DMS Cheat Sheet

DMS Cheat Sheet

Attached is a Cheat Sheet for DMSforLegal Documents and Emails. Note this is specific for Family Law but most is applicable to all areas of law. Also included is the link for DMSforLegal Dictionary of Terms which will have further definitions of Document Types, Subtypes, and Statuses available. There is also a place to add requests for new terms.

Revision Date: 11/03/2020



    • Related Articles

    • Clever Case Time Keeping Cheat Sheet and Billing Standards

      Cheat Sheet for Time Keeping and Billing Standards in Clever Case, please see Team Policy & Procedures for more information. UPDATED: 12/14/23

    • DMS Saving & Versioning Cheat Sheet

      Overview of topics covered: SharePoint DMS for Legal utilizes Microsoft SharePoint to manage documents and emails. This means that everything you “process” into DMS lives within SharePoint.  You can access documents within Outlook but the most ...

    • DMS Quick Save by Matter

      Follow the steps below to access and save files to DMS without having to be subscribed to the DMS Matter. How to save emails to a DMS Matter 1. First, copy the Matter ID from Clever Case. Make sure you don’t copy the Matter ID that is hyperlinked! 2. ...

    • Clever Case Matter Filter Cheat Sheet (Creating an active case list)

      You can use filters in Clever Case to extract information from matters such as: creation date ranges, status (open, hold, or closed), primary attorney, secondary attorney, paralegal, clients, tags and consultation status. You can use the following ...

    • SSD/SSDI Standard Operating Procedure

      SSD/SSDI Process and Procedure Manual - Revision Date: 10/06/2021 Mail procedure manual for SSD/SSDI. SSD/SSDI DMS Cheat Sheet - Revision Date: 11/07/2021 Subtypes and Discovery/Pleading Statuses unique to SSD/SSDI Conducting a New Client Consult ...