Paperless Law Office Primer 2017 Edition Andrew S. Kucera Attorney, Palmer Kucera LLP [email protected] Ivy B. Grey Author, American Legal Style for PerfectIt [email protected] Tim Baran Content Director, Rocket Matter [email protected]
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Paperless Law Office Primer
2017 Edition
Andrew S. KuceraAttorney, Palmer Kucera LLP [email protected]
Ivy B. GreyAuthor, American Legal Style for PerfectIt [email protected]
Tim BaranContent Director, Rocket Matter [email protected]
• 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
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Agenda
3 Top Benefits ofGoing Paperless
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Efficiency
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Mobility
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Compliance
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How I Took My Firm Paperless
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There HAS to Be a Better Way
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Workflow Development
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Don’t Reinvent the Wheel
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Must-Have Tools for aPaperless Law Office
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Scanner
(Fujitsu ScanSnap iX500)
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Scanner
(PocketScan)
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Shredder
Online document
storage and backup
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PDF- Acrobat Standard or Pro
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Fax to Email
Service
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Digital notes
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How Lawyers Use Evernote to Store and Organize
Information
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Ideas for blog
posts
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Repository fornotes and documents
Legal research notes
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Witness interviews, deposition outlines,
discovery needs
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Photographs, Key Cases, Opening Statements and Closing Arguments
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Sample forms, pleadings, and motions
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Law Office Process and Procedures
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Meeting Notes
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Practice management system
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Intake
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Time capture
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Client file storage and organization
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Clientportal
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Editing Tools
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Naming Conventions for Digital Files
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Naming Conventions:Customized, Thoughtful
Planning
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Naming Conventions:Don’t Do Too Much
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Naming Conventions:Creating Your Plan
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Naming Conventions:Minimum Elements
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Naming Conventions:Standard Additions for
Law Firms
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Naming Conventions: Tips for Success
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Paperless Law Office Protocols
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www.legalproductivity.com/paperless-protocols
The Paperless Process is a Closed Universe
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Backup, Backup,Backup
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Secret: Paperless Isn't Really Paperless
You Can Do It!
• Start small• Establish protocols• Capture and convert to
digital, all paper coming into and generated by the office
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Client-Lawyer Relationship Rule 1.6
Confidentiality Of Information
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“A lawyer shall make reasonable efforts…”
Security: Strong Passwords Two-Factor Authentication Encryption
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No brainer: Get a password manager now!
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rocketmatter.com/paperless
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THANK YOU!
Andrew S. KuceraAttorney, Palmer Kucera LLP [email protected]
Ivy B. GreyAuthor, American Legal Style for PerfectIt [email protected]
Tim BaranContent Director, Rocket Matter [email protected]
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