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MyCase Drive Alleviates Document Management Pains

Cloud-based document management generally allows for broader access to your client files. Unfortunately, it can easily make editing and version control much more difficult. With MyCase Drive as your document management platform, your cloud storage appears as a local drive on your computer. This alleviates the need to download a file, make edits, and then upload it to your remote storage again.

Document Management with MyCase

MyCase Drive document management maintains a real-time synchronization between your local and cloud storage. This means that the files will appear in both places the same. Open a word document from your local drive (through MyCase Drive) and you’ll be editing the cloud document directly. When you save, it automatically saves to the cloud.

Additionally, while you are editing the cloud file, no other user can access it. This makes version control much easier, and you’ll always know that everyone worked on the most recent file.

Take a look at the video below to see MyCase Drive document management in action.

Demo Video

How to Get It

Ready to learn more? Check out our full review of MyCase. There you will find community reviews, additional demos, features charts, and more. Remember that Lawyerist subscribers get additional discounts through the Affinity Benefits offered by our partners.

Documate Expands Automation with Zapier Integration

Document assembly is all about automating the creation of a document or documents. These platforms make it easier to create documents and maintain quality control through field merging, conditional formatting, and workflow assembly. Documate knows that automation is key, and they have enhanced their ability to assist even outside of the platform. With a robust Zapier integration, Documate can help you integrate document assembly into the rest of your workflow. 

Build Better with Documate and Zapier

A lot of products integrate with Zapier. Many of them, however, integrate in name only. Their triggers or actions lack depth, and they won’t carry much information from one platform to another. Not Documate. Their Zapier integration sends all the workflow information to the Zap, and ultimately to the connected platform.

Additionally, Documate doesn’t expect your firm to know all the ins and outs of Zapier. Not only does their documentation help you understand their own platform, they have in-depth training on how to use Zapier as well.

Take a look at the video below to see Documate and Zapier in action.

Demo Video

How to Get It

Ready to learn more? Check out our full review of Documate. There you will find community reviews, additional demos, features charts, and more. Remember that Lawyerist subscribers get additional discounts through the Affinity Benefits offered by our partners.

MyCase Drive Brings Native Document Management to Users

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. 

Mycase sync icon

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. 

Demo Video 

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, 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.

Preserve Metadata with Secure Fetch in AXEL Go

eDiscovery is no longer novel. You may not be eFiling in your jurisdiction, but the exchange of evidence, and the information likely to lead to evidence, is done primarily in digital format. In fact, the majority of evidence, at this point, never actually took physical form. Photos of accident scenes, text messages between landlord and tenant, and the opposing party’s bank statements have spent their entire lifecycle in digital form. Built with blockchain technology and military grade encryption, AXEL Go helps lawyers collect, store, and share these files securely. Now, AXEL Go has launched a new feature: metadata preservation when collecting files.

You see, all of this digital information comes loaded with its own cache of information about it—or metadata. This metadata tells us a lot about a document, a photo, a scan, a voicemail, or any other digital file. It can help authenticate a piece of evidence or even just give us more information to work with. 

For some time now, lawyers should have been paying attention to metadata, although many haven’t. This is because the tools to preserve this information properly have classically been too expensive to obtain for day-to-day matters. So, many lawyers have not only been sharing files in an insecure way (read: unencrypted email) but have also been doing so in a way that could lead to spoliation. For example, if the question of when a document was last accessed is at issue, and you change that information during the discovery process, your argument may be negatively affected.

Secure Fetch File Sharing from AXEL Go

Since the introduction of Secure Fetch in 2020, AXEL Go has included a method for securely collecting files. Secure Fetch, as the name suggests, allows users to send a link to a third party in order to collect files. When the third-party clicks the link, they are sent to a secure webpage and prompted to upload their files. They do not need an AXEL Go account to send files back, and once the files are uploaded, they are encrypted and sharded during transfer and the file requestor is notified when the transfer is complete.

With the Secure Fetch’s new metadata preservation feature, AXEL Go is a defensible and easy-to-use option to collect evidence from clients while preserving crucial metadata. For smaller document collections and loose files, AXEL Go eliminates the need for costly forensic examiners

Importance of Metadata

The second issue lawyers tend to have when sharing, storing, or accumulating files for discovery is that it is easy to inadvertently change the metadata on a file in the process. By opening a file using MS Word, the lawyer may change the “last updated,” “last accessed,” or possibly more. This same idea goes for images, audio files, PDF files, and any other piece of digital evidence. 

In modern litigation, though not always at issue, it isn’t uncommon for metadata to be used to prove a critical fact that the metadata speaks to. For instance, the creation date could play a large part in an intellectual property matter, or the date a file was last accessed may go to notice or potentially start a Statute of Limitations. If this metadata is not preserved, whether intentional or through neglect, it could negatively impact how your side can use the evidence.

AXEL Go File Sharing Preserves Metadata

Although metadata preservation is not uncommon in large eDiscovery cases, AXEL Go makes it more accessible for day-to-day matters. With the launch of this feature in Secure Fetch, lawyers don’t necessarily need a forensics expert to help them marshal smaller document collections. 

When fetching data from another party, preserving the metadata is as easy as checking a box. When this happens, not only is the metadata preserved, but you get a verified certificate of those files with their metadata. Technically, you get MD5, SHA1, and SHA3-512 hash values of the files. This means you can easily compare the files to find potential changes..

