4 Paperless Ways to Track Your Client’s Case


Why Go Paperless?

There are a few ways that you can track your client’s case without having to use a lot of paper. But it is very important to make sure that you do a lot of research before you decide to go paperless. There are a lot of benefits but you will need to make sure that it is going to be worth all of the time and money that you are going to spend on the process of going paperless. Therefore, you are going to need to find out all of the information that you can about going paperless. Here are a few tips that are going to help your law office in the process of going paperless with the law firm case management software.

1.) Plan ahead

Planning ahead is one of the most important parts of going paperless. This is because the office is going to need to have a plan and a strategy before the process of going paperless even starts. Therefore, you are going to need a draft of the written policies and procedures that will need to be in place for everyone who works for the firm because they are going to be a part of this process. Plus the transition date for going paperless is going to need to be set in stone. This is will help to make sure that everyone is on the same page is a road map of the work that needs to be done or a deadline for that work. The lawyer will need to have advanced diploma in legal project management. Plus it helps if they went to Harvard law school case management.

2.) Create an office workflow

The workflow of the office will need to be included in the written part of the paperless policy of the law firm. The legal services corporation will need to be consistent in the case naming and the filing system so that everyone will be able to understand and use the system. This will help with the workflow of the office to ensure that all of the work is going to get done. It is important to make sure that it includes the plans for the documents that you are going to keep in paper format. This is because in some cases, it is better to have the original document than the digital format of the document. Therefore, you are going to need to have a place to keep these paper documents that will not be in the way with the legal case management software.
3.) Thoughts and ideas
It is very important that when you are trying to go paperless that you get your thoughts and ideas into the workflow to go paperless. It is important to remember that all of the documents from the law office should be digitalized. This means that not just the word documents that have been processed. This is the only way that the law office is going to be able to get all of the benefits of being a paperless office. The best example of this is making sure that all of the handwritten notes are digitalized. If you still want to see your handwritten notes, then you can use the tablet to record all of the notes or a white notepad the digitize the notes. The law office will need to use a productivity app or law firm case management software in order to keep track all of everything that you have already digitized. The law firm case management is one of the best tools for going paperless.

4.) Backup

One of the most important steps of digitalizes all of the documents inside of the law office is to make sure that everything is backed up. This will need to be done in more than one location so that you do not lose any of your data. Some law offices are going to use the law firm case management software that is web based so you will be able to back up all of the data in a variety of different locations. The legal case management software will backup up everything that you are trying to digitalize. But if you only have access to the servers at the law firm, then you will need to find another place to back up the data from the office.

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