Document Management

law firm checklists
Law Firm File Management Checklist: Five Steps to Make Your Practice More Efficient and Profitable

Checklists are great for making sure you are completing routine processes in your practice without mistakes.

Peggy Gruenke - May 27, 2026
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 - May 20, 2026
compare documents in word
How to Compare Documents in Word: Quickly Redline Legal Documents With Word’s Built-In Feature

Learn how to quickly generate a redline comparison using Microsoft Word's built-in Compare tool to catch untracked changes from clients or opposing counsel.

Danielle DavisRoe - May 9, 2026
arrows navigating targets when handling complex legal cases
Eight Top Tips for Handling Complex Legal Cases

Veritext's Mike Murray and Stacey DiGerardo have practical tips for keeping multiparty, high-stakes legal matters from collapsing under their own weight.

Michael Murray and Stacey DiGerardo - April 15, 2026
legal ai tools
Beyond the Hype: The Legal AI Tools Law Firms Are Really Using Today

AI project managers Jamie Ormand and Anthony Sorendo tell how forward-thinking law firms are leveraging AI today, with workflow-specific examples and lessons learned.

Jamie Ormand and Anthony Sorendo - January 12, 2026
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
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