CBA Practice Management Center


Ah, documents. How to create them, what to name them, where to save them, how to find them, how to protect them, how to share them - it can be overwhelming. Having a process that you use, and enforce, for documents, is a critical part of your law firm's efficiency and success. Take a look around.

Document Assembly

How you create documents impacts your efficiency as well as the quality of your work. 

Document Management

How you name documents, where you save them, how you find them and how you share them not only impacts productivity - but overlaps with your obligation to protect your clients. What is your document management process?

Cybersecurity and Disaster Preparedness

You created the document, you saved it, you can even find it. And then disaster strikes. How do you protect your documents, or, access documents after a disaster?