Law Office Paper Reduction and Document Management: Strategies That Work

Product Type: Course

This course has no current sessions.

DescriptionMore DetailAgenda

Wednesday, December 7, 2011
Time: 1:00 pm – 4:30 pm
UBC Robson Square, 800 Robson Street, Vancouver

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

You know you want it!
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 seminar covers everything you need to create your own digital filing system, get your paper under control, and take full advantage of Adobe Acrobat and PDFs. 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.

Preceding this course (in the morning), the companion course Microsoft Word: Advanced Techniques for Making Word a Legal Word Processor will be held. Take both courses and SAVE!

Law Society of BC CPD Hours: 3.5 hours (a minimum of 1 hour will involve aspects of professional responsibility and ethics, client care and relations, and/or practice management)

Course Instructor
Barron K. Henley — Affinity Consulting Group, LLC, Columbus, OH

Pricing
1. This course ONLY
EARLY BIRD (Register by November 9, 2011 and SAVE)
Regular: $410 | Student: $190

After November 9, 2011
Regular: $450 | Student: $225

2. This course PLUS "Microsoft Word: Advanced Techniques for Making Word a Legal Word Processor"
EARLY BIRD (Register by November 9, 2011 and SAVE)
Regular: $720 | Student: $280

After November 9, 2011
Regular: $800 | Student: $350

Registration includes course materials. These materials are not available for purchase separately.

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

Course Instructor
Barron K. Henley — Affinity Consulting Group, LLC, Columbus, OH

About the Course Instructor
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. Barron received his Bachelor of Science in Business Administration (majoring in marketing and economics) and J.D. 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 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 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 through out the US and Canada for bar associations and other CLE providers.

Paperless or Less Paper?

realistic strategies for your law office
the many ways scanners can benefit a law office

Converting PDFs or Paper Documents to Editable Word Documents

optical character recognition (“OCR”)—what it is and how it works
how to avoid retyping documents and expedite negotiated instruments
OCR software options demonstrated

Legal Case File Tracking and Management

inadequacies of common paper-based approaches
hardware, software, and training elements of a complete electronic filing system
protecting client files—backup and security requirements
scanner, copier, and multi-function machine options
Adobe Acrobat and PDFs—the role they play
document management systems—what they are; how they work
search utilities which allow you to find any document in seconds
electronic folder consolidation and file naming techniques
overcoming objections from colleagues and staff to a new way of working

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Law Office Paper Reduction and Document Management: Strategies That Work

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