SlideShare a Scribd company logo

Keynote on Future of Legal Services Delivery

These slides are from the Canadian Discipline Administrators Conference in Toronto.

1 of 49
Download to read offline
Virtual Law Practice and the Online Delivery of
Legal Services


presented by
Stephanie Kimbro
Attorney, Kimbro Legal Services
Technology Consultant, Total Attorneys



Canadian Discipline Administrators Conference
November 3, 2011
Overview
 Part One: How do virtual law firm operate?

 Part Two: Forms of Virtual Law Practice, Canadian
  Case Studies

 Part Three: Ethical Issues and how these are being
  addressed

 Part Four: Future of Online Delivery

 Q&A
What is virtual law practice?
 A virtual law office is a professional law practice that is
  located online through a secure portal and is accessible to
  both the client and the attorney anywhere the parties may
  access the Internet.

 Virtual lawyering vs. the “untethered” lawyer



           Username:
            Password:
                                           LOGIN
Virtual law practice is not exclusively…
 an online website that sells legal documents without attorney
  review, such as LegalZoom or Corporation Centre

 a law firm website with an email “contact us for a free quote” form for
  prospective clients

 communication by email even if sent through a law firm’s website

 a rented physical office that may be shared with other professionals along
  with a receptionist service

 VPNs, client extranets and other services, such as GoToPC and LogMeIn
    Ex. Aird & Berlis LLP in Toronto
 a conglomeration of attorneys in remote locations pooling resources and
  communicating over the Internet
    Ex. Valkyrie Law Group
 a law practice based in a virtual reality world, such as Second Life
How it Operates
 Origin of the term “cloud computing”
 Computer Security Division of the National Institute of
  Standards and Technology (NIST):
 "Cloud computing is a model for
  enabling convenient, on-demand
  network access to a shared pool of
  configurable computing resources
  that can be rapidly provisioned &
  released with minimal management
  effort or service provider interaction.”


 What is a Data Center?
Software as a Service (SaaS)
 SaaS is one form of cloud computing.
    The technology used to create and maintain the virtual law
     practice is handled through a secure, third-party hosted
     system.

    Practicing law “in the cloud.”

    Most traditional firms already use some form of SaaS

Recommended

Practicing Law Online: Creating a Virtual Law Office ebook
Practicing Law Online: Creating a Virtual Law Office ebookPracticing Law Online: Creating a Virtual Law Office ebook
Practicing Law Online: Creating a Virtual Law Office ebookStephanie Kimbro Dolin
 
The Virtual Law Firm: How to Deliver Legal Services Online
The Virtual Law Firm: How to Deliver Legal Services OnlineThe Virtual Law Firm: How to Deliver Legal Services Online
The Virtual Law Firm: How to Deliver Legal Services OnlineStephanie Kimbro Dolin
 
Virtual Law Office - What It Is & How to Use It
Virtual Law Office - What It Is & How to Use ItVirtual Law Office - What It Is & How to Use It
Virtual Law Office - What It Is & How to Use ItLaw Practice Strategy
 
Virtual Law Practice & Gamification of Legal Services
Virtual Law Practice & Gamification of Legal ServicesVirtual Law Practice & Gamification of Legal Services
Virtual Law Practice & Gamification of Legal ServicesStephanie Kimbro Dolin
 
Future of the Legal Profession
Future of the Legal ProfessionFuture of the Legal Profession
Future of the Legal ProfessionRichard S. Granat
 

More Related Content

What's hot

ONLINE LEGAL SERVICE: THE PRESENT AND FUTURE
ONLINE LEGAL SERVICE: THE PRESENT AND FUTUREONLINE LEGAL SERVICE: THE PRESENT AND FUTURE
ONLINE LEGAL SERVICE: THE PRESENT AND FUTUREijcsit
 
Cloud Computing for Lawyers- Chicago Bar Association Presentation
Cloud Computing for Lawyers- Chicago Bar Association PresentationCloud Computing for Lawyers- Chicago Bar Association Presentation
Cloud Computing for Lawyers- Chicago Bar Association PresentationNicole Black
 
Singapore's Legal Technology Vision (2018 update)
Singapore's Legal Technology Vision (2018 update)Singapore's Legal Technology Vision (2018 update)
Singapore's Legal Technology Vision (2018 update)Benjamin Ang
 
Think twice before you sign again!
Think twice before you sign again!Think twice before you sign again!
Think twice before you sign again!Process Fusion Inc
 
Jurisdictional issues of e commerce and consumer protection
Jurisdictional issues of e commerce and consumer protectionJurisdictional issues of e commerce and consumer protection
Jurisdictional issues of e commerce and consumer protectionAkshay Sharma
 
The regulatory environment of electronic commerce
The regulatory environment of electronic commerceThe regulatory environment of electronic commerce
The regulatory environment of electronic commerceWisnu Dewobroto
 
Gagnier's Portion of TechWeek Chicago Presentation
Gagnier's Portion of TechWeek Chicago PresentationGagnier's Portion of TechWeek Chicago Presentation
Gagnier's Portion of TechWeek Chicago PresentationChristina Gagnier
 
