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We made a style guide, trained the team, and attorneys ignored it by week two. They want to name files like it’s still 2004.
Get buy in from the paralegals and EAs. From my experience attorneys don’t save things themselves. It’s hard to gain traction. From my experience, don’t be rigid on the format but rather words to include and versioning up drafts. If there’s a metadata card consider using it to add additional searchable fields or notes.
This has been similar to my experience as well, except for one firm where they were not sees about everything and you felt like you could be fired at any time. So they had sort of a system, but then they would have to teach it to new people all the time b/c of the huge turnover.