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  • Derek Banker

Your Law Firm Should Go Paperless

Updated: Jul 9, 2020



Steps to taking your law firm paperless


  1. Switch to a paperless client intake system

  2. Create a system for ensuring files stay paperless

  3. Digitize your existing paper files

  4. Establish paperless procedures and protocols

  5. Generally, avoid creating more paper by:

- Start digital wherever possible

- Scan any paper as it comes in

- Make sure you are making text-searchable PDFs

- Only keep documents that are required by local law to be in paper form

- Keep your law firm’s paperless files organized

- Stop printing - Stop faxes

- Exchange files with counsel and clients digitally, whenever possible



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