See the differences between simple folder storage systems and full-fledged document management systems (DMS system). Learn a basic document storing system, and simple file naming method you should be using now (at least until you’re ready to move to a full DMS system). Find out why firms with more than 3 networked computers need to consider shifting to a document management systems.
2. Ernie Svenson
‣EDLA Law Clerk
‣Practiced law 27 yrs
‣ErnieTheAttorney.net
‣“Acrobat in One Hour for
Lawyers” (ABA book)
‣PaperlessChase.com
‣ernie@paperlesschase.com
8. Document Mgt
• How big is your law firm?
• How many attorneys? How
many users?
• How many separate offices?
8
Key questions ask in deciding how to manage
9. Digital Workflow
• Start with a simple model
• Refine based on need & real
world experiences
• Continue refining as new
technologies are adopted
9
how will you work in a less paper-centric world?
15. [Date] [Description]
2014-02-27 Motion for Summary Judgment…
2014/02/27 Motion for Summary Judgment…
2014_02_27 Motion for Summary Judgment…
2014.02.27 Motion for Summary Judgment…
16. 01 Pleadings
2009-01-01 Original Complaint
2009-01-08 Summons to …
2009-02-15 Return on Service
2009-03-02 Extension Request
2009-04-02 Answer by
Defend..
2009-07-17 Motion for
Summary
2009-08-01 Opposition to MSJ
2009-10-19 Order granting….
17. 02 Correspondence
2008-02-13 EES ltr K Smith
2008-02-01 K Smith email
EES
2008-01-04 Thompson fax
EES
2007-12-14 Chisom ltr EES
2007-11-11 Ward fax Counsel
2007-10-16 EES ltr Marion
2007-09-23 EES ltr Feinberg
2007-08-08 Mangione ltr EES
19. Two Phases
19
Jones v. Smith
Hawkins v. Magee
Kramer v. Kramer
Masters v. Johnson
Jarndyce v. Jarndyce
Bushmill v. Gored
Fordham v. Chevy
Thompkins v. Carr
Ordinary Folders Special DMS Software
25. Non-DMS users dislike
Can’t search inside docs
Lost files (misfiled) or deleted
Can’t file emails easily
Lost track of versions
Can’t audit who worked on file
Can’t access outside of office
No automated notification
25
39%
35%
35%
30%
21%
21%
17%
26. Problems
• Deletion: someone makes a mistake.
• Conflicts: two people access at same time; now
we have 2 versions.
• Version control: which version is the last one we
worked on?
• Email: how do we put emails into the nested
folders?
• Naming convention: not everyone is adhering to
the system for naming files and folders
26
nested folders are simple but…
27. Benefits
• Forced save: have to save to the system, and have
to profile document to an open matter
• Conflicts: are no longer possible.
• Version control: system automatically creates and
keeps track of versions
• Email: can be saved to DMS, and shared with
everyone as needed.
• PDFs: can handle storage & manipulation
• Remote access: pull files from outside of office
27
DMS imposes organization