ernie svenson - practice law, not paper pushing: the paperless firm

Clio Cloud Conference 2014

SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS

Clio Cloud Conference 2014 #ClioCloud9

Not Paper Push ing

by Ernie Svenson @paperlesschase

Practice Law,

Clio Cloud Conference 2014 #ClioCloud9

Clio Cloud Conference 2014 #ClioCloud9

Simple

Sensible

Smooth

Clio Cloud Conference 2014 #ClioCloud9

Clio Cloud Conference 2014 #ClioCloud9

Survey Time

Beginning 2001Paperless

Clio Cloud Conference 2014 #ClioCloud9

Freedom

Clio Cloud Conference 2014 #ClioCloud9

a “paperless law practice?”

What is

a “paperless law practice?”

What is

What documents MUST bein paper format?

What documents SHOULD bein paper format?

What format do youconvert paper to?

Benefits1. Tastes like chicken

just l ikeV

Benefits1. Looks like chicken

Paper

Benefits1. Looks like paper2. Same features+ more

+ MoreNo file cabinets You can highlight

Sign digitally Transmit via email

Bates-stamp easily

Redaction Password protection

Forms

Search

Bookmarks

Search

Learn to use

How to start?

Clio Cloud Conference 2014 #ClioCloud9

You already have

Clio Cloud Conference 2014 #ClioCloud9

Clio Cloud Conference 2014 #ClioCloud9

Proceed Sensibly1. Don’t scan closed files2. …or files open too long3. Start with new cases

Clio Cloud Conference 2014 #ClioCloud9

Ethics Issues1. Rule 1.1 - Competence2. ABA 20/20 - Tech3. Engagement Letter

Clio Cloud Conference 2014 #ClioCloud9

Engagement letter•You’ll scan all files to PDF•You’ll destroy all paper you get•You’ll keep digital files for X years•You’ll provide digital on request•Engagement letter valid as PDF

Clio Cloud Conference 2014 #ClioCloud9

What you need•Scanner (Fujitsu Scansnap iX500)•PDF Software (Reader/Acrobat)•File management system•Consultant? (not at first)

ScanSnap iX500

PDF Software

Free $$$

PDF Training

$14.95 $40.00

File ManagementCrown v. Royal

01 Pleadings02 Correspondence03 Documents

Simple File Naming

2008-01-08 J. Jones ltr F. Snowman re contract

2005-12-25 F. Snowman Christmas Photo

2012-03-12 Jupiter Project Pro Forma

2007-11-21 Mockups from Solaris Proposal

2007-09-15 Solaris Proposal RFP

Simple File Naming[date] +

[description]

Simple File Naming

Date = [year] + [month] + [day]

2008 01 08

Cloud Storage

Momentum Builders

— Web-Fax services

Email management skills

Mobile lawyering skills

— Digital Signature

Clio Cloud Conference 2014 #ClioCloud9

Clio Cloud Conference 2014 #ClioCloud9

Final Thoughts

Free Email Course

PaperlessChase

PaperlessChase.com/Clio

Clio Cloud Conference 2014 #ClioCloud9

Thank You!

PaperlessChase.com/Clio