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A matter of record: Why document governance is vital to legal workflows

by Adelle Geronimo
July 9, 2026
in Business, Feature, Industries

As law firms digitise operations, expand collaboration across offices and manage growing volumes of sensitive information, document governance is emerging as one of the profession's most critical operational priorities. Mohammed Bastaki, Office Manager at ADG Legal, discusses why visibility, security and control are becoming increasingly important in modern legal practice

A matter of record: Why document governance is vital to legal workflows

Mohammed Bastaki, ADG Legal

Every legal matter creates a trail of information. Contracts, court filings, due diligence reports, regulatory submissions, correspondence and legal opinions accumulate quickly, often involving multiple teams, external advisers and client stakeholders. Information moves continuously between lawyers, clients, regulators and business stakeholders, creating a level of complexity that many firms did not face even a decade ago.

Whether the objective is improving collaboration, modernising workflows or introducing new technologies, the same challenge often sits underneath – maintaining control over information as it moves across people, systems and locations.

“Document management sits at the centre of almost everything a law firm does. Every matter generates contracts, correspondence, court filings, transaction documents, and internal work product. The volume can be significant, particularly when multiple teams are involved,” said Mohammed Bastaki, Office Manager at ADG Legal. “The challenge is not simply storing documents. It is ensuring the right people have access to the right information at the right time, whilst maintaining confidentiality and meeting regulatory obligations. When systems are poorly managed, inefficiencies quickly emerge.”

The issue extends beyond locating files or maintaining records. Legal teams operate in environments where delays, poor visibility and fragmented workflows can affect productivity, responsiveness and ultimately the client experience.

The information imperative

The legal profession has always depended on information. What has changed is the speed at which information moves and the expectations surrounding it. Matters frequently involve multiple practice groups, external counsel, clients and regulators. Information must be accessible, but it must also remain controlled.

The broader objective is to remove administrative friction from legal work without compromising governance.

“Good document management supports client service as much as it supports compliance. Lawyers should be able to focus on legal analysis and client advice, rather than spending time searching for documents or dealing with administrative obstacles,” explained Bastaki.

Client expectations have also shifted. Responsiveness, transparency and efficiency increasingly influence how legal services are perceived and evaluated. “They increasingly expect faster responses, greater transparency, and more efficient ways of working. Technology helps firms meet those expectations by improving collaboration, reducing manual processes, and making information easier to access,” he said.

Technology’s role, however, remains firmly tied to enabling expertise rather than replacing it. “The objective is not to replace professional judgement. Legal advice will always depend on experience and expertise. Technology simply allows lawyers to spend more time applying those skills and less time dealing with administrative tasks,” said Bastaki.

Many security conversations begin with cyberattacks and external threats. Yet some of the most significant risks facing legal organisations originate much closer to home. “The biggest risks typically arise from lack of control and visibility,” said Bastaki.

Poor visibility over documents, inconsistent permissions, uncontrolled workflows and a lack of accountability can create vulnerabilities that remain hidden until an incident occurs. “Firms that haven’t modernised are significantly exposed not only from a confidentiality standpoint, but also in terms of compliance and operational efficiency. In legal practice, even a minor lapse in document control can have serious legal and reputational consequences,” he explained.

The challenge becomes more difficult as information moves across larger teams and more distributed environments. Hybrid working arrangements, cross-border matters and growing collaboration requirements have increased the number of people, systems and devices involved in handling sensitive information.

“A worst-case scenario would involve sensitive client information being accessed or disclosed without authorisation whether through misplaced printed documents, unsecured devices, or cyber vulnerabilities. This could lead to legal liability, loss of client trust, and long-term reputational damage,” said Bastaki.

Reducing that exposure requires more than a single security tool. Effective governance depends on layers of controls designed to ensure information remains visible and traceable. “To mitigate this, we focus on layered security measures,” he explained. “These include user authentication for printing, secure document release, and tracking capabilities that ensure accountability. Combined with internal policies and awareness, this creates a controlled environment where document handling is both secure and traceable.”

For law firms, these controls are inseparable from client trust. While clients may not see the systems and processes operating behind the scenes, they expect firms to have robust controls in place. Secure document handling demonstrates professionalism and reduces the risk of mistakes that could affect a matter.

“In many respects, strong document governance forms part of the overall client experience. It helps reinforce confidence that matters are being managed carefully and responsibly,” said Bastaki.

Governance in practice

Recognising the importance of document governance is one thing. Embedding it into everyday legal workflows is another.

For ADG Legal, that process involved reviewing the technology underpinning its document environment, including how physical and digital workflows intersect. The firm works with FUJIFILM, leveraging its Apeos printing and document solutions as part of its wider approach to document management, security and workflow control. “When we reviewed the market, we were looking for three things: reliability, security, and transparency,” he said. “Our previous experience highlighted the importance of having clear visibility over usage, support, and operating costs. We also needed a solution that would integrate easily into the way our teams already worked without creating additional complexity.”

Visibility emerged as a recurring theme throughout the evaluation process. “A number of providers offered strong technical capabilities, so the decision was never going to be based on specifications alone. What ultimately made Fujifilm Apeos stand out was the balance between functionality, usability, and support. The solution was intuitive for end users, incorporated the security controls we required, and integrated well into our existing environment,” said Bastaki.

The firm’s experience highlights how document infrastructure decisions increasingly revolve around governance rather than hardware alone. “Before implementing Fujifilm Apeos, we had limited insight into how devices were being used across the firm and found it difficult to accurately track costs and usage patterns. There was also an administrative burden associated with managing different workflows and resolving issues when they arose,” said Bastaki.

Following implementation, the improvements were felt across both operational visibility and day-to-day workflows. ADG Legal reported greater workflow consistency, enhanced reporting visibility and a smoother user experience, with teams spending less time dealing with operational issues. The firm also achieved better cost control through increased transparency around usage and billing. “Technology should simplify complex legal workflows while maintaining the highest standards of confidentiality and control, and Fujifilm’s solutions support exactly that,” he said.

Control without compromise

Security frameworks often fail when they overlook how people actually work.

Controls may be technically effective, but if they create excessive friction, users inevitably look for ways around them. That challenge is particularly visible within legal environments, where responsiveness and confidentiality are equally important.

Those controls must support collaboration across increasingly distributed teams. “We operate on the principle that access should be provided based on business need, supported by authentication measures and appropriate oversight. This helps ensure information remains protected whilst allowing teams to work efficiently regardless of location,” said Bastaki.

Finding the right balance remains one of the most persistent operational challenges facing legal organisations.

“The challenge for most firms is finding the right balance between security and usability. If systems become overly restrictive, people look for workarounds.

Our objective is to maintain strong controls whilst ensuring lawyers can collaborate effectively and continue serving clients without unnecessary disruption.”

Legal work now moves through an increasingly complex network of people, systems and environments. The conversation is no longer simply about storing documents. It is about maintaining visibility, accountability and trust at every stage of the process.

For a profession built on trust, confidentiality and expertise, that balance is becoming a business imperative. “The starting point is governance. Technology is important, but clear policies and access controls are equally critical,” said Bastaki.

Tags: ADG Legaldigital workflowsFUJIFILMinterviewLegal
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