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#ClioWeb
Taming the File Cabinet: Paperless Essentials for Lawyers
A Clio Webinar with Joshua Lenon – Clio
Ernie Svenson – PaperlessChase.com
#ClioWeb
Instructors
• Joshua Lenon – New York-admitted
attorney – Lawyer in Residence at
Clio
• Ernie Svenson – Founder,
PaperlessChase.com – Louisiana-admitted
attorney – Speaker, blogger, and
author of PDF Essentials for Lawyers
– @ErnieAttorney
#ClioWeb
#ClioWeb #ClioWeb
Agenda
• How Can Small Firms Smoothly Create a Paperless Office (40) – Benefits – What is paperless? – What to keep as paper – Recommendations for tools, file formats, and file
naming • Paperless in Clio (10 minutes) • Questions (10 minutes)
#ClioWeb
How Small Firm Lawyers Can Smoothly Create a
Ernie Svenson
‣ Practiced law 27 yrs
‣ “Acrobat in One Hour for Lawyers” (ABA book)
‣ PaperlessChase.com
What a paperless law practice is and how to best create one…
Why create a paperless law practice?
Managing information can be challenging
Keeping track !1.
Keeping track of information is hard
Keeping track of just paper is hard
Managing TWO systems is very hard
Organizing!2.
Organizing is tedious & expensive
Paper vs. Digital Hard Easy
Storage costs: comparison
$! $!
Routing digital = easy
Automation
Access!3.
Just in time
Problems
Paper is… Expensive to store Tedious to organize Impossible to search Expensive to transmit Stuck in a single location
Impossible to automate workflow
Simple Sensible Smooth
Transition
Leverage momentum you already have
Beginning 2001 Paperless
Freedom
What is… a paperless law practice?
Impossible to get rid of all paper?
What documents MUST be in paper format?
Must be in paper! Wills & Trusts Promissory notes
Old stock certificates Original affidavits
Should be in paper? stuff that makes life easier
Closed Files
Convert the paper to what format?
?
PDF (portable document format)
Benefits 1. Looks & acts like paper 2. Does much more than paper
More… You can highlight Sign digitally Quickly bates-stamp Password protect & redact Search for key text
Learn to use
How to start?
You already have
Strategic leverage
Be sensible 1. Don’t scan closed files 2. Or files open for too long 3. Start with new cases
Ethics Issues * Rule 1.1 - Competence * ABA 20/20 - Technology * Engagement letter
Engagement Letter * You’ll scan all paper to PDF * You’ll destroy all paper (shred) * You’ll provide digital files * You’ll keep files for x years * PDF copy of letter is valid
What you need… * Scanner (dedicated) * PDF software (Adobe) * File Mgt system * Consultant? Not at first
ScanSnap iX500
PDF Software
Free $$$
PDF Training
$9.95 $40.00
File Management Crown v. Royal
01 Pleadings 02 Correspondence 03 Documents
Simple File Naming 2005-12-25 F. Snowman Christmas Photo!2007-09-15 Solaris Proposal RFP!2007-11-21 Mockups from Solaris Proposal!2008-01-08 J. Jones ltr F. Snow re contract!2012-03-12 Jupiter Project Pro Forma!
Simple File Naming [date] + [description]
Date = [year] + [month] + [day] 2008 01 08
Simple File Naming
Cloud Storage
Momentum Builders Email management skills!
Mobile lawyering skills!
Web-based faxing!Digital signatures !
Final Thoughts
Free Email Course
Thank You!
#ClioWeb
PAPERLESS IN CLIO
84
#ClioWeb #ClioWeb
File Formats in Clio
#ClioWeb #ClioWeb
Email Integration in Clio
#ClioWeb #ClioWeb
Email Integration in Clio
#ClioWeb #ClioWeb
ScanSnap Integration
#ClioWeb #ClioWeb
ScanSnap Integration
#ClioWeb #ClioWeb
ScanSnap Integration
#ClioWeb #ClioWeb
File Templates in Clio
#ClioWeb #ClioWeb
File Management in Clio
#ClioWeb #ClioWeb
File Search in Clio
#ClioWeb #ClioWeb
File Sharing in Clio
#ClioWeb #ClioWeb
File Sharing in Clio
#ClioWeb #ClioWeb
File Management by Clients
#ClioWeb #ClioWeb
File Management by Clients
#ClioWeb #ClioWeb
E-Signing in Clio
#ClioWeb #ClioWeb
E-Signing in Clio
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QUESTIONS
