For lawyers and law firms, documentation is held in high regard. Managing documents and maintaining templates, making them accessible to both staff and clients are on the top priority of those in the legal profession.

Jared welcomes Cain Elliott, Jenni Davenport, and Chris Cangero to talk about documentation. They talked about some tips and best practices as well as trends in document management for firms, as well as software features available.

Highlights

• Introducing the phenomenal guests. - 1:18
• It’s essential for modern law firms to manage documents using robust systems that are accessible to both staff and clients. - 2:54
• What’s your favorite font? 3:27
• Formatting tips and best practices for law firms and lawyers. - 6:27
• How to organize these documents and keep them organized? - 12:24
• Tips and suggestions on using templates and template maintenance accessibility. 21:20
• The future trends of document management. - 28:57 Episode Resources
• Connect with Jared Correia
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Cain Elliott, Jenni Davenport, and Chris Cangero
• https://www.docstyle.net/
• https://www.wealthcounsel.com/
• https://www.filevine.com/