This is a presentation for the Solo/Small Firm Summit by the State Bar of California on legal technology.

1. Program Title
Additional Details
Presenter(s)
Presenter(s)
Solo & Small Firm Summit 2013
Renaissance Long Beach Hotel
Program ##: June 21st
, 2013
Official Hash Tag: #SoloSummit

2. Examples and Demo
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 Wikipedia: document automation:
– http://en.wikipedia.org/wiki/Document_automation
 ProDoc
 HotDocs
 TheFormTool
 XpressDox
 Exari: http://www.exari.com/demo-trial.html

3. Product Considerations
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 From where
 For whom
 Monetization
 Integration, Interoperability
 Document formats
 Document template library
 Portability
 Security, privacy, and backups
 Feature set
 Learning curve

4. From Where
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 Desktop, local server, cloud
 Migration
 Mixed

5. For Whom
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 Attorney
 Client: with or without attorney review

6. Monetization
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 How you pay:
– Subscription
– Per (license, document, end-user, machine)
 How you get paid (e.g. client-facing):
– Server (CC, billing), Cloud (CC, Paypal)

7. Integration, Interoperability
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 Stand-alone
 How data is entered (e.g. client information)
 How/where data is saved, re-used (CRM, billing...)
 API
 Virtual Office (e.g. DirectLaw)

8. Document Formats
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 Word
 Pdf
 HTML
 XML
 HotDocs

9. Document Template Library
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 Per jurisdiction
 Public/private
 Custom

10. Portability
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 Data mobility: moving your documents, rules, and related
information elsewhere.
 If cloud-based system, how reliable (crashes, bankruptcy,
etc.)
 Moving from desktop to server or cloud
 Moving from attorney-facing to client-facing
 Moving to lower cost provider
 Merging systems (e.g. two firms merge)

11. Security, Privacy, Backups
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 Security: protection from hacking
 Privacy: access control
 Backups:
– what if cloud-based system shuts down?
– what about desktop or server-based systems lost
(disaster recovery plan in general)?

12. Feature Set
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Example: http://www.theformtool.com/index/features/
 Q&A summary
 Data types (e.g. dates, numbers, etc.)
 Lists vs. individuals
 Pronouns
 Whole clauses
 General decision trees
 Multiple output formats
 Derived answers (e.g. age, date ranges, etc.)

13. Learning Curve
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 Complexity of task
 Capabilities of tool
 Online learning tools
 Training (for additional $ ?)

14. The LPMT Section is…Social…
Join the Conversation! #SoloSummit
LIKE US!
CalbarLPMT
FOLLOW US!
@CalbarLPMT
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15. The California
Guide to Growing
and Managing a
Law Office
1) Intro & Road Map
2) Managing a Law Office
3) Financial Dimension of Growth
4) Human Dimension of Growth
5) Client Dimension of Growth
6) Geographic Dimension of Growth
7) Technology Dimension of Growth
8) Planning for the Unexpected
Available Now!
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