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iPad/iPad Pro Business Use/File Management System? (1 Viewer)

Otis

Footballguy
After seeing some of the guys in my office go this way, I decided to take the plunge, and the Mrs. picked me up an iPad Pro (9.7) with the keyboard and Pencil.   I'd like for this to replace the following things I do as part of my work and commute routine:

- Rather than printing stacks of large documents to mark up by pen on the train each night and haul back to work in the morning, I'd like to load everything up as Word and PDFs onto my iPad and use Pencil to do my hand markups

- Rather than having bound or 3 ring binder hard copies of my main files for each case, which over the life of a case become my "bible" as I highlights them, mark them up, and include my notes in the margins, I'd like to keep electronic versions of me, so that I have all of these with me for all of my active matters.

- Rather than having a stack of legal pads from the various meetings in conference rooms throughout the day, I'd like to keep handwritten notes all in one place, by matter, using Pencil, and just haul my iPad around with me during the day

- Rather than having a stack of post-it notes all over my desk taken during phone calls over the course of the day, I'd like to replace that with handwritten notes all kept on the iPad.

- For business travel, for short/certain trips, travel with this instead of a computer.  

- For depositions, instead of bringing a binder or stack of physical marked up exhibits with the documents I'm going to use in the depo, bring them all as PDFs and use just an iPad in the deposition.  [One of the reasons I was reluctant to ever try this is that I usually end up using the flight out to prepare for a deposition and like to physically mark up the documents on a plane; this new keyboard and Pencil capability hopefully will allow me to do that electronically

The two things I'm struggling with are figuring out the best solutions for (1) file management [we know Apple in their annoying Apple way decided we don't need files or file explorers], and (2) markups of PDFs using Pencil [I've already figured out that MS Word on the iPad lets me do markups right on the document using Pencil and e-mail those out, pretty cool].

Anyone have Apps/solutions they like best for this sort of thing?  Best I've come up with in the last 24 hours after trying (only very briefly) a number of solutions is using the Box app to store all of my files in folders; this should allow me to install Box on my work and home PCs and load up any new files into the appropriate folders from there; using an app called Cabinet which allows me to access my Box files but also seems to have the best Pencil markup/highlighting capability for PDFs; and then using Penultimate or OneNote for note taking.  Seems like this can work, but any other, better ideas?

Also anyone have any other useful business tips for these devices?  If this can work the way I am envisioning, it really could be a game changer for the way I work.

 
After seeing some of the guys in my office go this way, I decided to take the plunge, and the Mrs. picked me up an iPad Pro (9.7) with the keyboard and Pencil.
Why that instead of a Surface Book?

 
cstu said:
Why that instead of a Surface Book?
Can't speak for Otis, but does the surface book have the battery life of an iPad? If he's going to be doing all this stuff in and out of the office all day long and everything is going to revolve around one device so it can't die on him I would think battery life would be pretty critical.

Oh, and "in" before someone says, "Well you can travel throughout the day with these ingenius little power bricks!"....... because we all want to walk around all day carrying convenient BRICKS.

 
Can't speak for Otis, but does the surface book have the battery life of an iPad? If he's going to be doing all this stuff in and out of the office all day long and everything is going to revolve around one device so it can't die on him I would think battery life would be pretty critical.

Oh, and "in" before someone says, "Well you can travel throughout the day with these ingenius little power bricks!"....... because we all want to walk around all day carrying convenient BRICKS.
This.  Also, I wanted something on iOS because my corporate e-mail is on there, so I would have full time constant e-mail like on my phone.  I also wanted something that was Wifi and cellular and so, again, would always receive my e-mail and allow me to do stuff regardless of whether I'm online.

I also had a Surface 2 previously, didn't like it at all, returned it after a long weekend.

 
quick google, and I found this...

https://itunes.apple.com/us/app/notes-plus/id374211477?mt=8

It's a program for taking notes on documents using an iPad. My thought would be to use something like this and retain the document management system you are currently using. If the DMS does not have an iOS based app, then you could use a cloud based storage system like iCloud or Dropbox to store the files during transit.

Just quick initial thoughts. I'm sure other lawyers have tried this before!

Notes Plus

 

Description


*** 30% off for a limited time - now with Handwriting Recognition included ***

- Selected as Top 100 World's Greatest Apps 2014 - Business Insider's App 100 (http://bit.ly/np1001)
- Notes Plus is a terrific note taker for iPad - TUAW, 10/2014 (http://bit.ly/np1000)

Notes Plus is a powerful note-taking tool that has enabled many people to go completely paperless. Be one of them!

