One way to really save time is to have all the precedents or templates for a particular type of matter in a master folder (e.g. – estate administration, advance planning documents), organized within relevant sub-folders within than master folder, ready to be copied and renamed for a particular client. The master folder remains as a ‘template,’ available to be copied and used again for the next client. Any changes to any of the precedents or templates for a matter can be corrected or updated once, and then everyone will have access to the correct documents going forward.
Donna Neff, a wills and estates lawyer near Ottawa, Ontario, describes her file folder template system in an article available on the American Bar Association website here:The Document Naming System in Our Paperless Office. This is much more than a document naming system, it is a wonderful time saver. Here is her example of her file folder template for estate administration matter: