A proper naming convention is fundamental to having an organized filing system or repository.
Having a proper naming convention gives you the ability to easily navigate saved digital files, documents, and databases to find what you are looking for quickly.
With legal teams more collaborative than ever, a strong naming convention is worth its weight in gold. It not only helps find documents quickly, it helps with version control.
Finding your documents should not be a scavenger hunt.
If you do not have a formal company wide naming convention, please create one today and make your team adhere to it.
Here are two basic naming conventions we use and we have named or renamed tens of thousands of documents, file images, emails etc.
YYYY/MM/DD –TITLE OF DOCUMENT — CASE NAME
2022-06-21 – Settlement Agreement – Smith – John
PLAINTIFF LAST NAME – DEFENDANT LAST NAME – TITLE OF DOCUMENT– [SENT/DATED/SIGNED/FILED] DATE
Smith – Jones – Complaint – FILED 2-22-2022
Creating a naming convention should not be difficult. The simpler the naming convention, the faster your team will become familiar with it, and the sooner your office will become more organized.
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