paperless productivity on a mac
DESCRIPTION
Presentation at ABA TechShow 2012 by David Sparks and Ernie SvensonTRANSCRIPT
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Paperless MacErnie Svenson and David Sparks
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Who are These Guys?
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Ernie Svenson
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David Sparks
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As you can see, we run a completely paperless office
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What is Paperless?(can you eliminate completely?)
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1. No Paper
2. Devoid of paper as much as possible
3. Key information stored digitally
4. Ability to work with key information anywhere, anytime
Four Definitions
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Information is in here
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Not in here
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Why Go Paperless?
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No Lost Originals
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It’s Cheaper
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It’s Faster
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It’s Safer
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It’s Environmentally Sound
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It Gives You an Advantage
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It Lowers Your Stress Level
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Every piece of paper you see is here for a reason: I haven’t thrown it away yet
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Capture
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Using an Attached Scanner
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ScanSnap Advantages
1. Solid Hardware
2. Duplex
3. OCR
2. Great Software
3. Mac Friendly
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Doxie Go
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Networking Your Scanner
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Capture with an iPhone
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JotNot
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Abbyy Business CardReader
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Scanning Services
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Naming & Format
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2012-03-30 -
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Sparks->Cook
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Thanks for iPhone 7
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2012-03-30 - Sparks->Cook Thanks for iPhone 7
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01 Pleadings2009_01_01 Complaint2009_01_08 Summons2009_02_15 Return 2009_03_02 Extension req2009_04_02 Answer2009_07_17 Motion SJ Def2009_08_01 Opp by Plntf2009_10_19 Order grantng
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Naming with TextExpander
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Demo
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Format
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Working with PDFs
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Smackdown
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Acrobat
Widely usedFull-featured for lawyersBut not cheap
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PDF Pen
CheaperOCRMac FriendlyiCloud
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Preview
Fairly robustFreeEasy to make digital signatures
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Digital Signatures
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How to create?1. Scan in signature2. Erase background3. Import to Word, Acrobat
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Using Preview
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Preferences...
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Make photocopies of this memo, informing the staff to reduce the use of paper, and distribute it to all of our staff
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Managing Digital Documents
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Nested Folders
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Crown v. Royal
01 Pleadings02 Correspondence03 Documents04 Word Processing05 Depositions06 Legal Research07 Attorney Notes08 Trial Documents
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Using Hazel
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Demo
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Yep
Yep
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DEVONthink
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Evernote
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Tagging
Spotlight Comments
Open Meta
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Optical Character Recognition
(when is it really needed?)
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Performing OCR
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Back Up!
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“No, I’m not backing up our files—I’m just assuming that the F.B.I. is making copies.”
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What about the Paper?(what do you have to keep, & for how long?)
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IRS Publication 583 (& 97-22)
Digital is okayMust be legibleMust be reliableMust be under your control
regarding recordkeeping
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Shredder
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Organic Shredder(Buddy)
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Ethics
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Client Engagement Letter
I don’t store paperWill provide CD-ROM if askedI use digital signaturesData Encryption
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Thank [email protected]
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