Document management software for a law firm: SharePoint is the one you already own

"Business document management software" and "document management software" are among the most searched phrases that reach Micronetbd. Most firms asking already own the answer: SharePoint comes with Microsoft 365. The work is setting it up as a law firm DMS and keeping it the same as the matter.

Sites and libraries that match matters

A law firm's SharePoint is only useful if its structure matches how the firm thinks: a library per practice area or per office, a folder per matter in the structure the document team recognises, permissions that match who may see what. Micronetbd's Microsoft practice sets that up, and MatterOrbit mirrors every Filevine matter into it near real time.

The policies you get because it is a real library

Retention, eDiscovery, DLP and Purview policies apply to a SharePoint copy because it is a real library, not an export. A firm with a Microsoft 365 standard gets to keep it, and the matter stays the record in the case management system.

Keeping it the same as the matter

This is where most setups fail: six weeks after go-live there are two document sets. Two-way sync with a conflict rule, loop prevention, name and path handling (Filevine's 250-character path limit meets real legal filenames) and an audit trail is what keeps the library and the matter identical. The four requirements are on the how it works page.

Migration first, then sync

Firms moving onto Filevine at the same time migrate the SharePoint files into the right matters first and start in sync. That is the same migration work Micronetbd does for firms coming off Needles, Neos and ProLaw, so it is one project, not two vendors. Nothing moves until you say so.