Law Office Paper Reduction and Document Management: Strategies that Work

Rebroadcast:
Monday, April 27, 2015: Time: 12:00 pm – 2:00 pm

Original course (Live Webinar):
Tuesday, September 30, 2014; Time: 12:00 pm – 2:00 pm

Who should attend:

• anyone who is tired of wasting time every day searching for documents and files
• anyone who feels their office is drowning in paper
• those looking for better ways to manage client files
• lawyers who want to manage their practices more efficiently
• any lawyer who doesn't have full-time IT staff
• anyone who is not getting the return on investment they hoped for from their scanners and copiers

Learning level: All levels

Technology has fundamentally changed the way lawyers draft documents, gather and manage case information, conduct research, communicate, and render services.  In spite of these changes, many of us still manage paper today the same way it was done 50 years ago. It's time to upgrade that approach.

This brief online-only course will give you an overview of everything you need to create your own digital filing system, get your paper under control, and take full advantage of Adobe Acrobat and PDF's. Going digital means collecting all documents you've created and received, plus all related faxes, email messages, and attachments in one electronic system, organized by client and matter. It sounds complicated and expensive, but you'll see that the tools you need are off-the-shelf, easy-to-use, and inexpensive. We'll explain and demonstrate how scanners can be used in the law office to reduce paper, lower operating costs, and significantly improve efficiency. We will also discuss document organization and storage techniques that will allow you to locate any document (sent or received) in seconds.

Rebroadcast (Monday, April 27, 2015): The presenter Barron K. Henley will be available throughout the program to answer questions in chat.

Law Society of BC CPD Hours: 2 hours (a minimum of 1 hour will involve aspects of professional responsibility and ethics, client care and relations, and/or practice management)

Presenter 
Barron K. Henley — Affinity Consulting Group, LLC, Columbia, OH

Pricing 
Rebroadcast
EARLY BIRD (Register by April 20, 2015 and SAVE): $250; After April 20, 2015: $275
Save even more with your CPDone Pass. Click here for more info.

Registration includes an electronic copy of the reference materials.

CLEBC Program Coordinator
Jessica Post
jpost@cle.bc.ca

About the Course Presenter
Barron K. Henley is an attorney, a “legal technologist” since 1990, and a founding member of Affinity Consulting Group (formerly Henley March & Unger Consulting, Inc.) which handles all aspects of law practice automation including document assembly, case management, document management, legal accounting software, trial presentation/litigation support, paper reduction/scanning, hardware, network/servers, and security. He heads Affinity’s HotDocs document assembly and software training departments, and has authored legal-specific manuals on HotDocs document assembly, Microsoft Word, Microsoft Excel, and Adobe Acrobat.

Barron received his Bachelor of Science in Business Administration (majoring in marketing and economics) and JD from The Ohio State University, and is a member of the American, Ohio, and Columbus Bar Associations, and the Worthington Estate Planning Council. He is a member of the ABA Law Practice Management Section and is the former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee. Barron teaches continuing legal education (CLE) classes covering practice management, document management, file management, server and personal computer issues, remote access, mobile lawyering, scanning and paper reduction strategies, electronic case filing, Word, Excel, Outlook, WordPerfect, HotDocs document assembly, Adobe Acrobat, malpractice avoidance, and many other topics. He speaks throughout the US and Canada for bar associations and other CLE providers.