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Utilizing & Navigating the DMS


Welcome to this comprehensive module designed to equip you with essential knowledge and skills to effectively navigate and utilize our Document Management System (DMS). In this module, we will delve into the intricacies of managing and organizing client files, legal documents, and correspondence within the DMS. We’ll explore the protocols for saving and labeling files, emphasizing the importance of confidentiality and security. The module will also guide you through the steps to create shared links in OneDrive, ensuring that files shared externally uphold our firm's stringent security standards. Additionally, we will cover the management of work product and discovery materials, underscoring the pivotal role of organization in enhancing our legal service delivery.

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