The Paperless Law Office: Essential Systems, Workflows and Protocols

The Paperless Law Office: Essential Systems,

Workflows & Protocols

Andrew S. Kucera Attorney, Palmer Kucera LLP [email protected]

Tim Baran Rocket Matter [email protected]

mailto:[email protected]?subject=

mailto:[email protected]

One Last Use For Your Law Books

www.rocketmatter.com

3 Main Reasons for Going Paperless


Efficiency


Mobility


Compliance


Essential Systems for a Paperless Law Office


Scanning process


Online document

storage and backup


PDF- Acrobat Standard or Pro


888-432-1529 | www.rocketmatter.com

Shredder

Digital notes


Practice management system


Fax to Email

Service


Workflows + Protocols


There HAS to Be a Better Way


Workflow Development


Don’t Reinvent the Wheel



Secret: Paperless Isn't Really Paperless

The Paperless Process is a Closed Universe


Backup, Backup, Backup


You Can Do It!

• Start small • Establish protocols • Capture and convert to

digital, all paper coming into and generated by the office


Use a Legal Practice Management System to Power Your

Paperless Law Office


Intake


Time capture


Client file storage and organization



Document assembly

Client portal


Notes


Phone messages


Analytics


Always accessible


Enhanced security


You can start slow


THANK YOU!

Andrew S. Kucera Attorney, Palmer Kucera LLP [email protected]

Tim Baran Rocket Matter [email protected]

mailto:[email protected]?subject=

mailto:[email protected]