Essential Technology for Solo & Small Firm Practitioners
Essential Technology for Solo & Small Firm Practitioners Section 101 – Presented by Merisa K. BowersTechnology you really need, how you need to useit, and how to get it for [almost] free. Section 201 – Presented by Bryan M. GriffithThe next level: automation, use of forms, andvideo conferencing
BASIC HARDWARE Computer Desktop for the office Laptop for home - Consider Refurbished models - Consider towerless models for cleaner look - Consider larger screens
BASIC HARDWARE Dual monitors for desktop cheap, easy, and awesome!
BASIC HARDWARE Phone the pros and cons of only having a cell phone Smartphone A “must” today? Printer What to look for: document feeder in top, ability to print envelopes, availability of ink Scanner/copier for larger jobs Old models cheap on Craigslist, or often available in office shares External Hard Drive Is this necessary with cloud-based backups?
BASIC SOFTWARE Microsoft Office Word Excel PowerPoint etc. Adobe Reader Consider Adobe Acrobat to create forms Adobe Flash (free) Basic photo editor (Microsoft Paint, Photoshop, etc?) Internet browser (IE, Firefox, Chrome)
BASIC INTERNET APPS/DOWNLOADS FileHippo.com for maintenance apps/updates DropBox GOOGLE EVERYTHING Gmail Google Calendar Google Voice Google Maps Google Drive Ring Central or other e-fax system Quickbooks Online for invoicing
BASIC SECURITY Two step verification for email Text Message codes Back-up email accounts Good passwords www.computerworld.com/s/article/82883/Secrets_to_the_best_passwords Avoid predictable keywords (“password” should not appear!) Use keywords related to a theme Honeymoon Nicknames (meemaw, geepaw) Birth of child (blueeyes, onemorepush, crankyRN, icechips) New car/job/home (bmw7series, sunroof6CDs) Then mix uppercase, lowercase, numbers i.e. “Honeymoon” Theme: cancun1014MX Security code for smartphone
PRACTICE TIPS Excel works fine. Honestly. Business Expense Ledger Income/Account Ledger IOLTA/Trust Ledger Conflict Check Ledger Others? Accounts Receivables Ledger Closed File Ledger As a solo/small firm, you need to make sure your information is easy to access and understand if you cannot practice.
FEEDBACK/COMMENTS What technology do you use that you consider essential? Is a case management system/software necessary in your practice? Rocketmatter CLIO Briefcase Questions, comments, thoughts? Merisa K. Bowers Attorney at Law LLC THANK YOU! Merisa@MerisaBowersLaw.com (614) 753-2235