in pursuit of the paperless law office

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In Pursuit of the Paperless Law Office (or at least one with less paper) Solo & Small Firm Committee Meeting - November 20, 2012 Presented by C. Todd Smith www.yourpiattorney.com [email protected] Twitter: @ctoddsmith

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Presentation by C. Todd Smith on behalf of the Orange County Bar Association's Technology Committee given 11/20/12 at the Solo and Small Firm Committee meeting.

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Page 1: In Pursuit of the Paperless Law Office

In Pursuit of the Paperless Law Office (or at least one with less paper)

Solo & Small Firm Committee Meeting - November 20, 2012

Presented by C. Todd Smith

[email protected]

Twitter: @ctoddsmith

Page 2: In Pursuit of the Paperless Law Office

What the world really needs is more love and less paper work.

-Pearl Bailey

Page 3: In Pursuit of the Paperless Law Office

Source: infographic by idatix.com

Page 4: In Pursuit of the Paperless Law Office

Why go paperless?

Page 5: In Pursuit of the Paperless Law Office

PROGRESS

Page 6: In Pursuit of the Paperless Law Office

Your entire practice in the palm of your hand

Page 7: In Pursuit of the Paperless Law Office

Rule of Judicial Administration 2.516

@mandatory service by email

Page 8: In Pursuit of the Paperless Law Office

E-FilingApril 1, 2013 12:01 a.m.

Page 9: In Pursuit of the Paperless Law Office

What’s Your Plan?

Page 10: In Pursuit of the Paperless Law Office

ScanSnap s1500 + Acrobat = Paperless Nirvana

Page 11: In Pursuit of the Paperless Law Office
Page 12: In Pursuit of the Paperless Law Office

So you have a scanner…now what?

Who scans the mail?

How do you name the files?

Where do you save the files?

What do you do with the paper?

What about your old files?

Page 13: In Pursuit of the Paperless Law Office

Naming Protocols - must be consistent and all documents stored in central location

“2012-11-19 to Client Re ________”“2012-11-19 Request to Produce to Defendant A”

Page 14: In Pursuit of the Paperless Law Office

Cloud Case Management (today):

Page 15: In Pursuit of the Paperless Law Office

Plan for a crash

Page 16: In Pursuit of the Paperless Law Office

http://www.ihearttech.com/paperless/

http://www.pdfforlawyers.com/

http://macsparky.com/paperless/

These links and more at:

http://bit.ly/paperlesslaw

BE TECH LITERATE - Do Your Research

Page 17: In Pursuit of the Paperless Law Office

When in doubt…

Page 18: In Pursuit of the Paperless Law Office

UPCOMING MEETINGS OF THE TECHNOLOGY COMMITTEE

(Third Thursday Every Other Month)

JANUARY 17, 2013

MARCH 21, 2013

MAY 16, 2013

JULY 18, 2013All meetings at noon at the OCBA Center

Page 19: In Pursuit of the Paperless Law Office

C. Todd Smith407-841-8294

[email protected]: @ctoddsmith