Tag Archives: legal file management

A paperless legal community


Is it time for your law firm to go paperless? Sound a little scary? Nah, not really. At least it doesn’t have to be. As few as 10 years ago, we kept box upon box of archived legal records. At one point, we had at least 100 of those legal storage boxes stuffed to capacity.

Unfortunately, it was a necessity. Back then, though, the technology (at least affordable technology) to go paperless wasn’t there. It would have cost thousands of dollars in labor and services to retroactively make all those paper files into electronic files.

Speed forward to today and going paperless is quite simple and inexpensive with CasesTracker online legal management system.

But why go paperless?

  • Less physical storage space necessary – save on file cabinets, paper, and folders
  • Locating files becomes more efficient – it’s as easy as “edit” “find”
  • Going paperless is more cost-effective than printing everything and storing it on paper copy
  • Files are more easily transferred from your archives to an associate who may need to see it. You can work from anywhere, there is no need to carry papers around.

Are you ready to go paperless? Get going by starting free trial of CasesTracker with the fees being waived until 2016.

GotaCase launches CasesTracker Promotion

GotaCase,  a leading web-based legal practice management software, announced a new promotion that will waived all fees until 2016 for their new software CasesTracker. CasesTracker is a vital tool for lawyers — the central nervous system for the solo practitioner or the small law practice.

CasesTrackerCasesTracker ensures that a case is carefully and automatically monitored throughout its lifetime cycle.

Whether the lawyer services the case themselves, or refers the case to a colleague for servicing, the lawyer never loses sight of the progress of the case. When the case reaches final resolution, the lawyer has a quick and easy reference into how the case has been managed and – importantly – what legal and referral fees are due.

CasesTracker is a tool a lawyer or paralegal uses to:

  • Build a network of colleagues and technical experts
  • Record cases from the lawyer’s inventory of cases
  • Refer cases to lawyers in their personal professional network
  • Monitor the case’s status and keep the client informed about the case’s progress
  • Manage the case, adding notes, documents, photos, forms and other artifacts as needed
  • Schedule milestones, events and tasks, and monitor upcoming events
  • Conduct and record discussions among the team working the case
  • Export the case description, notes and discussions for an electronic record of the case, for sharing or for safe backup

You should realize that there is software out there to help you do virtually anything, even organize your legal files! Try CasesTracker from GotaCase, all fees are waived for 2015. Use discount code ‘SHAKE2015’ http://www.gotacase.com/

Dispelling 4 Misconceptions of Legal File Organization

file-cabinet-146157_640There are some lawyers that are organized and then there are those of us who struggle with organizing their legal files every year at this time. It seems that it’s always at the end of the year when that little annoying bug begins nudging you to clear things up and start the new year organized.

There are some misconceptions being fostered by every organizational lawyer. It will be my pleasure to share with you 4 misconceptions that of legal file management.

Here are the 4 misconceptions that we can throw out:

  1. Always keep papers stored out of sight: Some of us work better when their desk is clear, whereas others feel stifled if they aren’t surrounded by stacks of paper. If you’re an “out of sight – out of mind” type, keep papers you use often nearby in files or stacking bins. They’ll be accessible, yet not clutter your desk.       When working on a project, spread out the papers related to it, and when you’re done put them away together in one place.
  2. Handle paper once. This is not only impossible, but in most cases it’s unrealistic. Instead of handling paper once, get in the habit of scanning your documents at the end of the day or first thing before you get wrapped up in your business day.
  3. Everyone should be organized to the same degree.   Different people work differently. Don’t feel that you have to work the same as someone else. Find a comfortable level of being organized, and make the necessary changes to maintain that level. I usually draw that line when I’m looking for something and can’t find it; that’s when I know things need to get reorganized.
  4. You have to be born organized to be organized. We learn both good and bad habits at an early age. It’s possible to change any bad habit, including disorganization. Youngsters raised in an organized environment sometimes rebel as adults by being disorganized. The opposite is also true, but neither is carved in stone and behavior can be modified. Use CasesTracker to organize your legal files so you can focus on winning your case not where you’re legal files are.Keep your files organized. Try CasesTracker, no charges until 2016. Use discount code ‘SHAKE2015’ http://www.casestracker.com