View
1.500
Download
0
Category
Preview:
Citation preview
The Paperless Law Office: Essential Systems,
Workflows & Protocols
Andrew S. Kucera Attorney, Palmer Kucera LLP andy@palmerkucera.com
Tim Baran Rocket Matter tim@rocketmatter.com
One Last Use For Your Law Books
www.rocketmatter.com
3 Main Reasons for Going Paperless
www.rocketmatter.com
Efficiency
www.rocketmatter.com
Mobility
www.rocketmatter.com
Compliance
www.rocketmatter.com
Essential Systems for a Paperless Law Office
www.rocketmatter.com
Scanning process
www.rocketmatter.com
Online document
storage and backup
www.rocketmatter.com
PDF- Acrobat Standard or Pro
www.rocketmatter.com
888-432-1529 | www.rocketmatter.com
Shredder
Digital notes
www.rocketmatter.com
Practice management system
www.rocketmatter.com
Fax to Email
Service
www.rocketmatter.com
Workflows + Protocols
www.rocketmatter.com
There HAS to Be a Better Way
www.rocketmatter.com
Workflow Development
www.rocketmatter.com
Don’t Reinvent the Wheel
www.rocketmatter.com
888-432-1529 | www.rocketmatter.com
Secret: Paperless Isn't Really Paperless
The Paperless Process is a Closed Universe
www.rocketmatter.com
Backup, Backup, Backup
www.rocketmatter.com
You Can Do It!
• Start small • Establish protocols • Capture and convert to
digital, all paper coming into and generated by the office
www.rocketmatter.com
Use a Legal Practice Management System to Power Your
Paperless Law Office
www.rocketmatter.com
Intake
www.rocketmatter.com
Time capture
www.rocketmatter.com
Client file storage and organization
www.rocketmatter.com
888-432-1529 | www.rocketmatter.com
Document assembly
Client portal
www.rocketmatter.com
Notes
www.rocketmatter.com
Phone messages
www.rocketmatter.com
Analytics
www.rocketmatter.com
Always accessible
www.rocketmatter.com
Enhanced security
www.rocketmatter.com
You can start slow
www.rocketmatter.com
THANK YOU!
Andrew S. Kucera Attorney, Palmer Kucera LLP andy@palmerkucera.com
Tim Baran Rocket Matter tim@rocketmatter.com
Recommended