Records Management is a Snap with SmartAdvocate’s SmartNames Document Filing & Barcode System
Scanning documents into your case management system is one of the most effective ways to manage your documents.
Scanning documents into your case management system is one of the most effective ways to manage your documents. Scanning documents into your case management system is one of the most effective ways to manage your documents, incoming mail and files, especially for law firms. But the process of scanning and organizing items can be a downright nightmare in terms of the amount of staff and the time it takes to implement and utilize. The typical law firm usually has the following steps: 1. A staff member would open the mail, receive a document and/or receive a file. 2. A staff member then goes to the copy/scanning machine. 3. A staff member would scan each and every document, mail or file individually. 4. The scanned item would either go to a folder on a drive or be emailed to a staff member. 5. The scanned item would need to be renamed by the staff member. 6. The staff member would then move the scanned item to the appropriate folder within the…
Training Is the Key to Successful CMS Implementation
Training must be a key part of the case management system rollout. This requires nothing less than a top-down commitment.
Training must be a key part of the case management system rollout. This requires nothing less than a top-down commitment. Law firms committed to the successful implementation of new case management software need to understand that training—good, quality training—is mandatory for all employees who will use the system. This cannot be overstated. Training each staff member so that they know how to utilize the system to its fullest extent will pay rich dividends going forward in terms of time and efficiency. But, even more than that, it can be said that the success or failure of case management software implementation actually depends on training. Indeed, the lack of training is one of the key reasons why case management system implementations fail. That is so important, let’s repeat it: the lack of training is one of the key reasons why case management system implementations fail. Training must be a key part of the case management system rollout. This requires nothing less than a top-down commitment. We have heard how difficult it can be…