If you’re a solo and starting to create a paperless practice you can get by with using the file-organization system built into your computer. And you can use the simple file-naming system to automatically organize documents.

But if you’re serious about having a smooth-running paperless practice you should invest in document management system software (i.e. “DMS”). The cloud-based versions are your best option, and they are very affordable now (with prices dropping steadily).

When you use a DMS you’ll avoid chaos like mis-filed information, improperly accessed information, and security breaches. A DMS will integrate easily with your word processing and other commonly used programs—including email.

If you want to learn more about creating a paperless law practice, click this link for a special discount on my online course: Paperless Lawyering.

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BTW, I’d love to hear your questions or get feedback (if you want to record your thoughts using this cool tool).

Also, you might want to download my free Guide to Working Smarter in the Digital Age (to help you optimize your practice —so you start working less and relaxing more).
And if you want to make improvements faster, check out my Working Smarter course.

Thanks to Our Sponsors
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And thanks to the other sponsor of this podcast…
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If you like this podcast 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.
Find out more at EmeraldCity Pro

Show notes
  • Simple folders are okay for a solo lawyer on a tight budget
  • But you should plan to transition as soon as possible to a full-featured, dedicated document management system.
  • Using Dropbox, Microsoft One Drive and Google Drive aren’t the best choice for most lawyers.
  • Netdocuments and Uptime Legal are two reputable cloud-based DMS software options for lawyers.
  • Hire a consultant to help you assess options if you don’t feel comfortable doing research on your own.

P.S. If you're a practicing lawyer, check out this Law Practice Assessment . After answering a few questions, you'll get detailed recommendations for improving five key areas of your practice.