26 Questions to Ask when Considering a Cloud Document Management Platform

Document management systems (DMS) are central to how modern lawyers manage and complete their
work. As matters become increasingly complex, it is critical for staff to have the tools that remove
burdensome gaps in their workflows while enabling efficiency gains.

Document and email management platforms, specifically cloud platforms, are quickly becoming the
favourite of legal professionals around the world, thanks to anywhere access, seamless backups and
updates and innovative security features.

But the legal market is becoming flooded with various options and vendors, making it difficult to find
the best fit for your team, the first time around. Luckily, you’re here! Reading this guide is an excellent
first step in your DMS selection journey. From user experience to system analytics, we’ll give you the
absolute must-ask questions to ensure you find the perfect DMS for your organisation.

USER & ADMINISTRATOR EXPERIENCE

Beyond evaluating the user experience and dependability of the platform, it’s critical to consider the
effort required to maintain the DMS on the back end. This behind-the-scenes work can have significant
impacts on the future cost, performance, efficiency and security of your DMS. Be sure you ask every
potential provider:

1. Will your DMS integrate with my firm’s current technologies?
Technology is becoming more prevalent in legal work, but if your organisation’s technology doesn’t
operate in sync it can lead to gaps in productivity and content security. Search for a DMS that
supports a large partner ecosystem, has fully integrated products and offers an open API that can
be utilised for customised integrations as needed.

2. What can my IT department or vendor expect in terms of time commitment
to support this solution?
While cloud solutions do require some time commitment to implement up front in order to customise
the system for your organisation, there are far less demands in terms of future maintenance.
Modern cloud DMS solutions boast rapid deployments, automated updates and instant access
to new features—adding up to increased organisational agility, enhanced productivity and tighter
security without IT having to do more than notify their end-users.

Read the full white paper here.

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