Typically, legal offices are surprised by the fees and costs associated with an offsite storage facility. It’s not until they see the overall cost that they begin to wonder if there is a better way. This was the case with Steinhardt, Siskind and Associates, LLC.
Advance met with Steinhardt, Siskind and Associates, LLC to discuss the firm’s challenges and goals. The meeting was prompted by the Managing Principal, Michael Steinhardt, who was tired of spending so much money on records storage with an offsite storage facility. The discussion began with the files kept in house for open and closed cases. The Advance Document Management Specialist quickly realized that she would be able to help Michael with offsite storage as well as an improved process for working documents. The firm would keep binders, sometimes multiple binders, for each case.
He also stated that they were constantly shuffling papers from person to person and that he knew it was an inefficient use of their time. Fast forward to today, and Steinhardt, Siskind and Associates, LLC have a fully digital, streamlined workflow in place (document management solution – DocuWare). They have the ability to store all case files in one central place where it can be accessed by any team member with the proper security clearance. Additionally, because the files are stored as they are generated and managed by the DocuWare system, they’ve eliminated the need to send any more files to their offsite storage facility.
Advance is an MSBA sponsored benefit, offering copiers/MFPs, electronic document solutions, and printer fleet management. For more information on Advance or any of MSBA’s membership benefits, click here or call (410) 685-7878.