Practice Management in the Cloud
|
|
- Russell Mills
- 8 years ago
- Views:
Transcription
1 Practice Management in the Cloud 2012 Wisconsin Solo & Small Firm Conference October 25-27, 2012 Chula Vista Resort, Wisconsin Dells, WI Atty Nerino J. Petro, Jr. Practice Management Advisor State Bar of Wisconsin
2 INTRODUCTION....1 TAKE ME TO THE CLOUD!...2 WHY DO PEOPLE KEEP PUSHING PRACTICE MANAGEMENT TOOLS?...3 A. LACK OF DILIGENCE...4 B. FAILURE TO COMMUNICATE...4 C. CONFLICTS OF INTEREST...5 WHAT DO THESE TOOLS DO?...6 WHAT ARE YOUR OPTIONS!...7 D. CLOUD BASED PRODUCTS:...8 E. HYBRID PRODUCTS: F. HOSTED: CONCLUSION
3 Introduction. Practice management tools are a terrific tool for any size legal practice. Legal practice management software puts critical information regarding your practice including client and case information, information for other parties, events, and to do items as well as documents, notes and even time and billing at your fingertips. However, up until recently (about five years ago), lawyers could only choose practice management software that installed directly to a desktop computer. Products for solo and small firms included LexisNexis TimeMatters, Software Technology Incorporated s PracticeMaster, Gavel & Gown s Amicus Attorney, West s ProLaw and Abacus Data System s AbacusLaw to name just a few. These were great products, but the legal practice management software industry underwent significant change when West and LexisNexis purchased major players in this market space. While these purchases gave their respective products significant infusions of money for research and new features, it also resulted in significant price increases as the development and maintenance costs increased for these companies. By about 2008, the desktop practice management software available had become feature rich, some say feature bloated, with the complexity of the software increasing to the point that firms attempting deployment without the help of a consultant often ran the risk of having their investment fail. By listening to their users requests over the years, the software companies had arrived at a point where they could adapt to pretty much any type of practice and provide all of the bells and whistles that users had requested. Unfortunately, what was a must have feature for one office, was considered to be worthless by another and unnecessary. As new features were added to the ones before, these practice management packages become more complex and difficult to use. Users might now have to open multiple windows or drill through multiple levels of information to get to something basic. For new solos and even existing solos and small Page 1 of 12
4 firms without the need to have one product do everything, a demand arose for a product that was simpler to use, could be accessed from multiple computing platforms (e.g. Windows, Mac and Linux while looking and working the same on anyone of them) that contained the core features an office needed but one that also allowed access from more locations than just the office. Thus, was cloud based practice management software born. This changed a few years ago with the introduction of the first cloudbased practice management products. We ve all heard of cloud computing by now but what does that really mean? Take me to the Cloud! Use the phrase "cloud computing" in a group and you will get as many definitions as there are people in the room. Some ascribe cloud computing to delivering Software as a Service ("SaaS") wherein all users of that service or product access the same tools sharing a common interface and providing little or no customization capabilities. One example of this would be any of the free services such as Gmail, Hotmail or Yahoo! Mail. While you can generally change the appearance of move columns around every user shares very much the same interface with little ability to provide a significant customization to the service. These services will be referred to throughout this paper as SaaS products. Others describe cloud computing as any service or product outside your firewall delivered across the Internet including traditional off-site or remote hosting of applications and data. An example of hosted services would be buying copy of Microsoft s Exchange server but rather than installing it on a server in your office, you have a company in the Internet install it on one of their servers. You have full control over the features and settings in the product and share it with no one other Page 2 of 12
5 than those in your office. These products will be referred to throughout this paper as Hosted products. Here s a plain English definition that seems to work best for most people: Cloud computing is a fancy way of saying stuff s not on your computer. It s on the Internet and there for you to access whenever you want it. 1 For our purposes, we are going to cover products that are entirely cloud based, as well as those you access across the cloud and even a third category a hybrid model that has a foot in both the desktop and internet worlds. Why do people keep pushing Practice Management Tools? So you don t become a malpractice statistic! In fiscal year , the OLR received 2,377 inquiries and grievances representing an increase of 70 more inquiries and grievances than the prior reporting year. 2 Of the various grievance classifications listed in the annual report, many are of a personal nature that no amount of technology can overcome or be used to prevent. However, there are several classifications that are perennially in the top ten grievance areas, year after year. In the top grievance area was Lack of Diligence at 22.76% of all complaints. At number three was Lack of Communication with a client at 9.71% and finally, in seventh place on the chart was Conflict of Interest in its various iterations at 5.22%. Each of these areas can be reduced or eliminated by the proper use of technology, specifically, practice management software. 1 Credit for Cloud computing is a fancy way of saying stuff s not on your computer belongs to Quinn Norton of MaximumPC where she used that phrase in her Byte Rights, article from September OLR Annual Report Fiscal Year Page 3 of 12
