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 Expert Document Management for PI cases

Tamara Villa-Schwartz's profile image
Tamara Villa-Schwartz Member posted 02-27-2026 15:12

Hi.  I am looking for any tips, guidelines, best practices from experienced PI paralegals for managing document packages for Experts we hire.  We do have a system in  place, but it is loggy, and I am needing ideas for streamlining it, if possible.  We use Office 365 one drive for all document handling.  We also use Clio, but I need to check with our admin on just what we have, but I think it is bare minimum.  I appreciate any and all input.  Thank you!  Tami

Laura Reaves, ACP's profile image
Laura Reaves, ACP Advanced CP posted 03-20-2026 10:59

I use a Word document chart that just details every time I send something.  You could do the same thing in Excel.

Juanita Serrano, ACP's profile image
Juanita Serrano, ACP Advanced CP posted 03-20-2026 23:40

I use an excel spreadsheet to track my experts and what I’ve sent.

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