121207 essential technology for law office


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This is a presentation for the Maine Bar Association I did with Rodney Dowell.

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  • Synchronous dynamic random access memory (SDRAM)
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  • rsdFederal2003 Fair and Accurate Credit Transaction ActGramm-Leach-Bliley Financial Modernization Act of 1999StateMGL 93H, Security Breaches (May 1, 2009)
  • Dialawg’s Built-In FREE FeaturesBasic Services Use your Dialawg account to share unlimited private files and messages within your firm and with co-counsel, or as offsite backup storage—without paying a dime. SSL Security Unlimited messages within your firm Unlimited firm-wide file and revision storage Optional backup software Outlook®, iPhone®, and Blackberry® integration Complete audit logs World-class communication network Premium Services — À La Carte Plan$5/month per matter: Client Services Exchange unlimited files and messages with your client(s) via their free Dialawg account for just $5 per month for each matter you have open. Your client never receives a bill, and their use is entirely free. $0.44/message or file: Quick Compose Message/File Quick compose is a simple, password-protectable way to send a file or message to a recipient without a Dialawg account—for just 44¢ per recipient. $5/month unlimited: Voicemail Service with Transcription You may add Dialawg voicemail service to your account for just $5 per month—including unlimited voice message transmission and transcription—regardless of your number of matters. Learn more Premium Services — Unlimited Plan$99/month: Unlimited Services Get unlimited client services, quick compose files and messages, and voicemail service for a flat $99 per month per user. As always, client accounts are free.
  • 121207 essential technology for law office

    1. 1. Essential Technology for the New Law Practice: Hardware and SoftwareRodney Dowell, Massachusetts Lawyers Concerned for LawyersAlan Klevan, Law Offices of Alan J. Klevan, Newton, MA
    2. 2. Mission ControlMost Essential Office Hardware, Often Overlooked oYour ComputerDesktop vs Laptop vs Netbook vs TabletDon’t Buy Out-of-the Box!Remote Access Key Considerations:  Processor speed -- multiple coreSecond, or Multiple Monitors  SDRAM 4GB+  Hard Drive --GB + speed  Operating System  Windows 7  Professional  Ultimate  Mac OS X  Does it work with what you have?
    3. 3. Scanners + Printers + Fax, Oh My! Multifunction versus Multiple Machines Does It OCR? Desktop versus Portable Bundle Packages: Scanner plus PDF Converter o Fujitsu ScanSnap with Adobe Acrobat o Kodak ScanMate with Nuance PDF PaperPort & OmniPage Scanning Process + Naming Conventions o Create Workflow for Scanning Processes o Create Coherent and Consistent Naming Conventions
    4. 4. PDF = Pretty Damn FinePDF = “Portable Document Format” o Image Scan (Non-OCR) versus Text Scan (OCR) o *Only OCR’d Documents May Be Manipulated*Converter Program Optionso Adobe Acrobat 10 (“X”) (the “Gold” Standard)o Nuance PDF Converter 7 (the “Silver” Standard)o Cheap or Free Options (the “Bronze” Standards) o PDFForge/CutePDF, e.g. Advantages of PDF: o Looks the Same on Every Computer o Bates Stamping o Forms Creation o Metadata Removal o Encryption and Password Protection
    5. 5. Printers, printers, printerso Brother HL-2240 Laser Printer ($120), 24 ppmo Lexmark E260dn Ink Printer ($180), 35 ppmo HP Laser Jet M1522nf ($325), 24 ppm + multifunctiono Canon imageClass MF8050Cn ($500), 8-12 ppm + multifunction Key Considerations:  Print Quality  Printing Speed Multiple Trays vs Switching Trays  Networkability
    6. 6. Know the true cost of ink www.brighthub.com
    7. 7. Your Good Stuff CheapBuy Your Tech Tools and Toys from Discount Websites: o Shopzilla o NewEgg o CTIStore o Ben’s Bargains o Buy.com o Geeks.com o MeritLine.com Coupon Sites: o Groupon.com o RetailMeNot.com o DealCoupon.com
    8. 8. Just the eFacts, Ma’am Issues of Traditional Fax o Jamming o Out of Paper o Out of Ink o OverwritingeFax is the Answer Compare Services at: www.faxcompare.com
    9. 9. Smartphones o iPhone Key Considerations: o Android  Compatible w/ Operating o Blackberry System, Email + Calendar  “Deal of the Day”  Data Plan  Battery Life  Usability  Wireless Synchronicity Microsoft Exchange Server Mobile MeCompare + Contrast @
    10. 10. Productivity Software o Microsoft Office 2010 o Google Docs o WordPerfect Office X5 o Open Office 3.3To-Do: Draft Documents Create Spreadsheets Key Considerations: Build Presentations Email + Calendar? (Sync?)  Features  Cost  Conversion  Collaboration  Upgrades
    11. 11. Access your files anywhere
    12. 12. USE PRACTICE MANAGEMENT SOFTWARE TO . . . Matter Dashboard Contacts Deadlines/Ticklers Calendared Events MATTER Check for conflictsCalendar Documents Schedule client contact
    13. 13. Product Choices:Traditional Software Download -AbacusLaw, Amicus AttorneySaaS -Clio, Firm Manager, RocketMatterHybrid: Traditional/SaaS -Needles + eCaseEmail Add-On -Credenza Works right in Outlook
    14. 14. I just want to track my time.
    15. 15. Financial Management Software o Excel o Quicken vs Quickbooks o RTG Bills o Tabs3 o Built-Ins o Chrometa o Smart Time o Trust Accounting o Hire Accountant?
    16. 16. SECURE CLIENT INFORMATION• Keep bad guys out • Encrypt Confidential Information
    17. 17. STAYING SAFEBasic Anti-Virus $0 Premium Versions: $50.00+/-
    18. 18. Keeping Bad Guys Out• Hardware Protection – Firewalls• Strong passwords – !MCLEc0rse – Best practice is now 12
    19. 19. KEEPING IT SAFE In The Cloud At The Office X 3 = $90.00
    21. 21. Encryption Tools PDF Microsoft Word http://wordarticles.com/Shorts/Security/Lega cyEncryption.phpo Adobe Acrobat (the “Gold” Standard)o Nuance PDF Converter (the “Silver” Standard)
    22. 22. Secure Encrypted Communications.
    23. 23. Software – Desktop Search• Find files quickly – Email – Documents – Web-searches
    24. 24.  FREE CONFIDENTIALContact the LCL Team:Rodney S. Dowell, Esq. Follow LCL:Executive DirectorLCL, Inc. Web: www.lclma.org Blog: http://lclma.blogspot.comEmail: rodney@lclma.org Twitter: www.twitter.com/rodneydowellPhone: (857) 383-3252 www.twitter.com/LCL_MassLawyers www.twitter.com/MassLOMAP
    25. 25. GOOD LUCK TO YOU! Alan J. Klevan, Esquire LAW PRACTICE STRATEGIES99 Needham Street, Suite 1422 Newton, MA 02461 617-564-3299 alan@lawpracticestrategies.com www.twitter.com/AlanKlevan www.lawpracticestrategies.com
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