A paperless law practice is exponentially easier to manage, and affords much more freedom and flexibility. The odds are you’re already fairly adept at working with less paper. The key is to keep transitioning in the smoothest possible manner.

In this episode we’ll tackle the common questions that lawyers have about switching to a paperless practice. And in future episodes we’ll address questions about what scanner to use, and what software is best for managing PDFs.

Recommended Resources

General Resources

Thanks to Our Sponsors

SweetProcess is a great way to document your important workflows. Doing so will help make your practice run more smoothly, and require less involvement on your part to keep things running smoothly.
The best way to understand how SweetProcess will help streamline your firm is to start using it. The company offers a 14-day free trial, but as a loyal listener of this podcast, you can try it for 28-days free of charge. And you don’t even have to enter a credit card to get started.
Just navigate to SweetProcess.com/ernie to start your 28-day free trial today.
And thanks to the other sponsor of this podcast…
Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai you’re actually hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.
If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.
Plans start at $210/month for 30 calls and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

EPISODE CREDITS:

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
  • A paperless practice does not mean you don’t use any paper at all.
  • There are some papers you might be required to keep; in general you should keep any papers that make your life easier
  • You should work from a transition plan so that everyone in the firm can understand how things will change over time.
  • If you need help, and you probably will, work with a knowledgeable, trustworthy consultant.

P.S. If you want my Ultimate Guide to Technology for Lawyers click here.