I need your collective input.
I am a solo practice estate planning attorney.
Most of my work is document preparation with a few client meetings per week. I also calendar one or two networking functions per week, as well as one or two community service events per week.
I have been using Outlook and a Smartphone for years, with a Notetaker wallet for capture. Outlook is my main tool. The Smartphone is for calendar and contact reference on the road. The Notetaker wallet is for capture on the road, as I prefer to not enter data using the Smartphone.
Lately, I am finding that I am numb to my Outlook. It just seems to contain too much data. My action lists are long, and my project lists are also in the Tasks module of Outlook, and so it makes my lists seem even longer. Additionally, I think having my overflowing email inbox connected to what is supposed to be my processed information, adds to the sense of of my system being out of control.
I feel like my processed information (task lists, project lists, contacts, checklists) should be a calm controlled-feeling happy place to be. I think my unprocessed information (physical inbox, email inbox) should not necessarily be relaxing as they are only temporary storage.
I know the solution is right in front of my face, but I'm hoping your objectivity can help me see the forest through the trees.
Do any of you have a suggestion on how to create a brighter line between my processed and unprocessed information?
I am open to suggestions involving moving my email out of Outlook (leaving it solely for processed informatuion), and I am also open to suggestions involving moving my processed information out of Outlook (leaving it only for unprocessed information). Lastly, I am open to scrapping Outlook completely and going for something simpler.
My criteria: The system must be digital, must be able to be backed up, and must be able to sync calendar and contacts with my smartphone.
Thank you in advance for your help.