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How to Create
and Run a
Paperless Law
Office in 2019
888-431-1529 rocketmatter.com
Husband. Father.
Animal-lover. Coder.
Software Exec.
Author. Little league
coach. Fighter of hate.
Seeker of wellness.
Larry Port
888-431-1529 rocketmatter.com
888-431-1529 rocketmatter.com
The Connected Lawyer
Himself! Commercial
Litigation. Civil
Appeals. As paperless
as they get. Speaker
at ABA TECHSHOW
among other venues.
Bryan Sims
888-431-1529 rocketmatter.com
888-431-1529 rocketmatter.com
888-431-1529 rocketmatter.com
Waste
Reduction
IN LEAN, WASTE IS
BAD AND MUST BE
ELIMINATED
WHENEVER POSSIBLE,
WHICH IS WHERE
TECHNOLOGY CAN
REALLY SHINE.
888-431-1529 rocketmatter.com
Going Paperless
IF YOU’RE NOT
RUNNING A
PAPERLESS OFFICE,
YOU’RE NECK DEEP
IN MUDA (WASTE).
888-431-1529 rocketmatter.com
I’M A FIRM BELIEVER
THAT THERE’S NO
SINGLE THING YOU CAN
DO TO BETTER IMPROVE
YOUR LAW FIRM THAN
TO GO PAPERLESS.
More Reasons to Go Paperless If
You Weren’t Already Convinced
888-431-1529 rocketmatter.com
•Increased Efficiency - i.e. waste less time.
•Remote Access - i.e. work wherever.
•Backing Up and Protecting Client Data
- .i.e. peace of mind.
•No More Lost Files - i.e. CYA.
•Stop Paying to Store Paper Files - i.e.
more money in your pocket.
Going Paperless Checklist
888-431-1529 rocketmatter.com
Select hardware
Select software
Determine file storage
Document processes
Establish naming conventions
With Paperless, Checklists are
Your Friend
888-431-1529 rocketmatter.com
Scanners - How Do You Choose?
888-431-1529 rocketmatter.com
Scanners
888-431-1529 rocketmatter.com
Fujitsu ScanSnap ix1500 with ScanSnap Cloud
PDF Software Options
888-431-1529 rocketmatter.com
888-431-1529 rocketmatter.com
Document Storage
888-431-1529 rocketmatter.com
Storage is One Thing, Filing
Another
888-431-1529 rocketmatter.com
A Word About File Naming
Conventions
Letter or Ltr
Memorandum or Memo
2018.11.28 or 18.11.28 or 181128
Do all files have dates?
Internal Documents
888-431-1529 rocketmatter.com
Pleadings
Motions
Briefs
Letters
Memos
Faxes
Internal Document Workflow
888-431-1529 rocketmatter.com
Internal Document Workflow
888-431-1529 rocketmatter.com
External Documents
888-431-1529 rocketmatter.com
Pleadings
Motions
Briefs
Letters
Memos
Faxes
Documents from Clients
Documents from the Court
External Document Workflow
888-431-1529 rocketmatter.com
What About the Originals?
888-431-1529 rocketmatter.com
Evidence
Wills
Notes
Ancient Documents
Forgeries
Questioned Documents
888-431-1529 rocketmatter.com
Document Automation
888-431-1529 rocketmatter.com
Demo
888-431-1529 rocketmatter.com
Invoicing & Collections
THERE ARE MANY REASONS
FOR LAW FIRMS LEAVING
MONEY ON THE TABLE,
RANGING FROM POOR BILLING
PRACTICES TO THE
UNPALATABLE NATURE OF
ASKING CLIENTS FOR MONEY
TO A LACK OF INVESTMENT IN
GOOD TECHNOLOGY.
888-431-1529 rocketmatter.com
Electronic Invoicing
888-431-1529 rocketmatter.com
Demo
888-431-1529 rocketmatter.com
th
Extremely
Generous
November New
Account Promo
Contact us at
sales@rocketmatter.com
and mention the
EGNNAP
Larry Port | larry@rocketmatter.com
Bryan Sims | bsims@simslawfirm.com
Thank You!

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How to Create and Run a Paperless Law Office in 2019