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SharePoint as Legal Document Management System

Posted on August 19, 2013 by Viji Anbumani

For managing contents legal departments and law firms have options like OpenText eDocs, HP/Autonomy iManage and SharePoint. Organizations had reservations to choose SharePoint as legal DMS system to provide total solution. Microsoft provides a horizontal infrastructure platform with SharePoint and relies on partners to complete the ecosystem of requirements for Legal Document Management System.

We will discuss the content management features SharePoint can handle on its own and which require third party solutions.

SharePoint Legal DMS Solution Stack

Microsoft offers the foundational legal DM features as part of SharePoint infrastructure. The partner solutions like PageLight from Sai Innovations can supplemented to offer a complete legal DMS.

Legal SharePoint DMS on cloud - email management, document imaging and outlook integration

We will review how the PageLight for SharePoint addresses the Legal DM features to be accepted as a complete solution

Managing Outlook Emails

Emails and email attachments which needs to be managed for a client/matter can be saved in SharePoint by simple drag and drop. Copied emails will retain the attachments and also email Metadata can be transferred to SharePoint

Save as PDF in SharePoint

PageLight plugin allows output from any application to be saved directly in SharePoint as PDF

Outlook as DM desktop

Users can navigate the client matter centric SharePoint DM store from Outlook. The hierarchy of the SharePoint document stores, namely Document library and Folders can be viewed as tree of folders in Outlook


SharePoint contents can be searched from Outlook and documents stored in SharePoint can be sent as email attachments or links, without the users needing to leave Outlook.

In summary, PageLight extends and DM capabilities of SharePoint to complete the requirements of Legal DM solutions.

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Amenda on 8/20/2013 6:52:21 PM

Great tool for Legal DMS.

Kelly Thomas on 8/19/2013 4:05:45 PM

Its a nice blog about Legal DMS. PageLight is a promising solution for Legal Document Management System.

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