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Moving to a paperless office, your experiences

Posted on 6/1/18 at 12:29 pm
Posted by Barbellthor
Columbia
Member since Aug 2015
10793 posts
Posted on 6/1/18 at 12:29 pm
TL;DR: want to move the law firm paperless. What're your experiences and opinions on the best way to do that? I've shared my experiences so far below.

First, I don't see a business board, so I'm putting this on the OT and tech boards.

I'm in a small firm and have been doing research on moving a business (in general and specifically a small/mid-sized law firm) to a paperless practice. I see different considerations: heavy reliance on .pdf formatting for documents with an OCR program, using certain tablet or other devices to sign documents and take notes on, cloud-based hard drives (and local external drives to back up on in case internet is down), using a program or other software compatible from desktop to mobile for total access, different note-taking apps/software, etc.

For those looking to do the same or with some experience in this, what are some of your experiences in: transitioning to paperless (paperLESS, not eliminating EVERY piece of paper); best programs for note taking, etc.; your process in taking in emails, faxes, and such and then reformatting them into a flexible .pdf with your preferred proper software, and then organizing client files (do you have a particular software/program for filing besides Windows's or Apple's default?); making it mobile; and perhaps most importantly, making everything quickly accessible and editable by everyone in the company/firm.

I've been experimenting with this stuff on my own before presenting whichever cost-saving paperless system we choose to the boss. I really like OneNote (I'm using Microsoft Surface Pro to compare with others who use Ipad Pro), but my notes are accessible only by me unless I share through email or log in online (not always available on the go)--unless the boss makes a Microsoft account and puts all employees under it so that everyone with their own company email can access it?

Since I'm playing with Microsoft, I've got a terabyte of OneDrive storage, which is great. I have all my files organized the way I like (by work field, then client), and they're accessible online. What's really cool is when I'm working on a document on my Surface Pro (as opposed to company desktop), the document is automatically saving as I work, to the cloud, just like OneNote does. Of course, Word, OneNote, OneDrive, etc. have mobile apps for Apple, so I could literally do all of my work off my phone, albeit slower. There's just the issues of others the office being able to access the documents and notes online without me having to manually share every little thing, and of getting an office-wide calendar so we can all see each other's schedules. Most here use Abacus for the calendar, but it's overbearing and archaic in its attempt to also cover client notes, contact info, and billing; and others here use Clio. It's just inconsistent.

I believe if we use a company-issued email with an attendant note-taking program (or just word documents if need be), cloud services, and any other software we would need attached to that work account (like my Microsoft account with email, cloud storage, the Office suite, etc.; or Apple with attached programs or services; or whoever else), we would have a greater chance of everything working together with few hangups. Obviously, there are the "never Microsoft" and "Apple is for fanboys" crowds. Windows 10 has been good to me these past three or so months.

Discuss?
Posted by Parmen
Member since Apr 2016
18317 posts
Posted on 6/1/18 at 12:30 pm to
Money board.
Posted by Winston Cup
Dallas Cowboys Fan
Member since May 2016
66708 posts
Posted on 6/1/18 at 12:31 pm to
only a lawyer would type up all that shite no one is gonna read
Posted by captainahab
Highway Trio8
Member since Dec 2014
1653 posts
Posted on 6/1/18 at 12:32 pm to
A must have in a paperless office....

A bidet
Posted by Barbellthor
Columbia
Member since Aug 2015
10793 posts
Posted on 6/1/18 at 12:33 pm to
quote:

only a lawyer would type up all that shite no one is gonna read

We're not fans of writing that much. It just becomes habit. Anyway, there's a TL;DR at the top.
Posted by Gumbadi
Member since May 2018
61 posts
Posted on 6/1/18 at 12:34 pm to
quote:

