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How to Operate a Virtual Law Office and Deliver Legal Services Online
Overview – Part I  ,[object Object],[object Object],[object Object]
What is virtual law practice? ,[object Object],[object Object]
eLawyering ,[object Object]
What virtual law practice is not ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How Attorneys Use Virtual Law Offices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Traditional Firm w/Virtual Law Office
Web-based
Unbundled Legal Services
Multijurisdictional Virtual Law Firm
Is there a market for this? ,[object Object],[object Object],[object Object]
Serving Your Clients ●  Your clients are ready.  They shop, bank, conduct business, and pay their credit cards and taxes online.  ●   Be prepared for your future clients: the “Digital Natives”
Why is Virtual Law Practice Important? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Technology: Software as a Service (SaaS) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Benefits of SaaS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Risk of Using Piecemeal SaaS Apps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Current SaaS Products ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Online Document Assembly & Automation ,[object Object],[object Object],[object Object]
Online Case & Client Management ,[object Object],[object Object],[object Object]
Ethics Concerns ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Mitigating the Risks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Avoiding Malpractice ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Overview - Part II ,[object Object],[object Object],[object Object],[object Object]
Step One:  Choose a structure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Unbundling Legal Services ,[object Object],[object Object],[object Object]
Step Two:  Choose the Tech ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step Three: Research the Provider ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Start-up Basics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Obtaining Malpractice Insurance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Budgeting a Virtual Law Office ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Virtual Paralegals/Assistants ,[object Object],[object Object],[object Object]
Marketing the Virtual Law Practice ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Future Innovation ,[object Object],[object Object],[object Object],[object Object],[object Object]
Contact Me ,[object Object],[object Object],[object Object]

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CLE on Virtual Law Practice for the NCBA

Editor's Notes

  1. Features of a virtual law office Methods of eLawyering are found in a virtual law practice.
  2. Remote and rural areas providing access to justice for them. Client base to help remote clients
  3. North Carolina 2008 Formal Ethics Opinion 5, “Web-Based Management of Client Records” (July 18, 2008),
  4. North Carolina 2008 Formal Ethics Opinion 3, “Assisting a Pro Se Litigant” (January 23, 2009)
  5. North Carolina Bar 2010 Proposed Formal Ethics Opinion 7, “Subscribing to Software as a Service While Fulfilling the Duties of Confidentiality and Preservation of Client Property” (April 15, 2010), North Carolina State Bar Journal , Summer 2010, Volume 15, Number 2.
  6. Hardware Costs   Computer UPS Surge protectors Internet Access Wireless Card DSL Backup internet method - *optional* Mobile Devices Smartphones Netbooks Scanner Backup Methods Portable Harddrives Truecrypt/Synctoy - *free opensource software* USB key Optional Microphone Webcam In computer or separate   Software Costs   SaaS Product One product or use piecemeal products   Web-browser Mozilla Firefox with add-ons, such as no-scripts *free*   Third-party Credit Card Processing Company’s services Per transaction costs, annual fees Value of IOLTA & trust accounting compliance handled for you PayPal, Google Shopping Cart *free* *Ethics warning*   Software designed for your practice area if needed in addition to the SaaS service *optional* State-specific programs Hotdocs, Prodocs, etc.   Desktop Sharing *optional* iContact or other service *optional* Value of email updates/newsletters to clients/other professionals Quickbooks or other accounting software     Some useful free software options PDF Converter PrimoPDF Adobe Reader TweetDeck Twitter Mozilla’s Thunderbird Email Open Office Suite Skype Google Apps, such as Google Voice, Reader, Docs