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Legal Filing Systems: Example of Organizing Your Files in 2023

If you or your law firm struggle with document flow organization, it’s time to think about legal filing systems. Having a legal filing system makes finding and obtaining all contracts and client cases far simpler. A well-organized filing system constantly assists you with increasing your work productivity and progress.

But how to create or where to get an efficient legal filing system? In this article, we will discuss all the pros and cons of legal filing systems and how they can help you organize your files in 2023.

Necessity of an Effective Legal Filing System

How often have you been frustrated with finding a document among a clutter of files? Has finding a file in time for a client or court appointment been challenging? You can avoid these situations. You need an effective legal filing system to organize legal files masterfully and save time.

Switching to a more efficient legal filing system will save you time if your law firm’s filing system lacks structure or is still dealing with a lot of paper. You will be able to access documents more quickly in the short term. In the long run, this will enable you to work remotely, grow your firm without worrying about physical storage space, and implement further time-saving measures, like electronic signatures.

6 Steps to Better Document Management for Small Law Firms

1. Identify your firm’s key documents

In most law firms, key documents are used every day. The first step in improving your document management tools is identifying heavily trafficked forms and paperwork, and then organizing them with a legal filing system. Create a list of how frequently they are used and what steps are needed to complete them.

2. Create digital document templates

Compose updated templates for each of the essential documents you identified. Take this opportunity to improve and update the templates, taking stock of wording, design, fonts, and the information on each form. If you’ve completed your new digital templates, place them in a single folder of your law office filing system so they’re ready to use whenever you need them. Maintain consistency within your firm by communicating to all appropriate staff where to find the most current template.

3. Allow clients to provide digital signatures

The use of digital signatures by businesses is increasingly widespread due to their security and confidentiality. Realtors, doctors, and dozens of other professionals require digital signatures from clients to expedite the administrative process and need less face time with clients. You can process and digitally file paperwork in a few easy steps in your legal filing system after receiving completed and signed documents by email.

4. Establish centralized digital records for each client

After creating your digital template folder, keep every existing client file organized. Taking the time to do this now will save you a great deal of time in the future. Imagine having a client on the phone and knowing where to look to answer all their questions and provide all the information they need to know. Organize legal files and create a folder for each client with critical contacts and case information. Ensure everyone dealing with that matter can access the client’s folder and proceed to the necessary legal filing accordingly.

5. Organize everything with software

This step may overwhelm you if you don’t have the right law office filing system. A law firm-specific case management tool can help. Good legal filing software enables you to preload templates, provides a cloud-based server so your team can ‌work anywhere, and streamlines client communication. In addition to preloading templates, the software can organize all emails and client information. The software eliminates the need to look for emails, documents, and phone numbers constantly. It will be easy to access every detail about every matter in one place.

6. Create a standard process for document management across the firm

Make a plan to get your entire law firm on the same page, whether you’re working on digital document organization yourself or using a law office filing system. You should ensure that everyone uses the same solution and operates it in the same way, from the office manager to your senior partners. Maintain consistency across your team by communicating with your colleagues about legal filing systems at your company.

How To Manage Paper Files

Before you develop your legal filing system

Preparing before you launch your legal filing system will save time and hassle.

  1. Determine what you have. Inventory all your files and sort them if your legal file system is not organized. Then you can develop the processes that work for you. You can categorize them based on correspondence, motions, pleadings, or even client names if necessary.
  2. Get rid of old files. Check your jurisdiction’s retention rules if you have old documents or files. You should devise a document retention policy for your firm once you know your legal and ethical responsibilities. Outline the rules and procedures for determining what must be kept and for how long, and how closed client files will be disposed of when appropriate. Reducing the number of unnecessary files will give you more space to organize essential files.

How To Organize Law Firm Files

Use the following questions for guidance as you develop a better system for organizing paper files:

1) Is your storage space sufficient?

How much space does your office have to accommodate all legal documents and storing files?​​ How to organize law firm files in one space? Will you need more storage furniture and/or more office space?

The most important piece of furniture is a large cabinet (or series of cabinets) where you can hang your files. However, this can result in space shortage issues quickly. What kind of cabinets or drawers do you need if you need more furniture? Will you be able to rearrange what you already have?

2) Keep an eye on the future

As your law firm grows, you’ll need more storage space to accommodate additional documents and files.

3) What will you call your files?

Before renaming your legal documents, decide on a file naming system. By categorizing your files, you can find them more effectively.

Legal filing within a law firm can be based on the client’s name, the matter number, the date the file was created, or the lawyer’s name. Be mindful that you’re not the only person needing access to files. Therefore, ‌use a file naming scheme that is consistent, logical, and user-friendly.

4) What are your plans for identifying files?

Decide on a system for identifying and labeling your legal documents once you decide how to name them. To make a paper filing more manageable, clear identifiers (such as color-coded labels) and expanding files can be helpful. 

5) Is it possible to go digital?

The cost of a physical legal filing system will only increase over time as you run into space and furniture issues. The cost of office supplies such as folders and labels can add up too.

Lawyers today are less likely to use paper files efficiently and effectively. Remote work could be necessary during a pandemic, and a digital legal filing system is the most efficient for any law firm.

Also read:Top 6 Legaltech Trends in 2023

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Why Should You Switch to a Paperless File Management?

A paperless legal filing system has a lot of benefits for law firms. From the moment you take on a new client to the end of the case, it benefits legal firms in multiple ways.

1. Client retention and onboarding made easy

Using a retainer with an electronic signature eliminates the need to scan documents for record-keeping. Following the signing of documents, you can quickly send copies to all parties involved and store them in your legal filing system.

2. Automation of workflows

A personalized email for each client can be automated if a legal filing system is set up correctly. You can easily access and send information about their case. Intake forms and document request forms can be automatically sent. When you streamline and manage delegated tasks, you’ll save a lot of time, and the work will no longer have to be done manually by your paralegals.

3. Quick access to information

All the documents can be scanned into your file management software. Using text-searchable PDFs allows you to organize legal files and locate information within a client’s file in just seconds. This can be a crucial factor when you’re meeting with the opposing counsel, and you can instantly pull up a document or factual reference.

4. Improve client service

Your clients will be better served if you use a paperless legal file management system. You can get your work done in half the time. During a busy workday, for example, if a client calls you about their case file, you can quickly type in a query rather than search through dozens of legal documents.

5. Access to information 24 hours a day

Lastly, working from anywhere, at any time, is a huge advantage. You could be boarding a plane half a world away and you would be able to answer questions from clients wherever they are.

It is simpler than you think to run a legal filing system. Going paperless gives you more flexibility than ever before.

Conclusion

Legal filing systems are essential for law firms and solo practitioners to boost their daily document flow, enabling them to spend working hours wisely. The major thing needed for starters is to begin organizing legal materials step by step to get a feel for it. Soon, the task of organizing legal files will not be a continuous nightmare but a routine activity that you will perform without stress. Ultimately, you will search, access, and collaborate on legal documents & templates more quickly and easily.

Article by Yevheniia Savchenko

Yevheniia Savchenko is a Product Content Manager at Lawrina. Yevheniia creates user interface copies for Lawrina products, writes release notes, and helps customers get the best user experience from all Lawrina products. Also, Yevheniia is in charge of creating helpful content on legal template pages (Lawrina Templates) and up-to-date information on US law (Lawrina Guides). In her spare time, Yevheniia takes up swimming, travels, and goes for a walk in her home city.

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