How To Stay Organized When Dealing With Legal Documents

Megan Cooper

Being organized is important in all aspects of life, but it’s downright crucial when it comes to legal documents. Legal documents often contain sensitive information that needs to be kept confidential. If you’re not careful, it can be all too easy for important papers to get lost in the shuffle. The Mortgage Fraud Experts have provided a few tips to help you stay organized when dealing with legal documents:


Digitize Your Documents


There are many benefits to digitizing your legal documents. By scanning and uploading your essential papers into a secure online system, you can easily access them from any computer or mobile device with internet access. This also allows you to share your documents with other authorized individuals, such as attorneys or accountants, quickly and easily.


Additionally, online document storage systems provide robust search capabilities, so you can quickly find the information you need when you need it. And if something happens to your originals, you can access or print out your digitized copies.


Here’s a five-step process to digitizing your files:


  1. Scan your legal documents.
  2. Use Optical Character Recognition (OCR) software to convert the scanned images into text.
  3. Verify the accuracy of the OCR output.
  4. Use a word processor to edit the text as needed.
  5. Save the digitized legal documents in a suitable format.


Save Your Documents as PDFs


PDFs are a secure format, meaning that the contents of the file cannot be easily changed or edited. This format is also easy to access, which is especially helpful when you need to reference your documents while on the go. And almost anyone can open PDFs, regardless of the type of software they use.


Look for free PDF tools online that will allow you to get the most from your files. You can compile separate documents into a single PDF; then, by adding pages to your PDF, you can expand the document’s contents.


Use the Right Tools


Keeping your legal documents organized and accessible can be a daunting task, but fortunately, there are many great tools and services available to help you out. Here are a few of our favorites:


  • Evernote: This cross-platform note-taking app is great for storing all kinds of documents, including legal ones. You can create folders and sub-folders to organize your documents however you like, and access them from any device or computer.
  • Google Docs and Sheets: Google’s online word processing and spreadsheet software are perfect for creating and editing legal documents. All your documents are automatically saved online, so you can access them from anywhere, and they’re always up to date.
  • Dropbox: This cloud-based storage service is ideal for storing large files. You can access your files from any device or computer with an internet connection, and they’re always backed up in case of an emergency.


Create a Filing System

Chances are, you’ll still need to organize some paper legal documents. One of the best ways to keep track of them is to develop a filing system. This can be as simple as creating a folder for each case and putting all the relevant documents in that folder.


If you have a lot of files, you might want to consider investing in a file cabinet. Whichever method you choose, make sure that you label everything clearly so that you can find what you need quickly and easily.


Keep Copies in Multiple Locations


It’s always a good idea to keep copies of important legal documents in more than one place. That way, if something happens to the originals, you’ll still have access to the information you need. You might want to keep physical copies in a file cabinet and digital copies on your computer or in the cloud.




Organizing your legal documents may seem like a daunting task, but it’s actually quite simple if you follow these tips. By taking the time to create a filing system and keep copies of important papers in multiple locations, you can help ensure that your information is always accessible when you need it. And don’t forget to shred any unneeded papers — it’s a crucial step in protecting your information and preventing identity theft.



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