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

More Checklists

Products and Services


  • Scanner Recommendations

Document Management

Document Assembly

More Products and Services


  • 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

More Videos

Free Online CLE

  • Document Management & Retention: Can I Throw it Away?
  • Help! My Inbox is Exploding! EMail Management for Lawyers
  • Improve Your Electronic Document Management
  • Fight the Paper! Paper Reduction & Electronic File 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



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