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Tech Trends in the Legal Fields
Joseph M. Craven Dir. of IS
Carroll Burdick & McDonough [email protected]
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2Privileged and Confidential — Attorney-Client and Attorney Work Product Privileges Apply
Current State of Legal Technology
Electronic Document Management Groupware Systems – Exchange & Groupwise Docketing – Rules Based Calendaring Financial Information Systems Public Internet Sites – w/o e-commerce Some PDA Adoption
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3Privileged and Confidential — Attorney-Client and Attorney Work Product Privileges Apply
Challenges in the Legal Industry
Massive amounts of information Electronic Files – Documents/Email Paper Documents
Reusability of Work Product/Knowledge Billing and Tracking Time
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4Privileged and Confidential — Attorney-Client and Attorney Work Product Privileges Apply
Legal Opportunities
Managing and sharing Knowledge Workflow Implementation to
Improve Efficiencies Imaging with Full Text Search Web Enabled PDAs Collaboration with Clients, Co-
Counsel
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5Privileged and Confidential — Attorney-Client and Attorney Work Product Privileges Apply
Outlook: e-mail, calendar, tasks andcontacts.Web Clients - eroom, WorldoxWebThick Clients for standard desktopapplications.
Windows NT Desktop
Collaboration Clients
Legal Rules CalendarRecords Management
Prolaw SQL
Docketing
BillingEquity Expense RecoveryConflictsTime Entry
CMS
AccountingSystem
Electronic RecordsWordExcelPowerPoint
Worldox
Document Management
Personal CalendarTasksE-MailElectronic faxGlobal ContactsPersonal Contacts
Exchange Server
MessagingSystem
Litigation Management SystemSystems Diagram
Calendar dates
Matter InfoBilling DataTime Data
EMail Data
Outlook: e-mail, calendar, tasks andcontacts.Portable Case Management
Laptops and PDAs
Remote Access
Palm/CEIntegration
OLE Records will be integrated withDocument Mgmt. System.
Worldox Drop
MessagingIntegration
Email Records
Case File DatabaseScanned Imagesdepositions/transcripts
ZyImage
Imaging Database
Case InformationCase CalendarTime EntryContacts/ExpertsCollaborative DiscussionsPhotos/videosIntegration withWorldox WebExchange ServerZyWeb
iCase
Secure CBM LawPortal
Worldox Web Integration
Integration
The CB&M Systems Diagram
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6Privileged and Confidential — Attorney-Client and Attorney Work Product Privileges Apply
Best of Breed Solution at CB&MIntegration using the Web
IIS – Web server SQL Server Worldox/Web – Document Management ZyImage – Paper Document Imaging ProLaw SQL - Legal Rules Calendar
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7Privileged and Confidential — Attorney-Client and Attorney Work Product Privileges Apply
CBM’s Extranet
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8Privileged and Confidential — Attorney-Client and Attorney Work Product Privileges Apply
Web Based Document Imaging
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9Privileged and Confidential — Attorney-Client and Attorney Work Product Privileges Apply
Sample Practice Group
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10Privileged and Confidential — Attorney-Client and Attorney Work Product Privileges Apply
iCase Calendar Screen
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11Privileged and Confidential — Attorney-Client and Attorney Work Product Privileges Apply
Worldox Web Integration
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12Privileged and Confidential — Attorney-Client and Attorney Work Product Privileges Apply
Worldox Web Search Results
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13Privileged and Confidential — Attorney-Client and Attorney Work Product Privileges Apply
Value to CB&M and Clients
Web Accessible Information Sharing of Work
Product/Knowledge Client Collaboration Improved Efficiency Lower Costs to Client