Practice Law, Not Paper Pushing

N o t P a p e r P u s h i n gby Ernie Svenson @paperlesschase

P r a c t i c e L a w ,

Clio Cloud Conference 2014 #ClioCloud9

SimpleSensibleSmooth



Beginning 2001Paperless


Freedom


a “paperless law practice?”What is

a “paperless law practice?”What is

What documents MUST be in paper format?

What documents SHOULD be in paper format?

What format do you convert paper to?

Benefits1. Tastes like chickenjust l ike

V

Benefits1. Looks like chickenPaper

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?


You already have



Proceed Sensibly1. Don’t scan closed files2. …or files open too long3. Start with new cases


Ethics Issues1. Rule 1.1 - Competence2. ABA 20/20 - Tech3. Engagement Letter


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


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 skillsMobile lawyering skills

— Digital Signature


Final Thoughts

Free Email Course

PaperlessChase

Thank You!