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Presentation at ABA TechShow 2012 by David Sparks and Ernie Svenson
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Paperless MacErnie Svenson and David Sparks
Who are These Guys?
Ernie Svenson
David Sparks
As you can see, we run a completely paperless office
What is Paperless?(can you eliminate completely?)
1. No Paper
2. Devoid of paper as much as possible
3. Key information stored digitally
4. Ability to work with key information anywhere, anytime
Four Definitions
Information is in here
Not in here
Why Go Paperless?
No Lost Originals
It’s Cheaper
It’s Faster
It’s Safer
It’s Environmentally Sound
It Gives You an Advantage
It Lowers Your Stress Level
Every piece of paper you see is here for a reason: I haven’t thrown it away yet
Capture
Using an Attached Scanner
ScanSnap Advantages
1. Solid Hardware
2. Duplex
3. OCR
2. Great Software
3. Mac Friendly
Doxie Go
Networking Your Scanner
Capture with an iPhone
JotNot
Abbyy Business CardReader
Scanning Services
Naming & Format
2012-03-30 -
Sparks->Cook
Thanks for iPhone 7
2012-03-30 - Sparks->Cook Thanks for iPhone 7
01 Pleadings2009_01_01 Complaint2009_01_08 Summons2009_02_15 Return 2009_03_02 Extension req2009_04_02 Answer2009_07_17 Motion SJ Def2009_08_01 Opp by Plntf2009_10_19 Order grantng
Naming with TextExpander
Demo
Format
Working with PDFs
Smackdown
Acrobat
Widely usedFull-featured for lawyersBut not cheap
PDF Pen
CheaperOCRMac FriendlyiCloud
Preview
Fairly robustFreeEasy to make digital signatures
Digital Signatures
How to create?1. Scan in signature2. Erase background3. Import to Word, Acrobat
Using Preview
Preferences...
Make photocopies of this memo, informing the staff to reduce the use of paper, and distribute it to all of our staff
Managing Digital Documents
Nested Folders
Crown v. Royal
01 Pleadings02 Correspondence03 Documents04 Word Processing05 Depositions06 Legal Research07 Attorney Notes08 Trial Documents
Using Hazel
Demo
Yep
Yep
DEVONthink
Evernote
Tagging
Spotlight Comments
Open Meta
Optical Character Recognition
(when is it really needed?)
Performing OCR
Back Up!
“No, I’m not backing up our files—I’m just assuming that the F.B.I. is making copies.”
What about the Paper?(what do you have to keep, & for how long?)
IRS Publication 583 (& 97-22)
Digital is okayMust be legibleMust be reliableMust be under your control
regarding recordkeeping
Shredder
Organic Shredder(Buddy)
Ethics
Client Engagement Letter
I don’t store paperWill provide CD-ROM if askedI use digital signaturesData Encryption
Thank [email protected]
