Good business practices powered by the right technology help law firms better serve clients and increase revenue. Technology competence is also an ethical mandate as promulgated by the ABA Model Rules of Professional Conduct and adopted by 25 states and counting. Yet one of the top concerns identified in the 2016 Thomson Reuters Solo and Small Law Firm survey is the increasing complexity of technology. Learn how to identify problem areas and how to find and adopt the right technology to solve those problems and lift your law practice into the 21st century, while keeping client data safe and confidential.

1. Must-Have Legal Tech
What are you, some kind of Luddite?
Larry Port
CEO
Rocket Matter
larry@rocketmatter.com

2. About Larry
Film and Photography
CompSci
Worked on DARPA grants,
MorganStanley, Ultimate
before starting…
used by thousands of
law firms all over the
world.

3. The luddites broke machines
that automated their jobs.

5. This might be tricky.

6. We just witnessed the largest DDoS Attack Ever

7. The US
directly
implicated
Russia in the
hacking of
DNC emails.

8. PUTIN ON THE RITZ

9. Yet technology is
ubiquitous…

10. …and not automating will leave you behind.

11. Instead of closing our
eyes, we must learn how
to deal with our reality.

14. Use strong passwords that
cannot be found in the
dictionary.
Use different passwords.
RULES #1 & #2 FOR KEEPING SAFE

15. Change default passwords.
RULE #3 FOR KEEPING SAFE

16. Use 1Password or similar tool.

17. Never, ever click on a link in an
email like this…
RULE #4 FOR KEEPING SAFE

18. …or suffer the fate of Colin
Powell and John Podesta.

19. Lock computers and handheld
devices.
RULE #5 FOR KEEPING SAFE

20. Make sure ALL devices
have latest security
patches.
RULE #6 FOR KEEPING SAFE

21. Stop taking naked
pictures of yourself
with your phone.
RULE #7 FOR KEEPING SAFE

22. …or suffer the fate of Colin
Powell and John Podesta.

24. PERCEIVED
RISKED VS
ACTUAL RISK
Disgruntled,
underpaid,
paralegal?
Landlord
Cleaning Lady
WHO'S IN THE OFFICE AFTER HOURS?

25. PHYSICAL
SECURITY
BIOMETRIC HAND-SCAN
ACCESS
PHYSICAL THEFT >
ELECTRONIC THEFT
24-HOUR SURVEILLANCE

26. SLA
SERVICE LEVEL AGREEMENTS
HOW MANY
9'S?
99.99%
CURRENT
NETWORK
How reliable is your
- with file servers,
email, etc.is the service guaranteed to be up for?
HOW MUCH TIME

27. ENCRYPTION
128-BIT

28. BACKUPS
Q?:
HOW FREQUENT?
IN DIFFERENT GEOGRAPHIC
LOCATIONS?

29. DATA ISOLATIONDOES THE TECHNOLOGY PROTECT MY DATA FROM THE EYES OF OTHERS?

30. TERMS OF SERVICES
SHOULD ADDRESS:
DO I OWN MY DATA?
CAN I GET MY DATA OUT ON-DEMAND?
SECURITY POLICY
BACKUP POLICY

31. Marketing

32. -2.7% +13.51%
compete.com

33. BUSINESS PORN

34. Easy-to-use email software for
newsletters & campaigns.

35. Test out your subject lines, the key to
getting emails read.

36. Critical website software

37. Get sophisticated with marketing
automation software

38. Paperless
rocketmatter.com/paperle

39. Fujitsu ScanSnap
ix500

40. There are lots of document storage
options

41. Scan with your
phone:
Cam Scanner,
Genius Scan

42. Document
Assembly

43. Matter
Automation

44. Billing

45. Payment
Processing

46. Business
Needs

47. Great transcription service

48. First published in the May/June 2012 edition of GPSOLO Magazine, a publication of
the American Bar Association.
Visual project management
Setup Kanban boards with Trello

49. Intuit is pushing customers online.

50. Communication

51. Technology-enabled virtual
receptionist service

52. Invaluable telephone and IM clients

53. Best-of-breed videoconference
software.

54. Build your own phone system with
virtual PBX