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Private Law Practice

Tom, age 38, lawyer, private practice.

document management solution for professionalsTom is a typical lawyer. After working for a large law firm for 10 years, he started his own private practice 3 years ago. Tom is in general practice, so he sees cases about anything and everything. With such a wide variety of case types and clients, he has come to a point where his manual document organization system is just not doing the job. It is becoming extremely cluttered with an overwhelming amount of paper and digital files. He has always wanted to go to a paperless system, but all of the document management software he has researched are too complicated and expensive. That is, until he came across Docsvault™.

The first thing Tom did with Docsvault™ was scan in all of his paper documents. With the built-in scanner interface, this portion of converting to a paperless office was a breeze. Next, he took advantage of the Custom Profiling and Properties features to organize all of his documents by case, client, or any other descriptive class that he wanted to create. Now he can not only organize his documents and files in a way that fits him best, but he can also find these files instantly with the highly functional search feature. He can search for files based on case type, case date, client name, descriptive notes he attaches to files, or words within documents, provided that they are text-based files. He also makes the same five to ten searches on a regular basis. Instead of having to go through and type in each search parameter over and over again, Docsvault’s Save Search feature means he can search those parameters with one-click, saving him time.

But the benefits to Tom did not stop there. Tom does things in an iterative manner. He makes drafts, proofreads and revises, and then makes further changes. He was having problems knowing if he was working on the latest version of his client’s documents. Now, with Docsvault’s Version Creation and History, he can make sure that the document he is working on is the latest version. Every time he saves, he can create a new version and add notes that give him reminders about the changes he’s made. He can even search for documents based on the text in these notes! Version History allows him to see the iterative process and track all of the changes he has made.

But what happens if his computer all of a sudden crashes? No problem. With Docsvault’s effortless data backup, he can create backup schedules to monthly, weekly, or daily by changing his preferences. He can even do automated DVD or CD backup without having to do anything but make sure a disc is in the burner. And if he ever has to restore these files, they come back retaining all of the hierarchical structure and information that he had assigned, so he doesn’t miss a step.

Tom’s private practice has become much more efficient and productive. All of this has meant he has more time, and in a profession where time is money, he has the ability and confidence to take his practice to the next level.

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