Many offices still rely on registers, printed files and spreadsheets. Moving to digital records does not have to happen all at once.
Pick one process first
Start with a single, well-understood process — such as client records or billing — and digitise it completely before moving on.
Agree on naming and structure
Decide how records will be named and organised so that everyone saves information the same way.
Back up regularly
Make sure your digital records are backed up and that you know how to restore them.
Review after a month
After a few weeks, check what is working and what needs adjusting, then continue with the next process.