Document Management

transactional lawyers guide to workflow
A Transactional Lawyer’s Guide: 5 Workflow Strategies to Reduce Risk and Build Better Client Relationships

Attorneys are under pressure to deliver deals faster, minimize errors and provide more value, all while managing the stress of an increasingly complex work life. It's a tall order but it doesn't have to be overwhelming.

Kathryn Lye - October 10, 2025
Agentic AI for Legal
What Is Agentic AI for Legal? And Why Should It Matter to Legal Professionals?

Product Spotlight | NetDocuments. Learn how Agentic AI for Legal moves beyond chat to take autonomous action, automate complex workflows, and transform your DMS.

Jill Schornack, Vice President, Product at NetDocuments - October 8, 2025
Legal AI Cost-Effectiveness
Beyond the Bottleneck: How LLMs in Law Firms Deliver True Legal AI Cost-Effectiveness

Jill Schornack | LLMs offer a path to true, long-term legal AI cost-effectiveness, eliminating the rising fees and vendor dependency

Jill Schornack - October 6, 2025
client engagement agreement
Client Engagement Agreements: An Underused Tool in a Lawyer’s Arsenal

Jared Correia | Before entering into another loosely defined relationship, consider adding the following clauses to your fee agreements.

Jared Correia - May 27, 2025
co-authoring legal documents
The Future of Collaboration: Embracing the Digital and AI-Powered Shift in Co-Authoring Legal Documents

With the shift toward remote collaboration, we're witnessing a significant shift from the traditional “pen-holder" approach to document management to a more dynamic and collaborative method of co-authoring legal documents.

Ragav Jagannathan - April 9, 2025
bates numbering
How to Apply Bates Numbering to Documents in Kofax Power PDF

In this tips series, the legal technology training experts at Affinity Consulting Group offer straightforward answers to common questions about popular software programs used in law offices. This time: Handling Bates numbering in Power PDF, ...

Danielle DavisRoe - January 3, 2025
knowledge management and AI
Law Firm Knowledge Management: How AI-Enabled Systems Can Help Small and Midsize Firms Level Up

Laura Wenzel | A KM initiative requires a culture shift for most small and midsize firms. Here's why it’s worth it.

Laura Wenzel - January 1, 2025
microsoft-word-speech-to-text 6
6 Ways Microsoft Word Speech to Text AI Can Help You Write Faster and Better

Microsoft Word's editor, dictate and text prediction features are all based on AI.

Danielle DavisRoe - December 31, 2024
PDF Bookmarks
PDF Bookmarks: The Secret to Quickly Creating User-Friendly Documents

These tips show how to use bookmarks to make PDFs user-friendly.

Danielle DavisRoe - December 31, 2024
CosmoLex juggling multiple tools
Tired of Juggling Multiple Tools to Manage Your Law Firm?

Product Spotlight | CosmoLex NextGen is designed for attorney-operated firms who need a seamless, end-to-end practice management solution.

CosmoLex - November 22, 2024
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