Legal ethical issues E commerce
Legal ethical issues E commerceLegal ethical issues E commerce
Legal ethical issues E commerceWisnu Dewobroto
 

What's hot (19)

E commerce - ppt
E   commerce  - ppt E   commerce  - ppt
E commerce - ppt
 
ONLINE LEGAL SERVICE: THE PRESENT AND FUTURE
ONLINE LEGAL SERVICE: THE PRESENT AND FUTUREONLINE LEGAL SERVICE: THE PRESENT AND FUTURE
ONLINE LEGAL SERVICE: THE PRESENT AND FUTURE
 
ONLINE LEGAL SERVICE: THE PRESENT AND FUTURE
ONLINE LEGAL SERVICE: THE PRESENT AND FUTUREONLINE LEGAL SERVICE: THE PRESENT AND FUTURE
ONLINE LEGAL SERVICE: THE PRESENT AND FUTURE
 
Cloud Computing for Lawyers- Chicago Bar Association Presentation
Cloud Computing for Lawyers- Chicago Bar Association PresentationCloud Computing for Lawyers- Chicago Bar Association Presentation
Cloud Computing for Lawyers- Chicago Bar Association Presentation
 
Singapore's Legal Technology Vision (2018 update)
Singapore's Legal Technology Vision (2018 update)Singapore's Legal Technology Vision (2018 update)
Singapore's Legal Technology Vision (2018 update)
 
Think twice before you sign again!
Think twice before you sign again!Think twice before you sign again!
Think twice before you sign again!
 
Legal Matters in E-commerce
Legal Matters in E-commerceLegal Matters in E-commerce
Legal Matters in E-commerce
 
Compliance & Value of Digital Signatures
Compliance & Value of Digital SignaturesCompliance & Value of Digital Signatures
Compliance & Value of Digital Signatures
 
Cloud Based Legal Practice Management Software 2021 - Legodesk
Cloud Based Legal Practice Management Software 2021 - LegodeskCloud Based Legal Practice Management Software 2021 - Legodesk
Cloud Based Legal Practice Management Software 2021 - Legodesk
 
Social Media and the Law
Social Media and the LawSocial Media and the Law
Social Media and the Law
 
Ethics for lawyers in the cloud
Ethics for lawyers in the cloudEthics for lawyers in the cloud
Ethics for lawyers in the cloud
 
Jurisdictional issues of e commerce and consumer protection
Jurisdictional issues of e commerce and consumer protectionJurisdictional issues of e commerce and consumer protection
Jurisdictional issues of e commerce and consumer protection
 
Cloud
CloudCloud
Cloud
 
The regulatory environment of electronic commerce
The regulatory environment of electronic commerceThe regulatory environment of electronic commerce
The regulatory environment of electronic commerce
 
180926 ihan webinar 2
180926 ihan webinar 2180926 ihan webinar 2
180926 ihan webinar 2
 
Gagnier's Portion of TechWeek Chicago Presentation
Gagnier's Portion of TechWeek Chicago PresentationGagnier's Portion of TechWeek Chicago Presentation
Gagnier's Portion of TechWeek Chicago Presentation
 
Privacy and E-Commerce
Privacy and E-CommercePrivacy and E-Commerce
Privacy and E-Commerce
 
Legal ethical issues E commerce
Legal ethical issues E commerceLegal ethical issues E commerce
Legal ethical issues E commerce
 
Social and ethical issues in commerce
Social and ethical issues in commerceSocial and ethical issues in commerce
Social and ethical issues in commerce
 

Viewers also liked

CISCO : LE TRAFIC MOBILE EN PLEINE EXPLOSION
CISCO : LE TRAFIC MOBILE EN PLEINE EXPLOSIONCISCO : LE TRAFIC MOBILE EN PLEINE EXPLOSION
CISCO : LE TRAFIC MOBILE EN PLEINE EXPLOSIONBertrand Jonquois
 
Ed 2011-conventional-financing-add
Ed 2011-conventional-financing-addEd 2011-conventional-financing-add
Ed 2011-conventional-financing-addMatthew Rathbun
 
CLE on Virtual Law Practice for the NCBA
CLE on Virtual Law Practice for the NCBACLE on Virtual Law Practice for the NCBA
CLE on Virtual Law Practice for the NCBAStephanie Kimbro Dolin
 
Vreb speaking spring 2014
Vreb speaking spring 2014Vreb speaking spring 2014
Vreb speaking spring 2014Matthew Rathbun
 
Cisco Visual Networking Index (VNI) Global Mobile Data Traffic Forecast Update
Cisco Visual Networking Index (VNI) Global Mobile Data Traffic Forecast UpdateCisco Visual Networking Index (VNI) Global Mobile Data Traffic Forecast Update
Cisco Visual Networking Index (VNI) Global Mobile Data Traffic Forecast UpdateMr Nyak
 

Viewers also liked (6)

