Whitepapers
- A Lawyer's Guide to Writing Well
- Converting Documents From WordPerfect to Word
- Creating a Graphic-Oriented Document with Microsoft Publisher
- Making Documents ADA Accessible
Document Assembly
- What is Document Assembly
- Document Assembly Considerations
- The Case for Adding Document Assembly Technology to your Templates
- Rules for Template Building
- Why Template Building is Critical for all Law Offices
- "Disruptive" Legal Technologies
- Automation Stumbling Blocks
- Legal Drafting Methodologies
- The Case For Commercial Drafting Systems
- The Case For Gold Standards + Word Processor Automation
Document Management
- Acquire a Search Program or a Document Management System
- Establish File Naming Conventions
- Managing Documents WITHOUT a Document Management System
- Managing Documents WITH a Document Management System
- Document Management and Paperless Terms you NEED to Know
- Implementation Steps For A Successful Paper Reduction System
- Paper Reduction Strategy
Checklists
Products and Services
Comparison Charts
- Document Assembly Tools Comparison Chart
- Document Management Comparison Chart
- Document Management Integrations Comparison Chart
- Cloud Document Storage Comparison Chart
- E-Signature Services Feature Comparison Chart
Recommendations
Document Management
Document Assembly
Videos
- Microsoft Excel Training Recordings (27 Videos)
- Microsoft Word Training Recordings (52 Videos)
Document Assembly
- HotDocs Classic Developer Desktop Training Recordings (30 Videos)
- Affinity Webinars about Document Automation
Document Management
- CleanDocs Training Recordings (1 Video)
- CompareDocs Training Recordings (3 Videos)
- DocuSign Training Recordings (1 Video)
- DropBox Training Recordings (2 Videos)
- Microsoft OneDrive Training Recordings (18 Videos)
- NetDocuments Training Recordings (30 Videos)
- Worldox Training Recordings (23 Videos)
- Affinity Webinars about Document Management
- Affinity Webinars about NetDocuments
- Affinity Webinars about Worldox
- Tech Tip: Securing Online Document Storage for Attorneys
Free On-Demand CLE
Eligible ISBA members receive 15 hours of Free On-Demand CLE as a member benefit. Non-members may purchase these programs.
Ethics
ISBA Advisory Opinions on Professional Conduct
Articles
File Retention
-
December 2018Is Dropbox Safe?
-
August 2017Moving Toward a Paperless Office
-
June 2017When can I destroy my records?
- November 2016
-
November 2015Do you have to give clients their files?
-
September 2015My former client called and wants his file—What do I have to give him?
-
November 2014Electronically stored information and reasonable retention vs. hoarding
- June 2012
-
December 2010Who does the file belong to?
-
February 2009Retention of e-mail: Why bother?
-
June 2008Cover Me: Documentation Is More Than CYA
-
April 2008The Local Records Act and Destruction of Public Records
-
April 2008Resolutions for 2008
-
July 2007E-Mail Retention Policies and the Local Records Act
-
October 2006Should You Store Your Client’s Will?
-
June 2004Law firm document retention policies
-
June 2004SAMPLE DOCUMENT RETENTION POLICY
-
February 2004How Long Must Illinois Lawyers Retain Case Files?
-
February 2004When Can You Retain Client Files for Failure to Pay Fees?
-
January 2004Back it up-A practical approach to computers, data storage and backup systems
-
December 2002File Retention: Preventing Brownfields in Your Storage Room
-
March 1999Spring cleaning—A dozen pointers for purging files
File Management
-
January 2020Better Drafting Through Templates and Automation
-
December 2018Is Dropbox Safe?
- April 2018
-
August 2017Moving Toward a Paperless Office
-
May 2017My head and my work are in the clouds— With ScanSnap Cloud
- February 2017
-
November 2013WordRake—How does your document garden grow?
-
June 2013Can you find it?
- June 2012
-
March 2006Taming the paper tiger
-
February 2006Filing System Basics for Solo and Small-Firm Lawyers
-
December 2005Mastering and managing documents in the state-of-the-art law office
-
March 1999Spring cleaning—A dozen pointers for purging files