paperless presentation (publish)
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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).
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