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Paperless law office primer 2017 edition
The document outlines the advantages of operating a paperless law office, emphasizing efficiency, mobility, and compliance. It provides insights on essential tools, naming conventions, security protocols, and practical strategies for transitioning to a digital environment. The authors advocate starting small and implementing organizational protocols to successfully digitize a law practice.
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Paperless law office primer 2017 edition
- 1. Paperless Law OfficePrimer 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 www.rocketmatter.com Agenda
- 3. 3 Top Benefitsof Going Paperless www.rocketmatter.com
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- 7. How I TookMy Firm Paperless www.chicagobar.org | www.rocketmatter.comwww.rocketmatter.com
- 8. There HAS to Bea Better Way www.rocketmatter.com
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- 11. Must-Have Tools fora Paperless Law Office www.chicagobar.org | www.rocketmatter.comwww.rocketmatter.com
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- 21. How Lawyers UseEvernote to Store and Organize Information www.rocketmatter.com
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- 23. 888-432-1529 | www.rocketmatter.com Repositoryfor notes and documents
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- 25. Witness interviews, deposition outlines, discoveryneeds www.rocketmatter.com
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- 36. Naming Conventions for DigitalFiles www.rocketmatter.com
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- 38. Naming Conventions: Don’t DoToo Much www.rocketmatter.com
- 39. Naming Conventions: Creating YourPlan www.rocketmatter.com
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- 41. Naming Conventions: Standard Additionsfor Law Firms www.rocketmatter.com
- 42. Naming Conventions: Tips forSuccess www.rocketmatter.com
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- 44. The Paperless Process is aClosed Universe www.rocketmatter.com
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- 46. 888-432-1529 | www.rocketmatter.com Secret: PaperlessIsn't Really Paperless
- 47. You Can DoIt! • Start small • Establish protocols • Capture and convert to digital, all paper coming into and generated by the office www.rocketmatter.com
- 48. Client-Lawyer Relationship Rule 1.6 ConfidentialityOf Information www.rocketmatter.com “A lawyer shall make reasonable efforts…”
- 49. Security: Strong Passwords Two-Factor Authentication Encryption www.rocketmatter.com
- 50. No brainer: Geta password manager now! www.rocketmatter.com
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- 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