Documents
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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
Checklists
- Document Assembly Checklist
- Document Management Features Checklist
- New Firm Technology Checklist
- Cloud Document Storage Feature Comparison Chart
Products and Services
Recommendations
- Scanner Recommendations
Document Management
- MetaJure
- Document Management Software Comparison Chart
Document Assembly
- IllinoisBarDocs
- Document Assembly Software Comparison Chart
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
Free Online CLE
Eligible ISBA members receive 15 hours of Free Online CLE as a member benefit. Non-members may purchase these programs.
Upcoming CLE
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
Articles
File Retention
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Is Dropbox Safe?
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Moving Toward a Paperless Office
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When can I destroy my records?
- Illinois Bar Journal, November 2016
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Do you have to give clients their files?
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My former client called and wants his file—What do I have to give him?
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Electronically stored information and reasonable retention vs. hoarding
- Trusts & Estates, June 2012
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Who does the file belong to?
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Retention of e-mail: Why bother?
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Cover Me: Documentation Is More Than CYA
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The Local Records Act and Destruction of Public Records
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Resolutions for 2008
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E-Mail Retention Policies and the Local Records Act
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Should You Store Your Client’s Will?
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Law firm document retention policies
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SAMPLE DOCUMENT RETENTION POLICY
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When Can You Retain Client Files for Failure to Pay Fees?
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How Long Must Illinois Lawyers Retain Case Files?
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Back it up-A practical approach to computers, data storage and backup systems
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File Retention: Preventing Brownfields in Your Storage Room
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Spring cleaning—A dozen pointers for purging files
File Management
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Better Drafting Through Templates and Automation
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Is Dropbox Safe?
- Illinois Bar Journal, April 2018
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Moving Toward a Paperless Office
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My head and my work are in the clouds— With ScanSnap Cloud
- Standing Committee on Legal Technology, February 2017
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WordRake—How does your document garden grow?
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Can you find it?
- Trusts & Estates, June 2012
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Taming the paper tiger
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Filing System Basics for Solo and Small-Firm Lawyers
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Mastering and managing documents in the state-of-the-art law office
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Spring cleaning—A dozen pointers for purging files