Audio CD + Course Book

Going Paperless and Beyond: Attorney's Guide to a Mobile Law Practice

Audio CD + Course Book

Copyright Date:

December, 2017

Product ID#:

77493CDRA

Audio + Course Book

Credit Information

Continuing education credit
is not available on this program.


  • For additional questions regarding
  • continuing education credits,
  • please contact us at 866-240-1890
  • or credit@nbi-sems.com
From Event: Going Paperless and Beyond: Attorney's Guide to a Mobile Law Practice, held December 2017.

Program Description

New tech tools and solutions now allow a law practice to go paperless naturally, without putting excessive strain on everyday operations. The transition is not without a hurdle or two, however. Find out what types of software and organizational techniques will help you transition without loss of productivity. This practical guide will help you make certain all special attorney record-keeping rules and confidentiality concerns are taken into account. Get the latest efficiency tips for your law office on the go, and save time and money with a more streamlined and environmentally conscious legal practice - order today!

Course Content

  1. What You Need to Get Started - Updating Hardware and Way of Thinking
  2. What to Do With Your Back-Stock of Hard Copy Documents
  3. Handling Incoming Hard Copy Documents
  4. Working with PDFs: Mastering Adobe
  5. Data Storage and Security - Internal and Third-Party
  6. Online Billing and E-Invoices
  7. Legal Ethics Update
  8. Paperless Litigation, Discovery
  9. Supporting Your Mobile Law Office - What You Need to Practice Law on the Go
  10. The Best Apps, Tools and Tricks for the Mobile Attorney

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
**Applications presented above may not be accessible on some makes and models of mobile devices.

Continuing Education Credit

Continuing education credit is not available at this time.
For additional questions regarding continuing education credits please contact us at 866-240-1890 or credit@nbi-sems.com.

