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Understanding the Library: My Files vs. Firm Files

The distinction between My Files and Firm Files extends beyond documents—it applies to the Clauses and Checklists sections as well.

The Library in ADR Notable is your central hub for storing materials you can access across all your cases. To make the most of it, it’s important to understand the difference between My Files and Firm Files, as well as how these sections are designed to meet different needs.

My Files vs. Firm Files: What’s the Difference?

It all comes down to Firm Administration:

  • My Files:

    • This is your personal library, accessible only by you.
    • Perfect for solo practitioners who don’t need to share documents.
    • Materials stored here remain private, making it ideal for content you want to keep exclusively for your use.

  • Firm Files:

    • Think of this as a shared folder for your firm.
    • Designed for Firm Admins or Case Managers to upload materials—documents, templates, and resources—that everyone in the firm can access and use in their cases.

Quick Tip: Solo practitioners can use My Files for their day-to-day needs, but if you plan to grow your practice, it’s a good idea to start organizing resources in Firm Files to prepare for future collaboration.

Clauses and Checklists: Shared vs. Personal

The same logic applies to the Clauses and Checklists sections in the Library:

  • My Clauses and My Checklists:

    • For personal use.
    • Materials here are only accessible to you and tailored to your individual needs.

  • Firm Clauses and Firm Checklists:

    • Shared resources for the entire firm.
    • Ideal for creating standardized clauses or checklists that everyone on your team can use.

When to Use Each Section

  • Solo Practitioners:

    • Focus on using the “My” sections for files, clauses, and checklists. These are designed to meet your needs without unnecessary complexity.

  • Firms or Growing Practices:

    • Use the “Firm” sections to ensure consistency and collaboration across your team. Start organizing shared materials early to make transitions smoother as your firm grows.

Key Benefits

  • My Files/Clauses/Checklists: Privacy, flexibility, and individual customization.
  • Firm Files/Clauses/Checklists: Collaboration, consistency, and centralized resource management.

By understanding these sections, you can ensure you’re leveraging the Library to its full potential, whether you’re working solo or as part of a team.