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From Lawline
While Jerry notes the lines between the phases can be “blurry,” you are likely in the tactical stage if you have organized your documents and are just starting to figure out how to optimize related processes.
“Tactical is kind of that midpoint, where you’re trying to get out of the operational stage of just knowing where your contracts are, but you’re not quite at the stage of doing deep analysis, or deep extraction,” Jerry says.
For outside counsel at law firms, familiarity with varied contract lifecycle management software can be key for working with clients that have their own established systems.
Here are some of their tips, lightly edited for length and clarity:
Jared: In 30 seconds or less, what are your best productivity hacks for using case management software?
Rohit Parekh, Vice President of Customer Success, Matter365: I think the best productivity hack is whatever case management system you’re using or whatever integrations you want to use whatever apps, even if there are multiple apps that you’re using make sure they communicate properly, and in a way that it’s a two-way synchronization.
There are a lot of different systems out there, and as people do their research, you’ll find we could push this data from one system to another, but if it’s not pulling any changes, that means you have to make changes in two places. Or if you make a change of one, it’s not necessarily going to reflect in the other.