Show Me The Money L
Show Me The Money LShow Me The Money L
Show Me The Money L
 
CISCO : LE TRAFIC MOBILE EN PLEINE EXPLOSION
CISCO : LE TRAFIC MOBILE EN PLEINE EXPLOSIONCISCO : LE TRAFIC MOBILE EN PLEINE EXPLOSION
CISCO : LE TRAFIC MOBILE EN PLEINE EXPLOSION
 
Ed 2011-conventional-financing-add
Ed 2011-conventional-financing-addEd 2011-conventional-financing-add
Ed 2011-conventional-financing-add
 
CLE on Virtual Law Practice for the NCBA
CLE on Virtual Law Practice for the NCBACLE on Virtual Law Practice for the NCBA
CLE on Virtual Law Practice for the NCBA
 
Vreb speaking spring 2014
Vreb speaking spring 2014Vreb speaking spring 2014
Vreb speaking spring 2014
 
Cisco Visual Networking Index (VNI) Global Mobile Data Traffic Forecast Update
Cisco Visual Networking Index (VNI) Global Mobile Data Traffic Forecast UpdateCisco Visual Networking Index (VNI) Global Mobile Data Traffic Forecast Update
Cisco Visual Networking Index (VNI) Global Mobile Data Traffic Forecast Update
 

Similar to Keynote on Future of Legal Services Delivery

Future of the Legal Profession
Future of the Legal ProfessionFuture of the Legal Profession
Future of the Legal ProfessionRichard S. Granat
 
Engaging pro bono attorneys in virtual law practice
Engaging pro bono attorneys in virtual law practiceEngaging pro bono attorneys in virtual law practice
Engaging pro bono attorneys in virtual law practiceLegal Services Corporation
 
Engaging pro bono attorneys in virtual law practice | LSC TIG Conference 2015
Engaging pro bono attorneys in virtual law practice | LSC TIG Conference 2015Engaging pro bono attorneys in virtual law practice | LSC TIG Conference 2015
Engaging pro bono attorneys in virtual law practice | LSC TIG Conference 2015Legal Services Corporation
 
Trends in legal tech 2018
Trends in legal tech 2018Trends in legal tech 2018
Trends in legal tech 2018Secure Privacy
 
ICT and the transformation of the legal profession
ICT and the transformation of the legal profession ICT and the transformation of the legal profession
ICT and the transformation of the legal profession Oluwaseyi K. Oni
 
E commerce in india
E  commerce in indiaE  commerce in india
E commerce in indiaatuljaybhaye
 
Iowa Weighs in on Ethics of Cloud Computing for Lawyers
Iowa Weighs in on Ethics of Cloud Computing for LawyersIowa Weighs in on Ethics of Cloud Computing for Lawyers
Iowa Weighs in on Ethics of Cloud Computing for LawyersNicole Black
 
Future-Proofing Your Law Firm Processes
Future-Proofing Your Law Firm ProcessesFuture-Proofing Your Law Firm Processes
Future-Proofing Your Law Firm ProcessesQorus Software
 
Legal issues in technology
Legal issues in technologyLegal issues in technology
Legal issues in technologyEzraGray1
 
Legal Suits – Court Case, Client Attorney App
Legal Suits – Court Case, Client Attorney AppLegal Suits – Court Case, Client Attorney App
Legal Suits – Court Case, Client Attorney AppIRJET Journal
 
Trends in legal tech 2018
Trends in legal tech 2018Trends in legal tech 2018
Trends in legal tech 2018Dan Storbaek
 
Virtual & Remote Practice: Reach from the Beach & Manage from the Mountains
Virtual & Remote Practice: Reach from the Beach & Manage from the MountainsVirtual & Remote Practice: Reach from the Beach & Manage from the Mountains
Virtual & Remote Practice: Reach from the Beach & Manage from the MountainsGarrett P. Laborde
 
Govt authentication brief ca v
Govt authentication brief ca vGovt authentication brief ca v
Govt authentication brief ca vMike Kuhn
 
Impact Of ICT on Justice Delivery System
Impact Of ICT on Justice Delivery SystemImpact Of ICT on Justice Delivery System
Impact Of ICT on Justice Delivery SystemTalwant Singh
 
Cloud and mobile computing for lawyers
Cloud and mobile computing for lawyersCloud and mobile computing for lawyers
Cloud and mobile computing for lawyersNicole Black
 

Similar to Keynote on Future of Legal Services Delivery (20)

Introduction to Virtual Law Practice
Introduction to Virtual Law PracticeIntroduction to Virtual Law Practice
Introduction to Virtual Law Practice
 
Future of the Legal Profession
Future of the Legal ProfessionFuture of the Legal Profession
Future of the Legal Profession
 
Engaging pro bono attorneys in virtual law practice
Engaging pro bono attorneys in virtual law practiceEngaging pro bono attorneys in virtual law practice
Engaging pro bono attorneys in virtual law practice
 
Engaging pro bono attorneys in virtual law practice | LSC TIG Conference 2015
Engaging pro bono attorneys in virtual law practice | LSC TIG Conference 2015Engaging pro bono attorneys in virtual law practice | LSC TIG Conference 2015
Engaging pro bono attorneys in virtual law practice | LSC TIG Conference 2015
 
