Requirements and Issues
- The requirement for a comprehensive, reliable and easy to use document management system was identified as an absolute priority for Legal Services to operate effectively.
- The team was reliant upon saving documents and advice in a Microsoft Office folder structure and saving email correspondence (the bulk of correspondence) in Outlook subfolders.
- This approach had become increasingly unwieldy and unworkable, and created risk.
- As a minimum the requirements were to operate effectively and provide the University with an appropriate level of legal support.
Silversands designed and implemented a secure and searchable Legal Matters Management solution.
The solution architecture utilised SharePoint document sets to provide logical grouping for all documentation and email correspondence relating to a particular legal ‘matter’.
In addition, a custom solution developed by Silversands provided a unique ‘matter reference’ that was applied to all documentation to ensure its uniqueness within the system.
This ‘matter reference’ was also embedded into the document templates used by the legal department.
A third party email add-in was also used in conjunction with Microsoft Outlook to allow users to easily ‘drag and drop’ emails into a Document Set, which would also be tagged with the required metadata for the matter (e.g. case number, unique reference etc.)
The solution was delivered on the existing UCL SharePoint Online environment.
Silversands provided detailed design documentation, as well as a comprehensive implementation and administration guide, enabling University staff to support and maintain the solution themselves
The solution has resulted in a far greater degree of visibility across all matter correspondence and has provided the Legal teams with a platform that has reduced wasted time searching for documents and emails that pertain to a particular case.
The solution helps reduce the amount of administrative resources needed to support the document management system, enabling the Legal professionals to spend more time working on their cases.
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