THE TOP LEGAL TECHNOLOGIES

Transcription

1 THE TOP LEGAL TECHNOLOGIES Ellen Freedman, CLM Law Practice Management Coordinator Pennsylvania Bar Association

2 THE TOP LEGAL TECHNOLOGIES Table of Contents 1. Speaker biography 2. PowerPoint presentation Note: For your convenience, and to save trees, all of the material included in this table of contents may be downloaded directly to your computer from Hightail at HOW TO DOWNLOAD THE SEMINAR MATERIALS: 1) Enter the URL in your browser. You will go to the download page on Hightail. You will see the Title of the seminar. There are two options in orange buttons immediately to its right. One is Save, the other Download. 2) Select Download. 3) When the download dialog box opens, select Save, then OK. Your Windows Explorer window will open. The title of the file will show under File Name. 4) Navigate to the exact folder in which you want to save the document, and then select SAVE. This tool does not work on Mac. Use a PC to download. 3. Software Resource Listing 4. Top 10 Spam Filters for Computer backup resource 6. Questions to Ask of Online Storage Providers 7. article The Paperless Office: Real or Legend? 8. Virtual Private Network Wikipedia 9. article How Virtual Private Networks Work 10. article Case Management Software: Can It Really Transform Your Practice? 11. article The Electric Solo 12. article Organizing Your Electronic Information 13. article What s the Meta with Metadata? 14. article Tips and tricks for becoming an Outlook power user

3 15. article Telephone System Selection: Unified Messaging, VoIP, and Other Considerations 16. article Is Technology Making You Cranky? 17. PBA Formal Opinion [Ethical Obligations on Maintaining a Virtual Office for the Practice of Law in Pennsylvania] 18. PBA Formal Opinion [Ethical Obligations for Attorneys Using Cloud Computing / Software as a Service While Fulfilling the Duties of Confidentiality and Preservation of Client Property]

4 ELLEN FREEDMAN, CLM Ellen serves as the Law Practice Management Coordinator for the Pennsylvania Bar Association. In that capacity she assists PBA s members with management issues and decisions on the business side of their practice, including areas like technology, financial management and profitability, human resources, marketing, risk management, setting up a practice and so forth. PBA members are encouraged to contact Ellen through the 800 Hot Line at PBA headquarters, ( x2228) or through (lawpractice@pabar.org). Ellen is founder and President of Freedman Consulting, which assists PA law firms with a full range of issues and projects on the business side of the practice. More information about Ellen and her law practice management services may be obtained at Ellen also publishes the Law Practice Management blog at Ellen holds the designation of Certified Legal Manager through the Association of Legal Administrators (ALA), the credentialing body for the CLM degree. Of the 11,000+ members of the ALA, approximately 260 are certified legal managers. Ellen was one of the first 20 in the nation to have achieved this designation. She holds a Certification in Computer Programming from Maxwell Institute, and a Certification in Web Site Design and a B.A. from Temple University. Ellen managed inside law firms for twenty years. Most of that time was spent in a mid-size (35+ attorney) firm environment. She launched her consulting practice in 1998, and joined the Pennsylvania Bar Association in Ellen is an associate member of the American Bar Association, and its Law Practice Management and General Practice & Small Firm sections. She was a member of the Association of Legal Administrators for over 20 years, and founded the Independence Chapter. She is a frequent author and speaker on law firm management issues on a national level.

5 The Top Legal Technologies Ellen Freedman, CLM Law Practice Management Coordinator Pennsylvania Bar Association PBA s Law Practice Management Coordinator Ellen Freedman, CLM x2228 LawPractice@PaBar.org assistance for your firm in: Human Resources Technology Financial Mgt / Profitability Equipment buying Strategic planning Marketing Start-up / Closing / Sale Risk management and much more Technology is an ever-evolving landscape 1

6 We re going to discuss The current landscape Cloud computing Mobile computing Security issues and challenges Paper Independence Digital Dictation Voice Recognition Knowledge Management Telephony The current landscape Sea change in communications Volume / Method / 24x7 world Comment Model Rule 1.1 (Competence) Lawyers need to use their computers ESI Retention / Discovery Cloud Computing 2

7 F.O Ethical Obligations for Attorneys Using Cloud Computing / Software as a Service While Fulfilling the Duties of Confidentiality and Preservation of Client Property Provides seal of approval Sets guidelines for due diligence Sets guidelines for SLAs Sets guidelines for data breach notifications Mobile Computing Real mobility means: Everything the firm presents must be mobiledevice friendly Statistics and facts on Mobile Internet Usage As of 2013, worldwide mobile phone internet user penetration was 73.4 percent. In 2017, figures suggest that more than 90 percent of internet users will access online content through their phones. [Source: 3

8 Real mobility means Attorneys use tools to get work done and be in touch at any time from any where Meat in the seat... Get over it! Work gets done even if when the seat is empty! Security Issues and Challenges Major hacks & attacks DNS Professional Malware grade anti-virus Passwords and antiscumware with Unpatched software hourly updates Infected web sites Theft or loss of equipment Client notification Backup Encryption & Passwords Ellen1sgr8! Remote Wipe 4

9 Going Paperless / Paper Independent Which do you prefer? Digital Dictation Small systems v. Enterprise Reliability Virtual office / Virtual staff More even workload More flexible Faster turnaround Olympus DS-7000 Philips DPM-9500 Big Hand (Device independent) 5

10 Voice Recognition (v13) RAM RAM RAM Microphone Sound card Preferred $300 Legal $800 Defining Knowledge Mgt Development of the governance and organizational structure necessary to nurture the people and systems that create, preserve, disseminate, protect, renew and deploy knowledge, and leverage it to the benefit of the organization s clients. Ellen Freedman, CLM Knowledge: The Intellectual Capital of a law firm. The body of knowledge which is the basis of its economic value. Includes Human Capital and Physical Capital. 6

11 Knowledge Management Tools Document Management Document Assembly Case Management Litigation Support Practice applications Case Management Overview Conflict Checking Docket/Calendaring Timekeeping tools Client Contacts Notes Client financial information Document and tracking Do the Math! If the software saves you just 15 minutes per day: Bill 15 more minutes per day Bill at $120/hour Bill another $30 per day Bill another $150 per week That s about $650 more per month! That comes to $7,800 more per year, per lawyer!!! 7

12 Bottom Line: Don t reinvent the wheel!! Use technology to achieve today s leverage Work smarter instead of harder Telephony More features less money Unified messaging VoIP (voice over IP) Video conferencing Voice Mail make it idiot proof Follow-me Conclusion: Make your system idiot proof Enhance disaster recovery Recapture lost time Information 24/7 Virtual office Readily available software Realistic expectations 8

13 Questions Connect with me! Ellen Freedman, CLM Blog: Facebook: LinkedIn: 9