Should a medium or small law firm invest in a Document Management System? Yes. Enterprise search sounds so powerful… can that be used instead?  Could you instead leave everything as it is, where it is, and apply Enterprise Search to make it accessible firm-wide? I don’t know of a search solution yet, that eliminates the need for a DMS. What does [...]...

With a search, WHAT you find is quite dependent on WHERE you start. In this article, I describe several of the dimensions involved in default search scope, stemming from WorkSite desktop and server configuration....

If your firm has been happily using the FileSite 8.2 client for years – and I know this is true for many – you may ask “why go to the effort to upgrade?” There are many reasons to upgrade to 8.5, but here is my current favorite. The FileSite 8.5 Save Attachments option within the [...]...

If you’ve contributed an email to a FileSite folder, but it is inexplicably not appearing in the folder, follow these checklist steps to narrow down why it is not appearing.  After each step, check if the email is now ‘found’ and stop once you’ve found the problem.  These steps are meant to be user-friendly and [...]...

The real risk of allowing substantive content to fester in mailboxes: being liable for the cost of finding the pertinent content. Move it to matter-centric storage and purge those mailboxes regularly. Ban PST files entirely. “We are currently undertaking a detailed review of the proposals. It appears you propose an annual review of approximately 100 mailboxes [...]...

FileSite can get into some odd states with missing toolbars.  Exactly what is it missing? If this is a new install, are you sure you finished installing everything? There are many, many different components and aspects that go into evoking the integrated FileSite and EMM functionality on your desktop.  Inevitably, with many moving pieces, there [...]...