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Digital Client Files – The Basics of Going Paperless
NOTE: In order to obtain credit for this webcast it MUST be viewed on 12/6/2017 starting at 12 (noon) CST, because this program is being broadcast at that date and time, the credit is considered unlimited (live) credit by OBA/MCLE.
CLE CREDIT: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 1 hour of mandatory CLE credit, including 0 hours of ethics.
TUITION: Registration for the live webcast is $50.
NOTE: This program is NOT approved for Texas credit. The Texas Bar will not permit members to submit online programs for Texas credit.
CHECKPOINTS: This program will contain random checkpoints. In order to submit credit for this program, you must confirm your presence at the checkpoints. If you do not meet the checkpoint requirement you may not receive credit for the live program. The checkpoint submission is entirely dependent on your successful completion of the system check.
NOTE: At the end of the program click on the “Credit Submission Tab” to go to your credit profile and begin the credit submission process. Please remember to submit credit on the day of the event.
Jim Calloway, Director, Management Assistance Program – Oklahoma Bar Association
Darla Jackson, Practice Management Advisor - Oklahoma Bar Association
Many law firms have completed the transition to digital workflows and digital client files. They have benefited from greater efficiency and their client files are no longer at risk of being destroyed by a fire or natural disaster. All documents in the client file are saved and accessed digitally, then the risk of losing an important document and or losing a physical client file is almost nonexistent.
This webcast is for those lawyers and law firms who “aren't there yet.” This program outlines the basics of digital client files, from hardware to practice management software to office policies. OBA Management Assistance Program Director Jim Calloway and Practice Management Advisor Darla Jackson will not spend time on why lawyers should do this but instead will focus on how. Sample office policies will be included in the webinar materials. They believe that using practice management software tools and digital client files is a critical element to future success in your law practice.