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Practice HQ now includes two easy ways for ISBA members to get their legal technology and law practice management questions answered by an expert at Affinity Consulting Group. At no cost, members can now email their question to an expert or schedule a one-on-one, remote consultation.

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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

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Products and Services

Recommendations

  • Scanner Recommendations

Document Management

  • MetaJure
  • Document Management Software Comparison Chart

Document Assembly

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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

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Free Online CLE

Eligible ISBA members receive 15 hours of Free Online CLE as a member benefit. Non-members may purchase these programs.

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

  • Is Dropbox Safe?
    By Barron K. Henley, Illinois Bar Journal, December 2018
  • Moving Toward a Paperless Office
    By Steven J. Best, Illinois Bar Journal, August 2017
  • When can I destroy my records?
    By Kevin J. Stine, The Bottom Line, June 2017
  • Are You Getting File Retention Right?
    By Ed Finkel, Illinois Bar Journal, November 2016
  • Do you have to give clients their files?
    Illinois Bar Journal, November 2015
  • My former client called and wants his file—What do I have to give him?
    By Joseph Harvath, The Bottom Line, September 2015
  • Electronically stored information and reasonable retention vs. hoarding
    By Daniel Kegan, Intellectual Property, November 2014
  • Updating and cleaning out estate plan files
    By John Ahern, Trusts & Estates, June 2012
  • Who does the file belong to?
    By Donald E. Weihl, The Bottom Line, December 2010
  • Retention of e-mail: Why bother?
    By Michael D. Gifford, The Bottom Line, February 2009
  • Cover Me: Documentation Is More Than CYA
    By Karen Erger, Illinois Bar Journal, June 2008
  • The Local Records Act and Destruction of Public Records
    By Maryann Bullion, Administrative Law, April 2008
  • Resolutions for 2008
    By Mary A. Corrigan, The Bottom Line, April 2008
  • E-Mail Retention Policies and the Local Records Act
    By Richard G. Flood and Jenette M. Schwemler, Administrative Law, July 2007
  • Should You Store Your Client’s Will?
    By Helen W. Gunnarsson, Illinois Bar Journal, October 2006
  • Law firm document retention policies
    By Sharon D. Nelson and John W. Simek, The Corporate Lawyer, June 2004
  • SAMPLE DOCUMENT RETENTION POLICY
    The Corporate Lawyer, June 2004
  • When Can You Retain Client Files for Failure to Pay Fees?
    By Patrick Sean Ginty, Illinois Bar Journal, February 2004
  • How Long Must Illinois Lawyers Retain Case Files?
    By Anton F. Mikel, Illinois Bar Journal, February 2004
  • Back it up-A practical approach to computers, data storage and backup systems
    By Carl R. Draper, The Bottom Line, January 2004
  • File Retention: Preventing Brownfields in Your Storage Room
    By Karen Dilibert, Illinois Bar Journal, December 2002
  • Spring cleaning—A dozen pointers for purging files
    By Scott Mittman, YLDNews, March 1999

File Management

  • Better Drafting Through Templates and Automation
    By Jeffrey R. Schoenberger, Illinois Bar Journal, January 2020
  • Is Dropbox Safe?
    By Barron K. Henley, Illinois Bar Journal, December 2018
  • 5 Technologies That Can Transform Your Practice
    By Ed Finkel, Illinois Bar Journal, April 2018
  • Moving Toward a Paperless Office
    By Steven J. Best, Illinois Bar Journal, August 2017
  • My head and my work are in the clouds— With ScanSnap Cloud
    By Alan Pearlman, The Bottom Line, May 2017
  • Can you find it?
    By Donald E. Weihl, Standing Committee on Legal Technology, February 2017
  • WordRake—How does your document garden grow?
    By Alan Pearlman, The Bottom Line, November 2013
  • Can you find it?
    By Donald E. Weihl, The Bottom Line, June 2013
  • Updating and cleaning out estate plan files
    By John Ahern, Trusts & Estates, June 2012
  • Taming the paper tiger
    By Trent L. Bush, Standing Committee on Legal Technology, March 2006
  • Filing System Basics for Solo and Small-Firm Lawyers
    By Carl R. Draper, Illinois Bar Journal, February 2006
  • Mastering and managing documents in the state-of-the-art law office
    By T. Roe Frazer, Standing Committee on Legal Technology, December 2005
  • Spring cleaning—A dozen pointers for purging files
    By Scott Mittman, YLDNews, March 1999