Agenda / Content Covered

  1. What You Need to Get Started - Updating Hardware and Way of Thinking
    9:00 - 9:30, Richard K. Herrmann
    1. Equipment: Scanners, Software, Storage, etc.
    2. Tips for Getting All Team Members on Board
    3. Helpful Resources on Going Paperless
    4. Decision-Making in Updating Equipment and Software for Existing Paperless Practice
    5. Eliminating Any Other "Resistance to Change" Issues
  2. What to Do With Your Back-Stock of Hard Copy Documents
    9:30 - 10:00, Susan C. Hadley
    1. Deciding What to Retain and What to Destroy
    2. When to Return Original Documents to the Client
    3. File Organization Strategies During Bulk Digitization
    4. Determining the Best File Format for Each Document
    5. Document Naming and Storage
    6. Prioritizing Files for Easy Access
  3. Handling Incoming Hard Copy Documents
    10:00 - 10:30, Susan C. Hadley
    1. Arranging Your Work Flow Around Digital Documents
    2. Handling Incoming/Outgoing Paper
    3. Intelligent Scanning
    4. Authenticating Documents as They Arrive
    5. What is to be Done with the Original Document?
    6. Automatizing Bates Stamping
    7. Tips for Keeping Digital Information in Digital Form
    8. Creating and Working with Digital Signatures
    9. Fax to E-mail Conversion
  4. Working with PDFs: Mastering Adobe
    10:45 - 11:15, Susan C. Hadley
    1. Working with PDFs: Practical Tips and Shortcuts
    2. Adobe Suite: Personal vs. Professional
    3. Key Features of Adobe Versions 10 and 11
    4. Editing PDFs: Date Stamping, Redacting, Tracking Changes, Conversions, Combining PDFs
    5. Removing Metadata
  5. Data Storage and Security - Internal and Third-Party
    11:15 - 12:00, Edward J. McAndrew
    1. Data Storage Options
    2. Hardware and Software Security Options
    3. Encryption and Password Protection
    4. File Search and Retrieval Tools
    5. Mobile Security and BYOD Considerations
    6. Cloud Storage: Practical Considerations and Tips
      1. Data Storage/Back-up
      2. Collaboration: Conferencing, File Sharing, Document Processing
      3. Speed of Access and Customization
      4. Integration
      5. Choosing a Storage Provider and Drafting a Custom User Agreement
    7. Closed File Access and Management
    8. Proper Destruction of Digital Documents: The When's and How's
  6. Online Billing and E-Invoices
    1:00 - 1:30, Richard K. Herrmann
  7. Legal Ethics Update
    1:30 - 2:30, Richard K. Herrmann
    1. Mobile Device Use and Client Confidentiality
    2. Ethical E-Mail Practices
    3. Attorney Duties to Nonclients Online
    4. Virtual Law Office - Ethical Guidance
    5. Client Access to the File
  8. Paperless Litigation, Discovery
    2:45 - 3:30, Kevin F. Brady
    1. Federal Court ECF System Highlights
    2. Tips for Complying with the Court's File Size Limits
    3. Inserting Video Clips Directly into Filed PDFs
    4. Digital Trial Notebooks
    5. CaseMap and Other Case Management Software Solutions
    6. Dealing with Opposing Counsel or Judge Who Prefers Paper
    7. Discovery Production
    8. Managing Incoming Paper Discovery
    9. Notices to Parties
    10. Creative Solutions for Paperless Exhibits
  9. Supporting Your Mobile Law Office - What You Need to Practice Law on the Go
    3:30 - 4:00, Richard K. Herrmann
    1. Integrating Smartphones and Tablets into Your Paperless Workflow
    2. Hardware Challenges (Portable Scanners, Laptops, Tablets, Printers, etc.)
    3. Access to Case Files
    4. Communication
    5. Mobile Research Tools
    6. Meetings
      1. Coming to Clients
      2. Neutral Grounds Options that Don't Jeopardize Confidentiality
    7. Office Sharing, Home Office and Other Alternative Arrangements
  10. The Best Apps, Tools and Tricks for the Mobile Attorney
    4:00 - 4:30, Richard K. Herrmann
    1. Mobile Device Comparison: Which is Best for Attorneys?
    2. Apps: Who Has the Greatest Selection for Lawyers?
    3. Top Legal Software for Tablets, Smartphones
      1. Legal Research and Presentation Tools
      2. Time and Business Management
      3. Communicating with Clients (Email, Call Screening, Voice-to-Text Technology)
      4. Time- and Task-Tracking
      5. Navigation and Travel Assistance
      6. Money Matters on the Go (Paying and Charging, Receipt Capture, Billing and Expense Tracking)
      7. Word Processing and File Sharing
    4. Mobile Legal Marketing: Your Firm's Mobile Website

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
**Applications presented above may not be accessible on some makes and models of mobile devices.

KEVIN F. BRADY is of counsel at Redgrave LLP, a law firm that focuses on information law, which includes information governance, records and information management, data protection and privacy issues, as well as the discovery of electronically stored information. Mr. Brady also focuses his practice on providing advice and counsel on electronic discovery, electronic information management, data privacy, and data security issues. In addition to serving as an expert witness, he advises a wide variety of companies on records retention and information governance programs, compliance with eDiscovery demands, as well as the development and implementation of policies and procedures related to the deployment of technology solutions. Mr. Brady lectures and publishes extensively in the areas of eDiscovery, records management, data privacy, data security, attorney competence and legal ethics. He serves as vice chair of the Steering Committee of The Sedona Conference® Working Group on Best Practices for Electronic Document Retention and Production. In addition, he serves as co-chair of the Georgetown University Law Center’s Advisory Board for the Advanced E-Discovery Institute and the E-Discovery Academy. Mr. Brady also serves as co-chair of the Delaware Supreme Court’s Commission on Law and Technology. He also serves on the BNA Board of Advisors of Digital Discovery and Electronic Evidence, and is a member of the Ad Hoc Committee for Electronic Discovery of the United States District Court for the District of Delaware. Mr. Brady is a founding member of the Richard K. Herrmann Technology Inn of Court, Wilmington, Delaware. Mr. Brady earned his J.D. degree, magna cum laude, from Widener University School of Law, his M.B.A. degree from Widener University, and his B.A. degree from the University of Delaware.

