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Free and Low-Cost
Technology for Law Firms
September 8, 2016
Greg McLawsen
Managing Attorney
w w w . s o u n d i m i g r a t i o n . c o m
www.soundimmigration.com
America’s web-based
immigration law firm
page 2
Greg McLawsen
Managing Attorney
Sound Immigration
@mclawsen
greg@soundimmigration.com
www.soundimmigration.com
w w w . s o u n d i m i g r a t i o n . c o m
www.soundimmigration.com/events
page 4
w w w . s o u n d i m i g r a t i o n . c o m
www.soundimmigration.com/lawyers
page 5
8 fun things
w w w . s o u n d i m i g r a t i o n . c o m
1 - Google Shopping for tech purchases
www.google.com/shopping
page 7
w w w . s o u n d i m i g r a t i o n . c o m
Let’s buy a ScanSnap iX500
page 8
w w w . s o u n d i m i g r a t i o n . c o m
Find the “Model Item Number” (CTRL F)
page 9
w w w . s o u n d i m i g r a t i o n . c o m
Paste into Google Shopping, sort
page 10
w w w . s o u n d i m i g r a t i o n . c o m
2 - Jing (www.techsmith.com/jing)
page 11
w w w . s o u n d i m i g r a t i o n . c o m
3 - LastPass (www. lastpass.com)
page 12
w w w . s o u n d i m i g r a t i o n . c o m
4 - Doodle (www.doodle.com)
page 13
w w w . s o u n d i m i g r a t i o n . c o m
5 - Bitly (www.bitly.com)
page 14
w w w . s o u n d i m i g r a t i o n . c o m
6 - ScheduleOnce (www.scheduleonce.com)
page 15
w w w . s o u n d i m i g r a t i o n . c o m
ScheduleOnce (www.scheduleonce.com)
page 16
w w w . s o u n d i m i g r a t i o n . c o m
7 - Boomerang (www.boomeranggmail.com)
page 17
w w w . s o u n d i m i g r a t i o n . c o m
8 - LinkedIn (www.linkedin.com)
page 18
w w w . s o u n d i m i g r a t i o n . c o m
9 - Stamps.com (guess)
page 19
w w w . s o u n d i m i g r a t i o n . c o m
10 - WSBA Solo & Small Practice Section ($35/yr)
page 20
Kill email
w w w . s o u n d i m i g r a t i o n . c o m
Is this your inbox experience?
page 22
w w w . s o u n d i m i g r a t i o n . c o m
Team members need
small Q&As on office
tasks, case
progression
Clients want
answers to case
inquiries
Colleagues want to
coordinate on bar
projects
Why is everyone emailing you?
page 23
w w w . s o u n d i m i g r a t i o n . c o m
…when all you have is a hammer
page 24
w w w . s o u n d i m i g r a t i o n . c o m
First, understand you have options
page 25
What are we
trying to
accomplish with
this information?
w w w . s o u n d i m i g r a t i o n . c o m
Client
Consider secure case-management
system.
1. Exchange messages in secure
environment.
2. Message saved to client file
1. Get timely, case-specific advice to
client *securely*
2. Paper the file re our advice
page 27
w w w . s o u n d i m i g r a t i o n . c o m
Team members
How about a team communication tool
used by NASA’s jet propulsion lab?
Slack (www.slack.com)
Conversation-like dialogue on case/office
matters.
Ongoing.
Open to all team members (or not).
page 28
w w w . s o u n d i m i g r a t i o n . c o m
Team “channels” and direct messaging
page 29
w w w . s o u n d i m i g r a t i o n . c o m
Direct messages
page 30
Your team
communications
home base
w w w . s o u n d i m i g r a t i o n . c o m
And the price?
page 32
Free*
w w w . s o u n d i m i g r a t i o n . c o m
Try this one with colleagues, too
Email is terrible for
group coordination on
projects
e.g. bar committees
page 33
Document
collaboration
w w w . s o u n d i m i g r a t i o n . c o m
Brief with
associate
Declaration with
client
Article with
colleague
Where we collaborate
page 35
w w w . s o u n d i m i g r a t i o n . c o m
Author 1 Author 2
Please not this
page 36
Now where’s
your “current”
draft?
