Digital client files not only cut down on physical storage space but allow for better security and backup in the event of a disaster. But a digital client file that is poorly structured is inefficient. Learn ways to structure your digital client file and the options available for storage that allow convenient access and security. You’ll also learn how to use Sharepoint (which is included in certain business subscription levels of Microsoft 365) to manage law firm documents and perform practice management functions

This seminar is an excerpt from Wisconsin Solo & Small Firm Conference 2022

Digital client files not only cut down on physical storage space but allow for better security and backup in the event of a disaster. But a digital client file that is poorly structured is inefficient. Learn ways to structure your digital client file and the options available for storage that allow convenient access and security. You’ll also learn how to use Sharepoint (which is included in certain business subscription levels of Microsoft 365) to manage law firm documents and perform practice management functions.