Document Management with Keith Vallely

Non-Eventcast

Jared Correia talked with Keith Vallely, an expert in the space about document management best practices for law firms, including the use of appropriate software tools.

Episode Highlights 04:54 The differences between document organization and document management 06:34 Why document management should include searching capabilities 14:00 The difference between case management, law practice management and document management systems 20:40 Advice to law firms on choosing a system to start with 23:07 Microsoft's heavy lifting tasks such as supporting, storing, and securing user's content 25:13 Tips on how to organize files in the cloud using Microsoft's platform and how to segregate content according to users' needs 28:28 The potential of workflows once the DMS is in place

Episode Resources

• Connect with Jared Correia
• [e-mail]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Keith Vallely
• https://www.epona.com/