8 Steps for Implementing Successful Legal Operations – Part 1 By Matt Ryan, Legal Files Software Senior Consultant Have you noticed that more attorneys are using the term legal operations? If so, you might be wondering what this new buzz phrase means. Legal operations isn’t a new concept. It’s a multidisciplinary method to optimize
“Using Legal Files as our contract management solution is probably the most inventive way we are using the system. … we’re able to quickly and easily identify who our authorized signatories are.”
Features
With all the resources your department needs ─matter, email, litigation, legal spend, document & contract management, eBilling and reporting, outside collaboration features, integrated calendars, and a tickler system ─you become more efficient and productive using Legal Files.
Robust contract management features- Store any type of file (Word, Excel, PDF, images and other formats)
- Preserve document history with version control
- Securely author and review documents with Check-in/Lock-out capabilities
- Locate documents by user-defined profile criteria or document text
- Leverage easy search capabilities
- Provide secure, portal access to all related parties or reviewers
- Limit views and security rights by role or by contract
- Customize workflow templates for any type of contract
- Define workflows to track your unique business requirements
- Launch specific workflows at designated stages
Office Management - Access your data any time, anywhere
- Route contracts, notes and action items to designated parties
- Save email communications (and attachments) to the contract file through Outlook, IBM Notes, GroupWise and Gmail
- Synchronize action items to tasks and calendars in Outlook, Gmail and IBM Notes
- Use the Legal Files Mobile app for your iPad® or iPhone®
- Send automatic email notifications for milestone dates to internal and external contacts
- Assign tasks or events based on user-defined role or purpose (author, reviewer, level of approver, etc.)
- Choose recipients based on their user-defined roles
- Fully customize each email notification and create templates for email alerts
- Receive daily status report alerts
- Query contracts in various ways with flexible, built-in reporting tools
- Utilize 90+ standard reports including 25+ Management Dashboard reports
- Work with many third-party report writers, including Crystal Reports
- Maintain complete contract history for future reference or auditing purposes
- Provide an audit trail for compliance
- Generate reports on key compliance/non-compliance issues at any time
- Store any type of file (Word, Excel, PDF, images and other formats)
- Preserve document history with version control
- Securely author and review documents with Check-in/Lock-out capabilities
- Locate documents by user-defined profile criteria or document text
- Leverage easy search capabilities
- Provide secure, portal access to all related parties or reviewers
- Limit views and security rights by role or by contract
- Customize workflow templates for any type of contract
- Define workflows to track your unique business requirements
- Launch specific workflows at designated stages
- Access your data any time, anywhere
- Route contracts, notes and action items to designated parties
- Save email communications (and attachments) to the contract file through Outlook, IBM Notes, GroupWise and Gmail
- Synchronize action items to tasks and calendars in Outlook, Gmail and IBM Notes
- Use the Legal Files Mobile app for your iPad® or iPhone®
- Send automatic email notifications for milestone dates to internal and external contacts
- Assign tasks or events based on user-defined role or purpose (author, reviewer, level of approver, etc.)
- Choose recipients based on their user-defined roles
- Fully customize each email notification and create templates for email alerts
- Receive daily status report alerts
- Query contracts in various ways with flexible, built-in reporting tools
- Utilize 90+ standard reports including 25+ Management Dashboard reports
- Work with many third-party report writers, including Crystal Reports
- Maintain complete contract history for future reference or auditing purposes
- Provide an audit trail for compliance
- Generate reports on key compliance/non-compliance issues at any time
Next-Generation Benefits
From easily customizing the platform to managing expenses to accessing your dashboard wherever you are, Legal Files is there to support your day every step of the way.
Comprehensive features make contract management a breeze.
Centralize your document store, create a desired folder structure, search and retrieve any document created or attached to a file, and establish a secure approval process.
Collaboration tools provide extra levels of security.
Create user-defined roles that allow for various levels of security, then manage those roles by contract or set system-wide rules.
Customized workflows increase efficiency.
Launch specific workflows at designated stages in the process, eliminating time-consuming, manual entry by staff.
Minimize risk through well-tracked milestones.
Eliminate worries associated with missed deadlines or critical dates by using ticklers and automatic email notifications.
Reporting tools to tie it all together.
Query contracts, and other relevant data, in numerous ways with flexible reporting tools that help you better serve C-level executives and shareholders.
Enable best practices for compliance purposes.
Gain peace of mind knowing you’re in full compliance with all applicable regulations.
What Our Customers Say
“We selected Legal Files because we are geared toward an in-house practice. Other software programs seemed like they were designed only for use in a law firm.”
“We are incredibly impressed with the flexibility and customization capabilities that Legal Files offers.”
“Legal Files can accommodate our operations now and in the future. It can grow with us, so we feel confident that we found exactly what we were looking for.”
“Legal Files makes it so much easier to find information.”
Case Studies
University of Connecticut
Legal Files’ customization enables university procurement department to work the way it wants.
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