6 A. Lack of Diligence While it s great to be in the number one category in some lists, falling into this one isn t one where you want to be a member. Diligence (or the lack thereof) retained its first place position in the Annual Report for greatest number of complaints. There are very few things worse than waking up at 3:00 AM and wondering if you missed a filing or other deadline. Blowing a Statute of Limitations date isn t just a worry; it can also result in major damage to your practice as you are exposing yourself to a malpractice claim as well disciplinary proceedings by OLR with the associated potential of the loss of your license. But lack of diligence can also take other forms as well; including neglecting the client s file. As lawyers become busier, it becomes easier to overlook and to lose files. Many lawyers can t easily determine how long it s been since any work was done on a specific file even if it s just a simple status letter to the client or checking the status of an underlying case or topic. This issue should not be taken lightly, especially in light of the fact it was number two on the list of complaints investigated by OLR. Practice management tools provide you with the ability to take your paper tickler system put it on your computers making it available to everyone in the office and to generate reports (either on screen or printed). It also helps prevent neglected files which is another area of concern when it comes to Lack of Diligence, especially as attorneys handle more and more cases. Practice management tools can generate warnings and reports based on file inactivity i.e. more than X number of days has passed without any action being taken on a particular file. You can include related records such as calendar entries, documents and more. B. Failure to Communicate What we've got here is failure to communicate. Captain, Cool Hand Luke (1967) Page 4 of 12
7 Holding steady in the third place position is Failure to Communicate. Failing to keep your clients informed can quickly sour an otherwise helpful and successful client representation. Surveys of clients have shown that while they may have received adequate legal representation, they are extremely unhappy with their attorneys failure to return phone calls, failure to keep them updated on a regular basis and failure to provide them with timely and adequate communications regarding their matter or case. To put this in perspective, think about a doctor who has a poor bedside manner you may receive terrific medical advice, but you re not happy with the information (or lack of it) that you get and even though everything came out alright, you are dissatisfied with your treatment. Now, change this from a doctor to an attorney who doesn t return phone calls, send letters or keep the client up to date; clearly attorneys need to focus on keeping their clients informed and maintaining the flow of information on a continual basis to avoid the same results as the doctor. Failing to keep your clients informed can quickly sour an otherwise helpful and successful client representation. Practice management tools can help you be proactive in communicating with clients. Wouldn t it be nice if you received a reminder to send out a status report on a specific matter? Practice management tools can do this and more C. Conflicts of Interest When attorneys start practicing law, it is easy to remember who was involved in cases as they may only have a small number of cases. However, over time, it is impossible to remember every party involved in every case by memory alone. For years, the ubiquitous client and opposing party card file systems have been used by law office large and small to perform their conflict checks. But even this isn t enough anymore with the proliferation of corporations and limited liability companies and their shareholders/directors/offices/members. But there is more to a conflict of interest than representing two different parties that have adverse interests; there is also the situation Page 5 of 12
8 of attorneys entering into business transactions with clients or failing to disclose conflicts that the attorney may have due to a preexisting relationship. With a Practice management tools you can run a global search to see if the names or parties return a hit to allow you to decide to proceed with a full office search or to see if there are any hits and to confirm whether or not that hit is an actual conflict. When it comes to determining if a conflict exists, we can look to In Re Cooperman 633 N.E.3d 1069 (1994) for the New York Court of Appeals for guidance: The conduct of attorneys is not measured by how close to the edge of thin ice they skate. The measure of an attorney's conduct is not how much clarity can be squeezed out of the strict letter of the law, but how much honor can be poured into the generous spirit of lawyer-client relationships. The "punctilio of an honor most high" (Meinhard v Salmon, 249 NY, supra, at 464) must be the prevailing standard. Unfortunately, too many attorneys ignore this advice and constantly try to see how close to the edge of the thin ice they can skate. So these three grievance classifications ( and they are in the top 10 of grievances filed) represent more than 37% of all grievances filed are the ones that Practice management tools, properly implemented can help you with. You can significantly reduce or even eliminate the malpractice threats of more than one-third of the potential grievance risks they pose and help you keep a good relationship with your clients. What do these tools do? Ideally, these products or services allow you to access your tools and data from any location where you have a broadband Internet connection. Solos and small law firms are using these tools to connect all of their users and staff whether located in a single office or geographically dispersed locations. For our purposes, probably the biggest Page 6 of 12
9 difference between true SaaS products and services vs. Hosted products and services is whether it involves a desktop tool that allows you to work off-line without an Internet connection. Today, cloud-based practice management tools are available from a number of different vendors providing different levels of content and flexibility. In the solo and small firm environment, two of the first SaaS products are Clio ( ) and RocketMatter ( ). However, these two services no longer have the cloud-based practice management arena to themselves: new competitors have entered the market space in the last 12 to 24 months and cloud-based practice management solutions are available for offices as small as a solo attorney with no staff to firms numbering 50 or more attorneys and staff. At a minimum, solid practice management tools need to provide you with the ability to keep contacts, calendars and to-do lists as well as cases/matters, track time, add notes, track and bill time and ideally link to documents while simultaneously keeping all of these items associated to the relevant client and matter. But why is the ability to do all of these things critical to a law practice many lawyers ask? They may be using a number of programs that keep much of this information just in different places i.e. contact information, calendar events and To Do items in Outlook; notes, telephone call records and the like in q word processing document; time entries in Excel, so why spend the money on practice management tools? What are your Options! So what are your options today when it comes to SaaS, Hosted and other practice management tools? 3 3 For a more complete comparison of many traditional and cloud based practice management tools, see the chart on the ABA Law Practice management s website at Page 7 of 12
