There is a good discussion of paperless workflows in Mac Power Users 411: 2017: A Pretty Good Year that was posted at the end of (surprise!) 2017.
As we wrap up 2017 we take a look back at the workflows that worked for us in 2017 including paperless practice, writing workflows, cloud storage, hiring help and more.
The first 15 minutes are about paperless workflows and it has some good tips for getting started. Then there’s a further discussion about paperless billing and invoicing about a half hour in.
Katie’s updated PDFpen OCR Hazel workflow gets some love too.
Even though the podcast is called Mac Power users and even though David and Katie are both lawyers, the paperless discussion is not really Mac or lawyer-specific. It’s worth a listen.
Have you tried Purebills? It seems quite useful and helped me a lot!