How to Use Scanners with Legal SaaS Applications

Last week, I published explained how "The Paperless Law Office" is possible and the ways that it can benefit your firm.  Does it make a difference if your firm uses a web-based (SaaS) case management program?  The short answer is no, as explained in a recent article by Larry Port.

The process of quickly scanning, storing, and accessing your documents is explained step-by-step (with illustrations) in Mr. Port's article.  If you use Rocket Matter (like my firm does), then simply follow these steps:

  1. Choose Scan to Folder using the ScanSnap Quick Menu.
  2. Name the file appropriately and store in an easy location.
  3. Open Rocket Matter and navigate to the file you wish to work with.
  4. Click “Add Document”, click on the “Add File” link, and select your recently scanned item.
  5. If desired, you can enter notes about your file or describe it with a title and tags, and you can also add billable time if appropriate.
  6. To access the document, simply click on the link to download it when needed.

Source:  "How Can I Use My ScanSnap with a Legal Software as a Service Tool Like Rocket Matter?" by Larry Port of Rocket Matter, published at ScanSnap's "Ask the Expert" forum.

Trackbacks (0) Links to blogs that reference this article Trackback URL
http://www.themaclawyer.com/admin/trackback/157661
Comments (2) Read through and enter the discussion with the form at the end
Justin - September 29, 2009 7:20 PM

Have you figured out a way to use scan to folder with Snow Leopard?

Thanks.

Tom Isenbarger - October 6, 2009 5:30 PM

Any suggestions for good document scanners?

Post A Comment / Question Use this form to add a comment to this entry.







Remember personal info?
Send To A Friend Use this form to send this entry to a friend via email.