Legal Search Firms

Small legal firm, searching for a good document management/records management systems?

We are small legal firm, 5 people, and are searching for an out of the box document/records management tool. Any recommendations? Obviously, compliance and retrieval are key factors.

Public Comments

1. Look at amici llc
2. try PRO-DOCS awesome! Great for criminal defense, they have a case/client manager, billing, contacts, everything. This program lets you input some info, and finishes the rest for you! Write a NOA or req. discovery, all kinds of motions and attorney-client correspondence, even contracts and fee agreements with a few key strokes, it then assembles documents into windows for edit and printing. AND I'm pretty sure you can have an edition for YOUR STATE. They even provide FREE online training. This program is awesome we love it! http://www.prodoc.com respectfully submitted: X
3. hire me and i'll start a system and teach the person who's taking over from me honest
4. My law office uses a program called WorkSite. All Office documents are saved to the program, and anyone in the building can access any of the files at any time. When a person opens the file, its status changes to "checked out" so that nobody else can modify it at the same time. Anyone can, however, make a copy of the document to work on if it is checked out. The program records who uses each document and when, and how they use it, so that everything that has been done to it can be traced if need be. This program is probably a bit expensive for your small company, but it is definitely useful. We also use a program called ProVantage. This program is used for recording timesheets for each lawyer, as well as storing very detailed information on every client we deal with, and every matter we open for them. Bills are done through this system, and it allows you to run a search to see if there is a conflict with any previous clients or contacts. I'm not sure how expensive this one is, but it is also extremely useful. Best of luck finding what you need!