I left a 15 attorney law firm about a year ago to start my own estate planning/corporate practice. One of the things I miss was the document management system on a server we had called Worldox. It gave me the ability to create different versions of the same document and easily access and compare them, plus associate documents with client names/numbers and easily search and pull up all documents by a number of different variables. I remember that we had to hire a special consultant and have a server just for Worldox.
I have been using the free version of Box to save documents on and that allows me to do some limited searching, but it doesn't seem to do versions. I have seen some reviews of practice management systems on here that include document management but none of the reports on the document management parts of those are glowing. I have resisted getting a full practice management system because I don't think I really need practice management, and I just use Timesolv for timekeeping and billing. Has anybody in a similar solo-type practice found a great standalone document management system or do you just use a practice management system to get the document management?
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