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Ernie Svenson - Practice Law, Not Paper Pushing: The Paperless Firm

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PDF software. Social media. Tablets and smartphones. And of course, that ubiquitous term: cloud computing. See how modern firms are using new technology to store and share information efficiently—and stop your office from drowning in paperwork.

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Ernie Svenson - Practice Law, Not Paper Pushing: The Paperless Firm

  1. 1. Clio Cloud Conference 2014 SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS
  2. 2. Pract ice Law, No t P a p e r P u s h i n g by Ernie Svenson @paperlesschase Clio Cloud Conference 2014 #ClioCloud9
  3. 3. Clio Cloud Conference 2014 #ClioCloud9
  4. 4. Clio Cloud Conference 2014 #ClioCloud9
  5. 5. Simple Sensible Smooth
  6. 6. Clio Cloud Conference 2014 #ClioCloud9
  7. 7. Clio Cloud Conference 2014 #ClioCloud9
  8. 8. Survey Time
  9. 9. Freedom Clio Cloud Conference 2014 #ClioCloud9
  10. 10. Clio Cloud Conference 2014 #ClioCloud9
  11. 11. What is a “paperless law practice?”
  12. 12. What is a “paperless law practice?”
  13. 13. What documents MUST be in paper format?
  14. 14. What documents SHOULD be in paper format?
  15. 15. What format do you convert paper to?
  16. 16. Benefits 1. Tastes like chicken
  17. 17. Benefits 1. Looks like chicken
  18. 18. Benefits 1. Looks like paper 2. Same features
  19. 19. + More No file cabinets You can highlight Sign digitally Transmit via email Bates-stamp easily Redaction Password protection Forms Search Bookmarks
  20. 20. Search
  21. 21. Learn to use
  22. 22. How to start?
  23. 23. You already have Clio Cloud Conference 2014 #ClioCloud9
  24. 24. Clio Cloud Conference 2014 #ClioCloud9
  25. 25. Proceed Sensibly 1. Don’t scan closed files 2. …or files open too long 3. Start with new cases Clio Cloud Conference 2014 #ClioCloud9
  26. 26. Ethics Issues 1. Rule 1.1 - Competence 2. ABA 20/20 - Tech 3. Engagement Letter Clio Cloud Conference 2014 #ClioCloud9
  27. 27. Engagement letter • You’ll scan all files to PDF • You’ll destroy all paper you get • You’ll keep digital files for X years • You’ll provide digital on request •Engagement letter valid as PDF Clio Cloud Conference 2014 #ClioCloud9
  28. 28. What you need •Scanner (Fujitsu Scansnap iX500) •PDF Software (Reader/Acrobat) •File management system •Consultant? (not at first) Clio Cloud Conference 2014 #ClioCloud9
  29. 29. ScanSnap iX500
  30. 30. PDF Software Free $$$
  31. 31. PDF Training $14.95 $40.00
  32. 32. File Management Crown v. Royal 01 Pleadings 02 Correspondence 03 Documents
  33. 33. Simple File Naming 2005-12-25 F. Snowman Christmas Photo 2007-09-15 Solaris Proposal RFP 2007-11-21 Mockups from Solaris Proposal 2008-01-08 J. Jones ltr F. Snowman re contract 2012-03-12 Jupiter Project Pro Forma
  34. 34. Simple File Naming [date] + [description]
  35. 35. Simple File Naming Date = [year] + [month] + [day] 2008 01 08
  36. 36. Cloud Storage
  37. 37. Momentum Builders Email management skills Mobile lawyering skills — Web-Fax services — Digital Signature
  38. 38. Clio Cloud Conference 2014 #ClioCloud9
  39. 39. Final Thoughts Clio Cloud Conference 2014 #ClioCloud9
  40. 40. Free Email Course
  41. 41. PaperlessChase
  42. 42. PaperlessChase.com/Clio
  43. 43. Thank You! Clio Cloud Conference 2014 #ClioCloud9
  44. 44. PaperlessChase.com/Clio

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