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.