Paperless law office primer 2017 edition
Higher productivity, faster client response, improved mobility and access, savings from reduced storage space and printing costs, increased security of documents and files…The benefits of a paperless office are many. Yet surveys show that the legal profession is one of the most resistant to a paper-free or less-paper environment. Converting your firm to a paperless operation is not as overwhelming or as complicated as you think. With the decline in paper usage along with rise in digital consumption and mobile devices, you’re already on your way without even trying. But you’ll need to formalize the processes. Learn about essential tools, protocols, and workflows to start and maintain a paperless office. You will hear from one lawyer who took his firm paperless and the process the firm went through, and from another small-firm attorney, on best practices for naming and storing digital files so you can easily find and retrieve them. We’ll wrap up with must-have tools and applications for every paperless law office.
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Paperless law office primer 2017 edition
- 1. Paperless Law Office Primer 2017 Edition Andrew S. Kucera Attorney, Palmer Kucera LLP andy@palmerkucera.com Ivy B. Grey Author, American Legal Style for PerfectIt ivy@intelligentediting.com Tim Baran Content Director, Rocket Matter tim@rocketmatter.com
- 2. • Benefits: Efficiency, Mobility, Compliance • How I Took My Firm Paperless • Must-Have Tools For a Paperless Office • Naming Conventions for a Digital Office • Paperless Law Office Protocols • Security in the Cloud • Q&A www.rocketmatter.com Agenda
- 3. 3 Top Benefits of Going Paperless www.rocketmatter.com
- 7. How I Took My Firm Paperless www.chicagobar.org | www.rocketmatter.comwww.rocketmatter.com
- 8. There HAS to Be a Better Way www.rocketmatter.com
- 11. Must-Have Tools for a Paperless Law Office www.chicagobar.org | www.rocketmatter.comwww.rocketmatter.com
- 21. How Lawyers Use Evernote to Store and Organize Information www.rocketmatter.com
- 23. 888-432-1529 | www.rocketmatter.com Repository for notes and documents
- 25. Witness interviews, deposition outlines, discovery needs www.rocketmatter.com
- 36. Naming Conventions for Digital Files www.rocketmatter.com
- 38. Naming Conventions: Don’t Do Too Much www.rocketmatter.com
- 39. Naming Conventions: Creating Your Plan www.rocketmatter.com
- 41. Naming Conventions: Standard Additions for Law Firms www.rocketmatter.com
- 42. Naming Conventions: Tips for Success www.rocketmatter.com
- 43. Paperless Law Office Protocols www.rocketmatter.com www.legalproductivity.com/paperless-protocols
- 44. The Paperless Process is a Closed Universe www.rocketmatter.com
- 46. 888-432-1529 | www.rocketmatter.com Secret: Paperless Isn't Really Paperless
- 47. You Can Do It! • Start small • Establish protocols • Capture and convert to digital, all paper coming into and generated by the office www.rocketmatter.com
- 48. Client-Lawyer Relationship Rule 1.6 Confidentiality Of Information www.rocketmatter.com “A lawyer shall make reasonable efforts…”
- 49. Security: Strong Passwords Two-Factor Authentication Encryption www.rocketmatter.com
- 50. No brainer: Get a password manager now! www.rocketmatter.com
- 52. THANK YOU! Andrew S. Kucera Attorney, Palmer Kucera LLP andy@palmerkucera.com Ivy B. Grey Author, American Legal Style for PerfectIt ivy@intelligentediting.com Tim Baran Content Director, Rocket Matter tim@rocketmatter.com