Today’s law practice requires you to be uber efficient with your time. But, how is that possible when you’ve got a slue of never-ending moving pieces - from administration, marketing, finance, case management, legal research, and more? You need a central repository for storing and using information that you need on a daily basis. Evernote (and alternatives such as OneNote and Apple Notes) is solution. Evernote is a memory aid for everything we do. Implement it into your practice and you can look forward to more available time and a clearer mind for focusing on billable tasks.

1. Reclaim Your Time & Clear Your Mind:
Unlocking the Secrets of Evernote and
Similar Applications
Connecticut Legal Conference 2016
Presented by Heidi S. Alexander, Esq.

2. Agenda
• What & How
• Popular Programs
• Evernote in Law Practice

5. “Your brain offloaded to a server. It’s
Google for the Web of your life. It’s a
spotlight on dark matter of your universe.
It’s a tool for converting your smartphone
from a time killer to a time saver.”
~ Phil Libin, Co-Founder of Evernote

6. The Big Four

7. Google Keep v. Apple Notes
• Free
• Web, iOS, Android
• Save content from the
web
• Save photos and
audio
• Labels
• Free
• Mac and iOS only
• Save content from the
web
• Save photos, audio,
handwriting
• Lock down notes

8. Evernote v. OneNote
• Free + premium
options
• Search heavy
• Save photos and
audio
• Labels
• Free (mostly)
• Better analogy to
paper notebook
• Save photos, audio,
handwriting
• Lock down notes

9. Devices
• Android
• Apple
• Blackberry
• Windows
• Web
Pricing
• Basic = Free
• Plus = $24.99/yr
• Premium = $49.99/yr
• Premium for Business
= $12/user/mo
https://evernote.com/pricing/
https://help.evernote.com/hc/en-us/articles/209005157

10. Resources
• Blog: blog.evernote.com
• Help & Learning: https://help.evernote.com/hc/
en-us
• Evernote as a Law Practice Tool (forthcoming,
ABA Law Practice Division Publication)

11. A Look Inside

12. Workspace

14. Notes

15. Notebooks + Stacks
Notebook Stack

16. Tags

17. Notebooks v. Tags
• Notebook Limit 250
• 1 Notebook per Note
• 1 Level of
Organization
• Tag Limit 100,000
• 100 Tags per Note
• Multiple Levels of
Organization (Nested Tags)

18. Search
• Images and PDFs
• Globally
• Within specific Notes and Notebooks
• Tags
• Descriptive search

19. How To . . .

20. Add Content

21. Text and Audio

22. Documents and Images

24. From the Web

25. From E-mail
• Evernote E-mail Address (Plus and Premium)
• Web Clipper (Gmail)
• Evernote Add-On for Outlook

26. Share Content

27. Sharing via Public Note Link

28. Tip

29. Sharing via E-mail

30. Sharing via Work Chat

31. Annotate Content

32. Annotation

33. Uses for Attorneys

34. Firm Administration

36. Tip: Create a Table of Contents

37. Legal Research

38. Marketing

39. Tip: Set Reminders

40. Case Management

41. Pending Matters

42. Open Matters

43. Tip: Use Internal Links

44. Productivity + Time
Management
• Read Later
• Checklists
• Getting Things Done

45. Security

46. Vetting Evernote
• Evernote does not own your data
• Evernote stores data in “multiple redundant servers,
storage devices and off-site backups” in the U.S.
monitored 24/7 and accessible only to Evernote
employees
• Evernote does not freely share information in response
to 3rd party requests (i.e. search warrant required and
user notification)
• Data is encrypted in transit, but not at rest
www.evernote.com/security

47. Securing Evernote
• Strong passwords
• Two-step verification
• Passcode lock
• Local notebooks
• Text encryption

48. Text Encryption

49. Backups
• Evernote
data
directory
• Export notes

50. Questions?
Heidi Alexander
@HeidiAlexander
heidi@masslomap.org