ernie svenson - practice law, not paper pushing: the paperless firm
DESCRIPTION
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.TRANSCRIPT
Clio Cloud Conference 2014
SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS
Clio Cloud Conference 2014 #ClioCloud9
Not Paper Push ing
by Ernie Svenson @paperlesschase
Practice Law,
Clio Cloud Conference 2014 #ClioCloud9
Clio Cloud Conference 2014 #ClioCloud9
Simple
Sensible
Smooth
Clio Cloud Conference 2014 #ClioCloud9
Clio Cloud Conference 2014 #ClioCloud9
Survey Time
Beginning 2001Paperless
Clio Cloud Conference 2014 #ClioCloud9
Freedom
Clio Cloud Conference 2014 #ClioCloud9
a “paperless law practice?”
What is
a “paperless law practice?”
What is
What documents MUST bein paper format?
What documents SHOULD bein paper format?
What format do youconvert paper to?
Benefits1. Tastes like chicken
just l ikeV
Benefits1. Looks like chicken
Paper
Benefits1. Looks like paper2. Same features+ more
+ MoreNo file cabinets You can highlight
Sign digitally Transmit via email
Bates-stamp easily
Redaction Password protection
Forms
Search
Bookmarks
Search
Learn to use
How to start?
Clio Cloud Conference 2014 #ClioCloud9
You already have
Clio Cloud Conference 2014 #ClioCloud9
Clio Cloud Conference 2014 #ClioCloud9
Proceed Sensibly1. Don’t scan closed files2. …or files open too long3. Start with new cases
Clio Cloud Conference 2014 #ClioCloud9
Ethics Issues1. Rule 1.1 - Competence2. ABA 20/20 - Tech3. Engagement Letter
Clio Cloud Conference 2014 #ClioCloud9
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
What you need•Scanner (Fujitsu Scansnap iX500)•PDF Software (Reader/Acrobat)•File management system•Consultant? (not at first)
ScanSnap iX500
PDF Software
Free $$$
PDF Training
$14.95 $40.00
File ManagementCrown v. Royal
01 Pleadings02 Correspondence03 Documents
Simple File Naming
2008-01-08 J. Jones ltr F. Snowman re contract
2005-12-25 F. Snowman Christmas Photo
2012-03-12 Jupiter Project Pro Forma
2007-11-21 Mockups from Solaris Proposal
2007-09-15 Solaris Proposal RFP
Simple File Naming[date] +
[description]
Simple File Naming
Date = [year] + [month] + [day]
2008 01 08
Cloud Storage
Momentum Builders
— Web-Fax services
Email management skills
Mobile lawyering skills
— Digital Signature
Clio Cloud Conference 2014 #ClioCloud9
Clio Cloud Conference 2014 #ClioCloud9
Final Thoughts
Free Email Course
PaperlessChase
PaperlessChase.com/Clio
Clio Cloud Conference 2014 #ClioCloud9
Thank You!
PaperlessChase.com/Clio