Goal: real time
collaboration on
single document
w w w . s o u n d i m i g r a t i o n . c o m
Try free Google Docs
page 38
w w w . s o u n d i m i g r a t i o n . c o m
Recognize anything?
page 39
w w w . s o u n d i m i g r a t i o n . c o m
Add comments, flag authors
page 40
w w w . s o u n d i m i g r a t i o n . c o m
Track changes (“suggestions”)
page 41
• Footnotes
• Formatting
Caveat
• Also formatting issues
• Microsoft ID?
Alternative
Using webinars
to promote
your firm
w w w . s o u n d i m i g r a t i o n . c o m
What is content marketing?
Showcasing your
expertise
page 45
w w w . s o u n d i m i g r a t i o n . c o m
www.soundimmigration.com/lawyers
page 46
w w w . s o u n d i m i g r a t i o n . c o m
P.C.Decent microphone Webinar platform
What do you need?
page 47
w w w . s o u n d i m i g r a t i o n . c o m
AnyMeeting (www.anymeeting.com)
page 48
w w w . s o u n d i m i g r a t i o n . c o m
AnyMeeting (www.anymeeting.com)
page 49
Kanban boards
w w w . s o u n d i m i g r a t i o n . c o m
The lawyer as builder
Historically we have
been artisans
page 51
We are builders
Think of legal
products instead
of legal services.
What can we
deliver?
The Bottleneck
• Bottleneck = system
constraint
w w w . s o u n d i m i g r a t i o n . c o m
The lawyer as builder
page 54
Associate
Paralegal
Partner
Kanban
känbän
(看板)
n.
“signboard”
“billboard”
What’s on your
plate?
What isn’t?
To do Doing Waiting Done
Client 1 Client 6 Client 8 Client 15
Client 2 Client 7 Client 9 Client 16
Client 3 Client 10
Client 4 Client 11
Client 5 Client 12
Client 13
Client 14
w w w . s o u n d i m i g r a t i o n . c o m
känbän
page 57
Waiting on
client
Waiting on 3rd
party
To do Doing Done
Client 8 Client 20 Client 1 Client 6 Client 15
Client 9 Client 21 Client 2 Client 7 Client 16
Client 10 Client 3
Client 11 Client 4
Client 12 Client 5
Client 13
Client 14
w w w . s o u n d i m i g r a t i o n . c o m
Trello (www.trello.com)
page 58
w w w . s o u n d i m i g r a t i o n . c o m
Trim, intuitive interface
page 59
Resources
w w w . s o u n d i m i g r a t i o n . c o m
Lawyerist (www.lawyerist.com)
page 61
w w w . s o u n d i m i g r a t i o n . c o m
WSBS Small Practice Section ($35/yr)
page 62
w w w . s o u n d i m i g r a t i o n . c o m
Seattle Legal Innovation and Technology Group
page 63
www.soundimmigration.com/events
Greg McLawsen
Managing Attorney
@mclawsen
253-203-3170
greg@soundimmigration.com
www.soundimmigration.com

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Free and Low-Cost Technology for Law Firms

  • 1. Free and Low-Cost Technology for Law Firms September 8, 2016 Greg McLawsen Managing Attorney
  • 2. w w w . s o u n d i m i g r a t i o n . c o m www.soundimmigration.com America’s web-based immigration law firm page 2
  • 3. Greg McLawsen Managing Attorney Sound Immigration @mclawsen greg@soundimmigration.com www.soundimmigration.com
  • 4. w w w . s o u n d i m i g r a t i o n . c o m www.soundimmigration.com/events page 4
  • 5. w w w . s o u n d i m i g r a t i o n . c o m www.soundimmigration.com/lawyers page 5
