How to Utilize Note Taking Software (The Attorney Edition)

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These days it’s likely most, if not all, of your work is done digitally. From signing for paperwork to drawing up client contracts to online to purchasing new office supplies, there is very little that can’t be done from your computer. Note taking is no exception. Rather than taking notes on paper and having to transfer them to your computer when you need to share them with others, why not take them on your computer in the first place and organize them in an easily searchable manner? There are many note taking software programs available to make this task simple and keep you organized.

Here are a few reasons to consider utilizing note taking software:

Note taking software keeps your organized. It’s easy to lose track of your notes when jotting them down with paper and pen. We scribble a reminder on a Post-It note here and a phone number for a contact on a notepad there, and it always seems that we can’t locate the said notes when we really need them. That simply becomes a non-issue when using a quality note taking program.  Notes can be easily filed into categories or folders and located with a few keystrokes.

Note taking software lets you search. The only way to “search” your handwritten notes is to manually scan through them. How many times have you thought I know I wrote that down…but can’t seem to find that note anywhere? With note taking software you can simply search your client’s name or a keyword you know you included in your note to scan all the notes you’ve ever taken.

Note taking software allows you to share. Don’t waste another minute of your time transcribing notes. When you take notes electronically, all you have to do to share them with someone else is press send. Most note taking software allows you to share documents straight from within the program.

Your entire law firm will benefit from utilizing a quality note taking program, and your clients will likely enjoy your improved organization as well!

If you’re looking for a good option for your note taking needs, consider Smokeball. Our cloud-based case management software allows you to digitally post notes on any client matter, so your entire team can have access to them from anywhere they are working.

By |March 26th, 2015|

About the Author:

For years, Josh has helped lawyers become more organized, productive, and profitable. A trained litigator, Josh came to Smokeball from a large east-coast law firm where his practice focused on franchise, insurance, marine, and general litigation. His work with Smokeball, and his continued passion for what he does each day, is driven by a desire to help lawyers and their staff do better in every way. Knowing well the stress and strain put on today’s legal professional, he regularly focuses on improving work and life in the law. He has traveled the country working with and learning from lawyers and their staff. Josh speaks regularly to bar associations about successful law firm practices and other legal topics. Recent notable engagements have been with the Chicago Bar Association, the Illinois State Bar Association, and the Missouri Bar’s Solo and Small Firm Conference. In addition to his work at Smokeball, Josh serves on the Writing Resource Center staff at The John Marshall Law School. Besides legal technology, his research interests include judicial decision-making, jury decision-making and psychology, and legal writing. He has written and overseen research exploring causal effects of sex/gender on federal appellate court decision-making, and assisted with research for a forthcoming textbook on judicial decision-making. Additionally, Josh sits on the Board of Directors of Chicago-based Community Activism Law Alliance and on the Board of Directors of Chicago Fringe Opera Company. Josh holds his J.D., cum laude, from Washington University in St. Louis, where he served as a Senior Editor of the Wash. U. Law Review, held the prestigious Thompson Coburn Research Fellowship, served as Research Assistant to then-Vice-Dean (now Chancellor) Andrew D. Martin, and clerked at the U.S. District Court for the Eastern District of Missouri. He holds a B.A. in Political Science and a B.M. in Music Performance with Honors Scholar distinction from the University of Connecticut, making him a Huskies basketball fan through and through. Follow Josh’s activity on LinkedIn, and keep up with new articles on the Smokeball Blog.