4 Ways to Quickly Achieve a Digital Matter File: A Case Study

By Lynette Harris, Anderson, McPharlin & Conners, Legaltech News

When I joined the Los Angeles-based civil litigation defense firm Anderson McPharlin & Conners in 2012, I was committed to bring immediate, added value. The firm faced an office relocation in January 2015 and was assessing space utilization. The cost of storing records, both on and offsite, were specific targets. The firm needed to eventually eliminate both costs and find a paperless office solution. I believed that a digital initiative could address many of the firm’s challenges.

We were paying $1,500 per month in offsite records and that cost was continuously increasing. On the one hand, there was significant room for improving our management of sending boxes offsite. We had a retention schedule in place, but no one was managing it. The firm was also paying $1,200 per month for an onsite storage space that didn’t match our needs. I was tasked with eliminating records storage boxes as part of the relocation. I was faced with hundreds of boxes and no formal records management software.

I knew I wanted to move the firm to a paperless future. Doing so was a complex process. However, in retrospect, it came down to four simple steps.

4 Ways Quickly Master Digital Document Storage