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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

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Checklists

  • 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

Document Assembly

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Videos

  • 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

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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

 

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

  • 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
  • How Long Must Illinois Lawyers Retain Case Files?
    By Anton F. Mikel, Illinois Bar Journal, February 2004
  • When Can You Retain Client Files for Failure to Pay Fees?
    By Patrick Sean Ginty, 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

  • 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