Question: is your firm 100% digital, or are you still shuffling paper copies? My firm is 100% digital, but I am seeing others having a hard time letting go of the paper trail.

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I’m 99% digital. I run my firm on Apple products, and I use Filevine firmwide; this way, I always have two digital copies of everything in case one goes down. I also scan all mail that comes into our office onto iCloud & Filevine and then just store them in a folder; I only do this just as a last resort in case I can’t access anything digitally.

Other than that, the only thing that I haven’t made a conscious decision to turn digitally is writing checks out of my IOLTA account. This is only because quickbooks won’t let me link both my checking & IOLTA account on their web services and I’ve just been too lazy to sign up a new account.

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All paper in my office gets scanned to PDF, and then I destroy the paper. Two exceptions:

1) Local electronic filing rules require me to retain clients’ original ink “wet signatures” for 2 years after the case is closed.

2) My representation agreements contain a provision allowing me to scan and destroy documents provided to me by the client. But if the client requests that I give them back the originals, I’ll do it.

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Fully paperless, unless required to keep originals.

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