Tips and Tricks for Transitioning to the Paperless Law Office

Agenda / Content Covered

1. Pros and Cons of the Paperless Law Practice
   2:00 - 2:30, Christopher J. DelliCarpini
2. Tips for Choosing the Right Systems and Tech
   2:30 - 3:15, Timothy J. Davis
   1. Cloud-Based Storage Systems vs. Private Data Storage
   2. Software for Scanned Documents
   3. Scanning Hardware
3. Creating a Data Security Plan: Legal Best Practices
   3:15 - 3:45, Kristin Moye
4. Guidelines for Switching Over to a Paperless Workflow
   4:00 - 4:45, Christopher J. DelliCarpini
   1. Practical Guidance for Transitioning to a Virtual Client Intake System
   2. Creating and Using Searchable PDFs
   3. Integrating Smartphones, Tablets, and Other Electronic Devices
   4. Creating Digital Signatures
   5. Data Backup
   6. Tips for Physical Document Management and Disposal
5. Best Practices in Digital File Management
   4:45 - 5:15, Christopher J. DelliCarpini
   1. Organizing and Naming Electronic Documents
   2. Storing, Accessing, and Sharing Electronic Documents
   3. PDF-Reading Software Tips

Accreditation Details:

Timothy J. Davis is of counsel with the law firm of Seigfreid Bingham, PC. His practice has involved litigation in state and federal courts all over the country. In particular, Mr. Davis has experience with litigation in construction, breach of contract, transportation, payment disputes, insurance law, inverse condemnation, trademark and Lanham Act claims, and workers' compensation. He is admitted to practice in Missouri and Nebraska; and before the U.S. District Court, Western District of Missouri; the U.S. District Court for Kansas; and the Seventh and Eighth Circuit Court of Appeals. Mr. Davis is a member of the Kansas City Metropolitan, American, Nebraska State, and St. Joseph bar associations; the Lawyers Association of Kansas City; and the Missouri Western Legal Assistant Advisory Committee. He earned his B.A. degree from the University of Nebraska and his J.D. degree from Creighton University School of Law.

Christopher J. DelliCarpini is an attorney with Sullivan Papain Block McGrath Coffinas & Cannavo P.C. in Garden City, New York, representing plaintiffs in appeals of personal injury matters. He has served as a director of the Nassau County Bar Association and currently chairs the NCBA Medical-Legal Committee. Mr. DelliCarpini is also treasurer of the Nassau Academy of Law. He earned his J.D. degree from Columbia Law School.

Kristin Moye , J.D., LL.M., is the managing attorney at Windrose Law Center. Her areas of practice include estate planning and business succession planning. Ms. Moye also has a passion for ethics and education. She spent a number of years working at the State Bar of Arizona advising lawyers and staff about running and maintaining an ethical law practice. In addition to her work as a practicing attorney, Ms. Moye enjoys teaching and has extensive experience in legal education. Following law school, Ms. Moye earned her LL.M. degree from Pepperdine, where she wrote her thesis on best practices in legal education. Thereafter, she worked at the Arizona Supreme Court developing training for judges, judicial officers, and court staff. Ms. Moye has been teaching in higher education for the last twelve years in both undergraduate paralegal programs, and as an adjunct law professor.