Agenda / Content Covered

All times are shown in Eastern time
Presenters: Angela R. Olson, Erik Olson and Rebecca Terry

1. Paperless Process, Procedures and Pointers
   11:00 - 12:00, Angela R. Olson and Erik Olson
   1. Realities of Going Paperless - Barriers, Benefits, Helpful Resources
   2. Overview of the Steps
   3. Creating a Manageable Conversion Plan
   4. Equipment, Software, Backups, Cloud Integration: What are the Best Options?
   5. Procedures for Incoming Mail, Existing Documents, Closed Files, Other Docs
   6. Authenticating Documents as They Arrive
   7. Intelligent Scanning
   8. Converting Files
   9. Adobe Tricks
      1. Bates Numbering
      2. Headers/Footers
      3. Bookmarking
      4. Optical Character Recognition and File Conversion
      5. Stamps
      6. Redaction
      7. Working With Metadata
2. Data Storage, Organization and Management
   12:15 - 1:15, Rebecca Terry
   1. Organizing and Labeling Files for Scanning and Retrieval
   2. Digital Collaboration Pointers
   3. Tips for Using Electronic Filing Systems
   4. Managing Multiple and Individual Files
   5. Checks to Ensure You're Adequately Storing Electronic Copy
   6. How to Prevent Data/File Loss
   7. Cloud Storage
   8. Security Concerns and Solutions
   9. Search and Retrieval Tools
   10. Electronic Storage and Destruction: When and How
3. What to do With Original, Hard-Copy Documents
   1:15 - 2:15, Angela R. Olson
   1. Retain, Destroy or Return to the Client?
   2. File Organization Strategies During Bulk Organization
   3. Determining the Best File Format for Each Document
   4. Document Naming and Storage
   5. Prioritizing Files for Easy Access
4. Paperless Litigation, E-Discovery
   2:45 - 3:45, Rebecca Terry
   1. Case Management Software
   2. E-Discovery
   3. Metadata Challenges
   4. Handling Large Volumes of E-Discovery Production
   5. Digital Trial Notebooks
   6. Paperless Exhibits - Creative Pointers
5. Cutting-Edge Mobile Devices, Programs and Apps for Paralegals
   3:45 - 4:45, Rebecca Terry
   1. Review of Mobile Devices
   2. Legal Research Tools
   3. Time Savers - Task and Project Management Apps
   4. Calendar and Contact Management
   5. Communicating With Clients
   6. Word Processing and File Saving
6. Paralegal Ethics: Emails, Phones and Computers
   5:00 - 6:00, Angela R. Olson
   1. Ethics of Email
   2. Client Data Confidentiality in the Cloud
   3. Keeping Your Phone Secure
   4. Keeping Your Computer Safe
   5. Legal and Ethical Implications of Using Apps

ANGELA R. OLSON is the owner, manager and principal attorney of Angela Olson Law where she specializes in family law and criminal defense. Ms. Olson is a member of the State Bar of Wisconsin and the St. Croix Valley Bar Association. She is a past president of the New Richmond Chamber of Commerce and a founding board member of the St. Croix Valley Young Professionals Group. Ms. Olson has been nominated as Outstanding Young Lawyer of the Year and New Richmond Professional and Business Woman of the Year. She volunteers at the local free legal clinics in Northwestern Wisconsin.

ERIK OLSON is a paralegal with Angela Olson Law. After working in a large firm in Minneapolis for seven years, he joined Angela Olson Law. Mr. Olson relishes the hands on work he is able to do for each of the firm's clients throughout their cases. His efforts directly benefit clients by his attention to detail and cost-effective approach.

REBECCA TERRY has been studying and working in the legal field for more than 15 years. She has a thirst for legal knowledge. Ms. Terry completed the legal assistant training program from the Legal Studies Department at University of Illinois at Springfield. She also earned her B.A. degree in legal studies and political studies, as well as her master's degree in legal studies from the same institution. Ms. Terry began working for Stange Law Firm, P.C. in April of 2008 as a legal assistant working directly for partners Kirk C. Stange and Paola Arzu Stange. In 2012, she was promoted to full time office administrator, and is currently the director of administration whereupon she assists the partners in the managing of the offices.