how to run a mac based law firm
TRANSCRIPT
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HOW TO RUN A MAC-BASED LAW FIRM DON’Ts and Do’s
Tom Lambotte, CEOTom Lambotte, CEO
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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
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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
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HARDWAREDON’T
Use Macs older than 3 years
Buy spinning hard drives
Work hunched over your laptop
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HARDWAREDO
Budget to upgrade every 3 years
Invest in solid state hard drives
Use a dedicated monitor - good ergonomics
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SOFTWAREDON’T
Use home, personal licenses
Be the first/early adopter
Use free software for important things
Use Messages for firm communications
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SOFTWAREDO
Invest in productivity boosters
Wait to install updates
Update Regularly
Use business-grade communications software like Slack
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BACKUPSDON’T
Rely on Time Machine
Rely on local backups only
Assume your backups work
Leave backups unencrypted
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BACKUPSDO
Make local, encrypted backups
Invest in cloud backup
Regularly scheduled, random test restores
Review backup configurations from time to time
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EMAILDON’T
Use free/cheap email
Use a general domain such as: Gmail, Yahoo, Hotmail, or an AOL account
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EMAILDO
Pay for business class email
Setup Archiving/Backup solution
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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
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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
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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
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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
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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
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CASE MANAGEMENTDO
Invest in a modern, cloud-based solution
Leverage streamlined processes
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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
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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
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SERVERDON’TUnderbuy
Follow the crowd
Blindly rule out the Cloud
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SERVERDO
Invest in the right solution
Ask an expert
Consider cloud storage options
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LEGACY ITEMSDON’T
Leave everything on an old PC
Try to move everything over
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LEGACY ITEMSDO
Purge and clean!
Migrate to a new PC/VM that is also backed up
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AFTER THIS WEBINARDON’T
Let your notes get lost in Evernote or your Legalpad
Forget about me :(
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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
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Tom Lambotte, CEO
HOW TO RUN A MAC-BASED LAW FIRM DON’Ts and Do’s