Search the Community
Showing results for tags 'law practice'.
Found 1 result
Hello. I'm not new to Evernote as I have used it on and off inconsistently, and partially, for maybe a year now. I have recently become more serious about using it as an organization tool for both work and personal areas of my life. Here is some information that might be pertinent: I own my own law practice-- it's small, just myself, a paralegal who is actually my husband , and a receptionist/legal assistant. We do have a pretty good number of clients, in addition to potential clients, past clients, etc. I need a system that helps me easily organize and pull up client files and documents, as well as one that I can share with the staff so they know how to help me organize. We've been using Dropbox and it's great for some things but I'm hoping that with Evernote I will have better access to my docs on the go (I do a lot of work from home, on the road, at court etc. I have been trying to become a pretty much paperless office). I have a premium account and I would not mind paying for my staff to have premium accounts if necessary.I have also been trying to learn/implement a GTD system on Evernote for both personal and work items, as well as using it to store personal stuff. So it gets hard for me to think about how to best use Evernote for both work and personal purposes, as the organization and methods seem kind of different.I use Evernote on the following devices (I rarely/never use the web version): - 2 desktop PCs, one at home and one at the office, that use Windows. - An ultrabook computer that uses Windows 7. - My iPhone. - My iPad (the hardest part for me seems to be implementing a system that works the best in iPad, as it seems to have the most limitations, and it's the only device I sometimes don't have Internet/phone access on and need to download documents to).I have experimented with both notebooks and tags and I feel like I always end up with way too many. It's a pain for me to decide what notebook something should go in, and to switch a note back and forth between notebooks (for example, from "Active Tasks" to "Completed Tasks"). The only thing I think I need notebooks for is to choose which documents to sync on my iPad before a court hearing or somewhere else where I may not have Internet access, or to share with people-- for instance, a client or colleague or my CPA. I've experimented with note links but it's frustrating because when I move a note from one notepad to the other, the link gets broken. (For instance, if I have all my pleadings for one client nicely linked in a case note, and that client gets moved from "Current Client" to "Closed Client," it's all broken up and I can no longer use it.I also find it frustrating to find documents by tags on my iPad. I seem to have too many tags and there is no way to structure them in a list format based on sub-tags on the iPad. So right now I feel more frustrated and overwhelmed with Evernote than productive, and I wonder if I am just too disorganized to use it well. I am definitely not a very organized person, although I'm trying to be! So, here is my current problem. I need a simplistic system that de-clutters everything as much as possible. I have read about GrumpyMonkey's system for titles, and I like it, but to be able to find, say, all pleadings filed in the John Smith case, I would have to add the word "pleading" and "John Smith" to every title. I've thought instead about using codes that I insert into the note after the document itself, and having a master code system that I refer to when I need to search. These would have to unique enough so that not every note referencing any kind of "pleading" would appear in a search, but only the exact pleadings I am trying to call up. For instance, client John Smith would be CLJS and any pleading would be PLD and any order (which is like a sub-set of a pleading... I may need to search for all Orders entered in the case), could be ORD. So if it's an Order I would insert CLJSPLDORD in the actual note portion of any document (within Evernote itself) and the only things that should come up when I search for that are all orders entered in the John Smith case. I don't know if I'd have basic tags or notebooks for client names or general broad categories like "Client work" in addition to this coding system, or if it would just be a free-for-all as long as I or my assistant remember to insert an appropriate code in every document we save to Evernote. (This way would allow me to search for all documents in the John Smith case by searching for CLJS, or all pleadings in his case, by searching for CLJSPLD. That's just an example I'm toying with, what do you guys think? Also, if I implement such a system, what do I do to clear out all my old notebooks and tags? How do I start with a clean slate but not lose the notes I have saved? Thank you for any help.