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DMS/Email (Ops. System)

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What Is It?

The DMS / Email (Ops. System) station establishes the operational backbone of your legal department. It covers two critical systems:

◼️Document Management System (DMS): For storing, organising, and version-controlling legal documents.

◼️Email Management System (EMS): For managing legal communications, ensuring accessibility, and reducing chaos.

Why does this matter? Because most in-house legal teams operate without a unified DMS or EMS. Documents are scattered across shared drives, personal folders, and inboxes. Emails are siloed, unsearchable, and unmanaged. The result? Lost time, duplication, compliance risk, and operational inefficiency.

Here’s the uncomfortable truth: if you don’t control your documents and email, you don’t control your legal department. These systems are not glamorous, but they are foundational. They are the first focal point for your legal tech strategy - the bedrock upon which every other initiative depends.

And here’s the kicker: the supply landscape looks far better if you don’t try to address these two core systems in the context of an “all-in-one” solution. This is a perfect example of why GLS advocates an app-based approach. Solve your EMS. Solve your DMS. Do it modularly. Do it well.

Scope

The scope of the DMS / Email (Ops. System) station includes:

◼️Document Storage: Centralised repository for all legal documents.

◼️Version Control: Ensuring accuracy and preventing duplication.

◼️Access Management: Secure, role-based permissions for sensitive content.

◼️Email Archiving: Structured storage for legal communications.

◼️Searchability: Fast retrieval of documents and emails.

◼️Integration: Compatibility with enterprise platforms (e.g., Microsoft 365, Google Workspace).

◼️Compliance: Audit trails and retention policies for regulatory adherence.

◼️Collaboration: Tools for sharing and co-authoring documents securely.

Resource Status

The DMS/Email (Ops. System) station is considered a Foundational resource within the GLS Legal Operations model.

A Foundational Resource: Is responsible for determining the overall performance capabilities of a “critical” legal function. If it is not optimised, the function can never be optimised. 

Best Practice Features

The best practice features of the DMS / Email (Ops. System) station are as follows:

◼️Centralised Repository: One source of truth for all legal documents.

◼️Robust Version Control: Eliminates duplication and errors.

◼️Role-Based Access: Protects confidentiality and ensures compliance.

◼️Email Archiving: Structured, searchable storage for legal communications.

◼️Enterprise Integration: Works seamlessly with existing platforms.

◼️Audit Trails: Full visibility for compliance and risk management.

◼️User-Friendly Interface: Drives adoption across the legal team.

◼️Scalability: Grows with your organisation’s needs.

◼️Mobile Access: Enables productivity on the go.

◼️Vendor Neutrality: Solutions chosen for fit, not hype.

Business Value

The DMS / Email (Ops. System) delivers the following value to the Business:

◼️Cost Savings: Reduces duplication and external counsel inefficiencies.

◼️Time Savings: Enables fast retrieval of documents and emails.

◼️Deal Velocity: Accelerates contract execution through better organisation.

◼️Risk Reduction: Ensures compliance with retention and audit requirements.

◼️Agility: Positions the business for future tech adoption without disruption.

Who Needs It?

The DMS / Email (Ops. System) station is essential for:

◼️General Counsel: Seeking operational control and compliance assurance.

◼️Legal Operations Leaders: Building a tech roadmap from the ground up.

◼️In-House Legal Teams: Managing workload and reducing chaos.

◼️IT Departments: Ensuring integration and security compliance.

Productivity Consequences

A legal team operating without a DMS / Email (Ops. System) will face a wide range of inefficiencies including:

◼️Document Chaos: Files scattered across drives and inboxes.

◼️Version Confusion: Multiple drafts causing errors and delays.

◼️Compliance Risk: No audit trails or retention policies.

◼️Search Frustration: Hours wasted locating critical information.

◼️Integration Failure: Future tech projects derailed by poor foundations.

Tech Implication

This station is technology-centric. It does not require advanced AI or automation but is a critical precursor to successful tech adoption. Its implications include:

◼️Foundation for Automation: Organised content ready for digitisation.

◼️Integration Readiness: Systems aligned with enterprise platforms.

◼️Risk Mitigation: Compliance embedded in document and email workflows.

◼️Cultural Enablement: Builds confidence and appetite for tech change.

Additional PAAs

Q. What is a legal document management system?

A centralised platform for storing, organising, and version-controlling legal documents.

Q. Why do legal teams need email management?

To ensure structured, searchable storage of legal communications.

Q. What happens without a DMS?

Chaos - lost documents, version errors, compliance risks.

Q. Can DMS and EMS improve compliance?

Yes - through audit trails and retention policies.

Q. Are DMS and EMS expensive?

Not necessarily - many solutions are low-cost or included in enterprise licences.

Q. Should DMS and EMS be part of an all-in-one system?

No - modular, app-based solutions are safer and more effective.

Q. What is the best DMS for legal teams?

One that integrates with your existing enterprise platform.

Q. How do DMS and EMS support legal tech adoption?

They create the foundation for automation and advanced tools.

Q. Do DMS and EMS require IT involvement?

Minimal - especially if you choose app-based solutions.

Q, Why are DMS and EMS the first step in legal tech strategy?

Because they establish the operational backbone for all future initiatives.

What Next?

The GLS Legal Operations Centre

The GLS Legal Operations Centre

Register to access your complimentary Day 1 Resource Stack packed with legal team performance resources.

 

GLS Ultimate Guide To Legal Operations

GLS Ultimate Guide To Legal Operations

Download this and read it thoroughly and regularly. It is a wonderful transformation companion.

 

Book A No-Obligation Consultation

Book A No-Obligation Consultation

If you would like discuss your legal transformation needs, please book a 30 minute free consultation with us.

 

GLS Legal Transformation Boot Camp

GLS Legal Transformation Boot Camp

Our hugely successful, 10-week long, email-based boot camp on how to effectively transform your legal team.

 

GLS Connect Zone / Intelligence Feed

GLS Connect Zone / Intelligence Feed

Visit the GLS Connect Zone and select the intelligence feed that you would like to receive from us.

 

The GLS Legal Transformation Plans

The GLS Legal Transformation Plans

Mitigate the risks of transformation failure by partnering us and taking a GLS Transformation Support Plan.

 

GET IN TOUCH

Discover how GLS can support your team.

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