Document Imaging and Legal Practice Management

Ross Kodner of Ross Ipsa Loquiter Blog, which incidently is an amazing source of information on legal technology and document management information, yesterday posted live from LegalTech about the opportunities that SharePoint is bringing to legal. To quote him on one of the standout points of the SharePoint proposition:

The emphasis in practice information tracking on the “individual as a member of teams,” rather than the typical practice management focus on the “matters first, team second, individuals third” approach interwoven through contemporary practice management systems. In other words, most practice managers today are matter-centric: it’s all about the matter. What I saw today was definitely matter-centric, but in a different way. The emphasis was on the people who work on the matters first, then matter info secondarily. That’s a considerable application focus shift. Was that the hint of a wiff of a paradigm shifting nearby?

This same emphasis can be applied to document imaging. When you empower individual users to scan their own documents at shared scanning devices and distribute them to the applications (like SharePoint or any traditional practice management or document management system, it is critical that the scanning process be as easy and intuitive as possible. Here's a great example.

The way this happens is to present the same interface at the scanning device (MFP or scanner) that they see at their desktop. When they log into the document imaging software and scan to -- say SharePoint -- they should be presented with the same options as they see when they open the application at their desktop. NOT just a list of folders or matters, but a list of the ones that they use. Dynamic integration between the two applications makes this possible.

When you make it easy to include paper documents into the applications that run your business, you eliminate the delays caused by paper workflows. And, you empower your employees by making their jobs easier -- which, of course, in turn makes for happier, more productive employees.

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