etechnology and law clerks tools that can help you in your practice charles bennett principal...
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eTechnology and Law ClerksTools That Can Help You in Your Practice
Charles BennettPrincipal Consultant, Triella
www.triella.com 416.269.4368
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May 12, 2005 2
Welcome!
Our Purpose1. To increase your awareness of the tools
available from Google
2. To explain what a BlackBerry is and how it can assist you
3. To discuss some of the software products targeted at law clerks
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May 12, 2005 3
A Bit of Shameless Promotion
• Technology assessment– Triella takes a holistic view of your system– You get a complete report outlining any gaps– Items are classed from Critical to Warning– We can help correct the problems for you
• We also provide full service technology consulting for the bigger picture view of how technology can help your business
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All About Google
From Searching to Mapping and Everything in Between
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May 12, 2005 5
The Google home page offers many searching features.
• Web– searches Internet Web pages
• Images– searches images available on the Internet
• Groups– searches news groups
• News– searches news stories
• Maps– a complete mapping system
• More»– Other features and software available from Google
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May 12, 2005 6
Image searching is useful for finding corporate logos and graphics.
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May 12, 2005 7
Special interest groups can offer insight into almost any topic of interest.
• More useful as alternative support
• Useful for social issues
• Useful for views on a subject
• Less useful for legal information
• Can be a resource for some issues, particularly litigation
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May 12, 2005 8
A summary of the daily news can be obtained as well as specific news.
• Search News without a search term– top stories– world news– Canadian news– Business– Science and technology– sports, entertainment, health
• Search with a search term for news on that term
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May 12, 2005 9
Google’s mapping feature is revolutionary in its ease of use.
• Locate an address anywhere in North America quickly and easily
• Obtain directions from point A to point B
• Scale and scroll easily
• Look for business services
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May 12, 2005 10
Google’s desktop search uses the same technology to search your computer.
• Google Desktop is a download– available under the More» option– indexes files and email– web searches happen at the same time– sidebars provide additional information
• Updates periodically throughout the day
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May 12, 2005 11
But Google’s forte is searching. Learn how to refine searches to suit your needs.
• Search pages from Canada only• Search a specific site site:• Search by file type filetype:• Who links to your site? link:• Words in the title? allintitle:• Define words define:• Simple math calculations <expression>
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May 12, 2005 12
Use Google Alerts to tell you about the news that you are most interested in.
• Enter your search term
• Enter your email address
• Set the frequency
• Get News as it happens
Email Notification
Link Provided to Article
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May 12, 2005 13
Install the Google toolbar to enhance your browsing experience.
Choose the type of searchEnter your search term
Perform a desktop specific searchLook at Canadian newsGoogle’s ranking for the current pageNumber of pop ups blocked by the toolbar
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Check the spelling of any text you type on a pageLink to information such as street addresses, VIN numbers, Fed Ex etcFills in common personal information on a Web formIf you are a blogger, blogs the current web page10
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11 Set the options that control the toolbar
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12 Highlight search terms
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All About the BlackBerry
The features, the functions and how it can help you.
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May 12, 2005 15
What exactly is the BlackBerry?
• A series of Personal Digital Assistant devices that provides mobile access to information
• Competing devices include– Palm Treo– Windows CE based devices– Motorola Moto Q– Nokia E-Series
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May 12, 2005 16
There are three primary models of BlackBerry however each carrier differs.
Rogers - 7290 Rogers - 7700 Rogers - 8700
Bell - 7250 Bell – 7130e Bell – N/A
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May 12, 2005 17
BlackBerry devices are feature rich and include all essential communications tools.
• E-mail• Calendar• Contacts• Internet• Instant messenger• Tasks• Notes• Alarm• Calculator
Signal StrengthBattery lifeRemindersApplication AreaApplication Description
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May 12, 2005 18
What makes the BlackBerry vital to law firms is push email…
Compose a message on the BlackBerry and Send.
The message is encrypted and then transmitted.
...to the nearest cellulartower. There it travelsby land line to a RIM
email server.
RIM stores the messageand then sends it to thecompany server or the
communications carrier.
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Firm Server
Carrier Server
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May 12, 2005 19
…which requires no action on the part of the user to send or receive email.
BlackBerryEnterprise
Server receivesthe message and
passes it to...
… the MicrosoftExchange
Server after decrypting.
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2`
The end user picks up the message from
their mailbox.
Carrier’s server receivesthe message and sends
it to the users POP3 account.
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The end user picks up the message from
their mailbox.
Firm
Carrier
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May 12, 2005 20
Integrated phone technology is arguably better than a standalone phone.
• Tied into entire system– call any number from any contact
• supports 8 phone numbers per contact
– call a number from an email– call a number from a web site– your number is displayed– Bluetooth headset are supported– integrated volume control– all calls automatically logged
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May 12, 2005 21
Instant messenger allows communication with other BlackBerry users.
