Addressing the risk and true cost
of inconsistent
inbound document management
During Covid, legal firms faced major challenges around managing inbound documents – especially hard copy mail.
Capturing, filing and securely distributing critical correspondence to fee earners working remotely became a pressing issue.
In that moment of change, a seismic digital switch occurred, and inbound and outbound document workflows largely went digital.
But with this shift came new risks and challenges – particularly around governance, compliance and the increased time burden on busy fee earners to ensure consistent and accurate filing of matters.
A Unified Approach
For many, historical problems didn’t disappear – they simply moved from paper to digital. Fee earners took on more responsibility and with it, higher costs.
Today, firms looking to drive smarter processes, reduce costs, and leverage automation and AI need a more unified approach to managing all inbound documents – whether from post, email, or client portals.
And for most, email has become the most complex piece of the digital jigsaw.
Paper vs Email Management
How consistent or compliant is your approach?
Take the Test
How much time do your fee earners spend managing and filing emails?
What is the true cost of that lost (billable) time?
What percentage of your inbound post is email compared to paper?
What percentage of inbound documents (hard copy post or email) is filed automatically vs manually into the correct files and matters?
Do you have a consistent process for filing inbound matters? Is it collaborative? And most importantly, audited?
How do you manage attachments and embedded images, and can you search within and file those automatically to the correct matter?
What percentage of your inbound emails have mixed matters and could be misfiled accordingly?
Reconnecting Email
While some document and case management systems offer basic email filing for your own outbound client communications, they often fall short when it comes to inbound matters – especially those without unique code embedded in the outbound email.
As a result, at least half of all email correspondence firms receive remains a challenge, with filing processes often disconnected from hard copy post filing.
An Easier Way?
So, is there an easy way to manage all inbound and outbound documents and correspondence in one consistent and complaint way, regardless of which DMS/CMS or PMS system(s) you use today or in the future?
Yes, there is!
Trusted by Top 200 firms
Many Top 200 firms are already adopting this platform to deliver a consistent approach to all inbound document workflow.
The result?
Reduced time, risk and cost of paper and email capture and filing
Improved compliance
More efficient processes
More time for fee earners to focus on what matters most: client work
It’s a simple change that delivers real impact.
Consistency is Key
How do you currently manage the filing of paper document and emails into your own systems and workflows?
If your firm is still relying on a patchwork approach, or placing the burden on fee earners, we think you’ll be surprised at how easily this can change.
With a platform that can address all of this in one consistent way, you’ll be encouraged to see how others with similar challenges have transformed their workflows.
The potential financial and operational benefits, let alone the risk mitigation, are incredibly compelling.
Book a 30-minute call to explore your current processes and see how this solution could help you and your firm.
It’ll be time well spent.
How we’re helping firms like yours
Interested?
Address the Risk and True Cost of Inconsistent Inbound Document Management
Book your 30-minute call.
