OneNote logoThis post kicks off a discussion on the use of Microsoft’s OneNote software in a law practice. I previously discussed how attorneys can use Evernote to make their lives easier. I’ve since received multiple requests to look at OneNote as well as a few other options. Leveraging this type of software in your practice can make you much, much, much, much (much) more efficient. That increased efficiency, in turn, leads to more of ‘da cash in your pocket. Having more money was a good thing last time I checked. So, assuming you’re not ideologically opposed to prosperity, let’s get to it.

OneNote, like Evernote, is a digital notebook. By this I mean you can use it to take notes, replace paper files, and more. The legal field probably has more to gain from using such software than does any other industry. We’ve all seen law offices that look like this:

Man with too many files

Being buried under all that paper is stressful. If you’re not currently using any type of digital record keeping software then OneNote can help you to reduce that stress. You can then look like these fine chaps:

Happy office people

Over my next several posts I’ll delve into the following:

  • An overview of OneNote (including how it can make life easier and increase profits)
  • How law firms can go paperless with OneNote
  • Whether your firm should use Evernote or OneNote
  • Other alternatives to OneNote which lawyers may wish to consider

Can using OneNote help you to make more money? Yep. Ask yourself how much time you spend looking for pieces of paper (whether it’s a pleading, a letter, or a hand written note). Every minute spent by you or an employee is wasted time which costs you money at the end of the day. Now imagine if you could pull up what you were looking for instantly without having to leave your desk. All that wasted time would go away and you would suddenly find yourself accomplishing more work in less time. I do believe that’s a recipe for success.

It’s important to remember that these types of applications are simply tools. Like anything else, if you just dump data into OneNote in a disorganized fashion then you won’t see all the benefits. You also need to make sure the software is utilized. If you have a policy of putting pleadings in the application rather than a paper file, and only some of the pleadings find their way into the application, then you’re not really going to see the benefit. My coming posts will help you set up a system which makes sure you get off on the right foot.

Do you use OneNote in your practice? If so, how has it helped? Please chime in through the contact form below.