Law Practice Management Section Seminar Management of the Modern Law Firm
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1 2015 NSBA Annual Meeting Law Practice Management Section Seminar Management of the Modern Law Firm Carol Cleaver, Drew Embury, Phil Lieber October 7, 2015 Embassy Suites, La Vista
2 Wednesday, October 7, 2015 Microsoft Office 365: Digital Tools for the Legal Offices Presented By P&L Technology Format: Panel discussion with Q&A Panel Participants: Phil Lieber President P&L Technology Jake Molko Sr. Engineer P&L Technology Goal of Session: Microsoft has many different tools which attorneys can utilize to become more efficient with their usage of technology. This session will provide an introduction to Office 365 and present best practices, practical uses, and how Office 365 can integrate into the modern law firm. Timeline: 10 minutes Introduction and review of goals and objectives. Poll of attendees to insure session meets needs of attendee minutes of discussion on the topics listed below 10 minutes of Q&A around either the topics listed below, or anything else in the expertise of the panel group Prepared Topic Amplify the Productivity of Your Practice
3 Office 365 defined o Focus on , Video Conferencing, file sharing, mobile work, and how 365 brings it all together in the cloud o Brief overview of why the cloud o Anywhere Access o Work together Video Conferencing o Skype for business o Live demonstration of video conferencing o Instant messaging OneDrive and Sharepoint o Online document sharing o Editing o Storage o Security
4 About P&L Technology Located in Omaha, Nebraska, with a branch office in Lincoln, Nebraska, P&L Technology takes pride in its solid Midwestern values. That s why our company s core purpose is Make a Difference for each and every client. We ve been in the business of providing technology solutions since During this time, we have grown and expanded our solutions for small and mid-sized companies based on recognizing the needs and challenges companies face on a daily basis. Our business is technology and our background is in business. That s the reason P&L Technology is so well-suited for today s ever-changing business needs. We recognize that every business is unique that s what makes your company successful. You can t just box up one product and expect it to work for everyone. That s where we re different; we understand the varying needs that technology must address; therefore, we are better equipped to develop solutions for your business accordingly. The P&L Technology team is a diverse group of people with backgrounds ranging from entrepreneur to software engineer. The contrasting experiences and knowledge of our people allows us to more effectively provide solutions for many industries. To learn more, visit or call (800)
5 Attorneys are always on the move, facing constant time pressures and dealing with ever- growing volumes of information. That s why you need productivity tools that can keep up with your accelerating world while keeping client information safe and confidential. Microsoft Office 365 productivity services can help your firm: Access case files, , calendar, and contacts from anywhere Stay up to date with courtroom schedules Share information securely across teams, even outside your organization Track all team communications for a case account Participate in consultations with online, multi-party HD video conferences Amplify the Productivity of Your Practice Attorneys are always on the move, facing constant time pressures and dealing with ever- growing volumes of information. That s why you need productivity tools that can keep up with your accelerating world while keeping client information safe and confidential. Microsoft Office 365 productivity services can help your firm: Access case files, , calendar, and contacts from anywhere Stay up to date with courtroom schedules Share information securely across teams, even outside your organization Track all team communications for a case account Participate in consultations with online, multi-party HD video conferences 1
6 Business- Class File Sharing Plus HD Video Conferencing Office Desktop Apps Office Web Apps Office Mobile Anywhere Access Technical Support Simple IT Management Financially- Backed SLA o Office is always up-to-date o Use Office on 5 devices/user o Everything you need in one place, across all devices o Sync files to devices for offline viewing and editing Full Office Anywhere Access Business- Class Simple IT Management File Sharing Financially- Backed SLA HD Video Conferencing Technical Support o All services work together o No servers to set up o Microsoft manages the servers for you o Keep the control you want 2
7 Office 365 is the real deal, and it blows away Google Apps. Edward F. Motzen, CRN 1 Work Together 3
8 Install Office on up to 5 devices per user Across your PC, Mac, tablet, and smartphone 4
9 Join meetings with one click from your preferred mobile device View the presenter's shared screen or PowerPoint slides Communicate with clear audio and HD video Connect in new ways with real-time whiteboarding, Q&A, and polling Save s, contacts, and documents in the cloud Limit data and productivity loss from computer, theft, damage, and failure Safeguard critical business IP and data during employee turnover 5
10 Sync files to your devices using OneDrive for Business for offline access and automatically re-sync edits Automatically save and backup files to the cloud Outlook Calendar People and their presence Instant messaging Sites Office Web Apps Office on Demand 6
11 Share large files easily and securely using SkyDrive Pro Others can open and edit the files directly in the browser using Office Web Apps Co-edit files at the same time Reply within comments Share directly from Office applications Click here to share files with others 7
12 Next steps Contact P&L Technology Assess your requirements Begin your implementation plan 0 Office C 2012 Microsoft Corporstion. All rights reserved. Microsoft, Windows. and other product names are or may be registered trademarks and/or tredemarks in the U.S. and/or other countries. The infonnation herein is for informational purposes only and represents the current vlew of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. Mll:ROSOFT MAKES NO WARRANTIES. EXPRESS. IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 8
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