The Oklahoma Bar Journal March 2024

page now and then. Those of us in the legal profession will be con cerned that the missing page will contain critical information – even though the closed file may not have been opened for years. Finally, you will be paying workers to do much time-consuming work, removing staples and brads and fixing dog eared pages to prepare for scanning. The best plan is to make cer tain you are properly creating and storing documents going forward. There may come a time when you believe you will need some content from closed files to better inform your AI assistant. But that will mainly be completed documents and legal memos that are harvested from the closed file as opposed to scanning the entire file. If you are going to be using doc uments from closed files as forms, then it is a wise and ethical decision to remove people and company

names and replace them with sim ple placeholders like a few letters. You may not be ready to jump on the AI bandwagon today. But making sure your client data is well organized and easily search able will provide other benefits. Mr. Calloway is OBA Management Assistance Program director. Need a quick answer to a tech problem or help solving a management dilemma? Contact him at 405-416-7008, 800-522-8060 or jimc@okbar.org. It’s a free member benefit.

ENDNOTES

1. https://bit.ly/42DvwZG. 2. https://bit.ly/4bR92Zx.

58 | MARCH 2024

THE OKLAHOMA BAR JOURNAL