Our law firm needs to move away from physical filing. We need a document sharing solution that is compliant with privacy laws but also easy for elderly clients to use. Any tips?
We went through this transition last year. It's a headache to balance security and usability. I found a great guide on rcrank.com (https://www.rcrank.com/) about document sharing solutions for law offices that really helped us pick a vendor. My advice is to choose a system that doesn't require clients to create a complex account just to sign a paper. Keep it simple for them, but make sure the backend has full encryption.