Legal Robots
Legal RobotsLegal Robots
Legal Robots
 
Trends in legal tech 2018
Trends in legal tech 2018Trends in legal tech 2018
Trends in legal tech 2018
 
ICT and the transformation of the legal profession
ICT and the transformation of the legal profession ICT and the transformation of the legal profession
ICT and the transformation of the legal profession
 
E commerce in india
E  commerce in indiaE  commerce in india
E commerce in india
 
Iowa Weighs in on Ethics of Cloud Computing for Lawyers
Iowa Weighs in on Ethics of Cloud Computing for LawyersIowa Weighs in on Ethics of Cloud Computing for Lawyers
Iowa Weighs in on Ethics of Cloud Computing for Lawyers
 
Future-Proofing Your Law Firm Processes
Future-Proofing Your Law Firm ProcessesFuture-Proofing Your Law Firm Processes
Future-Proofing Your Law Firm Processes
 
Legal issues in technology
Legal issues in technologyLegal issues in technology
Legal issues in technology
 
Legal Suits – Court Case, Client Attorney App
Legal Suits – Court Case, Client Attorney AppLegal Suits – Court Case, Client Attorney App
Legal Suits – Court Case, Client Attorney App
 
Trends in legal tech 2018
Trends in legal tech 2018Trends in legal tech 2018
Trends in legal tech 2018
 
Virtual & Remote Practice: Reach from the Beach & Manage from the Mountains
Virtual & Remote Practice: Reach from the Beach & Manage from the MountainsVirtual & Remote Practice: Reach from the Beach & Manage from the Mountains
Virtual & Remote Practice: Reach from the Beach & Manage from the Mountains
 
E courts project
E courts projectE courts project
E courts project
 
Govt authentication brief ca v
Govt authentication brief ca vGovt authentication brief ca v
Govt authentication brief ca v
 
Florida Bar Case Study
Florida Bar Case StudyFlorida Bar Case Study
Florida Bar Case Study
 
Impact Of ICT on Justice Delivery System
Impact Of ICT on Justice Delivery SystemImpact Of ICT on Justice Delivery System
Impact Of ICT on Justice Delivery System
 
Project Manhattan Columbia
Project Manhattan ColumbiaProject Manhattan Columbia
Project Manhattan Columbia
 
Cloud and mobile computing for lawyers
Cloud and mobile computing for lawyersCloud and mobile computing for lawyers
Cloud and mobile computing for lawyers
 

More from Stephanie Kimbro Dolin

Get Your Game On!: Using Games to Engage and Learn About Legal Services
Get Your Game On!: Using Games to Engage and Learn About Legal ServicesGet Your Game On!: Using Games to Engage and Learn About Legal Services
Get Your Game On!: Using Games to Engage and Learn About Legal ServicesStephanie Kimbro Dolin
 
Building & Developing a Virtual Law Practice
Building & Developing a Virtual Law PracticeBuilding & Developing a Virtual Law Practice
Building & Developing a Virtual Law PracticeStephanie Kimbro Dolin
 
Delivering Unbundled Legal Services Over the Internet
Delivering Unbundled Legal Services Over the InternetDelivering Unbundled Legal Services Over the Internet
Delivering Unbundled Legal Services Over the InternetStephanie Kimbro Dolin
 
Consumer Law Revolution - Online Marketing Tools
Consumer Law Revolution - Online Marketing ToolsConsumer Law Revolution - Online Marketing Tools
Consumer Law Revolution - Online Marketing ToolsStephanie Kimbro Dolin
 
Virtual Law Practice: Basic Concept from the ABA ELawyering Task Force
Virtual Law Practice: Basic Concept from the ABA ELawyering Task ForceVirtual Law Practice: Basic Concept from the ABA ELawyering Task Force
Virtual Law Practice: Basic Concept from the ABA ELawyering Task ForceStephanie Kimbro Dolin
 
The Virtual Law Firm: How to Build Your Practice in an Online
The Virtual Law Firm: How to Build Your Practice in an Online The Virtual Law Firm: How to Build Your Practice in an Online
The Virtual Law Firm: How to Build Your Practice in an Online Stephanie Kimbro Dolin
 

More from Stephanie Kimbro Dolin (10)

Get Your Game On!: Using Games to Engage and Learn About Legal Services
Get Your Game On!: Using Games to Engage and Learn About Legal ServicesGet Your Game On!: Using Games to Engage and Learn About Legal Services
Get Your Game On!: Using Games to Engage and Learn About Legal Services
 
eProfessionalism
eProfessionalism eProfessionalism
eProfessionalism
 
Building & Developing a Virtual Law Practice
Building & Developing a Virtual Law PracticeBuilding & Developing a Virtual Law Practice
Building & Developing a Virtual Law Practice
 
Social Media in Law Practice
Social Media in Law PracticeSocial Media in Law Practice
Social Media in Law Practice
 
Delivering Unbundled Legal Services Over the Internet
Delivering Unbundled Legal Services Over the InternetDelivering Unbundled Legal Services Over the Internet
Delivering Unbundled Legal Services Over the Internet
 
