Managed Legal Services: The Best Solutions For Your Firm

Leveraging InStream’s Solutions For Your Legal Team

Managed legal services reduce the burden of sending, signing, and storing the large amounts of official documents trusted to firms across America. Perhaps more than any other industry, law firms, and legal departments are entrusted with maintaining high volumes of sensitive documents – including court records, depositions, and contracts – all of which must be retrievable at a moment’s notice. A single document has the power to make or break a legal case. Therefore, your team must have consistent and instant access to documents in your law office.

Manually managing and maintaining documents in legal settings is a costly endeavor that often requires plenty of financial resources and employee time. An attorney’s time is precious, and the last thing they should be doing is hunting down paper documents. What if there was a solution that would allow your team to work with greater speed and efficiency so your office can focus on billable work and increasing revenue?

What Managed Legal Services Brings to Your Firm

We will be taking a look at some of the solutions InStream offers to the legal sector. With InStream, your team will be equipped with the tools needed to maximize productivity, boost revenue, and strengthen client relationships with streamlined efficiency.

Read through the Top 10 features we recommend for a successful implementation of a DMS.


Document Management 

A document management solution from InStream will centralize your client and case files, creating a secure digital repository for all legal content (contracts, release forms, and affidavits), so you can access documents with a single click and eliminate those lengthy file cabinet searches. InStream’s document management solutions feature extensive workflow capabilities to streamline processes and automate a wide range of tasks, including filing forms and contract template generation.

Below are some additional benefits that document management software will provide to your law office.

Expedite the Discovery Phase

During the pre-trial discovery phase, lawyers will gather evidence to be used in a trail. Countless files, including depositions and interrogatories, are sorted, and processed in the discovery phase, making organization a must. With an InStream document management solution, your office will gain faster access to files, providing you with a competitive advantage over your opponents. You will be able to quickly gather reports, e-mails and other requested legal content to meet discovery requirements. This increased document accessibility will provide your team with a bird’s eye view of the discovery phase, tracking progress, and signaling any necessary actions.

Top-Notch Security 

With InStream, you can implement and set custom permission settings ensuring that only authorized parties gain access to any sensitive documents. Easily and securely share files with clients and co-counsel, while maintaining audit trails and compliance with all relevant regulations. Lost or misfiled documents are particularly troubling in legal settings, but with InStream, you will also reduce or eliminate the threat of lost/misfiled documents with central and secure digital document storage.

SAM is designed to manage your organization’s data over its lifecycle, without locking you into an expensive and propriety hardware-centric infrastructure.



Legal employees are constantly seeking signatures on many different types of documents, including contracts and affidavits. With such high numbers of signatures needed from many different individuals, manually gathering signatures on paper documents can take a while.

E-signatures allow documents to be electronically signed accelerating turnaround times while ensuring secure, legally binding documents. They will also allow you to eliminate paper-based tasks like printing, faxing, and mailing. Additionally, e-signatures allow for simpler workflows, as employees can automatically route a document for a signature. Once signed, documents can be securely stored in your document management system.

Robotic Process Automation (RPA)  

We have previously discussed the best uses of robotic process automation (RPA) in industries such as financeHR, and marketing, but it has proven benefits in the legal sector as well. RPA is a digital solution that employs software robots (or “bots”) to automatically perform rule-based tasks on behalf of an employee. If your department or firm is like most, then you probably have lawyers, paralegals, assistants, and other employees doing repetitive, time-consuming work. RPA can take over these tasks to allow your team to redirect their focus towards higher value, billable work.

RPA, Back to Basics. Learn what RPA can do for you and how to implement it within your team.

Streamlined Research

We’ve previously mentioned the discovery phase, and RPA is particularly beneficial in legal services such as accelerating discovery and research.

For example, a bot can be deployed to automatically:

  • Run queries on public records and download relevant documents and data to a network folder or import into your document management system
  • Scan and flag documents for any mention of a specific keyword or phrase
  • Search databases by keywords
  • Locate past cases similar to your current cases and download the relevant case information for your review and strategizing
  • Compile data queries into reports

Find the Best Solutions for Your Team

InStream solutions empower your team to focus on tasks that create relationships and build revenue while leaving the mundane work safely behind. Managed legal services free up time and resources allowing you to focus on what really matters. Give InStream the power to complete a plethora of rote tasks and your office will no longer be overwhelmed by the small items that are crucial to the success of a case.


How Can We Help You?

We know the tried-and-true partners and the solutions for legal offices.

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