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Document Management

Whitepapers

  • Managing Documents WITHOUT a Document Management System
  • Managing Documents WITH a Document Management System
  • Document Management and Paperless Terms you NEED to Know

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Checklists

  • Document Management Features Checklist
  • New Firm Technology Checklist

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Products and Services

Recommendations

  • Scanner Recommendations

Document Management

  • MetaJure

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Videos

  • NetDocuments - Finding Documents
  • NetDocuments - Sharing Files Internally
  • NetDocuments - Working with Folders in Workspaces
  • NetDocuments - Saving Documents and Emails
  • Worldox GX3 - Advanced
  • Worldox GX4 - Accessing Documents
  • Worldox GX4 - Adding and Editing Users
  • Worldox GX4 - Bookmarks
  • Worldox GX4 - Categories
  • Worldox GX4 - Quick Profiles
  • Worldox GX4 - Saving Docs

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Free Online CLE

  • Improve Your Electronic Document Management
  • What You Need to Know: Cloud Storage, Paperless Office, and Ethics
  • Why Going Paperless Could Be The Best Thing You Can Do For Your Practice And Your Life
  • PDF Power Hour

Browse ISBA Online CLE by Topic

 

Ethics

ISBA Advisory Opinions on Professional Conduct

  • Maintenance of Client Files and Records 17-02, 12-06
  • Failure to Pay Legal Fees, Disposal of Files 01-02
  • Former Client Access to Lawyer's File 01-01

Other Ethics Resources

  • Illinois Rule of Professional Conduct 1.15 Safekeeping Property
  • Supreme Court Rule 769 – Maintenance of Records

More ISBA Ethics Resources

Articles

File Retention

File Management