Systems put into use
Clio and NetDocuments went live, followed by document-system training and support.
A historical implementation and training account. Later support continued, and full closure of every original scope item is not established.
Resolve the document path early
The firm needed a practice-management and document-management combination. Access to its existing documents had to be addressed as part of the decision to move.
The implementation progressed through a trial migration before the practice and document systems went into use.
Make adoption part of the document work
Document-system training followed the rollout, with further support after implementation. This gave the work a life beyond the initial data transfer.
The practical lesson
Confirm how documents will be extracted, accessed and used before treating the platform decision as settled.