The legal case team consists of lawyers, paralegals and outside consultants who must collaborate on the matter documents stored in legal document management solution. Security is of paramount importance to the law firm and access to the documents is by invitation only. By default, team members like responsible, origination and support staff have access to all the matter contents and forms. External subject matter experts and consultants must be provided access to the matter documents by the case team members on an ad-hoc basis only for the time when required.
Law firms can explore various legal technology solutions from email to online collaboration solutions. Emails can be an easy way to start collaboration with external parties and consolidating the changes from multiple users will be a tedious and time-consuming process. Comments added to documents can be lost when changes are combined and merged. Legal DMS has built-in tools like version management, check-in check-out and external sharing to invite internal and external users as recommended by the governance team.
Microsoft Teams can set up collaboration with interested parties without IT support. Microsoft 365 for lawyers can be cost effective way to introduce the team to digital transformation. Compliance is addressed as all conversations and discussions on document level are tracked and saved. SharePoint online has coauthoring features allowing multiple users to edit Office documents simultaneously. For advanced collaboration vendors like PageLightPrime have developed legal practice management solutions for different stake holders to work on their daily tasks as designed and tracked by legal workflow software. PageLightPrime is built on Office 365 to offer Outlook integration and law firm client portal to share documents, content generation using legal document assembly and assign workflow tasks. Documents can be synced to local machine using OneDrive for Business with rights management applied to contents locally.
