Legal Technology Core Competencies Certification Coalition


Managing Documents and Emails

This LTC4 certified course is specifically designed to promote best-practice for managing documents and emails within the legal industry. The course caters to the busy legal professional empowering proficiency through the development of skills and extension of knowledge of smart technologies and techniques that enhance productivity.

As a legal industry professional, mitigating operational risk and keeping your client's data safe is paramount. Ensuring that all clients' documents and emails have been stored in an efficient, consistent and secure manner is fundamental.  Filing legal documents accurately and having an understanding of the relevance of versioning is important. Dealing with incoming and outgoing emails proficiently to support collaboration and to maintain matter-relative records for future reference is also imperative.

For your ongoing professional development, this  LTC4 course has incorporated the usage of the iManage document management system while saving, drafting, filing, and distributing documents and emails.

On completion of the course and assessment, the LTC4 certification will provide assurance of your competency to your clients and network.


  • Best Practice Skills

    For continued professional development upskill and adopt industry best practices and become more proficient in managing documents and emails while ensuring consistency, productivity and security when collaborating with other parties.

  • Technology Competency

    For best practice purposes, continually upskill and adapt to modern technologies. Keep up-to-date with the latest technology and techniques to become more efficient and consistent when working on important matters.

  • LTC4 Certified

    Stay ahead of the curve by completing the LTC4 Managing Documents and Emails course. On completion of all the modules and the assessment, you will receive the LTC4 Certification to include on your LinkedIn profile and resume.

Managing Documents and Emails

  1. 1
    • Welcome to LTC4 learning

    • Before we begin...

  2. 2
    • Navigating the DMS structure

    • Understanding how the firm’s documents are organized within the DMS

    • Understanding the purpose of each structure in the DMS

    • Determining what to save and what not to save (documents)

    • Determining what to save and what not to save (e-mail incoming and outgoing)

    • Complying with firm practices regarding inbox size and purging

    • Understanding security policies and how/when to secure a document

  3. 3
    • Searching for new client or matter folders

    • Searching for a document

    • Searching for an e-mail message by author and content

    • Searching for an e-mail message by date using filtering criteria

    • Understanding the additional search tool

    • Building a search query for documents

    • Building a search query for emails

    • Refining search results

    • Adding matter shortcuts

    • Removing a matter shortcut

    • Renaming a workspace/folder

  4. 4
    • Saving a brand new document

    • Opening a document from Word

    • Copying as a new document

  5. 5
    • Opening a document from the DMS

    • Copying as a new version

    • Opening an earlier version from the DMS

    • Opening an earlier version from Word

  6. 6
    • View the history of a document

    • Checking a document out to the default directory

    • Viewing checked-out document information

    • Checking a document in

    • Change the name of a document

    • Unlocking a document

    • Relating existing documents

    • Viewing related documents

    • Viewing related documents in the documents results frame

    • Removing document relations

    • Moving an item using the firm's recommended method

  7. 7
    • E-mailing a document link

    • E-mailing a document copy

  8. 8
    • Saving an e-mail into DMS

    • Saving multiple e-mails related to the same matter efficiently

    • Saving a single e-mail attachment as a new document

    • Saving a single e-mail attachment as a new version

    • Saving multiple e-mail attachments as new documents

    • Setting up a new link to an email folder

    • Editing or removing an existing link to an email folder

  9. 9
    • Managing documents and email LTC4 certificate assessment

  10. 10
    • Congrats! Here's what's next

Legal Industry Training Partner

iTrain Legal

iTrain Legal is a specialist providing consultancy services to clients in the legal sector, including bespoke training, project management, and technology deployment support. The iTrain team has extensive experience with all primary law firm software solutions and are experts in supporting the rollout of new software, or leveraging additional value from existing solutions. By harnessing iTrain's experience in the legal technology sector, clients will maximise the return of their legal technology investments.

FAQ's

  • How will this course help me as a legal professional

    This training will ensure that you are up-to-date with the consistent approaches to managing documents and emails in the legal profession. This will further add to your personal development and career skills.

  • I am a law student. Will this course be relevant to me?

    Yes! Taking this course will show that you are proactive in learning best practice principles used in the legal profession and will give you a good grounding of what is needed in the workplace while managing documents and emails.

  • Is this certification recognised by the legal industry?

    Yes, absolutely! LTC4 Core Competency Learning Plans and Certifications have become widely recognised internationally. It meets the global industry standard for workflow proficiency.

  • What other courses are available with LTC4 certification?

    There are numerous core competencies to upskill ranging from hybrid working, working with legal documents, client relationship management etc. If you would like your law firm to gain access to these learning plans then please visit https://ltc4.org/learning-plans