9/13/2023 0 Comments We are going paperlessMistake #5: Allowing Paper to Pile UpĮven though you may stop using paper in your firm, this won’t stop incoming paper files completely. You’ll also want to test your paperless system and workflow to ensure it works properly before you start cleaning house. These files will need to be migrated to your new system. You’ll want to ensure you keep mission-critical documents that pertain to your cases and your firm. We know you’re probably excited to finally know what your desk looks like, but you shouldn’t just start trashing your documents. Mistake #4: Trashing Your Paper Documents All at Onceĭon’t. This way, everyone knows who to go to when questions and concerns arise. We recommend that you assign someone to lead and champion the paperless migration process. For example, what will happen with new documents? Where will they go when they hit your new system? You’ll also need to come up with a paperless workflow that everyone on your team can follow. Mistake #3: Not Having a “Paperless Plan” in Place Firstīenjamin Franklin once said, “If you fail to plan, you are planning to fail.” Going paperless is a major move for your law firm and you shouldn’t move forward without a plan in place.įor example, you’ll need to take stock of the documents you have and which ones you plan on migrating. Upgrading to a cloud-based solution is well worth the investment. All of this and more are available in the cloud. These servers also fail to deliver the robust capabilities your firm needs, including version management, OCR, and scan and fax integration. File server document organization is left to the discretion of your team which can quickly become chaotic. And your (S:\) drive isn’t accessible from anywhere outside of your office. Why would you purchase new stuff when you can just use the file server you have? While using a server is an option when going paperless, it can cause more issues than solutions.įor example, on-premise servers require constant and costly maintenance, upgrades, and repair. New tech and software often come with a hefty price tag. Going paperless means embracing cloud technology (more on this later). Mistake #1: Using an On-Premise File Server If you’re ready to take the plunge, you’ll want to avoid these mistakes. We’ve assisted hundreds of law firms in their quest for the Cloud and have learned so much along the way, including what firms should avoid during the process. How Not to Go Paperless Within Your Law Firm That may lead them to move on to one of your competitors. If you can’t meet these expectations, your clients will likely see you as behind the times. They expect to be able to quickly pull up a document you sent or fill out their intake forms electronically. Enhanced client experience: Clients expect you to be paperless.For example, outside counsel can send documents via email, and they can be saved into your system instantly. Improved collaboration: Going paperless improves collaboration by allowing you to easily send and share documents with your team or anyone externally.Anyone on your team can access documents from any device connected to your software, whether in the courtroom or the office. More accessibility: All of your documents, all in one place? That’s one of the key benefits of going paperless.A paperless system protects your documents from loss through features such as automatic backups and encryption. Unfortunately, paper documents are susceptible to everything from natural disasters to theft. Enhanced security: Law firm documents always contain critical information that must be kept secure.You can also replicate documents such as contracts with just a couple of clicks-no copy machine required. With the right tools, it’s as easy as searching Google. This includes fast access to every document you’ve ever saved or created. Simplified search and replication: Paperless storage enables you to search your firm’s entire document repository in just a single click. By going paperless, you can organize your documents by matter and maintain storage consistency within your team. They may even be spread across different storage locations.
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