Most attorneys have had that moment of fear when they hear from a client or opposing counsel that sensitive information was not received. In the panic-stricken minutes that ensue, the attorney runs to check the fax number where the documents were sent or feverishly scrolls through his sent mailbox to ensure the correct email address was used. In the age of auto-fill and technology overload (How often have you chatted on the phone, composed an email and Skyped a colleague in the next room all in a five minute time frame?), mistakes are easily made but when it comes to confidential client information, there is no margin for error.
If you follow trends in legal technology, you’ve undoubtedly heard about the “cloud” and how it is revolutionizing the way law firms store and access documents. Simply defined, cloud storage is a network of virtual pools of storage, generally hosted on a remote server. With the documents being located in the “cloud” as opposed to a local office drive, firms can access the documents at any time and from any location with internet connectivity. More and more firms are getting onboard with cloud storage systems because they allow attorneys to work remotely and even allow for easy access to a document from the courtroom. Cloud solutions are also being hailed as the perfect solution to securely exchange documents with clients since there is less room for human error (no fax number to dial or email address to type).
LegalVault serves as the perfect cloud solution to meet your firm’s document exchange needs. With each client account, the account holder and your firm will have the ability to add documents. Documents added by your firm are visible to the account holder and vice versa. When uploading a file, a client can elect to notify you of the addition so you are kept up-to-date on case files and can login to securely download the document and store it in the client’s folder. Unlike many other cloud solutions, there is no storage limit when it comes to the number or size of files which can be added so LegalVault is the great solution for a simple estate plan or a complicated litigation matter with boxes of evidence. There’s also no limitation on the type of file that can be stored so you (and your clients) can easily upload PDF files, Word Docs, Excel Spreadsheets and even videos or audio files.
For estate planning firms who desire legal document storage as well as advance directive storage and emergency medical access, we offer LegalVault complete. For all other firms, we offer LegalVault Essentials which omits the healthcare component. Contact us today for a full tour of the feature and learn how you can eliminate the uncertainty and anxiety associated with emailing or faxing confidential documents.