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Casey from One Leg discusses how to transition to a paperless business. He emphasizes that while the process may seem daunting, it is manageable by taking gradual steps. In this tutorial, he focuses on converting a traditional form into a fillable PDF that can be shared with clients or internal teams. The initial step involves having a form ready in Excel, but he notes that it's also possible to use scanned paper forms. The goal is to digitize forms for integration into a CRM or another database for better client information management. The tutorial aims to simplify the transition to a paperless system.