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How to Set Up a Legal Case File in Evernote

Now that we have the accounting part down at a high level, I want to take a look at how to organize all of the case files for a law firm, and I want to do it in the cloud. There are many applications that might be really good for this. I am going to start with Evernote. Over the next couple of weeks we will take a look at the following in terms of how to organize legal case files in the cloud:

  • Setting up a Case File Template in Evernote.
  • Adding Content to your Legal Case Files in Evernote
  • Organizing your Legal Case Files in Evernote
  • Attaching and Linking Documents to Cases in BillQuick Online.

Then we’ll look at how you might do the same thing in another program I love called activeCollab.

In this first segment we’ll look at how to set up a case file template in Evernote.

I went online and researched how to set up files for a law firm. What I lay out in this video is by no means absolute. If you like it, great, if not, you will get a very good idea about how you can use this concept to set things up the way you do like.

We’re going to use Evernote for Business because you can join and leave notebooks. This means that when a case is over, you can leave the notebook. Everything will still be there on the web, and accessible any time. This way you can keep your Evernote desktop client clean and uncluttered.

The trick here is to use a “stack” as your case (not your client), and then set up the various notebooks you need to keep your case documents organized. Once you have your notebooks set up, we can look at how to add content to your notebooks. That will be the subject of my next post. For now watch the video, get Evernote set up and installed on your computer. Then set up a case of your own just like I have. After you have learned how to set up a legal case file in Evernote, we’ll look at how to add content to your legal case files in Evernote.