10 Here is a list of many of the cloud-based solution providers whose products include most, if not all, of the basic requirements. As a note, this list is extensive, but by no means exhaustive and failing to note any provider or service is not intentional. D. Cloud Based Products: Clio ( ). Clio is a cloud-based practice management product which provides the ability to maintain contacts, matters, calendars and to-do items, time and billing as well as the ability to store unlimited documents online using Clio's integrated service as well as sharing these documents with clients through Clio Connect. Clio integrates with popular programs as well as allowing synchronization with Outlook and off-line access to calendars contacts and tasks. Clio also integrates with Google apps. Price per month is $49 per attorney and $25 per staff member. RocketMatter ( ). RocketMatter is a cloud-based practice management product which provides the ability to maintain contacts, matters, calendars and to-do items and time and billing. RocketMatter includes the ability to synchronize with Dropbox as well as its own unlimited document storage. RocketMatter also allows export of data for use in pipe work on a program such as QuickBooks and Peachtree accounting. RocketMatter pricing varies depending on the number of users and length of commitment chosen starting at: $59 for the first user and $49 for users 2-6. LexisNexis Firm Manager ( ). Firm Manager is the cloudbased practice management product from LEXISNEXIS owner of both TimeMatters and PCLaw. Firm Manager includes the ability to customize templates for specific practice areas and provides integration and synchronization with Outlook 2007 & You can save s and attachments to Firm Manager directly from inside Outlook 2007/2010. Firm Page 8 of 12
11 Manager allows you to grant online access to your clients for tasks, appointments and documents. However, Firm Manager does not currently provide time and billing capabilities. Pricing is currently $49.99 per month per user. MyCase ( ). MyCase s tagline is "Social Practice Management. Integrating concepts found in the social networking world such as Facebook like commenting streams, instant messaging and automated responses, MyCase includes the ability to provide your clients online access to their information as well as providing core practice management tools including unlimited online document storage.. Pricing per month is currently at $39 per attorney and $29 per staff member. Adovologix ( AdvologixPM is built on the same platform as Salesforce.com and claims your core business management software can NOT do what AdvologixPM does for you. On its face, this appears to be quite a claim; however, when you start checking into the feature set of AdvologixPM, you find it extremely rich feature set including document automation. According to its website, AdvologixPM integrates with Outlook and Google apps, as well as NetDocuments and Box.net; Quick Books, Google, Yahoo, LinkedIn, Drawloop Document and Form Automation, and Microsoft Office solutions. You must call for pricing. GoMatters ( GoMatters appears to offer many of the same features as Clio, RocketMatter and MyCase. One feature that GoMatters claims to offer is very tight integration with iphone contacts in multiple fields. Pricing structure is a bit different than the others with pricing for 1 to 3 users at $50 per month or $360 annually. Additional pricing is available on their website. Page 9 of 12
12 E. Hybrid Products: Credenza Pro ( Credenza Pro is what many refer to as a "hybrid" practice management product. The reason for this is that it integrates with Microsoft Outlook and resides on your local machine while other parts reside in the cloud. The cloud portion does not truly come into play until you have more than one user; but when you do, you create a central database for calendaring, and documents on a secure server. You also have the choice of keeping your documents locally or on this online server. The downside to this hybrid approach course is the fact that you will need to have a computer running Outlook and Credenza Pro to access your online information. Credenza Pro will continue to run locally but you will not be able to see any changes or documents added by any of your team members. This means that in order to access your information you will need to have a computer with Outlook in your user account available. Credenza Pro is priced at $24.95 per month per user. F. Hosted: As discussed earlier, Hosted products differ from products based on the Software as a Service model. Hosted applications are desktop software installed on someone else s computers and run from the cloud-based server across the Internet. Access is usually through a variety of services such as Citrix, Microsoft terminal server or others, but unlike SaaS products, these Hosted practice management packages have 100% of the functionality of the desktop based software since that is exactly what it is desktop based software that you are running from an Internet connection software as is if installed on your local desktop. Yet another option is a process called Virtualization Desktop Infrastructure ( VDI ); however, for our purposes it is most commonly referred to simply as virtualization of the desktop. VDI is a process that separates the Page 10 of 12
13 personal computer desktop from a physical machine, allowing a user to login to their familiar Windows desktop from anywhere they have a broadband Internet connection on a device with a fully functional web browser. This means that you can access all of your desktop applications from your ipad or Android tablet, a netbook or notebook or even a desktop computer. If you are disconnected from your desktop for some reason, there's no need to worry as your desktop is on a remote server and is not affected; all you need to do is log back in and resume from your last point. In addition to practice management software, virtualization providers in the legal market also include the ability to use a program such as QuickBooks, Timeslips and Microsoft Office. Due to licensing constraints imposed by the software manufacturers, you may have to work out purchase terms with the virtualization provider. Legal Workspace (legal-workspace.com). Legal Workspace was one of the first desktop virtualization providers for the legal market segment. Currently, legal workspace offers Amicus Attorney for practice management, QuickBooks for accounting, Timeslips for time and billing, WORLDOX for document management as well as Microsoft Office and even hosted Exchange for . Pricing varies on the software you select to run on your desktop so for more information you will need to contact Legal Workspace. When LegalWorkspace was last demonstrated for Nerino Petro the price was stated as $99.oo per user per month for the base product. Legal specific software packages were in addition to that price Duncanllc ( ). Duncanllc s Cumulus is the name for this company s product, of which there are several bundles of pre-selected applications as well as having the ability to customize what is delivered based on the users exact needs. According to duncanllc, there most requested Page 11 of 12
