Document Management with Keith Vallely

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
• jared@redcavelegal.com
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Keith Vallely
• https://www.epona.com/