Tools of the Trade for Paperless Practice
Paperless Track (Introductory)
Friday, March 28, 2014, 8:00am-9:00am

In this highly informative session, you'll learn the fundamentals of establishing a paperless practice, including how to develop and implement policies, procedures and workflows to effectively implement your paperless practice. We'll explore hardware and software options that can help you be less reliant on paper. You'll learn how to avoid the paperless traps inherent in a weak and undeveloped system. Join us as we migrate into the weeds to explore your many options for working with digital files.

Speakers:

JoAnn Hathaway

State Bar of Michigan, Lansing, MI

JoAnn Hathaway is a Practice Management Advisor for the State Bar of Michigan. She is active in the ABA Law Practice Management Division, serving on the Education Board, Membership Development Committee, and the State and Local Bar Outreach Committee. Previously, Ms. Hathaway worked as a legal liability claims director and risk manager, paralegal, and legal administrator. She is an Adobe Acrobat Certified Expert, and holds software Certifications in Clio, LexisNexis Time Matters, Billing Matters, and Total Practice Advantage practice management software. She is a Registered Professional Liability Underwriter and a licensed Property and Casualty Insurance Agent. She is a frequent speaker on law firm technology, and risk and practice management topics.


Richard J. Serpe

Law Offices of Richard J. Serpe, P.C., Norfolk, VA

Richard Serpe represents victims of toxic torts and environmental contamination. He has successfully tried lawsuits in state and federal courts, and resolved cases for victims across the country.

Mr. Serpe also represents the victims of brain damage from toxic and traumatic injuries and represents clients under the Jones Act and under the general maritime law.

Mr. Serpe is frequently associated in complex litigation, managing cases with difficult scientific and medical issues. He has experience managing large case cohorts, including the extensive use of database and litigation support software.

He is listed in The Best Lawyers in America®, and has received an AV rating from Martindale-Hubbell law directory and has been named a "Super Lawyer" by Virginia Super Lawyers Magazine.

Mr. Serpe is admitted to practice in Virginia, Texas, and Louisiana. Mr. Serpe is a frequent lecturer, speaking nationally on technology, environmental law, and personal injury law. Mr. Serpe serves on the Board of Directors for a grass roots environmental organization, Lynnhaven River Now (www.LRNOW.org).