Over the years, we have developed increasingly complex hard copy and computer-based document database tools to capture our best work. This evolved into a way to use our document management system (DMS) to help us identify research documents. In our templates, we had a box that could be checked if a document would be helpful to a researcher. A copy of this document was made and put into a separate database and searchable on our firm intranet. This worked very well until the programmer left and software and hardware evolved.
We realized we needed something to help us retrieve valuable work product — but it had to take much of the work out of the hands of the attorneys. In previous systems there had to be an actual decision to either give a memo to the librarian for indexing, or check the box in the DMS profile. We knew we were missing many documents that should have been in the system but we did not know how to encourage busy lawyers to contribute.
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