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Intro to setting up your system of record
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How to configure forms so you always get the right information into your system of record
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Integrating with other tools
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How to link an email to your legal system of record
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Uploading documents to your system of record
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Searching your system of record for information, documents, matters
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Congratulations, you've completed the course!
Setting up your system of record
Having a true system of record is fundamental for in-house legal so there is a single source of truth for all legal work. It's crucial to manage risk, create audit trails, efficiency, collaboration, and to build a comprehensive database for better reporting. The alternative is everything scattered through emails and spreadsheets or multiple pieces of software.
A key part to building a system of record is getting information into it. So in this course we discuss how to create a system of record - how to get work and data in by using forms, email integrations and adding documents.
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