Notes Plus stands apart from other apps in this crowded note-taking space because:
- It was one of the few feature-rich iPad apps released right after the first iPad’s debut.
- Since 2010, it has gone through 30 version upgrades and 3 complete overhauls, resulting in 8 million update downloads by almost one million users.

Get Notes Plus to benefit from:
• Outstanding handwriting experience with razor-sharp ink effects, palm rejection, and close-up writing mode for fine writing. Experience all this for yourself: get our other app for FREE at http://INKredibleApp.com.
• Converting handwriting to text. 52 languages are supported.
• Typed text.
• Background audio recording.
• Automatic shape detection.
• Inserting images from Photos or directly from the camera.
• Importing PDF and DOC files to annotate.
• Exporting notes as PDF or images to Dropbox, Google Drive, Evernote, email, and other apps.
• A built-in browser for quick reference.
• Automatic backup to Dropbox.
• Multi-level folder management.
• Support for left-handed users.
• Support for Wacom, Adonit, and Pencil styli.
• Support for VGA-out presentation.

And above all, you'll get personal replies from our responsive support team within 24 hours (usually within 4 hours). Please email us at support@notesplusapp.com or visit our support site: http://notesplusapp.com.
 
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So far, so awesome.

One minor hiccup so far: my keyboard case just stopped working.  Weird.  I went into the Apple store and replaced instantly with a new one, no questions asked, so that was good.

Other than that, this is becoming glorious.  My commute to and from work involves carrying the iPad.  This case has been an awesome solution for both protecting the back and more importantly holding the Pencil.

OneNote is like the best thing in the universe. I keep a notebook for each of my matters, divided into pages for subtopics.  The handwriting is delightful.  I also take photos of documents and put them right there into my notebook, mark them up, etc.  Commenting on files in Microsoft Word has been a dream using the Pencil.  

I'm storing all of my files on Box, other than my OneNote notes which I'm keeping in OneDrive (the microsoft solution) for the time being.  I've been teetering between Box and OneDrive.  There are things I like about both.

My one and only gripe so far is I haven't figured out yet a best, one-stop shop for keeping all my files.  So, OneNote is in my view far and away the best note taking app.  In terms of the other type of document I use most at work, PDFs, the best app I've come across is Cabinet.  It's solid, great highlighting feature, great markup feature.  But the files are sort of kept in a non standard type, which isn't a huge deal.  Anyway, my gripe is that I have to do all my PDF work through Cabinet, all my Word stuff through Word, and all my notes through OneNote.  I would prefer if there were a PDF annotating program in the Microsoft suite that worked as well as the other Microsoft products, because those are better optimized for Pencil (you can use your fingers still to move around and navigate and zoom without ever getting a Pencil mark; on Cabinet and others, your fingers somethings will draw instead of move the document around, which sometimes can be frustrating.

But I've got all my documents loaded up to Box, my secretary uploads stuff throughout the day as I ask her, and in this one little device I have everything I could possibly need and then some for my commutes, and for my meetings during the day, etc.  I'm taking my first deposition with it this week, and plan to go in paperless.  Risky perhaps, but I'm feeling good that it will work.  This will be the truest test.

I also have my work e-mail and apps on the iPad as well, so it really is a one stop shop with everything I need.  Glad I went for the cellular version.

Overall this thing cost me about $1300, but it really has been a game changer in the way I work and live on a daily basis.  Absolutely loving it. My desk at work has never been so clean.

Hoping others here will take or have taken the plunge, curious to get others' views as to how best to do the things I'm doing with it, what apps may be better, etc.

 
You forgot to post about how you're doing automatic, regular backups. ;)  

Did you notify your IT guy so he can help take care of you?

 
You forgot to post about how you're doing automatic, regular backups. ;)  

Did you notify your IT guy so he can help take care of you?
I'm not doing backups.  All of my important documents are in the cloud (Box).  So if my iPad crashes, I can log in with a PC and get all my stuff.  Or if the iPad is lost, I can get a new iPad and just reconnect to all the same accounts.  

So no other reason I would need backups far as I can tell.

 
You forgot to post about how you're doing automatic, regular backups. ;)  

Did you notify your IT guy so he can help take care of you?
I'm not doing backups.  All of my important documents are in the cloud (Box).  So if my iPad crashes, I can log in with a PC and get all my stuff.  Or if the iPad is lost, I can get a new iPad and just reconnect to all the same accounts.  

So no other reason I would need backups far as I can tell.
I would do a back-up of your iPad periodically so that if you have one of those incidents you list above, you can reset-up an iPad easily.

 

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