SUSAN C. HADLEY has recently become the records manager for the Delaware law firm of Morris James LLP and was previously an IP litigation paralegal with the same firm. Ms. Hadley is also an adjunct professor for the Legal Education Institute, Delaware Law School’s paralegal division, where she currently teaches a class entitled "Computer Technology and the Law." Additionally, she has participated in National Business Institute's CLE program co-teaching courses entitled "Unleashing the Power of Microsoft Office and Adobe for Lawyers" and "Going Paperless and Beyond: Attorney's Guide to a Mobile Law Practice." Ms. Hadley was a paralegal in Wilmington for 26 years and specialized in intellectual property litigation for the last 21 of those years. Along with the usual responsibilities of a litigation paralegal, she also managed a busy practice group which has been “paperless” for two decades. Ms. Hadley earned her B.A. degree in English language and literature from the University of Maryland and her paralegal certificate from the University of Delaware.

RICHARD K. HERRMANN is a partner with the Delaware law firm of Morris James LLP, and chairs its intellectual property practice group. He serves as special discovery master and e-discovery mediator for various state and federal courts in Delaware. Mr. Herrmann is visiting professor at Widener University School of Law and on the faculty of the National Judicial College, where he teaches e-discovery, advanced e-discovery, and law and technology. He is co-chair of the Delaware Supreme Court’s Commission on Law and Technology and is chair of the Court’s Continuing Legal Education Commission. In that capacity, Mr. Herrmann chairs the Supreme Court’s annual Pre-Admission Conference with a faculty of more than 80 judges and lawyers, representing all of the state and federal courts in Delaware. He also serves as chair of the Technology Committee of the Delaware Bar Association and co-chair of the Federal District Court Technology Committee. Mr. Herrmann is a member of the Richard K. Herrmann Technology Inn of Court and president of the newly established American Inns of Court Technology University. He is the technology columnist for the Delaware Law Journal and the Federal Lawyer Magazine. Mr. Herrmann chairs the Delaware iPad Lawyer User Group and is the facilitator of the National Judicial College’s iPad Judges User Group.

EDWARD J. MCANDREW is a counselor, investigator, and trial lawyer who helps clients navigate life in the digital world. He is the co-practice leader of Ballard Spahr LLP’s privacy and data security group. Named a Cybersecurity and Data Privacy Trailblazer by The National Law Journal, Mr. McAndrew advises clients on cybersecurity, digital privacy, cyber-incident response, social media, online speech, defamation, commercial, employment, intellectual property, corporate governance, regulatory, and criminal matters. He also advises clients on cyber-based national security issues, as well as governmental demands for data and assistance in investigations. Outside of the cyber arena, he handles civil and criminal investigations, litigation, and trials in various substantive areas. Mr. McAndrew focuses his pro bono work on assisting individual victims of cybercrimes. Prior to joining Ballard Spahr LLP, Mr. McAndrew served for nearly a decade as a federal cybercrime prosecutor in the U.S. Attorney’s Offices for the Eastern District of Virginia and for the District of Delaware. A cybercrime coordinator and national security cyber specialist, he has worked in every major area of technology facilitated crime, including hacking and other cyberattacks; digital espionage; identity and intellectual property theft; financial, government contracting, and tax fraud; money laundering; export control violations; cyberstalking; obstruction of justice; threats and extortion, online child exploitation; narcotics and firearms trafficking; and terrorism. Mr. McAndrew has handled a multitude of high-profile, complex and sensitive investigations, trials and appeals - many involving cutting-edge legal and technological issues. He serves by appointment on the Delaware Supreme Court’s Commission on Law and Technology. As the leader of the Commission’s Data Security Working Group, Mr. McAndrew has developed leading practices and educational programs relating to cybersecurity and digital privacy for lawyers and legal. He is a frequent commentator, presenter and author on legal issues related to cybersecurity, digital privacy, cybercrime, computer forensics and Internet safety.

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Mail: NBI
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