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Experiencing quick wins switching from Worldox on-prem to the NetDocuments cloud DMS.
Carbert Waite LLP is a midsize litigation law firm located in downtown Calgary, Alberta, with additional expertise in health law, employment law, mediation/arbitration, estate planning, and business law matters. The Canadian firm is known for providing clients with trusted insight and innovative solutions.
Carbert Waite had already begun shifting to the cloud by implementing Microsoft 365, and their practice management and accounting software had moved to a cloud suite. In late 2022, the firm made the switch from the on-premises Worldox document management system (DMS) to the NetDocuments cloud platform.
In this case study, Dylan Snowdon, Partner and Executive Committee member, shares insights into the firm’s journey, including:
Evaluation criteria and considerations, including on-premises hardware expenses, potential for improved efficiencies, an intuitive interface, and accessibility through mobile devices
Plans for a successful rollout and maximizing adoption – from communications to a pilot phase, training, and more
Quick wins, such as powerful search, flexible remote work, and support that delivers
Dylan explains, "That mobility piece, the ability to work remotely, not tied to a remote server — that has been a big improvement for our remote work."
Read the rest of their story and find out what projects are on the horizon.
In these economic times, firms are doing a bit of belt tightening. ... But I would argue that is the very time that you should be thinking about innovation.
This comprehensive list of 23 insights takes a deeper dive into key areas such as automation, collaboration, productivity, integrations, security, and governance. Learn more about how your teams can harness these emerging trends with solutions that drive better user experiences and successful business outcomes. In addition, hear directly from trusted industry experts on how these trends are being utilized and having a positive impact on their firms and organizations.
Fill out the form to access 55 pages of must-read insights on the top 23 trends of 2023.