The Ultimate Checklist for Law Firms to  Choose the Best Legal Document Management System

From billing challenges to long hours of work and fierce competition, working in an in-house legal team or a law firm of any size can be overwhelming. When handling traditional legal paper documents and files, it can sometimes seem as if it’s another full-time job by itself. Whether physical or virtual, data rooms can be expensive and difficult to maintain and have full control over. Court records, arrest records, testimonies, billing, contracts — every legal document must be filed and stored correctly to the cloud, ready for use at a moment’s notice.

Legal Document Management Enables Bigger Profits for Innovative Legal Teams

Perhaps no business sees as many positive results from legal document management systems as law. From private practice lawyers to big or small organizations with in-house legal teams, legal document management solutions will go a long way toward boosting legal industry revenues and boosting overall client service.

It’s the right time to innovate the way you practice law and improve your legal operations.

It’s time to implement a Legal Document Management System that keeps your firm’s legal documents and contracts organized, indexed, and searchable. And there is no shortage of options when it comes to law firm document management.

Law Firms Legal Document Management (LDM) Solution Checklist

A legal document management solution isn’t a system that you can choose on the fly – it will affect the way legal documents are managed right across your law firm, so it’s going to change the way you work.

This is why, before you go to market for a legal document management system for your law firm, you should understand what you think you need and everything a strong LDM could do for you.

Learn how to narrow down your options and select the legal document management system that best suits the needs of your business.

To find the right LDM for your law firm, you need to:

1- Define your law firm’s needs

Instead of thinking of a legal document management system as purely a document storage and findability solution, think of it as a way to manage documents throughout their entire workflow cycle – from creation to disposal. Security is another factor, as having an LDM will help you to protect sensitive data, ensuring that the right people have access to the right data at the right time. This way, you’ll more readily be able to identify business processes that your legal document management system can support, and therefore be in the running to find the right solution.

2- Discover what other, similar law firms are using

There is a wealth of credible online data that will help you to evaluate vendors in different ways. You may choose to review marketing collateral, case studies, how-to videos, and client lists from vendor sites. You can take a look at online reviews of the The product itself, but also of vendors’ implementation, support and service functions.

3- Prepare thoroughly for a product demo, leaving no stone unturned

Seeing is believing – which is why demos are an imperative part of the selection process. Preparedness in this phase will help you get a demo tailored to your environment and needs. This will also assist in buy-in, as you’ll invite the key stakeholders involved in this decision, implementation and ongoing adoption and use

4- Shortlist and compare your vendors’ functionality accurately

By this stage, you’re likely ready to shortlist two or three vendors from your list of targets. You’ll be sure the products all meet your functional needs. Service and support have a good reputation. The product is easy enough to use and adopt, enterprise-grade security and integration are up to industry standard. Whatever your critical requirements are, your shortlisted vendors will deliver on these.

5- Acquire the right information so you can get accurate quotes and make your final business decision

This brings you to the quoting stage. Vendors will all have different cost and quoting structures, making it difficult to compare products directly. There are initial set-up costs, ongoing charges, sometimes a per-user charge – not to mention technical support fees and update charges. Some may be all-in-one pricing models, while others are modular in their pricing, making it hard to compare. Don’t just rely on the quotes without understanding every line or possible charge, and this is a very good stage to get strong at your questioning.

About App4Legal: GetApp’s Category Leaders for Legal Document Management Software

App4Legal is a fully integrated and mobile-optimized law practice management solution designed for law firms and in-house legal departments. It comes with many modules that cover everything legal practitioners need.

App4Legal placed on Gartner Digital Market’s newly released Category Leaders Report for Legal Document Management Software. The system comes on the top of software Advice’s FronRunners list as the best Legal Document Management System.

What can App4Legal help you with?

Save Time, Space, and Money
  • Eliminate human error
  • Maintain quality work
  • Automate redundant processes
  • Fast track document turnaround
Stay Organized
  • Keep all documents and files in one place
  • Eliminate lost and misfiled documents
  • Achieve a consistent file structure
  • Control access and track files
Boost Collaboration
  • Work from anywhere
  • Securely share files of any size
  • Facilitate compliance and ensure security
  • Improve client service
  • Protect and expand your business

Get a demo and see App4Legal in action. 

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