Is it time to level up your legal tech?

Integration

Consider your current legal document management system. Let’s take a look at how well it integrates with the everyday tools your teams depend on – like email, Word, and collaboration platforms.

1. Can you work with your document management system right inside the tools you use every day – without needing to switch apps or interrupt your workflow?

2. Is your DMS connected to Outlook in a way that’s built for the future (using Microsoft 365), or is it still relying on older methods that Microsoft is planning to phase out?

3. Do you have AI built into your document management system, or are you copying content into ChatGPT or another AI tool outside of your DMS?

4. Does your DMS enable seamless connections with other parts of your legal tech stack, like your practice management or billing software?

Collaboration

Let’s look at how easily your lawyers can collaborate — both with colleagues internally and with third parties. How smooth is the experience when it comes to working together on documents?

1. Can multiple lawyers easily co-author in real time with the controls to restrict access when needed?

2. Can you collaborate on documents within Microsoft Teams without compromising data governance — ensuring access controls are preserved, sensitive work product stays secure in the DMS, and unnecessary copies aren’t created across systems?

3. Does your DMS offer automated, customizable workflows that your whole team can use?

Automation

Let’s explore how your organization is using AI-driven automation to streamline workflows and eliminate repetitive, manual tasks.

1. Can routine tasks like document creation and clause extraction be automated at scale within your DMS?

2. Can your DMS’s AI tools adapt to your unique workflows — or are you stuck choosing from a predefined menu of limited use cases?

3. Does your DMS offer an AI assistant that goes beyond answering simple queries to delivering meaningful insights that support decision-making in legal workflows?

Document Discoverability

How easily can your lawyers find the documents and information they need — when they need it? Let’s take a closer look at the effectiveness of your current search and organization tools.

1. Can you search by concept (semantic search), not just keywords? (e.g., a search for “non-compete agreement” would also surface results that mention “restrictive covenant,” “employee can’t work for competitors,” etc.)

2. Does your DMS provide AI-generated answers rather than just links to documents?

3. Does your DMS provider integrate and optimize various search methods — such as metadata, full-text, and semantic search — to deliver a powerful, intelligent search experience for users?

Content Enrichment

Finally, let’s examine how your DMS enhances documents with context.

1. Does your DMS support unlimited and dynamic metadata?

2. Are you using AI to enrich your content with auto-classification and auto-profiling?

3. Does your DMS make it easy to consistently and accurately apply your complete preferred taxonomy?