ONLINE REGISTRATION

This seminar will be a webinar through Go-To-Meeting.  In order to give you access to the eventy Mission Critical will receive your emails to contact you with login information 2 - 3 days priot to the event.  Mission Critical will not use or keep your emails for any further use.

Description of Webinar
One of the biggest challenges law firms face is the management of document production, accessibility, and archival. Many firms have struggled to create and enforce standards and best practices for document handling and have consequently lost documents, confused versions, duplicated work, and generally lost time.

Employing document strategy best practices can help firms systematize their document organization, helping to increase billable time, reduce frustration, and improve client experience.

The standards and norms a firm employs for naming and organizing documents (Document Taxonomy) is the primary issue in developing a document strategy. In this webinar, we’ll cover the best practices for designing a document taxonomy and its implications on any document management system.

Introduction

1. How to use the webinar
2. The Presenters

Definition of terms and importance of concepts

1. Document Taxonomy
2. Document Management
3. Matter Centricity

How does taxonomy work in practice?

1. Basics of organizing legal documents

Best practices for implementation of a new taxonomy with or without a DM system

1. Roles involved in Taxonomy
1. Taxonomy Champion
2. Taxonomy Committee
3. Executive Sponsor
2. End user support
1. Training
2. Internal public relations
3. Relationship to Document Management
4. Review and Revisions
1. Process for amending taxonomy

Implementation

1. Migrating documents
2. Setting Policies
3. Hiring a specialist
1. Picking a vendor
2. Vendor roles

Closing

Biographical Information for Steve Kurutz

Steve Kurutz is a Senior Project Manager and experienced IT Professional with Mission Critical Systems. He works nationally with law and accounting firms to develop document taxonomies and deploy document management systems to support them.

Steve’s approach emphasizes producing simple, effective, and intuitive designs that incorporate best practices with firm-specific preferences. A recent iManage project to which he contributed won 2nd place in ILTA's 2009 Matter-Centric Design contest.

Customers, including legal, accounting, non-profit, oil & gas, and technology organizations, value Steve's contributions to managing and implementing information systems. He possesses the unique ability to address business needs, human factors, and technological capabilities to produce solutions that are lasting and effective.