Document Management with Keith Vallely

<p>Jared Correia talked with Keith Vallely, an expert in the space about document management best practices for law firms, including the use of appropriate software tools.</p> <p><strong>Episode Highlights</strong><br /> 04:54 The differences between document organization and document management<br /> 06:34 Why document management should include searching capabilities<br /> 14:00 The difference between case management, law practice management and document management systems<br /> 20:40 Advice to law firms on choosing a system to start with<br /> 23:07 Microsoft's heavy lifting tasks such as supporting, storing, and securing user's content<br /> 25:13 Tips on how to organize files in the cloud using Microsoft's platform and how to segregate content according to users' needs<br /> 28:28 The potential of workflows once the DMS is in place</p> <p> </p> <p><strong>Episode Resources</strong></p> <ul> <li>Connect with Jared Correia</li> <li><a href= "mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href= "https://redcavelegal.com/">https://redcavelegal.com/</a></li> <li><a href= "https://www.linkedin.com/in/jaredcorreia">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href= "https://twitter.com/RedCaveLegal">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Keith Vallely</li> <li><a href= "https://www.epona.com/">https://www.epona.com/</a>  </li> </ul>