A presentation to the WSBA (Washington State Bar Association) CLE credit, on a paperless environment

1. Taking Your
Office
Paperless
February 13, 2009
Washington State Bar
Association
Andrew J. SanAgustin
Records & Conflicts Manager
206.447.7910
sanaa@foster.com

2. Our World Before…Our World Before…

3. Where We Are Today

5. 90% of all business records are paper
80% are never looked at again
An effective RM reduces active files by 50%
This is where the paperless office begins

6. If your physical files look like this…
what will your electronic files look like?

7. Paperless isn’t
just about
images
only,
It’s
about
all your
electronic
files & docs.

8. Create a logical file
scheme for your
physical files…
…and use that same
format for your
imaged documents

9. Lean, Mean, and
Going Green!

10. Meanwhile, at the larger firms…
Specific Practices/DepartmentsFirm CultureExpensesSmall Regional OfficesElectronic Records Management

11. Electronic
Electronic
Paper
Paper
Email
Email
Searching for Data
Searching
Large Firm Resources

12. Your Starting Place
Existing
Infrastructure

13. Technology Needs
What do you have?
What do you want?
What do you need?

15. Paper files
in a
paperless
office
SOLUTIONS

16. Where to begin?
Start here,
we’re a good
candidate!

17. Your Paper (less) Route!
START -
Paperville
END –
Imagetown
Paper
Free
Zone

18. Paper/Physic
al
Imaged/Electron

19. Disaster Recovery
Contingency Planning

20. When to shred your paper documents
When to Delete your Electronic files

21. Strategy
Technology
Follow Through
Compliance
Building a Paperless Structure

22. Taking Your
Office
Paperless
February 13, 2009
Washington State Bar
Association
Andrew J. SanAgustin
Records & Conflicts Manager
206.447.7910
sanaa@foster.com