Most attorneys are going as paperless as possible. It’s indeed becoming an industry standard. Setting up a paperless office is simple, it requires a scanner, software, and a process. Keeping your office paperless will save you loads of time and money.

GENERAL CONSIDERATIONS

Scanning the Horizon: Paperless Conversion Saves Law Firms

How to Start and Run a Paperless Office (ABA GP SOLO)

Paperless Tools

Paperless Lawyering: What it Really Is, and the Nuts and Bolts of How it Works (LHLM Webinar)

SCANNERS (non-exclusive listing)

Fujitsu ScanSnap iX500 (most popular among attorneys)

NeatConnect

Kodak ScanMate i940 Scanner

Epson WorkForce Pro GT-S80

SOFTWARE (non-exclusive listing)

PDF Programs

Adobe Acrobat (industry standard) – provides many powerful tools, and with training you can use it to redact information, remove metadata, create forms, and bates stamp discovery for electronic production.

Nuance – has various levels of software which can create PDF documents, OCR (optical character recognition – edit and search PDFs), and document management.

FoxIt – includes editing functions, OCR, collaboration and sharing features, and electronic signing.

PDFPen – for Mac users, with OCR, security, editing, and form creation features.

PDFCreator and CutePDF are low cost or free alternatives. They obviously have some significant limitations.

Document Management Systems (a step beyond an organic file management system, for small-mid size firms)

DocMoto

eQuorum

iManage

NetDocuments

Worldox

PROCEDURES

Document Management Protocol

Use of Naming Conventions

FURTHER READING FROM OUR LENDING LIBRARY

Paperless in One Hour for Lawyers (Donna S. Neff and Sheila M. Blackford (American Bar Association)