Paperless Law Office: Tools & Tips to Increase Efficiency
Although the process of digitization isn’t always a one-size-fits-all approach, there are paperless processes that can be applied to all firm types. In this overview, we’ll cover practical steps toward building a paperless law firm.
Can a Law Firm Be Paperless?
It’s not a matter of “can.” Your law firm should become paperless as soon as possible to keep up with the competition. According to the MyCase 2021 Industry Report, 88% of law firms use cloud-based software after the initial COVID-19 pandemic.
So, what is a paperless office? This environment is built around cloud-based tools that boost productivity, improve cash flow, and enhance client communication (while ensuring compliance and security).
Steps to Creating a Paperless Law Office
Since many firms still depend on physical documents to complete day-to-day tasks, migrating your work can seem like a daunting task.
Start by ensuring that your current law firm operations are organized with clear roles for each team member. This smooths out the migration process. Then, use our tips below to securely store your digital work in the cloud, properly set up cybersecurity measures, and adopt a practical intake system to manage digital documents and maximize productivity.
1. Decide Where to Store the Data
Decide how and where your firm will store digital data by utilizing a paperless filing system. Online storage provides 24/7, convenient, secure access to all your law firm’s documents. For example, Dropbox is a user-friendly, cloud-based platform that can allow your team to securely store and share documents. Alternatively, MyCase Drive is another tool that seamlessly integrates with your mobile device, laptop, or desktop. Any items you store automatically and safely transfer into the cloud and can migrate to your MyCase dashboard.
2. Protect Your Firm’s Files
For paperless offices, it is your ethical duty to protect your clients’ sensitive information. Take the necessary steps to keep that information secure—whether you store it in the cloud or on your law firm’s servers.
We recommended that you back up at least three copies of your law firm’s digital data at two different locations. You should also ensure that your law firm securely encrypts data to protect it from prying eyes.
3. Put an Organizational System in Place
Lastly, create paperless offices by adopting legal case management software (like MyCase) for managing digital documents and workflows. MyCase benefits include:
• Automating redundant non-billable administrative tasks like client invoice follow-ups
• Easily capturing more billable hours with time-tracking tools
• Building custom workflows to assign cases and efficiently manage deadlines
• Organized and secure online document management
• Automating client intake to increase leads and new case conversions
Begin Your Paperless Law Office
Start building a paperless law firm with MyCase. We have the tools you need to easily:
• Migrate your current documents into digital formats
• Securely store digital documents on the cloud
• Build custom, streamlined workflows
• Automate non-billable, administrative tasks
Try MyCase today risk-free with a 10-day free trial. We offer affordable monthly and yearly subscriptions. Plus, no commitment or credit card is required, and you can cancel anytime.
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