Tech Trends in the Legal Fields

Joseph M. Craven Dir. of IS

Carroll Burdick & McDonough LLPjcraven@cbmlaw.com

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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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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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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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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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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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CBM’s Extranet

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Web Based Document Imaging

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Sample Practice Group

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iCase Calendar Screen

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Worldox Web Integration

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Worldox Web Search Results

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Value to CB&M and Clients 

Web Accessible Information Sharing of Work

Product/Knowledge Client Collaboration Improved Efficiency Lower Costs to Client