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Practice areas

Every practice area has its own difficult document. These guides walk through converting the ones that come up most, from medical bills in a personal injury file to bank statements in a divorce, with the checks each kind of record needs. Start with the guide closest to your own caseload.

  1. Personal Injury Document Digitization, Intake to Demand

    Personal injury document digitization from intake to demand: what to scan at the first meeting, which papers to convert, and how to build the specials sheet.

    personal injuryintakedamages

  2. OCR Construction Documents: Pay Apps, RFIs, Daily Logs

    How to OCR construction documents in a claim: pay applications as tables, change orders and RFIs by number, daily logs, drawings, and a delay chronology.

    construction lawpay applicationsdaily logs

  3. OCR Bankruptcy Documents: Schedules, Claims, Pay Advices

    How to OCR bankruptcy documents from intake to the claims register: creditor lists from bills, pay advices and statements for the trustee, and proofs of claim.

    bankruptcyproof of claimcreditor list

  4. OCR Tax Returns and IRS Notices for a Tax Controversy

    How to OCR tax returns, IRS notices and receipts for an audit, appeal or collection matter, test transcripts for search, and index the file by year and issue.

    tax controversyirs noticestax returns

  5. OCR Employment Records for a Discrimination Case File

    How to OCR employment records an employer produces: personnel files, reviews, write-ups, agency charge files and printed emails, and what to check afterwards.

    employment lawpersonnel filediscovery

  6. Workers Compensation Records to Spreadsheet, Step by Step

    Steps for getting workers compensation records into a spreadsheet: payment histories, wage statements and medical payment ledgers, with checks for each.

    workers compensationexcelwage records

  7. OCR Real Estate Closing Documents Into One Record

    How to OCR real estate closing documents: split the closing binder, convert deeds and settlement statements, and build one record you can search later.

    real estateclosing documentssearchable pdf

  8. OCR Custody Records: School, Agency and Evaluator Files

    How to OCR custody records: school attendance tables, evaluator reports, message printouts and handwritten logs, then build a dated index from them.

    custodyfamily lawschool records

  9. OCR Foreclosure Documents: Notes, Allonges and Pay Histories

    How to OCR foreclosure documents so the note, allonges, assignments and servicer payment history are searchable, in order, and traceable to the scanned page.

    foreclosuremortgagepayment history

  10. Rent Roll to Excel: Converting a Scanned Rent Roll

    Get a scanned rent roll to Excel: convert the pages, repair unit and date columns, prove the totals against the printed ones, and audit rows against leases.

    real estaterent rollexcel

  11. Timesheets to Excel for a Wage and Hour Claim

    Steps for getting scanned timesheets to Excel in a wage and hour claim: punch reports as rows, an overtime workbook layout, and checks on every clock time.

    wage and hourexceltimesheets

  12. OCR Claim Files: Making a Carrier's File Searchable

    How to OCR claim files from an insurer: what the file holds, how to mark each document inside one long PDF, and which searches find the coverage decision.

    claim filesinsurancecoverage

  13. Landlord Tenant Document OCR: Notices, Leases, Photos

    Landlord tenant document OCR for an eviction or habitability case: convert the lease, notices, proof of service, photos and repair records, then index.

    landlord tenantevictionhabitability

  14. OCR Adjuster Notes: Turning a Claim Log Into a Table

    What OCR does with printed adjuster notes: how a claim notes log is laid out, how to turn its entries into a sortable table, and which details to proofread.

    adjuster notesclaim filestables

  15. FOIA Documents OCR: Searching Agency Productions

    How to run OCR on FOIA documents an agency released as image PDFs, what the statute says about format, and how to search around redaction boxes.

    foiapublic recordsredactions

  16. How to Convert Medical Records to a Spreadsheet

    How to convert medical records to a spreadsheet: pull billing tables from scanned statements, set up damages columns, and tie every row to a page.

    medical billsdamagesexcel

  17. Phone Records to Excel: Call Logs in a Criminal Case

    How to get printed or scanned phone records into Excel in a criminal case: convert the call log, protect numbers and tower codes, and check each row.

