Document Management for Legal Firms
Law firms and solicitors have to record and store bundles of paperwork, often even after cases are closed. Over the course of operations, these files only grow and pose considerable challenges in organising and safely storing them.
A document management system for legal firms can significantly improve efficiency and help with compliance with regulations such as GDPR. Without one, considerable time is spent organising and searching for records that could be spent on higher-value work such as research or client-facing tasks.
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How Docusoft helps your legal Firms practice
Implementing Docusoft serves as both task management and document management for law firms — add our secure Portal and you have a complete practice management system to manage documents, share them, get signatures, manage schedules and assign tasks for colleagues. A single repository holds all client information — emails, documents, charts, reports, scanned paper, PDFs and more — and teams can collaborate to process documents and allocate items for attention, with management viewing and controlling the status of important tasks via dashboards. Users can be limited to the folders they require, confidential cases can be hidden from the wider team, and documents can be digitally signed and securely delivered via a portal.
The benefits of Docusoft for legal Firms
Security
- Controlled access to files and folders
- All documents stored in a central repository
- Backup and recovery are managed by us
- All user activity is audited
- Regulatory compliant
Storage
- Reduce storage and costs
- Release office space
- Available 24/7
- Email archive
Accessibility
- Cross-platform access (web, phone, tablet, laptop)
- Filter search results using indexing fields
- Share securely with external users
- Share with clients for approval and e-signature
- Search by content using OCR
Efficiency
- Easily file documents with built-in email management
- Eliminate lost time manually searching for files
- Increase response time to client requests
- Manage and enhance business processes with workflow
Docusoft CloudFiler makes case accessibility more fluent and controlled by limiting users to only the cases they are working on, protecting the integrity and confidentiality of your digital resources. Access documents on the go via web browser, desktop application or mobile app, with automation tools that help you stay organised and on top of upcoming deadlines — and automatic reminders to clients can improve trust, reliability and customer satisfaction.
Any Time, Any Place, Any Device
Storing all your documents in one place — easy to find, easy to manage, shared easily and securely. Arrange a demonstration to see how it works for legal Firms.