9/27/2013. Agenda. Spraggs & Co. Tech Applied to Dull Ordinary Things that MUST get Done (TGB2)

Transcription

1 Pacific Legal Technology Conference October 4, 2013 Tech Applied to Dull Ordinary Things that MUST get Done (TGB2) Part Two:, Document Assembly, and Remote Access By: Thomas L. Spraggs Agenda Spraggs & Co. Document Assembly Remote Access Application Spraggs & Co. Personal injury practice Advocate in technology adoption and use Paperless law firm with cloud storage - secured with internal servers Benefits of technology are based on the ability to adopt behaviours to match Technology does not replace expertise and judgement of seasoned counsel 1

2 Manage communications, research and firm precedents Ease of use Integrates with word processing software & structured databases Confidentiality ProLaw Built on Microsoft.net platform PC Law Organization for events and deadlines in one area Docu Share Folder-based organizational system Integrated accounting platform with Highly developed time tracking feature Expedites billing and payment process Very user friendly and does not require in-house IT support Changes are tracked by users and permission levels can be set for all types of documents Integrates with external accounting software Web-based content sharing with multiple user access Work Site Web based content sharing with viewing rights and secure file sharing Woldox Month-to-month payment Net Documents Cloud-based with a high level of security Integrates with common operating systems and programs User friendly Easy to use search function Automated classification system Compatible with a variety of operating systems and programs Documents and folders can be easily shared with clients and counsel 2

3 Document Assembly Prevents confusion Supports productivity Allows access to all pertinent documents/media and collaboration from all parties Document Assembly HotDocs ProDoc Acrobat Integrates with a variety of document management systems Document templates can be made and stored on network servers for widespread availability Question and answer format to create custom documents Automatically populate repetitive information Compresses rich, high quality documents into easily sent files Digital form production Allows for cloud storage and remote access of documents MANY different options Synchronous to asynchronous Face-to-face to text-based Internal to the firm to external to the firm Situation dependent Build a toolkit 3

4 Google Docs Upload documents to secure cloud storage from anywhere Share files and make simultaneous edits MS Word Basic textual document generation program Can be sent and saved through a variety of programs SharePoint Can publish directly to SharePoint from any MS Suite program Content can be made available to selected users Folders for easy document sharing and organization Office 365 Microsoft, Skype and 20GB Cloud Storage Automatically saves to the cloud and all information is accessible remotely Social interface for internal sharing and video conferencing MS Lync Integrates with MS Suite and Skype Real time edits of documents during online meetings Webex Multiple desktop and live web-based video chat Skype Video chat with desktop, IM and file sharing Up to 25 attendees GoToMeeting Screen sharing and videoconferencing Compatible with a variety of devices Up to 25 attendees Voip Telephones Unlimited local and long distance calling to landlines and mobiles in Canada, the USA, and Puerto Rico Unlimited calling to landlines in Italy, France, Spain, UK and Ireland 4

5 Remote Access Supports the personal lives of staff Facilitates unusual schedules Increased confidentiality Remote Access GotoMyPC LogMeIn Team Viewer Access from multiple devices Transfer files from one computer to another Easy installation and maximum security including usage reports File sharing between computers Remote access on any device and remote printing Desktop sharing Operates well behind firewalls Allows control of computer from a remote location with no lags Can make changes to documents, save and print remotely Application at Spraggs & Co. ProLaw Dozuki Plain Folders Document Assembly Acrobat GoToMeeting Acrobat MS Word BaseCamp SharePoint Remote Access Remote Desktop Connection Third Party for mobile devices like PocketCloud 5