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In Pursuit of the Paperless Law Office
   (or at least one with less paper)



   Solo & Small Firm Committee Meeting - November 20, 2012

                 Presented by C. Todd Smith

                   www.yourpiattorney.com
                  todd@yourpiattorney.com
                    Twitter: @ctoddsmith
What the world
really needs is
more love and
less paper work.
      -Pearl Bailey
Source: infographic by idatix.com
Why go
paperless?
PROGRESS
Your entire
practice in
the palm of
your hand
Rule of Judicial
Administration 2.516


            @
  mandatory service by email
E-Filing
April 1, 2013
12:01 a.m.
Whats Your Plan?
ScanSnap s1500 + Acrobat =
    Paperless Nirvana
In Pursuit of the Paperless Law Office
So you have a
scannernow what?
 Who scans the mail?

 How do you name the files?

 Where do you save the files?

 What do you do with the paper?

 What about your old files?
Naming Protocols - must be consistent and all
     documents stored in central location
2012-11-19 to Client Re ________
2012-11-19 Request to Produce to Defendant A
Cloud Case
Management (today):
Plan for a crash
BE TECH LITERATE - Do Your Research

             http://www.ihearttech.com/paperless/

             http://www.pdfforlawyers.com/

             http://macsparky.com/paperless/


             These links and more at:
             http://bit.ly/paperlesslaw
When in doubt
UPCOMING MEETINGS OF THE
       TECHNOLOGY COMMITTEE
  (Third Thursday Every Other Month)
          JANUARY 17, 2013
           MARCH 21, 2013
             MAY 16, 2013
              JULY 18, 2013
All meetings at noon at the OCBA Center
C. Todd Smith
      407-841-8294
todd@yourpiattorney.com
  Twitter: @ctoddsmith

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In Pursuit of the Paperless Law Office

Editor's Notes

  • #5: Why go paperlessLess paperLess cost less paper costs, less postage, less storage costs, less staff resources for filingConvenience easily locate documents in seconds, no more tabbing paper, whole punching, and filing
  • #8: Why now is the time service by email rule
  • #9: E-filing mandatory April 1, 2013
  • #10: Whats your plan jump in or test the water?First step is equipment (next slide).
  • #11: Equipment you needScanner My recommendation Fujitsu s1500 (includes Acrobat)Adobe Acrobat
  • #12: Scanner is $400 - $450 and INCLUDES ACROBAT ($350 value)Now that you have the equipment, NOW WHAT?Must figure out how your going to scan your mail, how will you name it?
  • #13: Youve got to put some thought into this before you get startedYouve got to create a plan and train your staff TRAINING IS VITALMust promote a positive attitude and discourage negativity
  • #16: Youve got to have a back-up systemBack-up hard driveBack up to the cloud dropbox, etc. Plan for the worst if youre putting all of your documents in a digital format, you cant afford to lose them.
  • #20: STOP PRINTINGSTOP PRINTING THINGS TO SIGN THEM, ONLY TO SCAN THEM BACK TO DIGITALSTOP FAXING AND DONT PUT FAX NUMBER ON YOUR BIZ CARD OR LETTERHEAD