    criminal defensephone recordsexcel

  18. Insurance Defense OCR: Working an Assigned Defense File

    How an insurance defense firm uses OCR on an assigned file: what to convert first, how to sort the package by source, and how to draft the first report.

    insurance defenseclaim filescase intake

  19. Elder Law Document OCR: Medicaid, Care and POA Papers

    Elder law document OCR, step by step: which papers to convert, how to prepare five years of statements, and how to index powers of attorney and notices.

    elder lawmedicaidpower of attorney

  20. Family Law Document OCR: Orders, Tax Returns, Pay Stubs

    Family law document OCR, paper by paper: which orders, tax returns, pay stubs, declarations and business records to convert, and what to check in each.

    family lawdivorceincome records

  21. OCR VA Claims File Pages: Searching a Veteran's C-File

    How to OCR a VA claims file so a veteran's C-file can be searched: getting a copy, converting old service records, and splitting it into dated documents.

    veterans benefitsc-fileservice records

  22. Social Security Disability File OCR: Reading the Exhibits

    How to OCR a Social Security disability file before a hearing: the exhibit sections, converting medical evidence and agency forms, and searches for a brief.

    social security disabilitymedical recordshearing preparation

  23. Contract Data Extraction From Scanned Agreements

    Contract data extraction from a scanned agreement takes two steps: OCR, then picking out the terms. How to do both, and how to check the result.

    contractsdue diligencedata extraction

  24. Immigration Document OCR: Forms, Stamps, Translations

    Where immigration document OCR helps and where it stops: scanned forms and notices, foreign-language records, certified translations and passport stamps.

    immigrationtranslationsclient files

  25. Tenant Ledger to Excel: Checking What a Landlord Claims

    Get a scanned tenant ledger to Excel, rebuild the running balance, match entries to receipts, and show which month each rent payment was applied to.

    tenant ledgerevictionexcel

  26. Commercial Lease PDF to Word: Editing a Signed Scan

    Turn a commercial lease PDF into Word you can edit: convert the signed scan, fix what breaks, rebuild rent tables, then draft and compare with care.

    leasesword conversionreal estate

  27. OCR Police Reports for Criminal Defense Discovery

    How to OCR police reports and supplements in criminal discovery: what converts well, what forms and redactions do to the text, and how to build a timeline.

    criminal defensediscoverypolice reports

  28. Workers Comp Medical Records OCR: Forms, IMEs, Reviews

    How to OCR workers comp medical records: state board forms, work status reports, examiner reports and utilization review decisions, and what to search for.

    workers compensationmedical recordsforms

  29. OCR Patent Documents: File Histories and Prior Art

    How to OCR patent documents that arrive as image-only PDFs: file histories, marked-up claim amendments, older patents, foreign prior art and drawings.

    patentsfile historyprior art

  30. OCR Medical Records for Attorneys: A Working Method

    A working method to OCR medical records for attorneys: split the set by provider, convert it, check what matters, and build a chronology tied to pages.

    medical recordspersonal injurychronology

  31. Bank Statements to Excel for Family Law Disclosures

    Get scanned bank statements into Excel for a family law disclosure: convert each statement, reconcile the balances, combine accounts and sort spending.

    family lawbank statementsexcel

  32. OCR Handwritten Will and Probate Records: Limits

    What OCR can and cannot do with a handwritten will, how to prepare a working transcript, and how to convert typed probate records and trust documents.

    probatehandwritingtrusts and estates

  33. Medical Records PDF to Excel for a Malpractice Timeline

    Move the clinical tables in medical records from PDF to Excel: medication records, vital signs and labs as rows, merged into one malpractice timeline.

    medical malpracticehospital chartexcel

  34. OCR Body Cam Transcripts: Search What Was Said on Video

    Can you OCR body cam transcripts? Yes, when the transcript is a scan. What OCR reads, what happens to speaker labels and timestamps, and what to check.

    criminal defensetranscriptsdiscovery

  35. Estate Inventory Spreadsheet From Scanned Statements

    Build an estate inventory spreadsheet from scanned statements, deeds, titles and bills: date-of-death balances, the columns to use and what to verify.

    probateestate administrationexcel