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Start Page: Going paperless doesn't have to be painful

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Kim BrandYou promised your-self this would be the year you went “paperless.” The year is half over. How’s that working out for you?

Paper has some wonderful advantages: It’s cheap, portable and sturdy. What’s not to love? It’s also bulky, non-searchable and difficult to share. Many strategies that aim to reduce your dependence on paper trade “familiar and simple” for “complex and powerful.” When you add “costly” to “going paperless,” many plans get derailed.

Going paperless is not document management

For the firm that is just starting down the paperless path, adopting a full-on document management system can be daunting. DM includes systems that manage workflow, routing, permissions, retention policies and indexing. Typical programs cost thousands of dollars and may take days away from work for training. They can be the information backbone of a large firm or simply back-breaking for the solo with a small staff.

Our experience is that going paperless doesn’t have to be painful. Here are some practical tips to propel your paperless plans into unparalleled productivity.
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1. Refine your current computer filing system

Most firms have a decent computer filing system – but going paperless means adding a lot more files. Create template folder structures with place-holders for folder names and simply copy and paste those structures to kick-start new clients or matters. This method is efficient and guarantees consistency.

Create naming rules that make it easy to search for a file. A simple scheme that includes the type of document, version, party, etc. is best. Don’t be terse – names of files and folders can be two dozen characters or more.

You’ll find some great examples in this American Bar Association article from “Law Practice Today.” http://bit.ly/FolderTemplate

2. Stop the paper before it multiplies and spreads

Identify choke points where paper enters your business, and create procedures to eliminate it as quickly as possible. Scan documents when and where you open the mail on a fast, two-sided (duplex) scanner that sits on your desk. Good ones cost about $500. The Fujitsu Scan Snap S1500 includes Adobe Acrobat Standard.

Communicate your paperless preference to business partners, vendors and colleagues. You may find they have great ideas you can use.
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Subscribe to a service – or buy a system – that converts incoming faxes to PDFs and delivers them via email attachments. Then detach the PDFs and store them in the appropriate place.

3. Think data safety

The compliment to a good scanner is a great shredder! But that takes courage unless you have a reliable backup system. I recommend a dedicated file server, daily local and offsite backups and regular monitoring by a competent professional. Digital backup and disaster recovery systems are as much a part of a paperless office as a scanner.

As a backstop, you should keep documents organized chronologically for at least the time it takes to be sure their scanned versions have been protected by backups.

4. What do you do after you’ve scanned a document?

When you eliminate paper you’ve also lost a key part of most traditional workflow systems. Many firms depend on paper moving from desk to desk to trigger processes like docketing, follow-ups and analysis.

I recommend you train the person scanning the document to take these three steps after the document is scanned. I call it the 3 Ps:

Put - Put the scanned image in the right place.

Pass - Pass the file (or a link to it or note about it) to someone who needs it or who will decide what needs to be done next.
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Post - Post a record in a docketing system, calendar, bookkeeping database or action list.

5. What to do with the paper you already have

You may be tempted to start your paperless project by scanning your archives’ files. I suggest you wait until after you have refined your system and know more about how you really want it to work.

There are service bureaus that specialize in high-speed scanning you can employ to get rid of really large piles of paper. Alternatively, you can hire temps or conscript your kids to help.

The key is to make sure the files get named accurately and stored properly.•

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Kim Brand is a technology expert, author and president of Computer Experts, Inc. In addition to the Indiana Lawyer, he writes for West Publishing, the ILTA and the IL Bar Association. Kim also contributed to the ‘On-Premises’ section of the recently released ILTSO.org legal technical standards and he is the inventor of the FileSafe Server used by many law firms. The opinions expressed are those of the author.
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  1. A traditional parade of attorneys? Really Evansville? Y'all need to get out more. When is the traditional parade of notaries? Nurses? Sanitation workers? Pole dancers? I gotta wonder, do throngs of admiring citizens gather to laud these marching servants of the constitution? "Show us your billing records!!!" Hoping some video gets posted. Ours is not a narcissistic profession by any chance, is it? Nah .....

  2. My previous comment not an aside at court. I agree with smith. Good call. Just thought posting here a bit on the if it bleeds it leads side. Most attorneys need to think of last lines of story above.

  3. Hello everyone I'm Gina and I'm here for the exact same thing you are. I have the wonderful joy of waking up every morning to my heart being pulled out and sheer terror of what DCS is going to Throw at me and my family today.Let me start from the !bebeginning.My daughter lost all rights to her 3beautiful children due to Severe mental issues she no longer lives in our state and has cut all ties.DCS led her to belive that once she done signed over her right the babies would be with their family. We have faught screamed begged and anything else we could possibly due I hired a lawyer five grand down the drain.You know all I want is my babies home.I've done everything they have even asked me to do.Now their saying I can't see my grandchildren cause I'M on a prescription for paipain.I have a very rare blood disease it causes cellulitis a form of blood poisoning to stay dormant in my tissues and nervous system it also causes a ,blood clotting disorder.even with the two blood thinners I'm on I still Continue to develop them them also.DCS knows about my illness and still they refuse to let me see my grandchildren. I Love and miss them so much Please can anyone help Us my grandchildren and I they should be worrying about what toy there going to play with but instead there worrying about if there ever coming home again.THANK YOU DCS FOR ALL YOU'VE DONE. ( And if anyone at all has any ideals or knows who can help. Please contact (765)960~5096.only serious callers

  4. He must be a Rethuglican, for if from the other side of the aisle such acts would be merely personal and thus not something that attaches to his professional life. AND ... gotta love this ... oh, and on top of talking dirty on the phone, he also, as an aside, guess we should mention, might be important, not sure, but .... "In addition to these allegations, Keaton was accused of failing to file an appeal after he collected advance payment from a client seeking to challenge a ruling that the client repay benefits because of unreported income." rimshot

  5. I am not a fan of some of the 8.4 discipline we have seen for private conduct-- but this was so egregious and abusive and had so many points of bad conduct relates to the law and the lawyer's status as a lawyer that it is clearly a proper and just disbarment. A truly despicable account of bad acts showing unfit character to practice law. I applaud the outcome.

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