14 bundle is the Cumulus Core bundle which consists of a Microsoft Exchange Mailbox, Microsoft Outlook 2010, Microsoft SharePoint, Microsoft Web Access, Spam Filtering, Tablet & Smart-Phone Access to Cloud Data and 50GB Shared File Storage (50 GB Network Drive). Their Premium Bundle Cumulus Office in the Cloud - adds Windows desktop on any device, Full Microsoft Office 2012, tablet and smartphone access to cloud data, weekly disaster recovery backup and automatic patch installation. The smaller bundle is $49.99 per user per month and the Premium bundle is $99.00 per user per month. Ala carte products pricing varies. To date, duncanllc has deployed Amicus to attorneys in addition to MS Office applications. CoreVault IaaS ( ). CoreVault s IaaS (Infrastructure as a Service) allows you to create your own data center on their servers. With CoreVault, you receive your own virtual server and can quickly add users, software and storage. Base pricing starts at $ per month with a per user charge of $7.00 per month added to that. So rather than paying per user, you start by paying for the server. You can get MS Office and you can also install any software that you wish to purchase directly or that CoreVault can provide for you. Conclusion. Today, solo and small firms have more choices than at any other time in the last twentyfive years when it comes to affordable practice management tools. Whether you select a desktop, SaaS, Hosted or Hybrid solution, practice management is a tool that every lawyer and law firm needs to have. Page 12 of 12
THE AMERICAN LAW INSTITUTE Continuing Legal Education. Cool Technology for Today's Lawyers
1 THE AMERICAN LAW INSTITUTE Continuing Legal Education Cool Technology for Today's Lawyers Cosponsored with the ABA Law Practice Management Section August 28, 2013 Telephone Seminar/Audio Webcast Cloud
More informationUsing Practice Management to Avoid Malpractice. Jeffrey S. Krause, Esq Krause Practice Management, LLC Lawtopia, LLC
Using Practice Management to Avoid Malpractice Jeffrey S. Krause, Esq Krause Practice Management, LLC Lawtopia, LLC Contents Introduction... 3 Common Malpractice Complaints... 3 How Does Practice Management
More informationLAW PRACTICE MANAGEMENT SOFTWARE. Choosing the Right Software for Your Practice
LAW PRACTICE MANAGEMENT SOFTWARE Choosing the Right Software for Your Practice GOALS FOR THIS PRESENTATION Discussion of traditional software verses cloud based solutions Dispelling some common myths Discussion
More informationCloud Computing (In Plain English)
Cloud Computing (In Plain English) Application Service Provider, Software as a Service, Grid Computing, Utility Computing, Platform as a Service......all these terms and more, at one time or another have
More informationMac s, PC s, Mobile Devices and the Cloud Can they all work together?
Mac s, PC s, Mobile Devices and the Cloud Can they all work together? By Andre Coetzee Director, i-worx Andre Coetzee The rate of change within technology over the last 50 years has been staggering. We
More informationAll can damage or destroy your company s computers along with the data and applications you rely on to run your business.
All can damage or destroy your company s computers along with the data and applications you rely on to run your business. Losing your computers doesn t have to disrupt your business if you take advantage
More informationWhitepaper: Cloud Computing for Credit Unions
Whitepaper: Cloud Computing for Credit Unions A new twist on an old strategy MYCU SERVICES December 29, 2011 Authored by: Lingle, Linda Table of Contents Introduction... 2 Cloud Providers... 3 Cloud Components...
More informationContents. Introduction. What is the Cloud? How does it work? Types of Cloud Service. Cloud Service Providers. Summary
Contents Introduction What is the Cloud? How does it work? Types of Cloud Service Cloud Service Providers Summary Introduction The CLOUD! It seems to be everywhere these days; you can t get away from it!
More informationIs Cloud Accounting Right for Your Business? An Educational Report
Is Cloud Accounting Right for Your Business? An Educational Report One of the most exciting changes in the accounting industry is cloud accounting. The concept is easy to grasp: cloud accounting simply
More informationHosted Workspaces Demo Guide for Citrix Service Provider Partners
Hosted Workspaces Demo Guide for Citrix Service Provider Partners Deliver a great hosted workspaces customer demo that includes Desktops-as-a-Service, virtual applications, file sharing and sync and Mobile
More informationCloud Backup and Recovery for Endpoint Devices
Cloud Backup and Recovery for Endpoint Devices Executive Summary Armed with their own devices and faster wireless speeds, your employees are looking to access corporate data on the move. They are creating,
More informationMapping Your Path to the Cloud. A Guide to Getting your Dental Practice Set to Transition to Cloud-Based Practice Management Software.
Mapping Your Path to the Cloud A Guide to Getting your Dental Practice Set to Transition to Cloud-Based Practice Management Software. Table of Contents Why the Cloud? Mapping Your Path to the Cloud...4
More informationCASE MANAGEMENT. Featured Expert: Todd C. Scott Vice President of Risk Management. Law Office Technology Series. Minnesota State Bar Association
Law Office Technology Series CASE MANAGEMENT Featured Expert: Todd C. Scott Vice President of Risk Management Minnesota State Bar Association www.mnbar.org Case Management Case management programs perform
More informationTHE CLOUD DESKTOP FOR FINANCIAL ADVISORS
THE CLOUD DESKTOP FOR FINANCIAL ADVISORS THE POWER OF THE PORTAL 1 LESS EQUIPMENT KEEP YOUR BUSINESS LEAN & MOBILE YOUR INFORMATION TECHNOLOGY IS ABOUT TO GET SIMPLER 2 External IT provides a fully featured
More informationHosted SharePoint. OneDrive for Business. OneDrive for Business with Hosted SharePoint. Secure UK Cloud Document Management from Your Office Anywhere
OneDrive for Business with Hosted SharePoint Secure UK Cloud Document Management from Your Office Anywhere Cloud Storage is commonplace but for businesses that want secure UK Cloud based document and records
More information(as of July 26, 2013)
(as of July 26, 2013) Abacus Law (800) 726-3339 Abacus Sky (800) 855-222-2878 ABC Legal Case Management By Intuit 781-370-4438 http://quickbase. intuit.com/web-basedsoftware/legal-software Configure to
More informationThe Genealogy Cloud: Which Online Storage Program is Right For You Page 1 2012, copyright High-Definition Genealogy. All rights reserved.
