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Paperless Productivity on a Mac
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Presentation at ABA TechShow 2012 by David Sparks and Ernie Svenson
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Paperless Productivity on a Mac
1.
Paperless Mac Ernie Svenson
and David Sparks
2.
Who are These
Guys?
3.
Ernie Svenson
4.
David Sparks
5.
As you can
see, we run a completely paperless office
6.
What is Paperless? (can
you eliminate completely?)
7.
8.
Four Definitions 1. No
Paper 2. Devoid of paper as much as possible 3. Key information stored digitally 4. Ability to work with key information anywhere, anytime
9.
Information is in
here
10.
Not in here
11.
12.
Why Go Paperless?
13.
14.
No Lost Originals
15.
16.
It’s Cheaper
17.
It’s Faster
18.
It’s Safer
19.
It’s Environmentally Sound
20.
It Gives You
an Advantage
21.
It Lowers Your
Stress Level
22.
Every piece of
paper you see is here for a reason: I haven’t thrown it away yet
23.
Capture
24.
Using an Attached
Scanner
25.
26.
ScanSnap Advantages 1. Solid
Hardware 2. Duplex 3. OCR 2. Great Software 3. Mac Friendly
27.
28.
29.
Doxie Go
30.
Networking Your Scanner
31.
32.
33.
34.
35.
36.
37.
Capture with an
iPhone
38.
JotNot
39.
40.
Abbyy Business CardReader
41.
42.
Scanning Services
43.
Naming & Format
44.
2012-03-30 -
45.
Sparks->Cook
46.
Thanks for iPhone
7
47.
2012-03-30 - Sparks->Cook
Thanks for iPhone 7
48.
01 Pleadings
2009_01_01 Complaint 2009_01_08 Summons 2009_02_15 Return 2009_03_02 Extension req 2009_04_02 Answer 2009_07_17 Motion SJ Def 2009_08_01 Opp by Plntf 2009_10_19 Order grantng
49.
Naming with TextExpander
50.
Demo
51.
Format
52.
Working with PDFs
53.
Smackdown
54.
Acrobat Widely
used Full-featured for lawyers But not cheap
55.
PDF Pen Cheaper
OCR Mac Friendly iCloud
56.
Preview Fairly
robust Free Easy to make digital signatures
57.
Digital Signatures
58.
How to create? 1.
Scan in signature 2. Erase background 3. Import to Word, Acrobat
59.
Using Preview
60.
Preferences...
61.
Make photocopies of
this memo, informing the staff to reduce the use of paper, and distribute it to all of our staff
62.
Managing Digital
Documents
63.
Nested Folders
64.
Crown v. Royal
01 Pleadings 02 Correspondence 03 Documents 04 Word Processing 05 Depositions 06 Legal Research 07 Attorney Notes 08 Trial Documents
65.
Using Hazel
66.
67.
Demo
68.
Yep Yep
69.
DEVONthink
70.
Evernote
71.
Tagging Spotlight Comments
Open Meta
72.
Optical Character
Recognition (when is it really needed?)
73.
Performing OCR
74.
Back Up!
75.
“No, I’m not
backing up our files— I’m just assuming that the F.B.I. is making copies.”
76.
77.
78.
79.
80.
What about the
Paper? (what do you have to keep, & for how long?)
81.
IRS Publication 583
(& 97-22) regarding recordkeeping Digital is okay Must be legible Must be reliable Must be under your control
82.
Shredder
83.
Organic Shredder
(Buddy)
84.
Ethics
85.
Client Engagement Letter
I don’t store paper Will provide CD- ROM if asked I use digital signatures Data Encryption
86.
Thank you!
david@macsparky.com esvenson@gmail.com
Download now