By: Princess Leia

Princess Leia — Sat, 26 Sep 2009 06:42:55 +0000

Create a general billing number for each client.
For example:
12345 – Client A
67890 – Client B
25904 – Client C
and so forth (I’m using 5 numbers, but you can use less if you want to).
Then, for each individual file, in order of when the file began to be handled by the firm, create a number for that specific case – it can either be by the court case number (which it doesn’t look like you have many since you do commercial real estate) or just a new number, beginning with 1 (although I might start it with 001). Don’t forget to put a “dash” in between the first series of numbers and second series of numbers.
For example, the first case that your office ever handled for Client A would be 12345-001. Second case is 12345-002, and so forth.
Then, create either a new Word Document so that you have the numbers of each of the files in there or add to the existing document.
Also, when you file documents (hard copies), make sure you get a Redwell that has an “insert” / “tail” (not sure what they’re called”) so you can put the number along the side of the file for easy access. You can also get numbers (large for the client, small for the case number) from any office supply store to put them along the side of the file.
Hope this helps….

Comments on: Law Office Filing System?

By: Princess Leia