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In many ways, being a lawyer is still about pushing paper, even if much of that “paper” is now kept electronically, with redwelds and staples going the way of the triceratops and woolly mammoth, respectively. Certainly, the chief allure of electronic files is that you can find what you need faster … no more frantic, headlong dashes into a cold storage room, and a resulting drill-tip search through rows and file folders and papers, large, small, crinkled.
Of course, this only works when you know where you’re saving stuff, and how to retrieve it. If you don’t and can’t, paper can still push back, hard.
The other day, I was watching my favorite TV show, “American Pickers,” wherein the Wolfman and the Bearded Charmer were once again on the road, visiting an elderly Southern gentleman of questionable repute—but then, that’s not really quite descriptive enough, is it? Who else do they call on, really? (I’m legit when it comes to “American Pickers,” by the way; I’ve even visited—okay, not really me—the home store in LeClaire, Iowa.) In this episode, “Guys and Dollhouses,” the boys end up negotiating with said gentleman over the cost for an antiquated dollhouse. But before they do, he introduces Mike and Frank to his collection of junk, warning them of the treacherousness of their impending spelunking expedition, by proclaiming, “I’ve got one hell of a filing system … but, my retrieval system sucks.”
This admits of at least a couple of points respecting filing systems. Point, the First: You need a filing system and a retrieval system. Point, the Second: Your filing system ain’t worth jack if you can’t find anything after you file it. Let’s rap about this because: The more you know, the more you’ll grow.
It turns out that creating one hell of a filing system is not so difficult after all. You really only need one thing: Conventions. This is where the “system” part of the filling system comes in. You’ll need to create a consistent method for naming your client files, whether that’s by client name (Doe, John), firm-assigned number (12.10.30-11), date (2012 09 18 John Doe), some other hybrid combination or whatever else floats your boat … as long as it is coherent and consistent.
You’ll also need a consistent naming convention for your documents, whether that is something intelligible to the masses (Motion to Suppress) or just to you and your colleagues (Having Swung Away, by the Chance-lor); include just enough information to allow you to tell, at a glance, what sort of document you’re looking at. Though, without an anchor, all of these grand plans for organization are quickly undone. And so you should at least attach to all of your documents a consistent date prefix (2012 11 28); you should also aggregate client files by date—if not by a date prefix, at least in folders covering fiscal years, so your master client list does not become an unruly catalogue.
If you apply coherent and consistent filing and naming conventions, you should be able to find everything you need, when you need it.
If you get yourself, and everybody on your staff, to buy into an established filing system, you should have no problem executing on the retrieval end of the equation. Of course, humans being what they are, issues will arise. Sometimes, data will be input inappropriately; other times, you won’t be able to remember which file a document resides in. Enter global search, for systems and databases.
For desktop search (scouring all the files on your computer), Windows and Macs have built-in tools. There are also third-party services available—some are free, some you’ve got to pay for. Popular among those numbers are Copernic, Locate 32, Everything and X1.
Now, desktop search is useful for finding files that you have saved to your computer or server. However, if you’re using a third-party program to store information (which process often includes redundancies respecting items saved on your computer), like a cloud drive (e.g., Dropbox) or a law practice management software system, then you’re looking at searching through files within those systems, using their global search functionalities. Assuming that your document has actually been input, and the data has been labeled with a sufficiently descriptive name, desktop and internal search options should allow you to recover just about everything you can’t find within the usual order of your file tree.
Here are some additional suggestions:
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In the first meeting, you set the stage for how you intend to interact with the client and what the client can expect from you.February 14, 2019 0 4 0