Unlock the Potential of Your Document Management System

We’ve all heard that humans use only 10% of their brains and that, if we could use the full 100%, we could do things like bend steel with our minds or, in my case, get the kids to bed on time. We also know that we use only a small percentage of our phone’s or our computer’s capabilities. Often, that seems ok because we use them for the tasks we need in our professional or personal lives, ignoring the rest.

However, when it comes to law firm document management systems, ignoring the percentage you don’t know how to use can not only be a costly oversight, but it can also lead to inefficiencies, security gaps and operational screw-ups.

And here’s the really frustrating thing: your law firm is likely paying ongoing fees to your DMS provider for continuous upgrades and enhancements… that many people in your firm can’t even use! Probably, with a relatively small investment in a law firm training partner, someone who knows how to conduct DMS trainings, you could improve your firm’s efficiency remarkably.

Let’s look at why you purchased a DMS in the first place. Business News Daily recently wrote an article about document management systems and defined them as…

  • Electronic filing cabinets that provide a framework for organizing all digital and paper documents.
  • They work in tandem with scanners, which convert paper documents into digital versions.
  • Through sophisticated search engines, document management systems allow for quick access to any document or file.

And here are the functions you can use a DMS for:

  • Storing various document types, including word-processing files, emails, PDFs and spreadsheets
  • Searching an entire library of files by individual keyword
  • Restricting access to certain documents
  • Monitoring who is viewing documents and when
  • Tracking edits being made to documents
  • Retrieving previous versions of edited documents
  • Controlling and regulating when out-of-date documents can be deleted
  • Accessing, editing and sharing documents via mobile devices

Did you look at the list above and think, “We’re not using that function or that function or that function…”

It’s time to Unlock the Potential of your Document Management System! You need a DMS training partner who stays on top of the constant changes and upgrades to your DMS and who offers the following:

  • Consistent new hire DMS training.
  • Quick tutorials on an ongoing basis to introduce DMS software upgrades and enhancements (available via webinar, in person or on your LMS).
  • Ongoing trainings that go deeper into your DMS’s capabilities, including document sharing with clients, email management, archiving and more.
  • Ongoing support for regular usage issues.
  • Establishing protocols that serve your firm’s unique processes.

Imagine that your DMS is like the nervous system in your body. An attorney who is sitting on your shoulder may tweak a document and store it into the system properly. But if the attorney working on your thumb doesn’t have a clue how to access that document from the system, then he’s working in a vacuum. You might as well cut off that thumb! Your firm ends up with a knowledge gap, inefficiencies and inadequate representation of your clients’ needs.

A training partner can make sure that each person in your firm knows how to use your DMS to its fullest capacity.

If you’d like to improve your ROI on your DMS. Contact Savvy today:(info@SavvyTraining.com or 303-800-5408).


Savvy Training & Consulting works with leading companies and technologies to deliver the most up-to-date training solutions and curricula to law firms. Savvy recently unveiled an award-winning Learning Management System (LMS) for law firms, SavvyAcademyTM, which delivers scalable training capabilities, reportable data down to the individual user and 24/7 support, all for a fraction of the cost of traditional LMS services.


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