  • 7. w w w . s o u n d i m i g r a t i o n . c o m 1 - Google Shopping for tech purchases www.google.com/shopping page 7
  • 8. w w w . s o u n d i m i g r a t i o n . c o m Let’s buy a ScanSnap iX500 page 8
  • 9. w w w . s o u n d i m i g r a t i o n . c o m Find the “Model Item Number” (CTRL F) page 9
  • 10. w w w . s o u n d i m i g r a t i o n . c o m Paste into Google Shopping, sort page 10
  • 11. w w w . s o u n d i m i g r a t i o n . c o m 2 - Jing (www.techsmith.com/jing) page 11
  • 12. w w w . s o u n d i m i g r a t i o n . c o m 3 - LastPass (www. lastpass.com) page 12
  • 13. w w w . s o u n d i m i g r a t i o n . c o m 4 - Doodle (www.doodle.com) page 13
  • 14. w w w . s o u n d i m i g r a t i o n . c o m 5 - Bitly (www.bitly.com) page 14
  • 15. w w w . s o u n d i m i g r a t i o n . c o m 6 - ScheduleOnce (www.scheduleonce.com) page 15
  • 16. w w w . s o u n d i m i g r a t i o n . c o m ScheduleOnce (www.scheduleonce.com) page 16
  • 17. w w w . s o u n d i m i g r a t i o n . c o m 7 - Boomerang (www.boomeranggmail.com) page 17
  • 18. w w w . s o u n d i m i g r a t i o n . c o m 8 - LinkedIn (www.linkedin.com) page 18
  • 19. w w w . s o u n d i m i g r a t i o n . c o m 9 - Stamps.com (guess) page 19
  • 20. w w w . s o u n d i m i g r a t i o n . c o m 10 - WSBA Solo & Small Practice Section ($35/yr) page 20
  • 22. w w w . s o u n d i m i g r a t i o n . c o m Is this your inbox experience? page 22
  • 23. w w w . s o u n d i m i g r a t i o n . c o m Team members need small Q&As on office tasks, case progression Clients want answers to case inquiries Colleagues want to coordinate on bar projects Why is everyone emailing you? page 23
  • 24. w w w . s o u n d i m i g r a t i o n . c o m …when all you have is a hammer page 24
  • 25. w w w . s o u n d i m i g r a t i o n . c o m First, understand you have options page 25
  • 26. What are we trying to accomplish with this information?
  • 27. w w w . s o u n d i m i g r a t i o n . c o m Client Consider secure case-management system. 1. Exchange messages in secure environment. 2. Message saved to client file 1. Get timely, case-specific advice to client *securely* 2. Paper the file re our advice page 27
  • 28. w w w . s o u n d i m i g r a t i o n . c o m Team members How about a team communication tool used by NASA’s jet propulsion lab? Slack (www.slack.com) Conversation-like dialogue on case/office matters. Ongoing. Open to all team members (or not). page 28
  • 29. w w w . s o u n d i m i g r a t i o n . c o m Team “channels” and direct messaging page 29
  • 30. w w w . s o u n d i m i g r a t i o n . c o m Direct messages page 30
  • 32. w w w . s o u n d i m i g r a t i o n . c o m And the price? page 32 Free*
  • 33. w w w . s o u n d i m i g r a t i o n . c o m Try this one with colleagues, too Email is terrible for group coordination on projects e.g. bar committees page 33
  • 35. w w w . s o u n d i m i g r a t i o n . c o m Brief with associate Declaration with client Article with colleague Where we collaborate page 35
  • 36. w w w . s o u n d i m i g r a t i o n . c o m Author 1 Author 2 Please not this page 36 Now where’s your “current” draft?
