Organizing Your Files: Coming up With a Legal Filing System

When you work in a legal office, you’ll notice that you may be dealing with piles and piles of paperwork. And all of these documents are important for every client; that’s why it’s essential that you keep things organized and avoid misplacing any of them.

With that being said, having an effective legal filing system is key to ensuring that all your documents are organized and kept systematically. When you have an organized law firm, all the documents you need — from correspondence to discovery — are kept in the right place, allowing easy access and promoting a streamlined workflow. 

Fortunately, there are different ways to create your legal system, but the core of it all is knowing what you’re dealing with and what needs organizing. Legal documents aren’t the only things that need organizing; some firms also need legal time-keeping management to help them stay organized with tasks and deadlines. 

If your law firm needs a hand with organizing, we’ve got you covered. We’ll help you develop a legal filing system that will make a massive difference to your law firm’s success. 

Why Do I Need to Come Up With a Legal Filing System?

Digging through your files and documents, especially when you’re working on an urgent case, is inefficient, time-consuming, and mirrors incompetence. For this reason, it’s best to prevent these scenarios from happening and make a clear, practical legal filing system.

Without proper structure, dealing with a mass of files can be too chaotic. However, having a solid filing system can help you in both the short and long-term. In the short-term, you’ll be able to provide quick access to needed files, and in the long-term, working remotely can be possible because you won’t have to worry about physical storage space.

How Do I Begin Managing My Documents?

Categorize Your Files

Setting aside some time to prepare and get an overview of what you’re working with will save you time developing a legal filing system. You can do this by creating a rough inventory and sorting out all the files by categories, such as correspondence, pleadings, motions, and even client companies or names. 

Clean Up Old Files

Another critical factor you need to check is to review your jurisdiction’s rules for retaining legal files. By doing this, you’ll have an idea of which documents you can get rid of or keep. 

Consider Your Office’s Space

One of the things you need to factor in when creating your legal filing system is to determine whether your firm has enough physical space to store essential documents. 

Having enough cabinets and furniture to keep your documents organized is great. On the other hand, if you’re thinking long-term, you need to consider your space in a few years and if you can accommodate more documents and files. 

Label Your Files

As mentioned earlier, you can arrange your documents by your client’s name, case number, name of the lawyer in-charge, or follow an indexing system. When you know how to label and identify your files, you’ll be able to expand your storage and keep everything in place for easy access. 

Consider Going Digital

Moving your files to a digital platform can take loads of weight off your law firm’s physical storage space. Paper files can take up more space in the future, which could become a costly issue.

So, if you want an efficient legal filing system, moving your files to a digital platform is ideal since it protects your files from natural disasters and enables your team to work remotely. Some platforms even offer legal time-keeping management, which allows you to progress anytime and anywhere.

The Bottom Line: Keeping Your Legal Documents Organized Contribute to Your Law Firm’s Success

When everything is in proper order, and you have easy access to all the files you need, you’ll notice a significant difference in your law firm’s performance. With that, you’ll be able to handle more clients, have improved legal time-keeping management, and allow your team to work remotely. 

How Can Our Software Help You?

With Legal Technology Finder, all your organization woes are finally put to rest since our software allows you to focus on improving your legal filing system and operations.

Legal Technology Finder helps you keep track of e-billing, document management, time-keeping management, and more. Learn how we can help you today!