The Genealogy Cloud: Which Online Storage Program is Right For You Thomas MacEntee, of High-Definition Genealogy http://hidefgen.com hidefgen@gmail.com Clouds in Genealogy? What is the Genealogy Cloud?
More informationUnderstanding the Microsoft Cloud
Understanding the Microsoft Cloud by Ken Withee 2013 Microsoft Corporation. All rights reserved. Microsoft, Lync, Microsoft Dynamics, SharePoint, Windows, and Windows Azure are trademarks of the Microsoft
More informationPresented by Luke Downing
Presented by Luke Downing What is the Cloud? Market research 5 key benefits Considerations/Risks ABA rules Questions to asks Q&A Incorporated in 2002 Founded by Luke Downing & Matt Bakey Located in Norfolk,
More informationAll Practice Management Solutions Are Not Created Equal
All Practice Management Solutions Are Not Created Equal All Practice Management Solutions Are Not Created Equal A Comparison of Amicus Attorney Features and Clio Features Introduction Today s business
More informationTwitter the love to #smbnation and #gs103 My twitter handle = directorcia Survey forms. Questions at the end.
Twitter the love to #smbnation and #gs103 My twitter handle = directorcia Survey forms. Questions at the end. What customers want Why SharePoint is critical World of Web Apps With Office 2010 Deployment
More informationSetting Up, Keeping Up and Maintaining Files
Setting Up, Keeping Up and Maintaining Files by Jeffrey S. Krause, Esq. Introduction How Bad File Management Can Get You in Trouble Many of the most common complaints (and malpractice claims) are the result
More informationHow Small to Medium-Sized Businesses Can Leverage the Cloud in Secure, Money-Saving Ways A White Paper by CMIT Solutions
How Small to Medium-Sized Businesses Can Leverage the Cloud in Secure, Money-Saving Ways A White Paper by CMIT Solutions 1. With every day that passes, cloud computing becomes an even more integral part
More informationCloud Computing TODAY S TOPICS WHAT IS CLOUD COMPUTING? ICAC Webinar Cloud Computing September 4, 2012. What Cloud Computing is and How it Works
Cloud Computing TODAY S TOPICS What Cloud Computing is and How it Works Security & Privacy Issues Investigative Challenges WHAT IS CLOUD COMPUTING? Cloud computing refers to software or processes offered
More informationIn the Cloud. Scoville Memorial Library February, 2013 ccayne@biblio.org
In the Cloud Scoville Memorial Library February, 2013 ccayne@biblio.org What is the Cloud? You may have heard people using terms like the cloud, cloud computing, or cloud storage. But what exactly is the
More informationCentralizing email Communications
CLOUD COMPUTING FOR EVERYONE Centralizing email Communications Cloud computing for families by examining how a typical family an use cloud-based tools to help improve communications between family members.
More informationwww.alliancetechnologies.net
Corporate Headquarters 400 Locust Street Suite 840 Des Moines, Iowa 50309 Phone: 515-245-7777 Cedar Rapids Office 5925 Council Street NE Suite 180 Cedar Rapids, Iowa 52402 Phone: 888-387-5670 x7717 Alliance
More informationLOOK TO THE CLOUD: Cloud Computing Primer An ebook
LOOK TO THE CLOUD: Cloud Computing Primer An ebook Contents 1. What Is the Cloud?... Pg. 3 2. What is Office 365?... Pg. 3 2-1. Exchange Online... Pg. 4 2-2. SharePoint Online... Pg. 5 2-3. Lync Online...
More informationHosted Desktop for Business
Your complete guide to Hosted Desktop Hosted Desktop for Business 1 Doc V1.0 Jan 2014 Table of Contents Hosted Desk- 3 Hosted Desktops today... 4 What is a hosted desktop? 4 How does it work? 6 How easy
More informationUsing Dropbox with Amicus Attorney. (Presentation Notes) Full Presentation & Video Available @ http://accellis.com/ using-amicus-attorney-with-dropbox
(Presentation Notes) Full Presentation & Video Available @ http://accellis.com/ using-amicus-attorney-with-dropbox Materials by: Colleen Heine Amicus Attorney Certified Consultant My name is Colleen Heine
More informationLEGAL SOFTWARE 101. The right software can increase profitability and productivity for your law firm.
LEGAL SOFTWARE 101 The right software can increase profitability and productivity for your law firm. Legal Software 101 Whether you re getting ready to hang your own shingle or managing an established
More informationFinding the Right Cloud Solution for Your Business
Finding the Right Cloud Solution for Your Business Overview of Cloud Computing Different Types of Cloud Computing Explained Pros and Cons of Moving to the Cloud Migration Gotchas - How to Have a Seamless
More informationwww.dowsemurray.co.nz
What we are covering Best practices The cloud Email and document storage Phones and faxes Home office suggestions Small business suggestions Where to buy Where to get support Fun stuff What (I hope) you
More informationCopyright and Co-sponsorship statement
MODULE TWO Slide 1 Title Slide Business Technology Simplified Module 2: Running Your Business on Your Own Terms Slide 2 Copyright and Co-sponsorship statement Copyright 2010 Microsoft Corporation All rights
More informationWhat I want new lawyers to know
What I want new lawyers to know 1 With Jim Calloway Director Oklahoma Bar Association Management Assistance Program Email jimc@okbar.org Twitter @jimcalloway Blog http://jimcalloway.typepad.com YouTube
More informationAll your apps & data in the cloud, all in one place.
