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Step By Step Guide To A Paperless Office

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Nancy Duhon
Nancy Duhon

Slide presentation for 2009 ABA Techshow session

1 of 27
Getting to Paperless: A Lawyer’s Step-by-Step Guide 8:30 am – 9:30 am Nancy Duhon Duhon Technology Solutions, LLC [email_address] Donna Neff Neff Law Office Professional Corporation [email_address] Paperless Practice PP1 (Next Session: Hardcore Scanning for Law Offices of ANY Size 11:00 am)
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Survey Says..... ,[object Object],[object Object],[object Object],[object Object]
Step 1: Charting Your Course ,[object Object]
Define Your Goals ,[object Object],[object Object],[object Object],[object Object]
They’re the draft guidelines on how to run a ‘paperless’ office .
Step 2: Get Buy In ,[object Object],[object Object],[object Object]
[object Object],[object Object],    Step 3: Assess Your Physical Needs
Backup, Backup, Backup ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Equipment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Hardware Considerations ,[object Object],[object Object],[object Object]
Hardware Considerations
Hardware Considerations
Hardware Considerations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
“Hardware” Considerations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Software: a PDF creator ,[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Software: a PDF manipulator
Step 4: Training ,[object Object]
Training ,[object Object]
Step 5: Launch ,[object Object],[object Object],[object Object],[object Object]
Scanning ,[object Object],[object Object],[object Object],[object Object]
File Naming Conventions ,[object Object],[object Object],Today, 4:30 p.m. DMS: The "Must-Have" Tool for Every Practice With Debbie Foster & Paul Unger
What’s in a Name? ,[object Object],[object Object],Practice Tip: Create a standardize folder and document-naming protocol and ensure all use it.
Create predefined folders
Step 6: Review, Revise, Repeat
Resources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
A Paperless Society?! ,[object Object]

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Step By Step Guide To A Paperless Office

Editor's Notes

  1. Getting to Paperless: A Lawyer’s Step-by-Step Guide Nancy Duhon, Donna Neff