A Legal Professional’s Guide to Electronic File Management

Nearly every law office has scanners and some means of storing electronic files. In spite of that, lawyers often complain of being buried in paper and unable to find the documents they’re looking for. If your office is dealing with those issues, this program will explain how to resolve them. The future of efficient client file management doesn’t involve banker’s boxes and file rooms. However, we’re not talking about a paperless office; we’re talking about having less paper. It'll explain multiple methods for creating electronic filing systems (one size doesn’t fit all); the technology you’ll need; and demonstrate how it all works. 

The second half of the program deals with PDF files. As you may have noticed, PDFs are everywhere in legal practices. They’re used for trading documents with clients and other lawyers, electronic case filing, forms, and paper reduction systems (among other things). However, there are risks associated with PDFs, and mistakes can be costly. It will cover the skills legal users need regardless of the PDF program used – such as PDF redaction, Bates numbering, and locking PDFs to prevent editing. Finally, we assume no preexisting knowledge about law office technology or PDFs – so everyone will be able to follow along regardless of where they are on the technology spectrum.  

Speaker

Barron K. Henley, Esq., Affinity Consulting Group