The Cloud Desktop For Business Unify Your Business IT Experience All your apps & data in the cloud, all in one place. The Cloud Desktop houses all of your organization's applications and data in one easy-to-access
More informationSave Time and Money with Web-based Email Messaging and Collaboration for Teams
Save Time and Money with Web-based Email Messaging and Collaboration for Teams If you re looking for a robust alternative to your current email server or hosted email service, Google Apps for Business
More informationParla, Secure Cloud Email
Parla, Secure Cloud Email Secure Email, Instant Messaging, Calendar, Contacts, Tasks, File sharing and Notes across all devices The 1 st Secure Email and Instant Messaging from and European Security Vendor
More informationCloud computing an insight
Cloud computing an insight Overview IT infrastructure is changing according the fast-paced world s needs. People in the world want to stay connected with Work / Family-Friends. The data needs to be available
More information4 ways to grow your small business with Salesforce CRM
4 ways to grow your small business with Salesforce CRM Contents Executive Summary... 2 Make everyone more productive... 2 Customize: Make Salesforce CRM work the way you do... 2 Organize: Centralize your
More informationHanging Out a Shingle: Technology Every Solo Needs. Presented by: Nicholas B. Proy
Hanging Out a Shingle: Technology Every Solo Needs Presented by: Nicholas B. Proy Biography Solo attorney Network administrator for 12+ years Practice law in Maryland, Pennsylvania and Washington, D.C.
More informationOffice 365 for small businesses
Office 365 for small businesses Businessclass Email File Sharing Plus HD Video Conferencing Office Desktop Apps Office Mobile Office Online Anywhere Access Technical Support Simple IT Management Financiallybacked
More informationEliminate Risk & Gain Rewards Using Technology: How Savvy Successful Small Businesses Operate By Laura Leist, CPO, MOS, CRTS January 12, 2015
How Savvy Successful Small Businesses Operate By Laura Leist, CPO, MOS, CRTS January 12, 2015 Contact Information Laura Leist Eliminate Chaos laura@eliminatechaos.com 425.670.2551 877.342.8592 Author:
More informationHosted Exchange 2010
Hosted Exchange 2010 More email flexibility. Less server hassle and cost. Add/remove mailboxes at any time to suit your needs Unlimited web traffic Choice of Premium or Basic mailboxes Hosted Exchange
More informationSafeMail April 2015. SafeMail Helping your business reach further with email hosted at UK based, ISO 27001, Tier 4 data centres.
SafeMail April 2015 Secure cloud solutions with guaranteed UK data sovereignty. SafeMail Helping your business reach further with email hosted at UK based, ISO 27001, Tier 4 data centres. Detailing the
More informationOverview of Legal Specific Practice Management Software: Find Out What s Available for Your Practice
Overview of Legal Specific Practice Management Software: Find Out What s Available for Your Practice Catherine Sanders Reach, MLIS Director, ABA Legal Technology Resource Center Practice management software
More informationSafe-Guarding Client Information Basic Data Security Training for Lawyers
Safe-Guarding Client Information Basic Data Security Training for Lawyers Sponsored by the Law Practice Management Committee of The New York State Bar Association John R. McCarron Jr, Esq. Partner, Montes
More informationWhitePaper. Private Cloud Computing Essentials
Private Cloud Computing Essentials The 2X Private Cloud Computing Essentials This white paper contains a brief guide to Private Cloud Computing. Contents Introduction.... 3 About Private Cloud Computing....
More informationInsightCloud. www.insightcloud.com. Hosted Desktop Service. What is InsightCloud? What is SaaS? What are the benefits of SaaS?
What is InsightCloud? InsightCloud is a web portal enabling Insight customers to purchase and provision a wide range of Cloud services in a straightforward and convenient manner. What is SaaS? Software
More information8 STEPS FOR MOVING TO A PAPERLESS LAW OFFICE
8 STEPS FOR MOVING TO A PAPERLESS LAW OFFICE SIMS LAW FIRM, LTD 1700 Park St., Suite 206 Naperville, IL 60563 630-344-9267 630-689-9072 (fax) BRYAN M. SIMS Bryan Sims is a shareholder and founder of Sims
More informationMicrosoft Office 365 from Vodafone. Do business virtually anywhere
Do business virtually anywhere Now there s an easy way to do business virtually anywhere 2 Microsoft Office 365 from Vodafone is helping to empower people to work the way they want, on their terms, from
More informationSecurity, Reliability & Control with Hosted Exchange
Hosted Applications Commonly referred to a Cloud Computing and/or Software-as-a-Service (SaaS), web-hosted software applications service provides you with a new way to get business software and applications
More information2015 USER GROUP CONFERENCE
2015 USER GROUP CONFERENCE The Cloud This session will touch anything and everything cloud based that is important to districts today. We will compare and contrast Google Apps and Office 365, Cloud storage
More informationIntroduction to Cloud Services
Introduction to Cloud Services (brought to you by www.rmroberts.com) Cloud computing concept is not as new as you might think, and it has actually been around for many years, even before the term cloud
More informationYour guide to email marketing
Your guide to email marketing Precept 2016 Entering the world of email marketing can seem pretty daunting. Especially if your business has never done email marketing. But emails are actually a great way
More information( and how to fix them )
THE 5 BIGGEST MISTAKES LAWYERS MAKE WHEN CHOOSING A CLOUD SERVICE PROVIDER ( and how to fix them ) In recent years, an increasingly large number of law firms have moved their software and data to the cloud.
