Skip to Page Content

Documents

Whitepapers

Document Management

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

Document Assembly

  • What is Document Assembly
  • Document Assembly Considerations
  • The Case for Adding Document Assembly Technology to your Templates
  • Rules for Template Building
  • Why Template Building is Critical for all Law Offices

More Whitepapers

Checklists

  • Document Assembly Checklist
  • Document Management Features Checklist
  • New Firm Technology Checklist
  • Cloud Document Storage Feature Comparison Chart

More Checklists

Products and Services

Recommendations

  • Scanner Recommendations

Document Management

  • MetaJure
  • Document Management Software Comparison Chart

Document Assembly

More Products and Services

Videos

  • Excel for Mac
  • NetDocuments - Emailing Document Links
  • NetDocuments - Finding Documents
  • NetDocuments - Security - Part 1 of 3 - Security Basics (End User Security)
  • NetDocuments - Sharing Documents Internally
  • NetDocuments - Sharing Files Internally
  • NetDocuments - Working with Folders in Workspaces
  • NetDocuments - Saving Documents and Emails
  • Preparing a Word Document for E-Filing
  • Redacting and Removing Metadata
  • Text Recognition - OCR tool (Making Searchable)
  • TrialPad - Presenting
  • Using a Mac in a Windows World
  • Word - File Information
  • Word - File Types
  • Word - Terminology
  • Word for Mac
  • Word for Mac - Basic Tips and Tricks
  • Word for Mac - Default settings and New Features in 2016
  • Word for Mac - Font Formatting
  • Word for Mac - Formatting Basics
  • Word for Mac - Moving Around Documents
  • Word for Mac - Proofing
  • 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

More Videos

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