to do listThis post continue my manifesto thoughts on why Lawyers should be making heavy use of Evernote. My last post discussed why cloud services like Evernote are more secure than your current office server. I’ve also looked at how your law firm can easily go paperless with Evernote. These reasons alone should be enough to get you using this excellent tool for your notes and files. This article is going to look at how Evernote can replace your office’s case management software due to its ability to serve as a kick-ass task manager.

There’s a really good reason to move your workflow into Evernote. The reason being that “less is more” when it comes to the number of apps you use. I speak with many attorneys who are using separate apps for numerous functions when one could serve all of those functions just fine. When you’re using Outlook for your email/calendar, a case manager to track tasks, another app as a paperless solution, and who knows what else, you wind up spending too much time switching between applications. That lack of tight integration is costing you both time and money.

We use very few applications in our business and we get a ton of work done. The reason for that is that we make sure we’re fully utilizing the software and services we have before we sign up for/purchase additional options. Switching to Evernote as your case manager will go a long way towards streamlining your office. After all, it would be nice to be completely paperless while having all your notes and tasks in one easy to skim location.

Using Evernote reminders allows you to easily set up tasks

Evernote logoEvernote’s reminder feature is great for task management. When you create a note you can add a “reminder” which will appear at the top of your note list. These reminders can be set to have a due date. If you’re using “Evernote For Business,” which you should be, then these reminders will show to all employees. So in other words, you can create a note with specifics on a task and attach all relevant documents/information to that note. You can then set a reminder and the reminder/note/documents are all in one convenient location. This will be accessible from your mobile device, desktop application, or browser on any computer. It actually goes a little further too in terms of how you can integrate this into your work flow.

In my article on going paperless with Evernote, I showed you can save emails straight into Evernote with ease for the purpose of creating a paperless correspondence file that everyone can access. Following the steps I offered means that when you open the “save to Evernote” tab, which is right inside of every email, you will be given the choice of saving the email to your notes, adding an annotation/comment to the email, and adding a reminder to the note. Putting this into practice, let’s say a client emails you a document that you need your paralegal to produce to the other side. You simply save the email into your notes (which will automatically include the attachment), add a comment to the note telling the paralegal what to do with it, and include a reminder date so it’s clear when the task is due by. All this can be done right inside the email without switching applications. Not a bad way to integrate your software.

Evernote for Business costs $10 per user, per month. What are you paying for your current case management software?

Integrating Evernote reminders with your calendar

One flaw with Evernote’s reminders is that they don’t sync to your calendar. We use an app add-on called Zapier that, after a quick ten second setup, syncs the reminders to your calendar. I spoke about Zapier when we looked at how lawyers can better integrate their office applications. Again, setting up Zapier takes about ten seconds and then you don’t have to worry about it again.

Want to make your office more efficient and streamline your operation? Make better use of Evernote.