Working in a modern law firm requires organization. Sure, legal work has always required organization, but with work moving more and more into the digital space and with increased client expectations, organization looks different. Running a truly modern, and efficient, firm, requires moving more of your work online. This means having paperless options, providing flexibility for your colleagues and clients to contact and transmit information, and managing digital files. It’s a lot to keep track of. Staying organized can be as straightforward as having systems in place outlining how you use different software, but that only works when you have a few clients. As you scale, your work and how you do it gets more complex. Collaborating and sharing files with others becomes more complicated. This is where Law Practice Management Software (LPMS) can help. Specifically, this is where productive document management can help—something like MyCase Drive.
Staying Organized with Law Practice Management Software
At this point, every modern attorney is aware of law practice management software and how it can make life easier. LPMS can help you manage your cases from intake, to billing, and everything in between. Many even have client portals where clients can securely pay their bills, communicate with you, and seamlessly integrate with software you already use. For the data analysts among you, most LPMS can also generate and run reports to give you greater analytic insight into how your firm is run and where you can make improvements. All of this helps free up more time in your day, gets you paid more quickly, and lets you focus on what you want to do.
There are many LPMS options out there, and they’re not all created equal. What’s right for one practice may not be right for another. As you decide which is right for you, consider how you want to use an LPMS. What sort of issues is your firm regularly dealing with on a day-to-day basis? Do you want general help with staying organized? Or do you want aA better way to manage billing or client communication? Maybe you need aA little bit of everything?
Digital Document Management
One issue that will still come up—no matter which LPMS you use—is efficient digital document management. Different attorneys have different workstyles. Some prefer to work locally from their computer, never saving to the cloud until the final document is complete. Others may share a PDF through email, then forget to upload the document to the LPMS or save the file in the wrong folder. This doesn’t even take into consideration clients’ own workflows. In short, editing and managing your digital files can be a cumbersome process. Your software doesn’t always make that process easier.
Most LPMS requires you to upload and download documents to collaborate on or share, and you still can’t be confident that the version you’re working on is the most recent. Current LPMS document management is often a burdensome practice that can eat up hours of your time. But the folks at MyCase have come up with a powerful solution for more effective digital document management with MyCase Drive. MyCase Drive turns digital document management, sharing, and collaboration into a fast and secure process that seamlessly blends into any workflow.
Integrated Document Management with MyCase Drive
MyCase Drive is a document management solution that provides desktop access to all your firm’s documents in one centralized cloud-based system. Your documents are securely stored in the cloud and easily accessible from your desktop. You’ll also be able to drag and drop your case documents and folders from your desktop interface so nothing gets misplaced.
Even better, MyCase Drive automatically syncs document changes between your desktop and MyCase account. This means MyCase Drive removes the hassle of uploading or downloading files from different locations into storage. You’ll save hours and feel confident you’re always working from the latest draft. Plus, using MyCase Drive in tandem with MyCase’s client portal means you can easily share, save, and sync drafts with clients.
The folks at MyCase recently gave us a demo of MyCase Drive to showcase how it makes digital file management faster and easier. A demonstration is the best way to show this truly powerful tool’s usefulness. Take a look at the video below to see a walkthrough they provided our Legal Tech Advisor, Zack Glaser.
How to Get It
MyCase is a cloud-based legal management solution that helps attorneys manage communications with their clients and carry out daily business operations. It offers features like time tracking, accounting, case and client management, and digital file management, among many others.
If you’d like to learn more about MyCase and its features, especially MyCase Drive, which is part of the MyCase Advanced tier, checkout MyCase.com. From there, you’ll be able to schedule a custom demo or sign up for a free trial. No credit card needed.
Want to learn more about MyCase? Check out our full review of MyCase software, where you can see a features list, other demo videos, and community comments. Remember that Lawyerist readers get an affinity benefit through the review page.
Last updated June 19th, 2023