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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

Law Firms Should Be Paperless, Not Paper-Free (Guest Post)

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 (Webinar)

Essential Tech for Paperless, Virtual, and Remote Solo & Small Law Firms

 

Scanners (non-exclusive listing)

Fujitsu ScanSnap iX500 (most popular among attorneys)

NeatConnect

Kodak ScanMate i940 Scanner

Epson WorkForce Pro GT-S80

Scanning Apps:

 

Software (non-exclusive listings)

 

PDF PROGRAMS

How to lock down a PDF.

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

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

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

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

CutePDF offers low cost and free alternatives. They obviously have some significant limitations.

 

EFAX

Some VoIP systems like RingCentral provide efax

Stand-alone electronic fax services

 

DOCUMENT MANAGEMENT SYSTEMS (a step beyond an organic file management system, for small-mid size firms)

DocMoto

eQuorum

iManage

NetDocuments

Worldox

 

VOIP 

Options for Law Office Phone Systems (NCBA Center for Practice Management)

RingCentral

Ooma

Line2

8×8

VoiPly

 

VIDEOCONFERENCING

Zoom

Google Meet

Microsoft Teams

 

PROJECT MANAGEMENT & COLLABORATION

Teams

Slack

Asana

Trello

Wrike

Monday

Miro

 

MOBILE APPS

 

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)