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.

1. Clio Cloud Conference 2014
SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS

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. Clio Cloud Conference 2014 #ClioCloud9

4. Clio Cloud Conference 2014 #ClioCloud9

5. Simple
Sensible
Smooth

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9. Survey Time

13. Freedom
Clio Cloud Conference 2014 #ClioCloud9

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21. What is
a “paperless law practice?”

22. What is
a “paperless law practice?”

23. What documents MUST be
in paper format?

25. What documents SHOULD be
in paper format?

27. What format do you
convert paper to?

29. Benefits
1. Tastes like chicken

30. Benefits
1. Looks like chicken

31. Benefits
1. Looks like paper
2. Same features

32. + More
No file cabinets You can highlight
Sign digitally Transmit via email
Bates-stamp easily
Redaction Password protection
Forms
Search
Bookmarks

33. Search

35. Learn to use

36. How to start?

37. You already have
Clio Cloud Conference 2014 #ClioCloud9

38. Clio Cloud Conference 2014 #ClioCloud9

39. Proceed Sensibly
1. Don’t scan closed files
2. …or files open too long
3. Start with new cases
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40. Ethics Issues
1. Rule 1.1 - Competence
2. ABA 20/20 - Tech
3. Engagement Letter
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41. 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

42. What you need
•Scanner (Fujitsu Scansnap iX500)
•PDF Software (Reader/Acrobat)
•File management system
•Consultant? (not at first)
Clio Cloud Conference 2014 #ClioCloud9

43. ScanSnap iX500

44. PDF Software
Free $$$

45. PDF Training
$14.95 $40.00

46. File Management
Crown v. Royal
01 Pleadings
02 Correspondence
03 Documents

47. 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

48. Simple File Naming
[date] + [description]

49. Simple File Naming
Date = [year] + [month] + [day]
2008 01 08

50. Cloud Storage

51. Momentum Builders
Email management skills
Mobile lawyering skills
— Web-Fax services
— Digital Signature

52. Clio Cloud Conference 2014 #ClioCloud9

53. Final
Thoughts
Clio Cloud Conference 2014 #ClioCloud9

55. Free Email Course

56. PaperlessChase

57. PaperlessChase.com/Clio

58. Thank You!
Clio Cloud Conference 2014 #ClioCloud9

59. PaperlessChase.com/Clio