Essential Technology for Solo &   Small Firm Practitioners    Section 101 – Presented by Merisa K. BowersTechnology you re...
BASIC HARDWARE Computer   Desktop for the office     Laptop for home        - Consider Refurbished models        - Cons...
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 ...
BASIC SOFTWARE Microsoft Office   Word   Excel   PowerPoint   etc. Adobe Reader   Consider Adobe Acrobat to create ...
BASIC INTERNET APPS/DOWNLOADS FileHippo.com for maintenance apps/updates DropBox GOOGLE EVERYTHING   Gmail   Google C...
BASIC INTERNET APPS/DOWNLOADS
BASIC SECURITY Two step verification for email   Text Message codes   Back-up email accounts Good passwords www.comput...
PRACTICE TIPSFILE ORGANIZATION
PRACTICE TIPS Excel works fine. Honestly.   Business Expense Ledger   Income/Account Ledger   IOLTA/Trust Ledger   Co...
FEEDBACK/COMMENTS What technology do you use that you consider  essential? Is a case management system/software necessar...
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Essential Technology for Solo & Small Firm Practitioners

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  • ***NOTICE that FAX MACHINE is not included!
  • Essential Technology for Solo & Small Firm Practitioners

    1. 1. 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
    2. 2. BASIC HARDWARE Computer  Desktop for the office  Laptop for home - Consider Refurbished models - Consider towerless models for cleaner look - Consider larger screens
    3. 3. BASIC HARDWARE Dual monitors for desktop  cheap, easy, and awesome!
    4. 4. 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?
    5. 5. 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)
    6. 6. 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
    7. 7. BASIC INTERNET APPS/DOWNLOADS
    8. 8. 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
    9. 9. PRACTICE TIPSFILE ORGANIZATION
    10. 10. 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.
    11. 11. 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

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