How to Create a Paperless Law Office in 2019
•
0 likes•445 views
Learn the do’s and don’ts as well as the must-have tools, protocols, and workflows to start and maintain a successful paperless office.
Recommended
Recommended
More Related Content
More from Rocket Matter, LLC
More from Rocket Matter, LLC (20)
Recently uploaded
Recently uploaded (20)
How to Create a Paperless Law Office in 2019
- 1. How to Create and Run a Paperless Law Office in 2019
- 2. 888-431-1529 rocketmatter.com Husband. Father. Animal-lover. Coder. Software Exec. Author. Little league coach. Fighter of hate. Seeker of wellness. Larry Port
- 4. 888-431-1529 rocketmatter.com The Connected Lawyer Himself! Commercial Litigation. Civil Appeals. As paperless as they get. Speaker at ABA TECHSHOW among other venues. Bryan Sims
- 7. 888-431-1529 rocketmatter.com Waste Reduction IN LEAN, WASTE IS BAD AND MUST BE ELIMINATED WHENEVER POSSIBLE, WHICH IS WHERE TECHNOLOGY CAN REALLY SHINE.
- 8. 888-431-1529 rocketmatter.com Going Paperless IF YOU’RE NOT RUNNING A PAPERLESS OFFICE, YOU’RE NECK DEEP IN MUDA (WASTE).
- 9. 888-431-1529 rocketmatter.com I’M A FIRM BELIEVER THAT THERE’S NO SINGLE THING YOU CAN DO TO BETTER IMPROVE YOUR LAW FIRM THAN TO GO PAPERLESS.
- 10. More Reasons to Go Paperless If You Weren’t Already Convinced 888-431-1529 rocketmatter.com •Increased Efficiency - i.e. waste less time. •Remote Access - i.e. work wherever. •Backing Up and Protecting Client Data - .i.e. peace of mind. •No More Lost Files - i.e. CYA. •Stop Paying to Store Paper Files - i.e. more money in your pocket.
- 11. Going Paperless Checklist 888-431-1529 rocketmatter.com Select hardware Select software Determine file storage Document processes Establish naming conventions
- 12. With Paperless, Checklists are Your Friend 888-431-1529 rocketmatter.com
- 13. Scanners - How Do You Choose? 888-431-1529 rocketmatter.com
- 14. Scanners 888-431-1529 rocketmatter.com Fujitsu ScanSnap ix1500 with ScanSnap Cloud
- 15. PDF Software Options 888-431-1529 rocketmatter.com
- 17. 888-431-1529 rocketmatter.com Storage is One Thing, Filing Another
- 18. 888-431-1529 rocketmatter.com A Word About File Naming Conventions Letter or Ltr Memorandum or Memo 2018.11.28 or 18.11.28 or 181128 Do all files have dates?
- 20. Internal Document Workflow 888-431-1529 rocketmatter.com
- 21. Internal Document Workflow 888-431-1529 rocketmatter.com
- 22. External Documents 888-431-1529 rocketmatter.com Pleadings Motions Briefs Letters Memos Faxes Documents from Clients Documents from the Court
- 23. External Document Workflow 888-431-1529 rocketmatter.com
- 24. What About the Originals? 888-431-1529 rocketmatter.com Evidence Wills Notes Ancient Documents Forgeries Questioned Documents
- 27. 888-431-1529 rocketmatter.com Invoicing & Collections THERE ARE MANY REASONS FOR LAW FIRMS LEAVING MONEY ON THE TABLE, RANGING FROM POOR BILLING PRACTICES TO THE UNPALATABLE NATURE OF ASKING CLIENTS FOR MONEY TO A LACK OF INVESTMENT IN GOOD TECHNOLOGY.
- 30. 888-431-1529 rocketmatter.com th Extremely Generous November New Account Promo Contact us at sales@rocketmatter.com and mention the EGNNAP
- 31. Larry Port | larry@rocketmatter.com Bryan Sims | bsims@simslawfirm.com Thank You!