Consumer Law Revolution - Online Marketing Tools
Consumer Law Revolution - Online Marketing ToolsConsumer Law Revolution - Online Marketing Tools
Consumer Law Revolution - Online Marketing Tools
 
Technology in Law Practice
Technology in Law PracticeTechnology in Law Practice
Technology in Law Practice
 
Virtual Law Practice: Basic Concept from the ABA ELawyering Task Force
Virtual Law Practice: Basic Concept from the ABA ELawyering Task ForceVirtual Law Practice: Basic Concept from the ABA ELawyering Task Force
Virtual Law Practice: Basic Concept from the ABA ELawyering Task Force
 
Social Media and the Legal Profe
Social Media and the Legal ProfeSocial Media and the Legal Profe
Social Media and the Legal Profe
 
The Virtual Law Firm: How to Build Your Practice in an Online
The Virtual Law Firm: How to Build Your Practice in an Online The Virtual Law Firm: How to Build Your Practice in an Online
The Virtual Law Firm: How to Build Your Practice in an Online
 

Recently uploaded

Hershey Presentation at 2024 CAGY Conference
Hershey Presentation at 2024 CAGY ConferenceHershey Presentation at 2024 CAGY Conference
Hershey Presentation at 2024 CAGY ConferenceNeil Kimberley
 
FICCI Monthly Bulletin February 2024.pdf
FICCI  Monthly Bulletin February 2024.pdfFICCI  Monthly Bulletin February 2024.pdf
FICCI Monthly Bulletin February 2024.pdfsubarnamostafa1
 
Zero Budget Marketing Strategy with KPIs for a Cleaning Detergent Training ...
Zero Budget Marketing  Strategy with KPIs for a Cleaning Detergent  Training ...Zero Budget Marketing  Strategy with KPIs for a Cleaning Detergent  Training ...
Zero Budget Marketing Strategy with KPIs for a Cleaning Detergent Training ...Precious Mvulane CA (SA),RA
 
How to Get Around Sales Objection | The SMART Sales Systems
How to Get Around Sales Objection | The SMART Sales SystemsHow to Get Around Sales Objection | The SMART Sales Systems
How to Get Around Sales Objection | The SMART Sales SystemsSalesScripter
 
Clean/Renewable Energy Virtual Investor Conference
Clean/Renewable Energy Virtual Investor ConferenceClean/Renewable Energy Virtual Investor Conference
Clean/Renewable Energy Virtual Investor ConferenceMarketing847413
 
Actionable Fundraising Planning - Slide Presentation.pptx.pdf
Actionable Fundraising Planning - Slide Presentation.pptx.pdfActionable Fundraising Planning - Slide Presentation.pptx.pdf
Actionable Fundraising Planning - Slide Presentation.pptx.pdfBloomerang
 
SlideEgg_300445-Apple Inc(1).pptx case study
SlideEgg_300445-Apple Inc(1).pptx case studySlideEgg_300445-Apple Inc(1).pptx case study
SlideEgg_300445-Apple Inc(1).pptx case studyindobanglatradeinter
 
publicpolicy-130621235359-phpapp02 2.pdf
publicpolicy-130621235359-phpapp02 2.pdfpublicpolicy-130621235359-phpapp02 2.pdf
publicpolicy-130621235359-phpapp02 2.pdfmmople
 
02.22.2024 Email Options in Bloomerang.pdf
02.22.2024 Email Options in Bloomerang.pdf02.22.2024 Email Options in Bloomerang.pdf
02.22.2024 Email Options in Bloomerang.pdfBloomerang
 
Truths and Myths of Innovation and Entrepreneurship
Truths and Myths of Innovation and EntrepreneurshipTruths and Myths of Innovation and Entrepreneurship
Truths and Myths of Innovation and EntrepreneurshipYannis Charalabidis
 
ZEOTAR EV Prince Team English Presentation
ZEOTAR EV Prince Team English PresentationZEOTAR EV Prince Team English Presentation
ZEOTAR EV Prince Team English PresentationKings Reddys
 
02.20 Webinar - Online Giving Trends.pdf
02.20 Webinar - Online Giving Trends.pdf02.20 Webinar - Online Giving Trends.pdf
02.20 Webinar - Online Giving Trends.pdfBloomerang
 
General Mills Presentation at CAGNY 2024
General Mills Presentation at CAGNY 2024General Mills Presentation at CAGNY 2024
General Mills Presentation at CAGNY 2024Neil Kimberley
 
How do hotel linen suppliers contribute to sustainable and eco-friendly pract...
How do hotel linen suppliers contribute to sustainable and eco-friendly pract...How do hotel linen suppliers contribute to sustainable and eco-friendly pract...
How do hotel linen suppliers contribute to sustainable and eco-friendly pract...indhumathi546580
 
Miller Coors Presentation at CAGNY Feb 2024
Miller Coors Presentation at CAGNY Feb 2024Miller Coors Presentation at CAGNY Feb 2024
Miller Coors Presentation at CAGNY Feb 2024Neil Kimberley
 
