Establishing a Paperless Practice: The Essential Tools

Establishing a paperless practice requires more than just a commitment to reducing paper usage; it demands the right equipment and software. A reliable scanner is a must-have. Over the years, the Fujitsu ScanSnap (iX500) model has proven itself as one of the best options to consider. Steer clear of multi-function scanners if you are serious about achieving a seamless paperless practice.

Software for Establishing a Paperless Practice

When establishing a paperless practice, you should also pay keen attention to your choice of software. PDF software, for instance, is a critical component of your digital toolkit. The free PDF software from Adobe provides a good starting point. However, if you are serious about your paperless journey, investing in advanced programs like Adobe Acrobat or Nuance PowerPDF is advisable. This may involve some cost, but it’s an invaluable step towards a smooth-running paperless practice.

Ensuring Success when Establishing a Paperless Practice

Ultimately, establishing a paperless practice goes beyond just choosing the right tools. It’s about leveraging these tools to streamline your processes, reduce waste, and improve efficiency. So, make your choices wisely. The future of your practice lies in the balance.

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EPISODE CREDITS:

If you like this podcast on Establishing a Paperless Practice and are thinking of creating your own, consider talking to my producer, Danny Ozment.
He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.
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Show notes
  • You need a dedicated scanner, not a multi-function device.
  • You should have a scanner on everyone’s desk to encourage them to scan in paper as soon as it’s received
  • The best scanner to get is the Fujitsu ScanSnap (~$400)
  • Do not get the NeatReceipts scanner because the software isn’t robust enough for your law firm’s needs.
  • Use robust PDF software such as Adobe Acrobat or Nuance PowerPDF to manage PDF files.
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