The Power of a Document Management System

A Document Management System (DMS) can be a game-changer if you’re a solo practitioner aiming to create a paperless practice. Starting with a simple file-organization system built into your computer and a straightforward file-naming system can indeed help you initiate your journey towards a seamless paperless practice.

Why Invest in a Document Management System

However, if you’re serious about maintaining an efficient paperless practice, investing in a Document Management System software is a prudent move. The cloud-based version emerges as an affordable and appealing choice, with prices experiencing a steady decline.

The Benefits of Document Management System

When you incorporate a Document Management System in your practice, you’ll sidestep clutter like misfiled information and improperly accessed data. Simultaneously, you help fortify your practice against potential security breaches. Thanks to the seamless integration capability of a DMS, you can easily merge it with your word processing and other commonly used programs—including email. All of this leads to a smooth-running paperless practice.

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If you like this podcast on “Document Management System” and are thinking of creating your own, consider talking to my producer, Danny Ozment.
He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.
Find out more at EmeraldCity Pro

Show notes
  • Simple folders are okay for a solo lawyer on a tight budget
  • But you should plan to transition as soon as possible to a full-featured, dedicated document management system.
  • Using Dropbox, Microsoft One Drive and Google Drive aren’t the best choice for most lawyers.
  • Netdocuments and Uptime Legal are two reputable cloud-based DMS software options for lawyers.
  • Hire a consultant to help you assess options if you don’t feel comfortable doing research on your own.