Questions to Answer to Prepare for Zero Budget Marketing .docx
Questions to Answer to Prepare for Zero Budget Marketing .docxQuestions to Answer to Prepare for Zero Budget Marketing .docx
Questions to Answer to Prepare for Zero Budget Marketing .docxPrecious Mvulane CA (SA),RA
 

Recently uploaded (20)

Hershey Presentation at 2024 CAGY Conference
Hershey Presentation at 2024 CAGY ConferenceHershey Presentation at 2024 CAGY Conference
Hershey Presentation at 2024 CAGY Conference
 
Charlie Caldwell - Living Smart with AI.pdf
Charlie Caldwell - Living Smart with AI.pdfCharlie Caldwell - Living Smart with AI.pdf
Charlie Caldwell - Living Smart with AI.pdf
 
FICCI Monthly Bulletin February 2024.pdf
FICCI  Monthly Bulletin February 2024.pdfFICCI  Monthly Bulletin February 2024.pdf
FICCI Monthly Bulletin February 2024.pdf
 
Zero Budget Marketing Strategy with KPIs for a Cleaning Detergent Training ...
Zero Budget Marketing  Strategy with KPIs for a Cleaning Detergent  Training ...Zero Budget Marketing  Strategy with KPIs for a Cleaning Detergent  Training ...
Zero Budget Marketing Strategy with KPIs for a Cleaning Detergent Training ...
 
2024 Calendar-eXperience MattersThailand
2024 Calendar-eXperience MattersThailand2024 Calendar-eXperience MattersThailand
2024 Calendar-eXperience MattersThailand
 
How to Get Around Sales Objection | The SMART Sales Systems
How to Get Around Sales Objection | The SMART Sales SystemsHow to Get Around Sales Objection | The SMART Sales Systems
How to Get Around Sales Objection | The SMART Sales Systems
 
Clean/Renewable Energy Virtual Investor Conference
Clean/Renewable Energy Virtual Investor ConferenceClean/Renewable Energy Virtual Investor Conference
Clean/Renewable Energy Virtual Investor Conference
 
Actionable Fundraising Planning - Slide Presentation.pptx.pdf
Actionable Fundraising Planning - Slide Presentation.pptx.pdfActionable Fundraising Planning - Slide Presentation.pptx.pdf
Actionable Fundraising Planning - Slide Presentation.pptx.pdf
 
SlideEgg_300445-Apple Inc(1).pptx case study
SlideEgg_300445-Apple Inc(1).pptx case studySlideEgg_300445-Apple Inc(1).pptx case study
SlideEgg_300445-Apple Inc(1).pptx case study
 
publicpolicy-130621235359-phpapp02 2.pdf
publicpolicy-130621235359-phpapp02 2.pdfpublicpolicy-130621235359-phpapp02 2.pdf
publicpolicy-130621235359-phpapp02 2.pdf
 
02.22.2024 Email Options in Bloomerang.pdf
02.22.2024 Email Options in Bloomerang.pdf02.22.2024 Email Options in Bloomerang.pdf
02.22.2024 Email Options in Bloomerang.pdf
 
Truths and Myths of Innovation and Entrepreneurship
Truths and Myths of Innovation and EntrepreneurshipTruths and Myths of Innovation and Entrepreneurship
Truths and Myths of Innovation and Entrepreneurship
 
Carol Scott - How to Thrive in the AI Era.pdf
Carol Scott - How to Thrive in the AI Era.pdfCarol Scott - How to Thrive in the AI Era.pdf
Carol Scott - How to Thrive in the AI Era.pdf
 
ZEOTAR EV Prince Team English Presentation
ZEOTAR EV Prince Team English PresentationZEOTAR EV Prince Team English Presentation
ZEOTAR EV Prince Team English Presentation
 
Bryan_Cassady - AI Powered Innovation.pdf
Bryan_Cassady - AI Powered Innovation.pdfBryan_Cassady - AI Powered Innovation.pdf
Bryan_Cassady - AI Powered Innovation.pdf
 
02.20 Webinar - Online Giving Trends.pdf
02.20 Webinar - Online Giving Trends.pdf02.20 Webinar - Online Giving Trends.pdf
02.20 Webinar - Online Giving Trends.pdf
 
General Mills Presentation at CAGNY 2024
General Mills Presentation at CAGNY 2024General Mills Presentation at CAGNY 2024
General Mills Presentation at CAGNY 2024
 
How do hotel linen suppliers contribute to sustainable and eco-friendly pract...
How do hotel linen suppliers contribute to sustainable and eco-friendly pract...How do hotel linen suppliers contribute to sustainable and eco-friendly pract...
How do hotel linen suppliers contribute to sustainable and eco-friendly pract...
 