• Works even if email is down
• Less formal and very fast
• Can be recorded for future use
• Great for quick answers to questions
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May 12, 2005 22
Information in the BlackBerry is synchronized with Outlook.
• Synchronization for– Contacts– Calendar– Email– Notes– Tasks
• With a BES server, synchronization is completely wireless
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May 12, 2005 23
Attachments to email messages can be viewed but not edited.
• Word
• WordPerfect
• PowerPoint
• Excel
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May 12, 2005 24
Internet browsing provides the features you are accustomed to when browsing.
• Hotlinks
• Bookmarks
• Graphics
• Downloadable software
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May 12, 2005 25
Downloadable applications expand the utility of the BlackBerry
• Google Maps– Find a location in
Canada or the US– Obtain directions from
A to B– Real time map scrolling
• News feeds
• Games
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Software for the Law ClerkSoftware Currently Used and Emerging
LitigationReal EstateFamily LawCorporateEstates
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May 12, 2005 27
The software listed in this section do not constitute recommendations.
• Surveyed several firms to understand what they were using
• Spoke to firms that cater to these markets
• Compiled a list of options
• Buyer beware!– test software before you purchase it– test printing and networking capability– rank features against your needs
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May 12, 2005 28
Litigation
• Summation– Transcript management– Database management – Secure access to cases– Accessibility over the Internet– Search all eDiscovery documents, electronic
documents, e-mail messages, attachments, HotFacts, images, and OCR documents
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May 12, 2005 29
Litigation
• Concordance (Dataflight Software, Inc.)– Collaborative case analysis and organization– Streamlined e-discovery
• import, search, and organize email and other electronic documents quickly and accurately
– Fast, Accurate Searching– Comprehensive Transcript Management– Secure access to cases
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May 12, 2005 30
Litigation
• Inform Court Form Creation (Infoware)– Standard court documents creation in Microsoft Word
format.– Save Client and Matter information such as the Style
of Cause to reduce repetitive data entry.
• iCONECTnxt (iCONECT Development, LLC)– Secure worldwide access to electronic and document
discovery for effective collaboration with outside counsel, branch offices, and consultants.
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May 12, 2005 31
Litigation
• CaseMap (CaseSoft)– Organize, evaluate, and explore the facts, the
cast of characters, and the issues in a case.– Links facts to issues and the sources of those
facts, whether people, documents, or statutes.
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May 12, 2005 32
Real Estate
• Terraview– Perform tasks online that you were once only able to
do at the Land Registry Office. – Perform searches, create and submit title documents
for registration, view and print instruments, plans, official parcel registers.
– Access information outside of regular business hours.• TitlePLUS
– Canadian title insurance product.– Protecting buyers and lenders for title-related
problems that could affect ownership or the marketability of the property.
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May 12, 2005 33
Real Estate
• Hotdocs (LexisNexis)– Document assembly program that will prompt
users for required information in a logical sequence.
• Dye & Durham– Provide forms current with legislation and
ensuring that government changes are communicated to clients.
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May 12, 2005 34
Real Estate
• The Conveyancer– Complete Polaris forms on-screen, and laser
print them onto blank paper.– Forms include: Deed/Transfer of Land,
Mortgage/Charge of Land, Discharge, Document General, Blank Schedule, Land Transfer Tax Affidavit, LTT Refund Affidavit.
– Transfer repetitive data (parties' names, addresses, legal description, etc.) from one Polaris form into another.
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May 12, 2005 35
Corporate
• Monicord– Records management – Access to over 300 federal, provincial, and other
forms, resolutions, documents and reports.– add in your own precedents or reports.
• EnAct (Corporateck)– Corporate records system and workflow– forms, reports and document generation– Corporate Governance, Corporate Compliance,
Corporate Records Management and Document Management
– Web Access
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May 12, 2005 36
Corporate
• VIEWnet– Organize and store information in a logical
manner. – Creation, storage, tracking, retrieval and
reporting on a wide range of corporate information.
– New Online service 24/7 world-wide accessibility and secure data safety.
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May 12, 2005 37
Family Law
• DivorceMate– create and manage family court forms using
Microsoft Word or Corel WordPerfect – calculated financial statements, merge
repetitive information– checklist format to create a customized and
comprehensive separation agreement– Calculate complicated child and spousal
support situations
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May 12, 2005 38
Estates
• Emergent Technologies– "wind-up" an estate– Merge Estate information with all Probate forms– Generate a list of Original Assets – Record all estate disbursements and other transactions – Automatically balance your estate
• Infoware Document Assembly– Document Assembly for estate forms
• WillPowerWeb– create and customize Wills, Powers of Attorney and other
related documents by entering data once into an online Wills template.