Document Management

Without a doubt, Document Management is critical to all law firms. In some firms, Document Management may be included in the Practice Management system, while in large firms, the needs may require a more robust system that involves a significant amount of setup, integration, and customization.

Document Management Systems commonly provide:

  • Storage
  • Document Versioning
  • Security
  • Indexing and Retrieval
  • Records Management

Every law firm has its own set of criteria and workflow expectations for a document management system. Advanced Legal draws on our experience working with firms of all sizes to develop best practices for document management selection and implementation.


Advanced Legal can assist you with:

  • iManage WorkSite implementations
  • iManage WorkSite version upgrades
  • Workflow and customization
  • Integration with other firm applications
  • User and administrative training


As Certified iManage WorkSite Engineers, Advanced Legal is uniquely qualified to help you properly select, deploy and maintain the right set of WorkSite tools for your needs. To ensure the highest quality of service, WorkSite may only be implemented by certified engineers.

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