Handling and Digitizing Original Documents

On May 19, 2016, I will be presenting at a seminar hosted by NBI. The seminar is titled Handling and Digitizing Original Documents. I am speaking on (i) What to Do with the Backstock of Paper; (ii) Tackling Paper as it Enters the Office; and (iii) Investing in Digitization Equipment and Processes. The last session I am presenting with my good friend Aaron Brooks, who is also presenting other sessions. Joining us to speak about ethics is Dean Dietrich.

NBIIf you are considering moving your office to the digital world, I recommend that you sign up for this presentation.

You can register for the presentation at this link.

Microsoft has a hit or miss record when it comes to its namesake operating system. Windows 7 was a huge success while Windows 8 wasn’t. Microsoft is rolling out Windows 10 as the replacement for Windows 8.1 in 2015. What does this mean for you? Should you upgrade?

What you will learn:

  • The new features in Windows 10
  • What hardware you need to upgrade
  • The costs/benefits of upgrading

With Nerino Petro.

Date: October 23, 2013
Time: 01:30-02:20 p.m. CT
Event: Windows 10: Is It the Best Windows Yet?
Sponsor: Wisconsin Solo & Small Firm Conference
Venue: Kalahari Resort & Convention Center
Location: 1305 Kalahari Dr.
Wisconsin Dells, WI 53965
Registration: Click here to register.
More Info: Click here for more information.

Your conference favorite is back! Nerino Petro and Bryan Sims will give you a fast-paced look at the lighter side of technology, including tips and overviews of the gizmos, gadgets, and widgets that are useful or just downright fun for your practice and your life! You need to have breakfast anyways since we all know it is the most important meal of the day!

Date: October 24, 2015
Time: 07:30-08:20 a.m. CT
Event: Gizmos, Gadgets, & Widgets
Sponsor: Wisconsin Solo and Small Firm Conference
Venue: Kalahari Resort & Convention Center
Location: 1305 Kalahari Dr.
Wisconsin Dells, WI 53965
Registration: Click here to register.
More Info: Click here for more information.

Setting up a paperless office only requires buying some hardware and software, but successfully maintaining a paperless office requires re-defining your everyday workflows. Our paperless faculty will show you how to streamline the logistics around your digital documents after the scanner — when you need to manage them, store them, and most importantly, find them later. This session will help you truly become victorious in your paperless quest!

Date: October 16, 2015
Time: 09:00-10:00 a.m. CT
Event: Paperless Workflows That Work
Sponsor: Chicago Bar Association
Venue: The Chicago Bar Association
Location: 321 South Plymouth Court
Chicago, IL 60604
Registration: Click here to register.
More Info: Click here for more information.

Paper…files filled with paper…cabinets filled with files….all of these things takes up space around the office and makes it difficult to find what you need when you need it. This informative presentation explains what “going paperless” means and shows you how to get started – from choosing the proper electronic file format to knowing which type of equipment and software you need.

 

Date: September 24, 2015
Time: 03:15-04:15 p.m. CT
Event: Your Paperless Office
Sponsor: Illinois State Bar Association Committee on Legal Technology
Venue: Illinois State Bar Association Chicago Regional Office
Location: 20 S. Clark St., Suite 900
Chicago, IL
Registration: Click here to register.
More Info: Click here for more information.

Setting up a paperless office only requires buying some hardware and software, but successfully maintaining a paperless office requires re-defining your everyday workflows. Our paperless faculty will show you how to streamline the logistics around your digital documents after the scanner – when you need to manage them, store them, and most importantly, find them later. This session will help you truly become victorious in your paperless quest!

This webinar is part of the ABA TECHSHOW Summer Series reproducing some of the highest rated programs from the Conference for bringing lawyers and technology together. These sessions will help you become more proficient in your use of technology in your practice.

Date: September 10, 2015
Time: 12:00-01:30 p.m. CT
Event: Beyond the Scanner: Paperless Workflows That Work
Sponsor: American Bar Association
Registration: Click here to register.
More Info: Click here for more information.

What You Need to Know: Cloud Storage, Document Assembly, and Ethics

Anyone who knows me, know that I am a huge proponent of a paperless office and the use of cloud storage. As such, I am thrilled to be participating in a presentation called: What You Need to Know: Cloud Storage, Document Assembly, and Ethics. This seminar is being presented by the Standing Committee on Legal Technology from Illinois State Bar Association.

