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The Paperless Practice
Welcome & Orientation
Welcome Message (1:30)
Finding Your Way Around (1:43)
Brand New Content (2:12)
An Introduction to Paperless Operations
Comparing 'Paper' Operations to 'Paperless' Operations (7:16)
Specific Ways that Paperless Kicks Paper's Ass (5:50)
Moving from Paper to Paperless (2:59)
The Digital Equivalent of Paper - the PDF
Meet the PDF (2:09)
PDF -v- Word Processing Files (8:16)
PDF -v- Image Files (4:37)
Why PDF is the Ideal Format for Paperless (4:47)
Making a PDF - Scan, Save As, Print To PDF (1:16)
'Image Based' PDF -v- 'Text Based' PDF (1:37)
Scanning - General Information (3:58)
Optical Character Recognition (OCR) (2:03)
How I Do Paperless Document Review --> Reading, Bookmarking & Marking Up
(Curing) Common Complaints about Paperless Reading (5:53)
Bookmarks & Bookmarking (6:08)
Marking Up (eg. Highlighting & Underlining) (5:18)
Software Options for Paperless Document Review (4:26)
Download, Install, & Full Tour of Xodo (Paperless Document Review Software)
A Note to Mac Users (2:02)
ATTENTION: Updates to Xodo
Download and Install the Software (2:36)
Starting the Software and Creating Shortcuts (3:30)
The Dashboard (6:33)
Browsing Files and Recent Files (2:55)
Pinning Folders (1:58)
Document Viewing and Search (2:17)
View Modes (5:52)
Outline Sidebar (3:58)
Adding, Deleting and Re-ordering Pages (1:57)
Adding, Ordering, Editing and Deleting Bookmarks (2:38)
Highlighting: Adding, Editing and Deleting (6:08)
Underlining: Adding, Editing and Deleting (2:43)
Thickness, Colour and Opacity (1:31)
Other Useful Annotation Tools (1:38)
Margin Notes: Font, Size and Colour (3:24)
'Save' and 'Save As' (3:02)
Flattening: What it is and how it's done (3:39)
How to Add Password Protection (2:44)
How I Do Paperless Note Taking -> The Secret Supercharger
Paper Notebook -v- Digital Notebook: Similarities (2:50)
Paper Notebook -v- Digital Notebook: Differences (9:09)
How I Use Digital Notebooks in my Practice (8:29)
Download, Install & Full Tour of OneNote (Paperless Note Taking Software)
Digital Notebooks: Supercharged Paperless Productivity (3:01)
Different Versions of the Software (2:09)
Download and Install the Software (3:48)
Starting the Software and Creating Shortcuts (6:56)
How Digital Notebooks Work (2:33)
Creating your First Notebook (5:22)
The 'Home' Ribbon (4:39)
The 'Insert' Ribbon (5:12)
The 'Draw' Ribbon (4:51)
The 'View' Ribbon (4:41)
The 'History' Ribbon (2:02)
The 'Review' Ribbon (2:14)
Quick Access Toolbar (2:51)
Settings + Help (5:31)
Creating, Editing & Deleting Sections (3:35)
Arranging + Moving Sections (3:06)
Merging, Linking & Password Protection (5:38)
Using Section Groups (3:04)
Creating, Editing & Deleting Pages (2:46)
Arranging, Moving & Linking Pages (5:56)
Page Groups & Sub-Pages (3:03)
Notebook Synchronisation (5:03)
Sharing Notebooks (3:57)
Typed Text, Styling & Tags (4:43)
Handwritten Text & Drawing (3:01)
Inserting Links, Documents & Images (7:47)
Adding & Removing Page Space (2:52)
Inserting Webpages & E-Mails (5:31)
Screen Clippings (4:39)
OCR (Optical Character Recognition) (5:01)
How I Do Paperless Document Management -> Filing & Retrieving
Why Supremely Organised Storage is Key to Maximising Efficiency (4:07)
The Specific Cloud Storage Solution that I use in my Practice and the Reasons I use it (2:55)
The Specific File Storage Structure that I use in my Practice and the Reasons I use it (5:28)
The Specific File Naming Convention that I use in my Practice and the Reasons I use it (6:04)
Short Video Course on Paperless Document Management
The Importance of File Management (2:32)
Basic Building Blocks (12:35)
Devising Your File Management System (15:09)
What's in a Name? (1:12)
Changing File Names & Sorting Files (3:08)
File Naming Conventions (5:03)
Structure, Hierarchy & Consolidation (1:21)
Barrister Template (6:35)
System Expansion Options (4:28)
How I Do Paperless Office Operations -> Combining, Splitting & Transmitting
The Tools and Tasks that are now Redundant (4:49)
Combining & Splitting (3:23)
Sending & Receiving (4:39)
Download, Install & Full Tour of PDFSam (Paperless Office Operations Software)
Download the Software (2:04)
Install the Software (1:25)
Start the Software (2:51)
The Dashboard (2:01)
Modules and Settings (3:36)
Modules - Adding Files (2:19)
Modules - Destination (2:46)
Modules - Output and File Name (2:31)
File Name Customisation (7:56)
Merging - Adding and Ordering Files (3:14)
Merging - Selecting Page Ranges (3:00)
Merging - Specifying Destination and Creating the Merge (2:09)
Splitting - Adding the File and Setting up the Split (3:11)
Splitting - Options and Dynamic File Names (2:45)
Splitting by Bookmark - Bookmark Levels and Keywords (2:27)
Splitting by Bookmark - Adding the File and Setting up the Split (3:02)
Splitting by Size - Adding the File and Setting up the Split (2:33)
Splitting by Size - Some Limitations (2:49)
Rotating - Adding Files and Selecting Ranges (2:47)
Rotating - Rotation Output Examples (1:15)
Extracting - Extracting from PDFs (2:40)
Mixed Merging - Adding Files and Setting Up (2:47)
Mixed Merging - Mixed Merge Output (1:33)
Creating Booklets - Preliminary Steps (1:29)
Creating Booklets - Adding Page Numbers and Bookmarks (2:57)
Creating Booklets - Adding Hyperlinked Tables of Contents (2:13)
How I Do Paperless Lawyering
Introduction (0:29)
Wi-Fi Dependence & Independence (3:57)
Managing Screen Space (5:46)
Consultations - In-person & Remote (Video) (3:26)
Negotiations & Mediations (1:41)
Arbitration & Litigation (2:32)
Getting Started with Outsourcing
The Concept of Systematisation (7:00)
Systematising Your Practice (8:00)
Documenting Your Systems (3:15)
Finding a Virtual Assistant (6:07)
Data Protection & GDPR (2:04)
Resources & Further Reading
Gerard's Kit Guide
File Storage Template (Download)
Case Notebook Template (OneNote)
Outsourcing (System & Process) Workbook
Deep Dive - Reduce Eye Strain
Deep Dive - Scanning Tips, Tricks & Software
Scientific American: The Reading Brain in the Digital Age
Splitting - Options and Dynamic File Names
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