Your Guide to Storing Electronic Copy, Handling Incoming Mail, Document Naming, and More
Switching over to a paperless law firm can be challenging. Are you up for the task? Join our seasoned faculty as they teach you everything you need to know before taking the leap. Unearth new Adobe tricks, discover the basics of data storage, and gain new organization techniques. Register today!
Uncover practical guidance for creating a conversion plan.
Develop strategies for handling incoming mail, closed files, and more.
Examine guidelines for using electronic filing systems.
Identify best practices for preventing data loss.
Determine what to do with hard-copy documents.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Samantha Taylor is the Director of Operations and a senior litigation paralegal at Wharton Law, PLLC in Salt Lake City, Utah. Originally hailing from the Information Technology industry, she brings a wealth of operations, business administration, and project management experience to the legal profession. Among her many credentials, she holds the Legal Process Improvement Professional certification from the International Institute of Legal Project Management, an Executive eDiscovery certificate from ACEDS, and is an Accredited Legal Professional. Through her consulting company, Penumbra Legal, Ms. Taylor assists law firms to improve their internal processes and procedures, teaches CLE for various organizations nationwide, and provides expert witness services in the areas of digital evidence and eDiscovery. She earned her paralegal certificate from Weber State University.
Peter Vanderhooft is a licensed paralegal practitioner (LPP) and owner of Vanderhooft Legal. He has been working as a paralegal since 2017 on a wide variety of litigation matters, including real estate, contact disputes, family law, debt collection, unlawful detainer, medical malpractice, and personal injury. Mr. Vanderhooft is a certified paralegal with the National Association of Legal Assistants (NALA), a member of the Utah Paralegal Association, and the secretary and Region 2 director of the Paralegal Division of the Utah State Bar. Mr. Vanderhooft has also worked as a librarian and became a certified records analyst (CRA) with the Institute of Certified Records Managers (ICRM) in 2018.
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