Presented by
Carol L. Schlein, Esq.
Legal Technology Consultant
Law Office Systems, Inc.
a proud member of Lawtopia™ LLC
c...
 Plan!
 Budget!
 Do your homework!
 Small firm tools are not the same as those for
bigger firms
 Set up, establish an...
 Computer:
◦ Desktop or Laptop?
◦ PC or Mac?
◦ Dual Monitors or Wide Screen?
 Internet Connection: Cable/ DSL/ Fiber (FI...
 Multiple locations?
 Data in existing systems?
 Familiarity with available applications?
 Server-based or virtual?
 ...
 Server
 Self-hosted
 Remote hosted (virtual)
 Minimum Specifications
◦ Small Business Server
◦ Microsoft Exchange (in...
 Voice over Internet Protocol (VOIP)
 Cell / Smartphones
 Outsourced Virtual Services
 Microsoft Office/ Google Docs (Business)
 Billing
 Accounting
 Practice Management
 Adobe Acrobat Standard
 Antivir...
 GotoMyPC
 Logmein
 Windows Remote Desktop
 Terminal Services
 Citrix
 Hosted solution
 Microsoft Exchange for larg...
 Not recommended for direct access to
databases (eg. billing, case management)
 Make sure to use encryption options
 Us...
◦ Who else has access to your data?
◦ Security
 How long will the vendors stay in business?
 What happens if they go out...
 Staff and Client access to selected data
 Schedule appointments via website or
internet tools
 Obtain forms and status...
Source: Houdini Esq Website
Costs range from $2880 to $4200 per year
 Opportunity to streamline workflow
 Better delivery of services to clients
◦ Immigration clients outside US
◦ Collabora...
 Need for conference rooms or meeting space
depending on practice
 Use remote collaboration tools to work
remotely with ...
 Convenience v. safety of your data
◦ Do you have a password policy?
◦ What data is on your cell phone/ laptop?
◦ Take pr...
Presented by
Carol L. Schlein, Esq.
Legal Technology Consultant
Law Office Systems, Inc.
a Founding Member of Lawtopia™ LL...
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Carol Schlein Presentation Leveraging Technology in your new law practice

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Presented by Carol Schlein, Esq. for the Basic Skills CLE series for the New Jersey State Bar Association on November 17, 2010. Carol is President of Law Office Systems, Inc., Montclair NJ and a founding member of Lawtopia LLC

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  • Using technology to serve your clients and grow your practice.
    Make smart technology purchases and decisions.
    Phone, Internet and Mobile service; managing e-mail
    Document production and case management
    Purchasing laptops, printers copiers and other equipment
    Backing up and otherwise protecting your data.

  • If google can be hacked, how safe is your data?
  • NYTimes 1/9/2010 “children of cyberspace: old fogies by their 20s”
  • Carol Schlein Presentation Leveraging Technology in your new law practice

    1. 1. Presented by Carol L. Schlein, Esq. Legal Technology Consultant Law Office Systems, Inc. a proud member of Lawtopia™ LLC carol@losinc.com 973-746-6454
    2. 2.  Plan!  Budget!  Do your homework!  Small firm tools are not the same as those for bigger firms  Set up, establish and document systems to plan for growth and turnover
    3. 3.  Computer: ◦ Desktop or Laptop? ◦ PC or Mac? ◦ Dual Monitors or Wide Screen?  Internet Connection: Cable/ DSL/ Fiber (FIOS)  Printer/ Scanner/ Copier/ Fax combination  Backup (remote or removable USB drives)
    4. 4.  Multiple locations?  Data in existing systems?  Familiarity with available applications?  Server-based or virtual?  Need remote access?  Smart phone data policy?
    5. 5.  Server  Self-hosted  Remote hosted (virtual)  Minimum Specifications ◦ Small Business Server ◦ Microsoft Exchange (installed or hosted) ◦ Terminal Services / Citrix (for remote access) ◦ Static IP connection for internet access ◦ Printer / Digital Copier / Scanner  Remote backup of dedicated server data  Anticipate Future Needs
    6. 6.  Voice over Internet Protocol (VOIP)  Cell / Smartphones  Outsourced Virtual Services
    7. 7.  Microsoft Office/ Google Docs (Business)  Billing  Accounting  Practice Management  Adobe Acrobat Standard  Antivirus / Antispam  Practice Area Specific applications Separate or Combined
    8. 8.  GotoMyPC  Logmein  Windows Remote Desktop  Terminal Services  Citrix  Hosted solution  Microsoft Exchange for larger sites Make sure you know who has access to your data
    9. 9.  Not recommended for direct access to databases (eg. billing, case management)  Make sure to use encryption options  Use WPA instead of WEP if available  Be careful in public locations
    10. 10. ◦ Who else has access to your data? ◦ Security  How long will the vendors stay in business?  What happens if they go out of business? ◦ Password policy  NYTimes 1-20-10 article
    11. 11.  Staff and Client access to selected data  Schedule appointments via website or internet tools  Obtain forms and status remotely  Intake process  Social Media
    12. 12. Source: Houdini Esq Website
    13. 13. Costs range from $2880 to $4200 per year
    14. 14.  Opportunity to streamline workflow  Better delivery of services to clients ◦ Immigration clients outside US ◦ Collaboration with groups of clients  Attract better clients
    15. 15.  Need for conference rooms or meeting space depending on practice  Use remote collaboration tools to work remotely with staff, clients and adversaries  Manage work done by staff  Plan for major changes in technology  Generational Differences
    16. 16.  Convenience v. safety of your data ◦ Do you have a password policy? ◦ What data is on your cell phone/ laptop? ◦ Take precautions on public networks  Staff Quality of Life v. 24/7 Burnout  Ease of access v. client confidentiality ◦ Who has access to your firm’s data? ◦ What happens if provider goes out of business? ◦ If Google can be hacked, how safe can your data be?
    17. 17. Presented by Carol L. Schlein, Esq. Legal Technology Consultant Law Office Systems, Inc. a Founding Member of Lawtopia™ LLC carol@losinc.com 973-746-6454
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