Miller Coors Presentation at CAGNY Feb 2024
Miller Coors Presentation at CAGNY Feb 2024Miller Coors Presentation at CAGNY Feb 2024
Miller Coors Presentation at CAGNY Feb 2024
 
Questions to Answer to Prepare for Zero Budget Marketing .docx
Questions to Answer to Prepare for Zero Budget Marketing .docxQuestions to Answer to Prepare for Zero Budget Marketing .docx
Questions to Answer to Prepare for Zero Budget Marketing .docx
 

Keynote on Future of Legal Services Delivery

  • 1. Virtual Law Practice and the Online Delivery of Legal Services presented by Stephanie Kimbro Attorney, Kimbro Legal Services Technology Consultant, Total Attorneys Canadian Discipline Administrators Conference November 3, 2011
  • 2. Overview  Part One: How do virtual law firm operate?  Part Two: Forms of Virtual Law Practice, Canadian Case Studies  Part Three: Ethical Issues and how these are being addressed  Part Four: Future of Online Delivery  Q&A
  • 3. What is virtual law practice?  A virtual law office is a professional law practice that is located online through a secure portal and is accessible to both the client and the attorney anywhere the parties may access the Internet.  Virtual lawyering vs. the “untethered” lawyer Username: Password: LOGIN
  • 4. Virtual law practice is not exclusively…  an online website that sells legal documents without attorney review, such as LegalZoom or Corporation Centre  a law firm website with an email “contact us for a free quote” form for prospective clients  communication by email even if sent through a law firm’s website  a rented physical office that may be shared with other professionals along with a receptionist service  VPNs, client extranets and other services, such as GoToPC and LogMeIn  Ex. Aird & Berlis LLP in Toronto  a conglomeration of attorneys in remote locations pooling resources and communicating over the Internet  Ex. Valkyrie Law Group  a law practice based in a virtual reality world, such as Second Life
  • 5. How it Operates  Origin of the term “cloud computing”  Computer Security Division of the National Institute of Standards and Technology (NIST): "Cloud computing is a model for enabling convenient, on-demand network access to a shared pool of configurable computing resources that can be rapidly provisioned & released with minimal management effort or service provider interaction.”  What is a Data Center?
  • 6. Software as a Service (SaaS)  SaaS is one form of cloud computing.  The technology used to create and maintain the virtual law practice is handled through a secure, third-party hosted system.  Practicing law “in the cloud.”  Most traditional firms already use some form of SaaS
  • 7. Most traditional firms already rely on SaaS Examples: Lexis/Westlaw research, email, search engines, Google apps, Skype, etc. Even the firm’s voice mail.
  • 8. Why SaaS?  Security  Regular data backups, geo-redundancy of servers  Level of security at a Tier4 Data Center is far greater than the resources a typical law office could afford for security of law office data.  Data stored on the server is encrypted, same high level of security used by banking and government institutions Economic  Lower overhead costs Less expensive than paying for software, storage, and server hardware and having to run it internally with or without hiring an IT professional for the office Streamline your practice for greater efficiency
  • 9. Part Two: Virtual Law Practice Virtual Law Practice Structures Unbundling Legal Services Doc Assembly/Automation Practice Management Client portals & methods of communicating Case studies
  • 10. There is a growing online market for legal services.  Online companies such as Legal Zoom, when available for specific areas of law, are being turned to by the public and individuals who may otherwise have consulted with a lawyer. In July 2011 - one month alone - an estimated 434,000 people in the US searched online seeking legal solutions through the Legal Zoom website.
  • 11. Customer service has changed. THEN All law firms must make CUSTOMER SERVICE a part of delivering quality legal services. NOW
  • 12. Good Customer Service = Communicating and being accessible using methods that are currently embraced and relied upon by clients. They are used to using social media with friends and family online.
  • 13. The public conducts the following tasks online: Shop Sell Bank Invest Trade Pay Taxes E-file Obtain degrees Work
  • 14. Be ready for the “Digital Natives”
  • 15. Benefits of Virtual Practice  For the Public  Greater access to justice o Court systems and non-profit legal aid organizations already rely on cloud computing methods to deliver legal services online  Affordable and accessible legal services for lower and moderate income individuals  Pro-se litigants  Pro bono opportunities
  • 16. Benefits  For the Legal Professional  Technology streamlines the workflow, improving efficiency  Prevent malpractice through automated checks and processes  Lower overhead, less office waste, eco-friendly  Expanded client base, competitive advantage  Better quality of life through work/life balance and flexibility
  • 17. How Attorneys Use Virtual Law Offices  Completely Web-based  Unbundled or limited legal services  Integrated into a traditional law office  Unbundled and full-service
  • 18. Unbundling Legal Services  Break out tasks associated with a legal matter and provide the client with only specific portions of the legal work  Clearly define for online client the nature and scope of unbundled legal services – what will and will NOT be covered  Limited Scope Engagement Agreement  Provide comparisons/education for the client to make an informed judgment  Law Society of Upper Canada:  September 2011 Convocation approved amendments to the Rules of Professional Conduct to provide guidance on unbundling
