Tools of the Trade Apps, Websites, and Programs to Make Your Practice Easier

Transcription

1 Tools of the Trade Apps, Websites, and Programs to Make Your Practice Easier Adriana Linares LawTech Partners

2 Learn to Siri (if you have an iphone or ipad Ask Siri to Perform Tasks: What Is Susan Parks Phone Number? Google The War Of 1812 New To Susan Park Set Up A Meeting With Michael At 9 AM Move My 3 PM Meeting To 4:30

3 Premier phone handling service for solo and small firm businesses Live phone answering, transferring and handling per your instructions Msgs delivered by or text Call tracking / history Plans start at $240/month Forty percent of their clients are lawyers Use Promo Code LawTech to save $95 (set up fee) AND get a 21 day free trial.

4 Use Ruby on the go! Complimentary iphone app

5 über conference Start a conference without having to enter a PIN Schedule conference in advance Automatically call participants at scheduled time (Pro only) Schedule recurring meetings (Pro only) Get a local phone number (Pro only) Optional web display shows who is currently talking Easily and quickly mute participants one at time, or by group Participants allowed conference before the organizer shows up Record call easily with one button iphone and Android apps (free) let you easily start a conference from your phone

6 Online Meetings Mobile collaboration Cloud video conferencing Share screens Free versions often available, paid plans are not expensive Have more than one, learn to use them Attendees can even join from their ipad or iphone or other smartphone Recording capabilities

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8 Free sign up with you address and a password. When you get an confirmation for a plane reservation or hotel stay, you forward it to plans@tripit.com. Keep up with the key travel information in one place. Stay connected to co-workers and friends while on the go TripIt.com

9 Typography for Lawyers Written by Matthew Butterick, Harvard graduate of graphic design turned lawyer Found that lawyers create amazingly complex documents with pathetically poor typography. His book, Typography for Lawyers, will quickly help you set up your documents so that they look vastly more professional than your fellow lawyers. Buy Typography for Lawyers on Amazon ($25) today. You won t regret it. But your opponents will.

10 Lyon is the font used by the NYTimes

11 Serif font optimized for screen legibility You already own it Georgia

12 WordRake Helps you quickly remove unnecessary words and phrases to quickly and easily make your writing clear and concise It was created by lawyer, NY Times bestselling author, and ABA writing expert, Gary Kinder. Used by over 1000 law firms Only $99/year

13 Evernote An online repository for all of your information If it s digital, or can be made digital, it can be sent to your Evernote account. Take pictures, clip web pages, send s with attachments, and send documents to Evernote. Evernote is free for basic features. Buy Evernote for Lawyers ($10) for Kindle Download Rocket Matters How To Use Evernote in A Law Office ebook

14 Dual Monitors Multiple monitors make you more efficient. All computer monitors are widescreen. A computer monitor in portrait mode is better for viewing documents. Leave one monitor in widescreen/landscape mode, and put the other monitor in tall/portrait mode.

15 Password Managers The best protection against hackers is to have different passwords for each website. DON T use any of the 25 most common passwords, because these are the ones that hackers have scripts to check for first. Learn to use a password manager such as RoboForm or LastPass Major time saver for filling out forms

16 Google gethuman [name of company] and you ll see the phone number, along with comments by users with extra tips on how to get past the bureaucratic barriers Download the iphone or Android app for you phone GetHuman.com

17 Sanebox Helps with overload Works with Gmail and Microsoft Outlook to pull out non-human s Holds them until the end of the day, in a special folder that reminds you to check at 4 pm every day.

18 Best way to learn software online Great videos from knowledgeable instructors organized in a way to make learning fun and efficient. Watch courses on their mobile site, or use apps for iphone, ipad, or Android devices Also Udemy.com and Grovo.com Lynda.com

19 Fujitsu ScanSnap Scanner The most popular, reliable easy to set up, and deadsimple to use scanner. Push less paper and work more efficiently. This is another lifechanging tool (especially when you combine it with Evernote).

20 NetDocuments Developed for Lawyers Organize matters the way you like Remote Access Secure Cloud Based Client Portal

21 Dictate 24 hours a day 7 days a week Dictate using a variety of methods Receive your completed work in about 3 hours Know that your work is secure Utilize a number of tools that make Speak Write more like your inhouse staff Review your billing information Access your completed jobs online

22 Document automation and intelligence Automates gender and verb agreement, pronouns and plurals, capitalization Limited, unlimited or yes/no input choices, master lists across matters, conditional entries, customized field formats and forward and reverse date precedents The Form Tool Alternative to HotDocs Prevents errors and metadata issues Claims to reduce staff time and expense by up to 90% while increasing accuracy Attorneys can manage a master Will form with multiple subsidiary Trusts or generate real estate financings

23 Thank you. Adriana Linares is a legal technology trainer and consultant with LawTech Partners, a professional services firm specializing in the legal industry. The firm's services include legal technology consulting and law office software training. Using her practical and personal approach to learning she helps legal professionals maximize their technology skills and investments. Having spent her formative career-years at two of Florida s largest law firms, Adriana went on to open LawTech Partners in 2004 and has recently launched Help Desk for Lawyers a remote training and support service focused on solo and small firms. She is a frequent speaker at national technology conferences and a regular contributor to legal blogs and publications. She has served on the Board of the ABA TECHSHOW, as a technology consultant to the Florida Bar Communications Committee and Board of Governors, and as an editor for Technolawyer's Blawgworld. In 2013 she was named as one of the Fastcase Top 50 Global Legal Innovators. Today she serves on the Board of the ABA Law Practice Division Legal Technology Resource Center and its elawyering Task Force. She also serves on the advisory board for the Center for Law Practice Technology. Adriana has a Bachelors in Geography from Stetson University, a Masters in Corporate Communication and Technology from Rollins, Adriana Linares and speaks fluent Spanish. LawTech Partners training@lawtechpartners.com