Worked scenario
Nobody could say which draft went to the client
Version control failures in a law firm are not an inconvenience; the question of which draft was sent is sometimes the whole dispute.
3 min read
A draft goes to three colleagues for comment. Three edited copies come back. Someone consolidates them and sends one to the client. A month later the question is what exactly the client received, and the answer is in an inbox.
Attachments are the mechanism
Email is the most convenient way to share a draft and the worst way to keep one. Every attachment is a fork, and forks are only reconciled by someone's attention.
Marking what left the building
Internal drafts matter less. What matters is an unambiguous record of the version that went out, when, and to whom — which is the version the firm will be held to.
Access by matter
In a multi-office firm, document access tends to follow whoever was on the email chain. Access that follows the matter is both better practice and simpler to explain to a client asking who in the firm can see their papers.
What changes
- One document record per matter, with its version history
- The version sent externally marked as such, with date and recipient
- Edits attributable to a person rather than merged silently
- Access controlled by matter, so offices see what they should
Questions about anything here, or a situation this does not cover? contact@anantatechhub.com