  • 19. Online Document Assembly & Automation  Automating document assembly for online clients  Intuitive online forms  Purchased directly by the client after attorney review or in conjunction with additional legal advice
  • 20. Online Case & Client Management  Clients have access to their own online case files with limited control  Backend online law office with case and client management  Other law practice management tools
  • 21. Practice Management Applications  Case calendar  Conflict of Interest checking  Jurisdiction check to avoid UPL  Document archiving  Billing and invoice management  Online bill payment by credit card  Case and client management  Contact management  Libraries: Files, Forms, Legal Research
  • 27. Virtual Law Office - Home Office
  • 31. Part Three: Ethical Issues  Choosing the Technology and Researching the Provider The Attorney’s Daily Use of the Technology to Deliver Legal Services Online
  • 32. Due Diligence & Reasonable Care  LS of Upper Canada: 2.03 (1) “*a+ lawyer at all times shall hold in strict confidence all information concerning the business and affairs of the client …shall not divulge any such information unless expressly or impliedly authorized by the client or required by law to do so.”  LSBC: 3-68(3) “reasonable security arrangements against all risks of loss, destruction and unauthorized access, use or disclosure.”  Conduct due diligence in researching both the provider and the technology application.
  • 33. Research the SaaS Provider & Review the SLA Confidentiality of law office data  Who has access?  Oversight and Auditing  Government and civil search and seizure actions oUS Patriot Act & EU Data Protection Directive  Breach of confidentiality – unlimited liability for data breaches?
  • 34. Research the SaaS Provider & Review the SLA  Data return and retention policies  Transferring Data/Compatibility Issues  Backups  Export features and/or offline versions of the software  Third-party hosting  Server locations and geo-redundancy  Response time/customer service and tech support  Infrastructure to support growth  Costs – Subscriptions, what is included  History of the company  Financial history or funding of company  Current user reviews  Membership in LCCA and/or ILTSO compliant  Legal vs. Public SaaS
  • 35. For Guidance  The Law Society of British Columbia’s Cloud Computing Working Group Report (July 15, 2011)  ILTSO Standards (April 2011)  Proposed NC FEO 6 (2011)  PA FEO 2010-200 (2010)  ABA eLawyering Task Force Guidelines (2011)  Legal Cloud Computing Association (LCCA)
  • 36. Ethics Considerations  UPL  Multijurisdictional virtual law firms  By unlicensed individuals  Establishing the Online Attorney/Client Relationship  Duties To Prospective Client  Avoid Misleading  Defining the Scope of Online Representation  Nature of the use of the technology and unbundling  Conflict of Interest  Conflict of Laws  Choice of Law
  • 37. ABA Ethics Commission 20/20  Proposal on Model Rule 5.5 (UPL) and Foreign Lawyers (September 2011)  intended to help lawyers determine when their “non- physical” presence might be classified as “systematic and continuous” “…a lawyer may direct electronic or other forms of communications to potential clients in this jurisdiction and consequently establish a substantial practice representing clients…, but without a physical presence here. At some point, such a virtual presence in this jurisdiction may become systematic and continuous within the meaning of Rule 5.5(b)(1).”  Concluded: “precision in this area is not possible”, virtual should be treated the same as traditional under 5.5, and “lawyers who have such [virtual] practices can offer legal services efficiently and effectively and can improve access to justice.”
  • 38. Ethics Considerations (cont)  Authentication of Online Client’s Identity  Competency  Confidentiality of Client Data  Safeguarding Client Property  Online storage and retention of client data  Using Internet Tools to Build an Online Client Base  Advertising rules related to marketing a virtual law office  Online Payments  Accounting and compliance
  • 39. Minimize Risk  It is the responsibility of the virtual attorney to:  Make the determination on a case by case basis: o Can I competently handle this legal matter online or does it require in-person representation? Understand the technology and the security risks Implement daily best practices for use of the technology
  • 40. Part Four: Future of Online Delivery  Movement from passive law firm web sites to interactive virtual law firms.  Pressured by change in consumer behavior and competitors like LegalZoom and branded networks.  WatsonJD, FairOutcomes.com & applications of AI
  • 41. Other Forms of Online Legal Service Delivery  Web Calculators  Web Advisors  Legal Q&A sites  Legal Crowdsourcing  Online dispute resolution (ODR)  Collaborating with branded networks to deliver unbundled services online
  • 47. Future innovations in the delivery of legal services will include more applications to allow the public to directly interact with their attorney online. For Regulators:  How will you guide and educate members on: • unbundling • online delivery methods • security concerns • practicing ethically in a rapidly changing legal marketplace
  • 48. Other Resources  ABA ELawyering Task Force http://www.elawyering.com  ABA Unbundling Resource Center http://www.abanet.org/legalservices/delivery/delunbund.html  Lawyers’ Professional Indemnity Company Submissions on Unbundled Legal Services (December 3, 2010)  International Legal Technology Standards Organization www.iltso.org  Virtual Law Practice: How to Deliver Legal Services Online, Kimbro, (ABA/LPM book) http://www.virtuallawpractice.org  Serving the DIY Client, Kimbro, forthcoming ABA/LPM (2012)
  • 49. Contact Stephanie Kimbro – slk@kimbrolaw.com Attorney, Kimbro Legal Services Technology Consultant, Total Attorneys  Virtual Law Practice Blog: www.virtuallawpractice.org  Kimbro Legal Services: www.kimbrolaw.com  Total Attorneys: www.totalattorneys.com