So you have a Paperless Office (or nearly so). All your emails are saved, documents, incoming items that have been scanned, etc. You want to take your whole case with you to court on a laptop. What’s the best way to do this?
There are a number of options, depending on what your current configuration is.
Larger firms with a higher volume of litigation, will have invested in a true litigation support/trial preparation software such as CT Summation or Verdict Systems “Sanction.” So the question really comes up only if you need to do this on a less costly scale.
If you are using a document management system such as Worldox, you can simply export the entire case to your local hard drive (or even a flash drive), and retain all the organization, searching, etc. of the DMS. This is by far the easiest and most efficient way to proceed. In fact, if you need to take an entire case to court on a regular basis, it could be a decisive reason to invest in a document management system.
If you have a do-it-yourself handyman’s solution, you can copy the entire directory containing the case. Or better, use one of a number of tools available to synch the directory in question either with your laptop or an external hard drive. Putting in on an external hard drive has the advantage that you are not dependent on your specific laptop, you can access the files from anywhere.
However, this solution then raises the issue of how you efficiently organize and search for files. You can use Copernic or a similar solution to full text index the files, but this does not allow for any other organizational principle.
Or, you can turn to third-party tools such as pdfDocs to create “binders” of files. This lets you search them and gives you a table of contents.
Lastly, if you have a solution such as Time Matters, you can create a clone and then use a separate utility to synch the files (since synching the document files in TM may not be an option due to limits on the size of the clone file).
If you employ this type of solution and your program is expecting the data files on, say, the “F” drive, there is an old DOS trick that may help. Create a directory on your C: drive called “fakeserv” or some such. Create and synch the same directory as exists on your server to “fakeserv.” For example: c:\fakeserv\docs\client\case.
Then create a batch file with a DOS substitute command that reads like this:
subst f: c:\fakeserv
(you can create this in notepad and then save it as e.g. “local.bat”) So if your documents are normally on f:\docs\client\case, the operating system will recognize the directory c:\fakeserv as f: To run the batch file, simple double-click on it.
Obviously this trick will not work if you are dependant on UNC naming conventions, but it is something I use all the time.