More informationMicrosoft Exchange Email Services
Microsoft Exchange Email Services Safe and secure hosted exchange platform Digital Marketplace Service Definition CONTENTS Overview of Service... 2 Westgate IT s Microsoft Exchange Email Services... 2
More informationThe Importance of User Workspace Virtualization in Desktop Virtualization
res Software // Whitepaper The Importance of User Workspace Virtualization in Desktop Virtualization Whitepaper Transforming Desktops into Workspaces 2 Table of content: Abstract... 3 What is desktop virtualization?...4
More informationINFORMATION TECHNOLOGY FOR THE SOLO AND SMALL FIRM LAWYER: AN OVERVIEW
S U R V I V I N G & T H R I V I N G Indianapolis Bar Association INFORMATION TECHNOLOGY FOR THE SOLO AND SMALL FIRM LAWYER: AN OVERVIEW National Museum of American History November 10, 2011 Tyler D. Helmond
More informationSample- for evaluation purposes only! Outlook Web App. TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc.
A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. 2015 Outlook Web App TeachUcomp, Inc. it s all about you Copyright: Copyright 2015 by TeachUcomp, Inc. All rights reserved. This publication,
More informationModule 2 Cloud Computing
1 of 9 07/07/2011 17:12 Module 2 Cloud Computing Module 2 Cloud Computing "Spending on IT cloud services will triple in the next 5 years, reaching $42 billion worlwide." In cloud computing, the word "cloud"
More informationEmails + Zoho CRM. for Your Business. Customer Relationship Management. Email
Emails + Zoho CRM for Your Business Customer Relationship Management Email 2 Contents The Basics The Email + CRM Solution Built-in Option to Send Emails Zoho Mail Add-on BCC Dropbox Plug-in for Microsoft
More informationCloud Apps HCSS Software Hosting & Data Security
Cloud Apps HCSS Software Hosting & Data Security Innovative Software for the Construction Industry SOLUTION Productivity in the cloud. We expect you to be the experts when it comes to building roads and
More informationPractice Management Software Improves in Affordability, Features
Search: Entire Site Bar News - July 22, 2005 Practice Management Software Improves in Affordability, Features By: Attorney Todd Cheesman What causes you headaches and doesn t earn you money? It s probably
More informationHow cloud computing can transform your business landscape.
How cloud computing can transform your business landscape. This whitepaper will help you understand the ways cloud computing can benefit your business. Introduction It seems like everyone is talking about
More informationWhat is the Cloud? Computer Basics Web Apps and the Cloud. Page 1
Computer Basics Web Apps and the Cloud What is the Cloud? You may have heard people using terms like the cloud, cloud computing, or cloud storage. But what exactly is the cloud? Basically, the cloud is
More informationDiagram Cloud Computing
Diagram Cloud Computing Cloud Computing Diagram 1: Traditional Network Combined with a Single Cloud Computing Application In the above Cloud Computing Diagram, the company has decided to no longer own,
More informationIntroduction to Microsoft Small Business Server
Summary The aim of this article is to present some basic information about Small Business Server 2003 and how it can fit in with your business. Topics What is Small Business Server? (also known as SBS)
More informationSmart & Secure Technology Options for Cities
Smart & Secure Technology Options for Cities What comes to mind when you think of smart??? Me I am not an attorney I am a technology enthusiast I am paranoid I have trust issues I see the best intentions
More informationCloud Computing Security: Public vs. Private Cloud Computing
Cloud Computing Security: Public vs. Private Cloud Computing White paper Parallels Cloud Computing Security Overview Over the last few years, cloud computing has become a buzzword on the Internet. In simple
More informationShafiq Khan. An Introduction to. Cloud Computing 13/12/2012
Shafiq Khan An Introduction to Cloud Computing 13/12/2012 Who we are. > Part of East Lancashire Chamber of Commerce > Web design agency established in 1998 > Customer focused with web solutions for every
More informationMSBA. Managing a Practice Ain t For Sissies!
MSBA Managing a Practice Ain t For Sissies! Pre Purchase Issues What do I want to be when I grow up? What type of Practice will I have? Should there be an s at the end of Practice above? Features of Your
More informationHow To Decide If Your Organization Is Ready For Cloud Computing
Is Your Organization Ready for the Cloud? UNDERSTAND THE FACTS MARCH 2012 For years now, we ve all been bombarded with fragments of information on the topic of cloud computing. If you are like the majority
More informationWhat are Hosted Desktops?
Hosted Desktops An introduction to Hosted Desktops from Your Office Anywhere Hosted Desktops from Your Office Anywhere provide Flexibility, Reliability and Security and offer genuine cost savings against
More informationIs Cloud Computing Inevitable for Lawyers?
