata is requested by legal associates. PageLightPrime DMS can sync the documents to local drive through OneDrive for Business. Rights management is applied so documents are encrypted when saved locally. Modifications are synced and version management enforced automatically.
Legal Outlook Integration will bring DMS to email client for users to save emails and attachments with simple drag and drop to the matter folder. Email metadata like sender details or received data will be extracted automatically and tagged to the saved emails in the DMS.
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