04 Feb

Things to Ask When Implementation Law Firm Document Management Software

Good document management software is a must for all the law firms to manage their matter-related documents, to keep the documents and emails together, to make the searching and finding easy and to maintain a perfectly organized law office. But finding the right software is not as easy as you would have thought.

As you embark on the journey to find the right law firm document management software, you should know what you should look or what questions you need to ask the vendor so that you are not cheated. Here is a quick guide that will help you with the, ‘what to ask questions’ and eventually find the best software for your law firm.

 

1. The software you are looking is it really a Document Management Software

The first and the most obvious question is that the software you are evaluating is document management software. This question is to be asked because there is variety of law firm software available that provides multiple functions for the law firm and document management is one of the functions. But as it is said, ‘jack of all and master of none’; this software might not fulfil your document managing needs. So be sure the software is really good in document management and has all the features required for the same.

 

2. Is the Software Matter-Centric

The first and the most obvious question is that the software you are evaluating is document management software. This question is to be asked because there is variety of law firm software available that provides multiple functions for the law firm and document management is one of the functions. But as it is said, ‘jack of all and master of none’; this software might not fulfil your document managing needs. So be sure the software is really good in document management and has all the features required for the same.

 

3. What according to you is a must-have function in the Software?

The software that you are buying should fulfil all your objectives and requirements. It is thus highly recommended to identify your requirements before evaluating any software to get the one that is best suited for your firm.

 

4. Is the Software Cloud-based

The law firms today need mobility. They require the freedom to access their documents and other case-related information and emails from anywhere, anytime. This can be achieved by the law firm software that is cloud-based.

 

5. Is OCR Included

Optical Character Recognition or OCR is required to convert the scanned image into readable text. The scanned document is by default an image and to work on that document it needs to be converted into the text format. For this, you need the OCR. So while evaluating the software, check whether it comes with integrated OCR capabilities.

 

6. Is Data Migration Included

While going for new document software, you may need to move your data from the current system to the new one. The transfer should be smooth so that you do not lose your data in the transition. The document management software firm should provide data migration services for smooth migration of the data.

 

7. Is the Software Easy to Use

The software should be easy to use and navigate. Your law firm employees should be able to easily learn and use the software otherwise you will waste your money in buying the software.

 

8. Does the Software give you a FreeHand?

You have a particular way to organize your documents and the software should work accordingly. Some document management software, however, forces the users to do things a certain way, which may not be of any help. The best software is the one that works in making your life easier and not come in your way. It is thus recommended to look carefully what the software intends to force while evaluating.

The above-mentioned points are just the basic ones. You know better what you are looking for and can frame more questions to be asked while evaluating the software. Still confused, contact us to get the right case management software for your legal firm.

Summary
Things to Ask When Implementation Law Firm Document Management Software
Article Name
Things to Ask When Implementation Law Firm Document Management Software
Description
Selecting the best document management software that accomplishes all your requirements and expectations is not an easy job. But with the help of this questionnaire, you can find the best of the best
Author
Publisher Name
MyCases.Online
Publisher Logo