Eliminating E-file/Paper File Confusion

I am often told by clients that they can manage to keep one but not both of their information filing systems up to date. Either the paper files are comprehensive and up to date or the e-files are organized and up to date. Often clients find they can’t keep them both organized.

A good rule of thumb is to try and mirror your e-file structure to your paper file structure. Give your brain a break and make the sorting process as easy as possible for both electronic and paper files by using just one structure.

Then remember to schedule a regular if not frequent purge.