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
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Agenda

3.
3 Top Benefits of
Going Paperless
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4.
Efficiency
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5.
Mobility
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6.
Compliance
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7.
How I Took My Firm
Paperless
www.chicagobar.org | www.rocketmatter.comwww.rocketmatter.com

8.
There HAS
to Be a
Better Way
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9.
Workflow
Development
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10.
Don’t
Reinvent
the Wheel
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11.
Must-Have Tools for a
Paperless Law Office
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12.
Scanner
(Fujitsu
ScanSnap
iX500)
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13.
Scanner
(PocketScan)
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14.
888-432-1529 | www.rocketmatter.com
Shredder

15.
Online
document
storage and
backup
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16.
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17.
PDF-
Acrobat
Standard
or Pro
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18.
Fax to
Email
Service
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19.
Digital
notes
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20.
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21.
How Lawyers Use Evernote
to Store and Organize
Information
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22.
Ideas
for blog
posts
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23.
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Repository for
notes and documents

24.
Legal research
notes
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25.
Witness interviews,
deposition outlines,
discovery needs
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26.
Photographs,
Key Cases,
Opening
Statements
and Closing
Arguments
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27.
Sample forms,
pleadings,
and motions
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28.
Law Office
Process and
Procedures
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29.
Meeting
Notes
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30.
Practice
management
system
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31.
Intake
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32.
Time
capture
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33.
Client file
storage
and
organization
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34.
Client
portal
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35.
Editing Tools
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36.
Naming Conventions for
Digital Files
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37.
Naming Conventions:
Customized, Thoughtful
Planning
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38.
Naming Conventions:
Don’t Do Too Much
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39.
Naming Conventions:
Creating Your Plan
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40.
Naming Conventions:
Minimum Elements
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41.
Naming Conventions:
Standard Additions for
Law Firms
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42.
Naming Conventions:
Tips for Success
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43.
Paperless Law Office
Protocols
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www.legalproductivity.com/paperless-protocols

44.
The Paperless
Process is
a Closed
Universe
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45.
Backup,
Backup,
Backup
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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
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48.
Client-Lawyer Relationship
Rule 1.6
Confidentiality Of
Information
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“A lawyer shall make
reasonable efforts…”

49.
Security:
Strong
Passwords
Two-Factor
Authentication
Encryption
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50.
No brainer: Get a password
manager now!
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51.
rocketmatter.com/paperless
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