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Organizing your Legal Case Files in Evernote

Jul 8, 2015 | By Seth David | 0 Comments

Topics: Industry Insights, Accounting for Law Firms, Evernote

So far we’ve looked at how to set up a legal case file in Evernote, and how to go about adding content to your legal case file in Evernote. These aren’t difficult tasks by themselves. Creating notebooks, and notebook stacks, and then adding notes is pretty easy. The idea here is really more about getting you to think about how you organize the information. There are many reasons why this is important, but I think I can sum it up with one really important reason for organizing your legal case files in Evernote.

When you’re looking for something, you want to know that you can find it in 30 seconds or less. This has to be true long after your independent recollection of where something is, is long gone. This system has to be logical and it has to be based on the way YOU think. For this reason, it will be different for everyone, and you may even find that it changes. I have often found myself looking for something that I thought was organized, until I couldn’t find it when I needed it. My rule on these things is that if I can’t find it in 30 seconds or less, then it’s not organized and once I do find it, it has to be fixed. When I can’t find what I am looking for, it means that my original logic didn’t work, so I have to create new logic.

Evernote is like that. You have lots of flexibility in terms of how you can organize things. It’s up to you to decide what will work best for you. If when you are looking for something, you can find it in 30 seconds or less, then in my book, your system is working/

We’ve already seen how to set up and structure your notebooks in a stack. Then we looked at adding notes based on that structure. This gives you a great outline for how to organize your content in Evernote. What if there are a series of notes, across many notebooks within a case file that need my attention? Using tags, in well under 30 seconds I can filter my notes in my legal case file in evernote based on what has been tagged for follow up and assigned my name. Good luck doing that in a paper file.

Watch the video to see what this looks like.