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Top Ten Tips for Automating Documents with a Case Management System

By Sara Skiff | Tuesday, July 11, 2006

Coming July 11, 2006 and July 18, 2006 to TechnoFeature: Most law offices use word processing software and a practice or case management system (CMS) separately. With your word processor (Word or WordPerfect), you store documents in a tree of document folders named after clients and matters. Meanwhile, your CMS separately stores these document names and other information about clients and matters. In this two-part article, technology consultant Wells H. Anderson shares his top ten tips for integrating these powerful law office programs. Let Wells help your firm avoid the common pitfalls and find the keys to creating a profitable system for producing, storing, and using automated documents.

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Topics: Automation/Document Assembly/Macros | Business Productivity/Word Processing | Coming Attractions | Practice Management/Calendars | TechnoFeature
 
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