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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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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


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

More Checklists

Products and Services


  • Scanner Recommendations

Document Management

  • MetaJure
  • Document Management Software Comparison Chart

Document Assembly

More Products and Services


  • 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



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


File Retention

File Management