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Simplify reviews and approvals

Protect PDF files

Create standards-compliant PDF files

Cisco's mobile workers have access to different kinds of unassigned work spaces:

1. touchdown spaces

2. privacy rooms

3. focus booths

4. open project spaces

5. team rooms

6. lounges and densFortune Magazine, January 19, 2011 by Andrew Laing.

LESS PAPER – HYBRID (WORKS BEST FOR SOLO)

COMPLETELY PAPERLESS (OR MULTIPLE USERS)

Focus should be to reduce your printing and copying.

Paper file may still be the main file.

May still use notepads for taking notes

May still keep copies of paper that comes into your office

Commit to Electronic file as the main file

Do not save the paper that comes through your office

Only print things when absolutely necessary

Notes are taken with tablet or laptop

No paper file

STEP-BY-STEP (SOLO OR SMALL)

ALL-IN (LARGER ORGANIZATIONS)

BUY A SCANNER Don’t copy letters onto paper Don’t print cases to read them Scan your notes and throw away

the paper Learn how to edit documents and

keep notes on the screen using special features of Word and Acrobat (or EZPDF on your tablet)

Find and use electronic storage such as dropbox

Set aside a small amount of time every week to reduce paper in your office

MAKE A COMPREHENSIVE PLAN AND FOLLOW IT

The electronic file is the file.

Document management plan

Equipment decisions

Naming convention

Training staff and attorneys

Sending a letter

Keeping a copy of a letter

Sending an email, keeping a copy

Printing statute or case law

Printing a document to review it

Copying client documents

Pleadings – review / revise vs filing

Notes

PAST / PRESENT / FUTURE

Probably leave the past alone

DON’T DISRUPT CURRENT WORK

MATTER BY MATTER ANALYSIS

DON’T USE BOTH SYSTEMS

FUTURE - TAKE ADVANTAGE OF EFFICIENCY

Evernote is a note taking app which

can sync all of your notes, both

typed and handwritten, into

client files

Dropbox is a file management tool which can sync your electronic

client files across multiple devices

Worldox is a document management software

which helps you control your workflow by saving documents

according to a comprehensive plan

and making searching for them much easier

Public wifi networks expose you

Password protect your devices

Log out of sites and turn off or set to sleep when finished with your computer.

SCR 20:1.6 Confidentiality.(a) A lawyer shall not reveal information relating to the representation of a client unless the client gives informed consent, except for disclosures that are impliedly authorized in order to carry out the representation, and except as stated in pars. (b) and (c).