The program is on September 24, 2015, from 1 to 5:15 CT, and you can attend live at the Chicago Regional Office, or attend via a live webcast. You need not be an ISBA member to attend (although the registration fee is higher for non-members). My sessions is described as:

3:15 – 4:15 p.m.  Your Paperless Office*
Paper…files filled with paper…cabinets filled with files….all of these things takes up space around the office and makes it difficult to find what you need when you need it. This informative presentation explains what “going paperless” means and shows you how to get started – from choosing the proper electronic file format to knowing which type of equipment and software you need.

There will also be sessions on Cloud Storage for Lawyers, Document Assembly, and The Ethics of Cloud Technology and Electronic Files.

Just about everyone can benefit from this program and I urge you to attend. Click here to register.

 

Recently I recorded a presentation for National Business Institute that will be broadcast on June 25, 2015. It is on digitizing your documents and converting to a paperless office. I presented with Aaron Brooks and Dean Dietrich, both of whom are great people and great presenters. I urge you to check the webcast out. A description of the program from NBI appears below.

Maintaining and incorporating digitized documentation into your office’s daily routine needs much attention and can slow your practice down. Let our faculty guide you through some of the most common hurdles that will come across your desk as you continue to sort out the best way to digitize your office. Register today!

  • Determine what to do with those original back-stock of client documents.
  • Find out if the cloud storage system is right for your office.
  • Gain practical organization and filing tips for new paper documents as they enter the office.
  • Adopt best practices for protecting files from unauthorized access or inadvertent changes.
  • Weigh your options carefully: know which insurance coverage will protect your office from data breaches.
  • Learn how to avoid ethical missteps in running your paperless law office.
  • Ensure employee access to shared files without jeopardizing efficiency or client confidentiality.
Date: June 25, 2015
Time: 09:00-16:00 CT
Event: Handling and Digitizing Original Documents
Sponsor: National Business Institute
Registration: Click here to register.

Join Me at ABA Techshow

Next week I am speaking at ABA Techshow. I have the immense pleasure of speaking with Jim Calloway on the subject of Beyond the Scanner: Paperless Workflows that Work. It is real honor to speak with Jim, who is one of the real leaders in this country on issues of law practice management.

TS15_logo_bwAdditionally, we are speaking on a subject that is near and dear to my heart. Our session kicks off  on Thursday morning at 8:30 and we would be thrilled to see you there.

Even if you do not make it to our session, I cannot urge you strongly enough to attend. ABA Techshow is filled with a number of great sessions that touch on just about any topic applicable to the intersection of technology and the practice of law. I have attended several shows and have always found them immensely valuable and educational.

If you are attending, I also urge you to attend a Taste of Techshow dinner. This is your opportunity to have dinner with attorneys from all over the country, as well as one or more Techshow presenters. The deadline to sign up via the internet to a Taste of Techshow dinner is Monday, April 13, 2015. There are still several dinners with available spots, including my dinner that I am co-hosting with Nerino Petro, an amazing and brilliant legal technologist.

Our dinner is Thursday evening at South Water Kitchen.

Even if you don’t attend my dinner, please consider picking another dinner to attend, but you really should attend both Techshow and Taste of Techshow.

I’m Going to Oklahoma!

If you saw my Twitter Feed earlier this week, you probably guessed the news that I was not yet ready to share: I have been invited to speak at the 2014 Oklahoma Solo & Small Firm Conference. Needless to say, I am absolutely thrilled at this opportunity and am looking forward to my first visit to Oklahoma.

OK Solo and Small Firm ConferenceThe conference is June 19-21, 2014 at the Hard Rock Casino Resort in Tulsa.

I will be participating in four sessions.

On June 20, I will be participating in:

  • 60 Tips in 60 Minutes, with Jim Calloway and Jeff Taylor.
  • How I Leverage Technology to Improve My Solo Practice. Plenary Session.

On June 21, I will be participating in:

  • Remote Communications: Practicing from a Coffee Shop or other Remote Location
  • What’s Hot and What’s Not in Management & Technology, with Jeffrey Taylor, Jim Callowayand Jody Nathan.