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Sharepoint Legal Document Management System

Sharepoint Legal Document Management System

Jai FinkNovember 9, 2022February 11, 2023

SharePoint Document Management System for Legal Practices and Law Firms; Client, Matter, and Person Centric Solution

Extend SharePoint as Legal DMS for easy management of case-related matter content, from Documents to Email in SharePoint. Risk and liability are reduced as email is managed according to regulatory requirements.

Transform Office 365 into a Legal platform for Document Assembly, Collaboration, and External sharing portal with Clients and opposing attorneys.

PageLight SharePoint as DM for Legal Solution

Access Legal DM through Outlook

  • Browse and navigate all Client Matter contents stored in SharePoint from Outlook
  • Search contents with flexible taxonomies that relate to the practice-level classification
  • Previews of files in SharePoint
  • Create new libraries and folders within practice areas from Outlook

Email Filing and Attachment Handling

  • Drag and drop emails and attachments, apply Metadata automatically, and save in SharePoint
  • Browse, search, or right-click on a document to send it as a link or attachment
  • Automatic capture of case/matter-related attributes from email
Sharepoint Legal Document Management System

Client / Matter / Person-Centric Operation

  • Dynamic integration with Practice Matter Management System
  • Filtering and display of documents for a Matter
  • Automatic tagging of documents with Client / Matter metadata through BCS integration
  • Provisioning of SharePoint containments like Matter Sites, document libraries, and folders per configured business rules

Search SharePoint Contents from Outlook

  • Search by Client and Matter Metadata
  • Send the search results as a link in the outgoing email
  • Configure search panels to display required Metadata

Create and Save PDF into SharePoint

  • Save documents from any application in SharePoint as PDF
  • Create PDF documents on the fly without any third-party tool
  • Choose SharePoint destination when saving from Office applications, Adobe Reader, or any application

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