Jared Correia talked with Keith Vallely, an expert in the space about document management best practices for law firms, including the use of appropriate software tools.

Episode Highlights 04:54 The differences between document organization and document management 06:34 Why document management should include searching capabilities 14:00 The difference between case management, law practice management and document management systems 20:40 Advice to law firms on choosing a system to start with 23:07 Microsoft's heavy lifting tasks such as supporting, storing, and securing user's content 25:13 Tips on how to organize files in the cloud using Microsoft's platform and how to segregate content according to users' needs 28:28 The potential of workflows once the DMS is in place

Episode Resources

Connect with Jared Correia
jared@redcavelegal.com
https://redcavelegal.com/
https://www.linkedin.com/in/jaredcorreia
https://twitter.com/RedCaveLegal
Connect with Keith Vallely
https://www.epona.com/

Document Management with Keith Vallely