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Document Management: Another Necessary(?) Tool

There are several, and very different software tools that attorneys, paralegal, management and staff use in their various roles in a typical law firm. Some of the most sophisticated and critical of these are: accounting software, practice management software and document management software. Depending on the firm, practice management software is probably the most commonly-used software (apart from the word processing and email programs found in every office.) However, not all users in a law firm rely on practice management software. If the PM software is connected to their email/calendar software (whether it be Outlook or Gmail) then they may rely on those two products, in addition to their word processor to manage their correspondence (email-wise), their calendar and any documents that they generate or review. 

Practice management software is used most extensively by those managing the progress of the case: those who manage deadlines, requests and the day-to-day setting up and executing of the interaction between the firm and its clients and resources. Someone, who is primarily a "rain-maker" for example, and whose responsibility to the firm is meeting new prospects and keeping the firm's profile constantly in view, and does not actively manage many, if any, cases, will rely on his/her calendar and email to manage their day-to-day responsibilities. 

For those in the firm whose  primary responsibility is to manage and perform the day-to-day accounting functions, then the firm's choice of accounting/billing/timekeeping software will be their main focus. Making sure that time is tracked and entered as desired, that bills are received and paid as requested, and the invoices to clients are sent out and payment is received as expected are all functions that will keep the accounting staff mostly in their specialized accounting/billing software.

But what about the attorneys whose primary function is to work the case, but who also has staff that manages the day-to-day tasks? Their responsibilities are to manage their calendar, make sure they (and everyone associated with the case) can see all emails sent/received about the matter, and to draft and review all documents associated with the case.