Is Cloud Computing Inevitable for Lawyers? by Sharon D. Nelson and John W. Simek 2015 Sensei Enterprises, Inc. Not a single day goes by when you don t hear something about cloud computing. It could be
More information2013 USER GROUP CONFERENCE
2013 USER GROUP CONFERENCE The Cloud This session will touch anything and everything cloud based that is important to districts today. We will compare and contrast Google Apps and Office 365, Cloud storage
More informationHow cloud computing can transform your business landscape
How cloud computing can transform your business landscape Introduction It seems like everyone is talking about the cloud. Cloud computing and cloud services are the new buzz words for what s really a not
More informationEmail Marketing System Options
System Options Different Systems for Different Users We run various different types of systems for different users based on their email marketing requirements. If you have your own email marketing system
More informationTechTarget Virtualization Media. E-Guide
TechTarget Virtualization Media E-Guide Desktop Virtualization: Expert Guide to VDI, Hypervisors, and More Many businesses fail to understand that the desktop virtualization space extends far beyond just
More informationUSING CLOUD COMPUTING TO BETTER SERVE YOUR CLIENTS
USING CLOUD COMPUTING TO BETTER SERVE YOUR CLIENTS A publication of USING CLOUD COMPUTING TO BETTER SERVE YOUR CLIENTS TABLE OF CONTENTS Overview of Paper 3 How Cloud Computing can Benefit You 4 What Does
More informationEfficient Time Management with Technology
Introduction Efficient Time Management with Technology Technology can either save you a lot of time or waste a lot of your time. Every office is full of computers running a wide variety of software tools,
More informationThis white paper from Stylusinc describes how enterprises benefits by migrating to Microsoft Office 365 and how it is bringing about a sea change in
This white paper from Stylusinc describes how enterprises benefits by migrating to Microsoft Office 365 and how it is bringing about a sea change in how enterprises look at basic things like email collaboration
More informationCloud Computing Guidelines
1 Cloud Computing Guidelines Contents Introduction... 3 What is cloud computing?... 3 Why use cloud computing?... 4 The building blocks of cloud computing... 8 Best practice guidelines... 12 The legal
More informationMarket Research Business Collaboration Tools
Market Research Business Collaboration Tools This document has been designed to provide you with a snapshot of the best business collaboration tools available in the market as of date. We have evaluated
More informationSJRWMD Cloud-Based Email Quick-Start Guide
SJRWMD Cloud-Based Email Quick-Start Guide Your email account is now in the Microsoft cloud, also known as Office 365. This change from onpremise email provisioning to the cloud allows the agency to provide
More informationUSING GENIE REMOTELY
USING GENIE REMOTELY This document outlines the available options for using Genie in offsite logging mode (Genie single user) or remotely in real-time via a remote desktop (terminal services) connection.
More informationMicrosoft Office 365 vs Google Apps for Business
Microsoft Office 365 vs Google Apps for Business A publication by Is this ebook right for me? Not quite sure if this ebook is right for you? See the below description to determine if your level matches
More informationMicrosoft Office 365 From Vodafone 2015 Update
Microsoft Office 365 From Vodafone 2015 Update What is Microsoft Office 365? Microsoft Office 365 offered by Vodafone is a hosted, cloud-based IT solution that combines Microsoft s suite of communication
More informationWhere are Organizations Today? The Cloud. The Current and Future State of IT When, Where, and How To Leverage the Cloud. The Cloud and the Players
The Current and Future State of IT When, Where, and How To Leverage the The and the Players Software as a Service Citrix VMWare Google SalesForce.com Created and Presented by: Rand Morimoto, Ph.D., MCITP,
More informationAn introduction to Hosted SQL database applications
Hosted SQL Server From Your Office Anywhere Cloud hosting applications that require SQL server not only gives you the flexibility to run your application from anywhere, but also provides genuine cost savings
More informationBACKUP ESSENTIALS FOR PROTECTING YOUR DATA AND YOUR BUSINESS. Disasters happen. Don t wait until it s too late.
BACKUP ESSENTIALS FOR PROTECTING YOUR DATA AND YOUR BUSINESS Disasters happen. Don t wait until it s too late. OVERVIEW It s inevitable. At some point, your business will experience data loss. It could
More informationHosting Solutions Made Simple. Hosted Exchange - Email for Small & Medium Businesses
Hosting Solutions Made Simple Hosted Exchange - Email for Small & Medium Businesses Compete More Effectively with Hosted Exchange Today s economy is especially hard on small businesses. How does your small
More informationC. All responses should reflect an inquiry into actual employee practices, and not just the organization s policies.
Questionnaire on Electronically Stored Information (May 2014) Comment The Questionnaire is intended to be a comprehensive set of questions about a company s computer systems. The extent to which you should
More informationThe fastest Cloud upgrade for Windows desktops
The fastest Cloud upgrade for Windows desktops Key Benefits 1. 2. 3. Speed Elastic Desktop is the fastest Cloud desktop available for Windows business applications. Load applications instantly and search
More informationimail Frequently Asked Questions (FAQs) 27 July 2015 Version 2.2
imail Frequently Asked Questions (FAQs) 27 July 2015 Version 2.2 Owner: Cynthia Tan IT Services Table of Contents GENERAL FAQS... 4 1. How to access to Sunway imail account?... 4 2. I can t login to my
More informationMicrosoft Office & Lync Tech Tips
Microsoft Office & Lync Tech Tips Tech Tip - Using Conversation View in Outlook There are several ways to sort or organize your e-mails within Outlook. Sorting by sender, subject, received date and size
More informationMicrosoft Exchange Email Services
Microsoft Exchange Email Services Safe and secure hosted exchange platform G-Cloud 5 Service Definition CONTENTS Overview of Service... 2 Westgate IT s Microsoft Exchange Email Services... 2 Why Use a
More informationThe Small Business Guide to Big Business Email
The Small Business Guide to Big Business Email How hosted Microsoft Exchange Server can help your small business become more competitive. Table of Contents Compete More Effectively With Hosted Exchange...
More informationACCESSING MICROSOFT OFFICE 365 FREE STUDENT RESOURCES
ACCESSING MICROSOFT OFFICE 365 FREE STUDENT RESOURCES Download and Installation instructions 1. Go here and sign into Office 365 with your username and password. Username: Unitecusername@myunitec.ac.nz
More information