Documents and Communications for Law Firms

Your workplace

Why this matters.

Client documents need to be accessible to the right staff without unnecessary sharing. Email, document systems and scanning workflows should be considered together, including work away from the office.

The IT work

What Netsmart can help with.

1. Review file workflows

   Identify document locations, access groups and the applications that create or use matter information.

2. Configure collaboration

   Support agreed Microsoft 365 sharing, staff access and approved external collaboration settings.

3. Connect office systems

   Support printers, scanners, phone and meeting-room connections with the relevant providers.

A practical example

How this works in practice.

A firm may have documents in a document management system, email attachments and scanned files on shared storage. Before changing access or moving data, map where each workflow starts and ends, who approves sharing and which vendor supports the system. Test a representative save, search, scan and approved remote-access workflow after the agreed change.

Checks and handover

What the work can include.

• An inventory of document locations, access groups and relevant vendors.
• A record of approved sharing and remote-access settings.
• Agreed checks for document access, email, printing and scanning.
• Handover notes identifying support responsibilities and remaining actions.