solo and small firm conference new jersey state bar association may 16, 2012
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Technology for a Successful Law Practice
Solo and Small Firm ConferenceNew Jersey State Bar Association
May 16, 2012
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About UsSteven Ferman
President, Compunite Computers, Inc., Pine Brook NJNJSBA Affinity Partner
William Mack, Esq.Solo Practitioner-Business Law, Energy Law, Real EstateVice-Chair, Solo and Small Firm Section
Carol L. Schlein, Esq.President, Law Office Systems, Inc., Montclair NJMember of Lawtopia LLC (national consulting firm)
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What are you using?Desktop or Laptop
Desktop- in-office practice, better ergonomicsLaptop- mobile and travel-heavy practice
Tablets, Pads & Mobile DevicesGreat for consumption but poor creation devicesGood communication toolEmerging and changing quickly
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How are you connecting? On premises, firm owned
traditional remote accessCloud Applications (SaaS)
hosted applications onlyPrivate Cloud
you own and managePublic Cloud
you share space Hybrid Cloud
mixture of above
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How are you using it?EmailWord ProcessingDocument AssemblyTimekeeping & BillingPractice ManagementPractice Specific App’s
AccountingClient Portal (Extranet)Other
Digital DictationSpeech RecognitionVideo Collaboration
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What are you running on it?Office productivity suite
Server-based: MS Office, Open OfficeCloud-based: Office 365, Google Apps
Practice ManagementServer-based: Time Matters, Amicus Attorney, Pro LawCloud-based: Advologix, Clio, Firm Manager, GoMatters
Billing and AccountingQuickBooks, Timeslips, Tabs3, PC Law, Billing Matters
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What are you running on it?Substantive Apps
Real estate, family law, workers’ comp…Document managementDigital meeting appsSkypeBackupSocial apps
Facebook, Twitter, LinkedIn, Google+
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Where are you working?As a subtenant In shared spaceBona Fide Office Rule
RPC 1:21-1(a)Home office
Where is your data stored?
Can others access it?Who else knows your
passwords?
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Security & ConfidentialityPhysical Location of your DataOwnership of DataVenue and JurisdictionDisaster RecoveryData BreachTrade Secret and Privilege ProtectionThird Party Access to DataRPC 1.6 and RPC 5.3 are relevant rules
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Fit Technology to Your PracticeSolo or small firm?One office or more (or less!)?In-office or out-of-office practice?Real or Virtual assistant? No assistant?Lots of travel or little travel?Paperless? Paper lite? Paper heavy?Federal court? State court? No court?Tech-savvy or tech-phobic?Bookkeeper? Accountant?How are you creating awareness? (social media?)
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Does your technology do this?If properly selected, deployed and used, it can…
Improve efficiencyMaintain client communicationManage information to support effective workflowReduce time-to-execute and promote execution from
anywhere/anytimeDistribute critical information automaticallyReduce overheadAllow for scalabilitySecure your firm’s dataSecure your clients’ confidential information
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Wrap-upStudy your practice and its need for technologyExpect to invest money AND time getting the right tech
and making sure your colleagues can/will use itReview and adjust
New stuff comes along all the timeUpgradesChanges in practice
WHAT are you using? HOW are you using it? WHY?Rinse and repeat