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Private Law Practice
Tom, age 38, lawyer, private
practice.
 Tom
is a typical lawyer. After working for a large law
firm for 10 years, he started his own private practice
3 years ago. Tom is in general practice, so he sees
cases about anything and everything. With such a
wide variety of case types and clients, he has come
to a point where his manual document organization
system is just not doing the job. It is becoming
extremely cluttered with an overwhelming amount of
paper and digital files. He has always wanted to
go to a paperless system, but all of the document
management software he has researched are too complicated
and expensive. That is, until he came across Docsvault™.
The first thing Tom did with Docsvault™ was
scan in all of his paper documents. With the built-in
scanner interface, this portion of converting to
a paperless office was a breeze. Next, he took advantage
of the Custom Profiling and Properties features to
organize all of his documents by case, client, or
any other descriptive class that he wanted to create.
Now he can not only organize his documents and files
in a way that fits him best, but he can also find
these files instantly with the highly functional
search feature. He can search for files based on
case type, case date, client name, descriptive notes
he attaches to files, or words within documents,
provided that they are text-based files. He also
makes the same five to ten searches on a regular
basis. Instead of having to go through and type in
each search parameter over and over again, Docsvault’s
Save Search feature means he can search those parameters
with one-click, saving him time.
But the benefits to Tom did not
stop there. Tom does things in an iterative manner.
He makes drafts, proofreads and revises, and then
makes further changes. He was having problems knowing
if he was working on the latest version of his client’s
documents. Now, with Docsvault’s Version Creation
and History, he can make sure that the document he
is working on is the latest version. Every time he
saves, he can create a new version and add notes
that give him reminders about the changes he’s
made. He can even search for documents based on the
text in these notes! Version History allows him to
see the iterative process and track all of the changes
he has made.
But what happens if his computer
all of a sudden crashes? No problem. With Docsvault’s
effortless data backup, he can create backup schedules
to monthly, weekly, or daily by changing his preferences.
He can even do automated DVD or CD backup without
having to do anything but make sure a disc is in
the burner. And if he ever has to restore these files,
they come back retaining all of the hierarchical
structure and information that he had assigned, so
he doesn’t miss a step.
Tom’s private practice has
become much more efficient and productive. All of
this has meant he has more time, and in a profession
where time is money, he has the ability and confidence
to take his practice to the next level.
Find out more about Docsvault Professional
Edition and Small
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