Key disaster avoidance tools in view of the Coronavirus pandemic
(Original Course Date: October 16, 2020)
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Who should attend: Lawyers and legal support staff looking for smarter tech solutions to everyday remote law office issues
Learning level: All levels
Arguably the most important element in being able to work from anywhere is the establishment of a secure electronic client filing system. Such a system would hold all files (word processor, PDFs—scanned or otherwise, email, and attachments to email), and would be equally accessible inside or outside of the office.
Nearly every law office has scanners and some means of storing electronic files. In spite of that, lawyers often complain of being buried in paper, unable to find the documents they need, and generally feeling disorganized from a client-data perspective. If your law office is dealing with these issues, this seminar will explain how to resolve them. The future of efficient client file management does not involve banker's boxes and file rooms. However, we are not talking about a paperless office; we're talking about having less paper.
Join Barron Henley by webcast in the comfort of your office or home for this seminar as he:
- explains multiple methods for creating electronic filing systems (one size does not fit all) for your law office
- makes specific recommendations for the necessary hardware, software, and processes
- demonstrates how it all works
The second half of the seminar will deal with PDF files. As you may have noticed, PDFs are everywhere in the practice of law. They are used for trading documents with clients and other attorneys, electronic case filing, forms, and paper reduction systems (among other things). However, there are risks associated with PDFs, and mistakes can be costly. Barron will cover the skills you, the practitioner and your support staff, need regardless of the PDF program used. He will discuss PDF redaction, Bates numbering, security issues and metadata removal, electronic case filing considerations, locking PDFs to prevent editing, ascertaining and reducing PDF file size, creating fillable PDF forms, and many other topics. This program assumes no pre-existing knowledge about law office technology or PDFs, so everyone will be able to follow along regardless of where they are on the technology spectrum.
Register for BOTH this course and Barron's Working Remotely Post-Pandemic course HERE.
Law Society of BC CPD Hours: 3 hours (this course will include a minimum of 3 hours of professional responsibility and ethics, client care and relations, and/or practice management)
Barron K. Henley — Affinity Consulting Group, Columbus, OH
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