  • 37. Goal: real time collaboration on single document
  • 38. w w w . s o u n d i m i g r a t i o n . c o m Try free Google Docs page 38
  • 39. w w w . s o u n d i m i g r a t i o n . c o m Recognize anything? page 39
  • 40. w w w . s o u n d i m i g r a t i o n . c o m Add comments, flag authors page 40
  • 41. w w w . s o u n d i m i g r a t i o n . c o m Track changes (“suggestions”) page 41
  • 43. • Also formatting issues • Microsoft ID? Alternative
  • 45. w w w . s o u n d i m i g r a t i o n . c o m What is content marketing? Showcasing your expertise page 45
  • 46. w w w . s o u n d i m i g r a t i o n . c o m www.soundimmigration.com/lawyers page 46
  • 47. w w w . s o u n d i m i g r a t i o n . c o m P.C.Decent microphone Webinar platform What do you need? page 47
  • 48. w w w . s o u n d i m i g r a t i o n . c o m AnyMeeting (www.anymeeting.com) page 48
  • 49. w w w . s o u n d i m i g r a t i o n . c o m AnyMeeting (www.anymeeting.com) page 49
  • 51. w w w . s o u n d i m i g r a t i o n . c o m The lawyer as builder Historically we have been artisans page 51
  • 52. We are builders Think of legal products instead of legal services. What can we deliver?
  • 53. The Bottleneck • Bottleneck = system constraint
  • 54. w w w . s o u n d i m i g r a t i o n . c o m The lawyer as builder page 54 Associate Paralegal Partner
  • 56. What’s on your plate? What isn’t? To do Doing Waiting Done Client 1 Client 6 Client 8 Client 15 Client 2 Client 7 Client 9 Client 16 Client 3 Client 10 Client 4 Client 11 Client 5 Client 12 Client 13 Client 14
  • 57. w w w . s o u n d i m i g r a t i o n . c o m känbän page 57 Waiting on client Waiting on 3rd party To do Doing Done Client 8 Client 20 Client 1 Client 6 Client 15 Client 9 Client 21 Client 2 Client 7 Client 16 Client 10 Client 3 Client 11 Client 4 Client 12 Client 5 Client 13 Client 14
  • 58. w w w . s o u n d i m i g r a t i o n . c o m Trello (www.trello.com) page 58
  • 59. w w w . s o u n d i m i g r a t i o n . c o m Trim, intuitive interface page 59
  • 61. w w w . s o u n d i m i g r a t i o n . c o m Lawyerist (www.lawyerist.com) page 61
  • 62. w w w . s o u n d i m i g r a t i o n . c o m WSBS Small Practice Section ($35/yr) page 62
  • 63. w w w . s o u n d i m i g r a t i o n . c o m Seattle Legal Innovation and Technology Group page 63

Editor's Notes

  1. Historically we’ve viewed ourselves as artisans. We offer a highly customized, client-tailored service – like a bespoke suit from a tailor. There’s tremendous craft to our profession, and what I’m talking about today has nothing to do with detracting from that view of lawyers. But I want to offer a different and additional framework for viewing how we deliver value to our clients. Photo Credit: worradmu – freedigitalphotos.com
  2. That framework is the paradigm of manufacturing. Or more broadly, it’s the framework of building things. Today we’re going to try looking at what we do as building a product for our clients. We’re going to think about our law firms as manufacturing plants that build legal products. Or – if you prefer – we’ll view our work the way software developers think about completing projects. It turns out that the project management systems used all throughout the tech industry – that we can apply to law – grew out of car manufacturing. <a href="http://www.shutterstock.com/gallery-1456598p1.html?cr=00&pl=edit-00">Irina Borsuchenko</a> / <a href="http://www.shutterstock.com/editorial?cr=00&pl=edit-00">Shutterstock.com</a>
  3. Big Boss comes to visit Image credit: Business People @ freedigitalphotos.com
  4. Big Boss comes to visit Image credit: Business People @ freedigitalphotos.com
  5. Big Boss comes to visit Image credit: Business People @ freedigitalphotos.com