In order to confirm the defensibility of Secure Fetch in AXEL Go, AXEL enlisted Rob Hook to test and verify the tool’s ability to preserve metadata. Rob has extensive experience in computer science, electronics, and the litigation environment with unique capabilities related to collection, investigation, and other forensic offerings. He has personally performed over 1000 collections. In the following video, Rob sat down with our Legal Tech Advisor, Zack, to discuss the importance of the new feature.

How to Get It

To learn more about secure file sharing with AXEL Go, visit get.axel.org/lawyerist. There, you can learn about their military-grade security, along with storage, fetch, and obviously, metadata preservation.

Organize, Collaborate, and Manage Your Legal Documents With NetDocuments

Many legal technology companies (and other business productivity apps, for that matter) require you to use their product a single way—their way. You get shoehorned into their workflows, their dashboards, and their reports. NetDocuments, the legal document management platform, meets you where you work. Likely due to their experience in the industry, they allow many different approaches to accessing and using your documents. Whether you’re interacting with the dashboard, searching for a file, delivering, editing, assembling, or simply communicating about a document, you can approach the task the way you want to.

NetDocuments Dashboard

Initially, when you connect with NetDocuments through the web portal, you’ll see a dashboard with all of the quick links you need to operate your day. You can see your frequently accessed reports, your most recent documents, and other favorited items that you want to get to quickly. This dashboard can be personalized to fit your needs by you or others on your team—who you give access to your dashboard. You can easily organize, share, and collaborate, all using your specific dashboard.

Searching for Documents

Obviously, your dashboard isn’t the only way to access documents in your system. NetDocuments also has a global search feature that not only searches information about files, but also information inside of files. The platform performs optical character recognition (OCR) on each document uploaded into the system. Which allows users to essentially ‘shop’ for documents based on their contents.

Delivering Documents to Others

Ultimately, in most cases, a document you’re working on needs to be sent to another party—a client, a team member, or an opposing attorney. With NetDocuments, you can deliver them for Consumption, with a link, for Execution, via DocuSign, or Collaboration through their Collab Spaces. Each of these methods provides high levels of control to the user and extended functionality that lawyers often need—like receipt notification.

Editing Documents

Although storage, retrieval, and delivery of documents are vitally important to a law office, creating and editing documents is usually the heart and soul of legal work. So, NetDocuments has integrated their document management functionality directly into Microsoft Word. This allows you to work locally, and save globally, by checking out documents from the repository, and then saving them directly back into NetDocuments from your local Word app. This also allows for stellar version control.

For those looking for collaboration instead of versioning, however, NetDocuments has also integrated with Microsoft 365. Using the document editor online allows you to access a file with multiple users simultaneously. This may not be your cup of tea, but it is another way NetDocuments allows users to approach their data in whatever way they are most comfortable.

Document Assembly

NetDocuments doesn’t just assume that its users will need to deliver single documents in Word format. After all, it’s a legal document management platform. Using their Setbuilder function, users can assemble large PDFs for delivery to other parties. These documents can be easily bates-stamped, indexed, and turned into a PDF-A document. Additionally, you can customize the document and make it appear the way that you prefer (i.e., numbered sections rather than Roman numerals).

Communication

Whether we like it or not, many of us live in our email system. We’ve created complex filing methods in our local Outlook app, and our day is directed by reminders and tasks built into that system. NetDocuments has built its Outlook email integration with these lawyers in mind. Most of the document management functionality you can find on the webapp also lives inside Outlook. Filing emails and incoming files, and even attaching documents to outgoing messages, are seamlessly integrated into NetDocuments.

If you’d like to learn more, take a look at Zack’s recent demo with NetDocuments. You can see all the above features, and more, in action.

How to Get It

Ready to learn more? Head over to NetDocuments.com to see their solutions, resources, and even an ROI calculator.

Be More Productive Anywhere with the NetDocuments Organize Solution

With more people working from home or needing more flexibility in their workflow, having a cloud-based document and email management tool is a must, especially for law firms striving to go remote or paperless. But simply being cloud-based isn’t enough. You need a system that is dynamic and flexible, with best-in-class tools to be more productive, efficient, and to inspire your best work. That’s where the NetDocuments Organize Solution comes in. 

Details

NetDocuments is an industry-leading document management platform built specifically for legal professionals that lets you access your documents from anywhere, including mobile devices. Its interface and dashboard provide a centralized repository so you can easily create, edit, store, and even collaborate on the most current version of documents with other members of your team, or even clients. 

But what especially distinguishes NetDocuments from other document management software is its Organize Solution. On top of its best-in-class document management functionalities, NetDocument Organize also offers email management through ndMail, which uses predictive technology to accurately file any email into your NetDocuments system with a single click, even linking to a related document; and secure document collaboration through ndSync, which provides safe, efficient two-way file synchronization between NetDocuments and local computers for remote workers, which offers secure document access and collaboration.

NetDocuments also utilizes OCR, or optical character recognition, in its document and email management features to help you digitize and index content to search for documents more quickly, easily, and efficiently. It also uses Microsoft Power Automate to automate workflows and improve business process agility, freeing up more of your time for more demanding tasks.

In addition to its Organize Solutions, NetDocuments also offers other scalable solutions to better help you protect, plan, deliver, and learn to maximize your time and productivity as your firm grows. With it’s products and integrations with software you already use, like the Microsoft Office Suite, NetDocuments helps you be more productive, collaborative, and efficient through its secure cloud platform no matter where you or your team are. 

How to Get It

Visit NetDocuments.com to learn more about the NetDocuments Organize Solution, its other products, or to request a free demo.