Managing documents and paperwork is an important part of law practice management and you need to make sure nothing falls through the cracks. This is true whether you are serving as outside counsel and working with a legal department or whether you are working directly with clients who seek your legal services. Recently, Law.com provided some helpful tips for attorneys about document essentials and preventing client disconnects.
According to Law.com, there are five rules you should make for yourself and your firm when it comes to how you management documents. Making these rules can improve law practice management and keep clients happy and positive.
The essentials, as suggested by the Law.com article, include:
- Delivering high quality documents more quickly that are easy for clients to navigate, even if the clients are on their smart phones.
- Make better use of prior work product and be sure to add many sources to your work.
- Do better at validating documents, ensuring they are mistake-free. While 9 out of 10 legal departments indicated an expectation that firms would manually check for mistakes and errors, only 46 percent of firms reported that they actually do.
- Include clients when documents are being drafted. Clients may be more satisfied if they are given the chance to collaborate in the process.
- Minimize redline reports and excess email. By streamlining the process of exchanging and reviewing information, efficiency can be improved. Both in-house and outside council responding to a survey indicated that this was a step they’d support.
These are the five document management essential tips provided by Law.com that may be able to help you become a more effective advocate to your clients.