Document Management

A tailored approach to storing and managing legal files

Skilled technologists and consultants collaborate with in-house legal teams to develop and tailor a document management solution that meets transformation needs. Unlike off-the-shelf tools, we can create a document management system tailored to your organisation’s specific processes and requirements, enabling teams to streamline workflows, enhance efficiency, and implement a solution designed for your ways of working.

Why choose a tailored Microsoft solution?

Our research shows that many legal departments face challenges managing large volumes of documents, often due to relying on multiple disconnected systems. This results in inefficiencies, fragmented information, and time-consuming searches.

A tailored document management solution built on existing Microsoft tools helps overcome these challenges by creating a centralized, searchable repository for all legal documents. It streamlines collaboration, reduces time spent locating information, and ensures critical documents are always within reach. By leveraging your existing SharePoint infrastructure, the solution is both cost-effective and seamlessly integrates with the tools your team already knows and uses.

Benefits

Improved collaboration

Legal teams and the wider business can collaborate more effectively through shared access, version control, and real-time editing.

Better compliance and enhanced security

Documents are managed within a secure, permissioned environment—reducing risk, ensuring compliance, and maintaining control over sensitive content.

Streamlined workflows and increased efficiency

Automated processes and powerful search functionality reduce manual effort and make it easier to manage and retrieve documents quickly.

Features

Centralized document repository: SharePoint provides a comprehensive oversight of all legal documents, on one central, collaborative platform, tailored specifically to how your in-house legal teamwork.
Document collaboration: Enhanced collaboration among the legal team and the wider business through shared access to documents, version control, and real-time editing.
Advanced search and retrieval: Leveraging SharePoint’s powerful search functionality to quickly find and retrieve documents based on keywords, tags, and metadata.
Automated workflows: Automate document-related workflows, such as approval processes and notifications to reduce manual tasks.
Interactive dashboards and reporting: Interactive dashboards and exportable reports support data-driven decision-making

Screenshots

A tailored approach to storing and managing legal files

Skilled technologists and consultants collaborate with in-house legal teams to develop and tailor a document management solution that meets transformation needs. Unlike off-the-shelf tools, we can create a document management system tailored to your organisation’s specific processes and requirements, enabling teams to streamline workflows, enhance efficiency, and implement a solution designed for your ways of working.

Why choose a tailored Microsoft solution?

Our research shows that many legal departments face challenges managing large volumes of documents, often due to relying on multiple disconnected systems. This results in inefficiencies, fragmented information, and time-consuming searches.

A tailored document management solution built on existing Microsoft tools helps overcome these challenges by creating a centralized, searchable repository for all legal documents. It streamlines collaboration, reduces time spent locating information, and ensures critical documents are always within reach. By leveraging your existing SharePoint infrastructure, the solution is both cost-effective and seamlessly integrates with the tools your team already knows and uses.

FAQs

Who would benefit from a document management system tailored for legal?	In-house legal and compliance teams needing a secure, structured way to manage, collaborate on, and quickly retrieve documents, while improving visibility and reporting across the business.
How does your document management solution cater to the unique needs of our legal team?	Skilled consultants work closely with your legal team to understand existing processes, workflows, and challenges—ensuring the solution is thoughtfully designed and tailored to how your team operates.
What makes a tailored document management solution different from generic tools?	A tailored document management solution is built using your existing Microsoft tools and designed around how your legal team works—reducing approval time and ensuring a better fit than off-the-shelf systems.
How does a tailored solution integrate with our existing systems?	Tailored solutions use Microsoft tools, ensuring seamless integration with your existing systems and enabling faster, more reliable connections without the need for proprietary software.
What features / customisation can you offer with a document management solution?	Microsoft based solutions can be customised extensively and we have a team of developers across London and Newcastle who will implement all of the customisations and features that fit your ways of working.
What kind of reporting and analytics does your solution provide?	The solution captures extensive metadata for the files within the system and integrates with Microsoft PowerBI to generate insightful reports. Data is secured with role-based access, and an audit history ensures you can track who has worked on each document.