how to run a mac based law firm

26
HOW TO RUN A MAC-BASED LAW FIRM DON’Ts and Do’s Tom Lambotte, CEO Tom Lambotte, CEO

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Page 1: How to Run a Mac Based Law Firm

HOW TO RUN A MAC-BASED LAW FIRM DON’Ts and Do’s

Tom Lambotte, CEOTom Lambotte, CEO

Page 2: How to Run a Mac Based Law Firm

What this presentation is NOT:

• Convincing you Macs are better

• Not a complex technology discussion

• Review your options for IT support (see the 3 previous articles on Legal Productivity)

• A deep dive into one specific area

Page 3: How to Run a Mac Based Law Firm

Dont’s and Do’s on the 10 pillars of running a secure, productive Mac-based law firm

1. Hardware

2. Software

3. Backup

4. Email

5. Security & Network

6. Mobile Device Management

7. Case Management

8. File management

9. Servers

10. Legacy items

Page 4: How to Run a Mac Based Law Firm

HARDWAREDON’T

Use Macs older than 3 years

Buy spinning hard drives

Work hunched over your laptop

Page 5: How to Run a Mac Based Law Firm

HARDWAREDO

Budget to upgrade every 3 years

Invest in solid state hard drives

Use a dedicated monitor - good ergonomics

Page 6: How to Run a Mac Based Law Firm

SOFTWAREDON’T

Use home, personal licenses

Be the first/early adopter

Use free software for important things

Use Messages for firm communications

Page 7: How to Run a Mac Based Law Firm

SOFTWAREDO

Invest in productivity boosters

Wait to install updates

Update Regularly

Use business-grade communications software like Slack

Page 8: How to Run a Mac Based Law Firm

BACKUPSDON’T

Rely on Time Machine

Rely on local backups only

Assume your backups work

Leave backups unencrypted

Page 9: How to Run a Mac Based Law Firm

BACKUPSDO

Make local, encrypted backups

Invest in cloud backup

Regularly scheduled, random test restores

Review backup configurations from time to time

Page 10: How to Run a Mac Based Law Firm

EMAILDON’T

Use free/cheap email

Use a general domain such as: Gmail, Yahoo, Hotmail, or an AOL account

Page 11: How to Run a Mac Based Law Firm

EMAILDO

Pay for business class email

Setup Archiving/Backup solution

Page 12: How to Run a Mac Based Law Firm

SECURITY & NETWORKDON’T

Use an Airport Router

Use an inexpensive, “Best Buy” solution

Have open WiFi/shared WiFi

Use the Mac software-based VPN

Write down or use shared/repeated passwords

Page 13: How to Run a Mac Based Law Firm

SECURITY & NETWORKDO

Invest in enterprise-grade solutions

Firewalls with automatic security definition updates

Secured, wireless and guest network solution

Use an enterprise-grade VPN

Use a password manager such as 1Password for Teams or LastPass

Use multiple layers of security, such as OpenDNS Umbrella for threat protection

Page 14: How to Run a Mac Based Law Firm

MOBILE DEVICE MANAGEMENTDON’T

Put firm data on mobile devices without a tool providing control

Think that just changing passwords is solution

Don’t operate without an MDM policy

Use iCloud as your MDM solution

Page 15: How to Run a Mac Based Law Firm

MOBILE DEVICE MANAGEMENTDO

Enroll devices in a Mobile Device Management platform/solution

(Meraki Systems Manager, Harvest, Airwatch)

Implement security policies

Have an MDM policy in place

Page 16: How to Run a Mac Based Law Firm

CASE MANAGEMENTDON’T

Rely on address book, calendar, and legal pads to manage the firm’s matters

Rely on ancient bloatware as a solution

Build your own in Filemaker database

Page 17: How to Run a Mac Based Law Firm

CASE MANAGEMENTDO

Invest in a modern, cloud-based solution

Leverage streamlined processes

Page 18: How to Run a Mac Based Law Firm

FILE MANAGEMENTDON’T

Share a single user Dropbox account

Use a single user in OS X Server

Assume VPN works!

Set it and forget it

Page 19: How to Run a Mac Based Law Firm

FILE MANAGEMENTDO

Invest in right solution

Build logical structure

Test and verify VPN and streamline process

Set user permissions

Revisit structure and regularly clean it up

Page 20: How to Run a Mac Based Law Firm

SERVERDON’TUnderbuy

Follow the crowd

Blindly rule out the Cloud

Page 21: How to Run a Mac Based Law Firm

SERVERDO

Invest in the right solution

Ask an expert

Consider cloud storage options

Page 22: How to Run a Mac Based Law Firm

LEGACY ITEMSDON’T

Leave everything on an old PC

Try to move everything over

Page 23: How to Run a Mac Based Law Firm

LEGACY ITEMSDO

Purge and clean!

Migrate to a new PC/VM that is also backed up

Page 24: How to Run a Mac Based Law Firm

AFTER THIS WEBINARDON’T

Let your notes get lost in Evernote or your Legalpad

Forget about me :(

Page 25: How to Run a Mac Based Law Firm

AFTER THIS WEBINARDO one of the

following:Sign up for our Monthly

Newsletter, MACLAW ADVISOR: News to Make Your Law Firm Run Faster, Easier and More

ProfitablyRequest a copy of my book, Hassle Free Mac IT

Support for Law Firms

globalmacit.com/book/ globalmacit.com/subscribe

Page 26: How to Run a Mac Based Law Firm

Tom Lambotte, CEO

HOW TO RUN A MAC-BASED LAW FIRM DON’Ts and Do’s