Moving to a paperless office

In 2001, i worked for a local company that was paperless and our business was to provide paperless solutions. It worked great back then so I can only imagine how well it works now.
Posted by OceanMan
Member since Mar 2010
22655 posts
Posted on 6/1/18 at 12:35 pm to
My experience is just as much paper but everything scanned in
Posted by el Gaucho
He/They
Member since Dec 2010
58452 posts
Posted on 6/1/18 at 12:36 pm to
Cmon man support your local paper businesses
Posted by tss22h8
30.4 N 90.9 W
Member since Jan 2007
18791 posts
Posted on 6/1/18 at 12:37 pm to
If medical facilities (clinics, hospitals, etc.) can go paperless, legal firms certainly can. I think the biggest obstacle will be changing people's attitudes that every fricking thing has to be on paper.
Posted by Hangover Haven
Metry
Member since Oct 2013
31964 posts
Posted on 6/1/18 at 12:37 pm to
It's never paperless...

It's more like less paper...
This post was edited on 6/1/18 at 1:12 pm
Posted by Jim Rockford
Member since May 2011
104248 posts
Posted on 6/1/18 at 12:38 pm to
Paperless is mostly very convenient. but sometimes there's no substitute for having a piece of paper with words on it that you can hold in your hand.
Posted by Bjorn Cyborg
Member since Sep 2016
33892 posts
Posted on 6/1/18 at 12:41 pm to
Why?

And I don't mean that in a smart-arse way. Seriously, why do you want to do that? What benefits do you anticipate?
Posted by BloodSweat&Beers
One Particular Harbor, Fl
Member since Jan 2012
9153 posts
Posted on 6/1/18 at 12:41 pm to
The biggest thing to go paperless is the company's leadership having buy in.

In my experience, the first manager that caves in on printing something out causes a domino effect.

Posted by BloodSweat&Beers
One Particular Harbor, Fl
Member since Jan 2012
9153 posts
Posted on 6/1/18 at 12:42 pm to
quote:

Paperless is mostly very convenient. but sometimes there's no substitute for having a piece of paper with words on it that you can hold in your hand.


It is called a tablet with One Note.
Posted by LZ83
La
Member since Sep 2016
17444 posts
Posted on 6/1/18 at 12:42 pm to
our medical records went paperless and now it takes 3 times as long to do anything.
Posted by Colonel Angus
Member since Aug 2007
2129 posts
Posted on 6/1/18 at 12:43 pm to
quote:

My experience is just as much paper but everything scanned in



THIS
Posted by Bunk Moreland
Member since Dec 2010
66396 posts
Posted on 6/1/18 at 12:45 pm to
My firm was relatively small/boutique and we just mashed in a new firm/department, basically doubling the size. The new baws use worldox and swear by it, so it looks like that is what we are going to. It seems super big brother-ish, but is apparently great if you want to go paperless.
Posted by celltech1981
Member since Jul 2014
8139 posts
Posted on 6/1/18 at 12:50 pm to
quote:

Moving to a paperless office


Posted by shspanthers
Nashville, TN
Member since Sep 2007
879 posts
Posted on 6/1/18 at 12:51 pm to
It never works as well as you hope, but it can be ok if you have the buy-in. Get ready to re-create processes and figure how to get clients to use new avenues for getting information to you. Otherwise, like someone said, you're just scanning everything.

Our older employees, mostly partners, are very resistant to this, because they can't parse documents and info using a monitor. They need to see it on paper, and I'm sympathetic to that since I'm sortof the same way.

Bear in mind I'm dealing with folks where when I sent an email with a list of groups, in text in the email, they printed the email, circled some groups with a pen, scanned the email, attached it and sent it back to me.
Posted by OweO
Plaquemine, La
Member since Sep 2009
120019 posts
Posted on 6/1/18 at 12:51 pm to
I didn't read the whole thing.. I am not knocking for posting a long post, because I post my fair share of them.. But personally, I always like to have a hard copy of something.

While I think every office should have it's files available electronically, maybe I am just a little old school on this, but I think it is always a good idea to have a hard copy as well just because you have it available in two different formats. If, for some reason the electronic file gets deleted or systems go down and you don't have access to it.. You have a hard copy to refer to.
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