How to Choose a Digital-Age Document Management System

Twenty years ago, law firm document management revolved around meticulously organized manila files, metal drawers, and bankers boxes, with instructions not to fold, spindle, or mutilate them as they were being physically transported to another attorney or a courtroom.

While those physical manifestations still remain to varying degrees in law offices, document management today is more likely to focus on electronic files that need to be created and managed on a server or in the cloud, with instructions to ensure they're adequately encrypted before being electronically transported to one of the aforementioned destinations.

Paul Unger, a partner with Affinity Consulting Group who works with attorneys and law firms, recommends that legal offices use a top-shelf, sophisticated electronic document management system to handle the creation and storage of most types of documents.

"If we're talking about transactional attorneys - or even if it's litigation, but it's your own work product, your own correspondence and responses - anything we would draft ourselves, pleadings, motions, I would recommend in today's age that a firm have a document management system," he says. Unger recommends four primary choices: Worldox, NetDocuments, iManage (formerly Interwoven Worksite), and Open Text (formerly Hummingbird). Find out more in the May IBJ.