Firms who migrated their systems to the cloud are most likely saving CapEx and enjoying new flexibility. But moving to the cloud brings new challenges. Whether it’s iManage Cloud, Net Documents, Office 365, Kira, HighQ, Workshare Protect, or other options – there are some important questions that need to be addressed.
What are the hidden costs? How is cloud-hosted data tracked, managed, and secured? How much does it cost to manage? What are the security risks of storing and properly destroying client data? There needs to be a full inventory across all systems, and a simple way to secure and manage it all consistently; a missed system or mismatched security could mean significant liability.
Firms can increase headcount – or find a better way to holistically manage your cloud content.
For many cloud services, client-matter metadata is limited. Matters created and housed in multiple systems without trackable metadata are a challenge to manage and govern. IT teams that relied on SQL for on-premises systems lose that in the cloud, making data management a challenge.
Automated provisioning from time & billing, matter or practice management, HRIS, or any system of record
Ad hoc matter creation via configurable forms with integrated workflow and metadata
Optional automated workspace creation in each supported system as part of matter provisioning
Delegated deal room, due diligence, and eDiscovery
Workspace creation via intuitive templates
CAM uses rules-based, practice area-driven workspace naming conventions and creates multi-level folder structures in systems that support it. You can use templates to pre-define security rules, limiting access to subsets or supersets of users on any matter.
CAM gives firms the flexible security they need – enabling management at both the matter and workspace levels. You can add users quickly at whatever stage is appropriate or new employees to existing matters. CAM offers:
Security at both the matter and workspace levels
Granular support across multiple systems
The ability to grant access to new users at the appropriate time to new or existing matters
Matters change over time. Whether it’s a simple matter name change, client name change or a major update to the folder structure and security – CAM provides unified, automated management of all changes and updates.
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