Explaining Legal Software


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Presentation I did for Ernie Svenson and Dane S. Ciolino's Digital Work Flow CLE: http://www.digitalworkflowcle.com/. On explaining what Legal Software.

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  • Clio: http://www.goclio.com TimeMatters: Website is too hard to use Amicus Attorney: http://www.amicusattorney.com PracticeMaster: http://www.practicemaster.com RocketMatter: http://rocketmatter.com/ PCLaw: Website is too hard to use
  • Clio* Attorney is $49 a month Non Attorney is $59 a month RocketMatter** 1 st User $59.00 2 nd – 6 th $49.00 7 th -20 th $39.00
  • Saas Stands for Software as a Service
  • Worldox: http://www.worldox.com NetDocs: Price depends on GB of Docs. Interwoven: (Autonomy): Expensive OpenText: Hummingbird
  • Worldox: http://www.worldox.com NetDocs: Price depends on GB of Docs. Interwoven: (Autonomy): Expensive OpenText: Hummingbird
  • When you click Save, the profiler automatically comes up. You have no choice. Audit Trail No Accidently Deleted
  • You need to choose to save to the DMS
  • Add about migration of data
  • Consultants have more real work experience and will not operate in theory mode are
  • LexisNexis owns TimeMatters and PCLaw. They still must be linked. Amicus owns Amicus Attorney and Amicus Accounting. They still must be linked. Practice Master and Tabs III are integrated and need no linking. Everything links with Quickbooks.
  • The best synchronization is with Microsoft Exchange, hands down. The worst is when you have 10 users using Outlook and each outlook needs to sync separately to each hand held device.
  • The best synchronization is with Microsoft Exchange, hands down. The worst is when you have 10 users using Outlook and each outlook needs to sync separately to each hand held device.
  • The Partners might be paying the bill, put the staff members will be using this more then them. If your staff is not on board, they can wreck the whole process. They probally also know more about how your firms operates anyway so they should have some say.
  • Explaining Legal Software

    1. 1. Case Database & Information Management Advanced Paperless for Lawyers 12/30/2010
    2. 2. Types of Software <ul><li>Front Office (PMS) </li></ul><ul><li>Back Office (Billing and Accounting) </li></ul><ul><li>DMS (Document Management) </li></ul>
    3. 3. What is a PMS? <ul><li>Combines </li></ul><ul><ul><li>calendaring/docketing/tickler functions </li></ul></ul><ul><ul><li>case information tracking </li></ul></ul><ul><ul><li>address book functionality </li></ul></ul><ul><ul><li>document assembly capabilities </li></ul></ul><ul><ul><li>email integration </li></ul></ul><ul><li>Portability </li></ul><ul><ul><li>Laptops </li></ul></ul><ul><ul><li>PDA’s </li></ul></ul><ul><li>Avoid malpractice </li></ul><ul><li>Turn wasted time into billable time </li></ul>
    4. 4. Includes Case Mangement <ul><li>Software that allows you to go to one place and see every: phone call, document, email, time entry, and note that everyone in the firm has made regarding a particular matter/case </li></ul><ul><li>Practice Management Software includes Case Management </li></ul>
    5. 5. PMS Software
    6. 6. Pricing <ul><li>1 st Add User </li></ul><ul><li>Amicus Premium: $699$599 </li></ul><ul><li>Amicus Small Firm: $499$399 </li></ul><ul><li>TimeMatters Enterprise: $700$400 </li></ul><ul><li>PracticeMaster: $295$150 </li></ul><ul><li>Advologix: $90$75 a Month </li></ul><ul><li>Clio*: $49$25 a Month </li></ul><ul><li>Rocket Matter**: $59 a Month </li></ul>
    7. 7. Maintenance Plan <ul><li>This is the profit center for the software companies (except Clio) </li></ul><ul><li>Amicus Small Firm $280/$180 </li></ul><ul><li>Amicus Premium $350/$250 </li></ul><ul><li>TimeMatters $350/$150 </li></ul><ul><li>Practice Master $130/$53 </li></ul><ul><li>Clio Included </li></ul><ul><li>RocketMatter Included </li></ul><ul><li>Advologix Included </li></ul>
    8. 8. Hosted vs In-House <ul><li>Hosted or SaaS have become popular in the upcoming years </li></ul><ul><li>Clio and Rocketmatter are the two most popular SaaS Practice Management solutions </li></ul><ul><li>Browser Agnostic so they will run on anything </li></ul><ul><li>Young in their product cycle (less features) </li></ul>
    9. 9. Why We Like SaaS <ul><li>TCO of ownership is cheaper (Maybe) </li></ul><ul><li>The more uptime you have, the more money Clio makes so your interest are aligned with theirs </li></ul><ul><li>They have escrowed your data so if they go out of business (unlikely) you have access to your data for 5 years </li></ul><ul><li>Don’t need a server </li></ul>
    10. 10. My Opinion <ul><li>Amicus is most intuitive and easy to use </li></ul><ul><li>TimeMatters has the most bells and whistles, most customizable </li></ul><ul><li>PracticeMaster is a solid product, but seen very little in the area </li></ul><ul><li>Clio and Rocketmatter are young and promising and never go down </li></ul>
    11. 11. Back Office Software
    12. 12. BILLING & ACCOUNTING SOFTWARE ● Most packages are becoming integrated. ● Timeslips requires you to also have an accounting package like Quickbooks or Peachtree. ● PCLaw, Tabs 3, Juris, and Billing Matters have billing and accounting functions. ● Legal specific accounting software makes it hard to commit malpractice
    13. 13. DMS Software
    14. 14. DOCUMENT MANAGEMENT SYSTEMS <ul><li>● Opened Ended vs. Close Ended </li></ul><ul><li> </li></ul><ul><li>● Most Practice Management Software include an Open Ended DMS </li></ul><ul><li>PCLaw is Open </li></ul><ul><li>Worldox is Closed </li></ul>
    15. 15. DMS – Closed
    16. 16. DMS – Open
    17. 17. Pricing <ul><li>Worldox: $395 a User (80 Tech Support) </li></ul><ul><li>NetDocs: Size? </li></ul><ul><li>OpenText: Expensive </li></ul><ul><li>Autonmy: Expensive </li></ul>
    18. 18. How to Buy Software <ul><li>Get several demos </li></ul><ul><li>Make Sure it Integrates with your: </li></ul><ul><li>Billing / Accounting </li></ul><ul><li>Word Processor </li></ul><ul><li>Mobile Devices </li></ul><ul><li>Get several proposals with software and installation training customization costs </li></ul>
    19. 19. Free Trials Demos <ul><li>Free Trials are a joke, no one every takes the time to install and test them out. (Clio and Rocketmatter are the exception, nothing to install) </li></ul><ul><li>Get a Demo from the Software Company and then one from a consultant </li></ul><ul><li>Consultant lives in Law Firms, the software company does not </li></ul>
    20. 20. Integrations – Billing and Accounting <ul><li>There is no one software that does everything well </li></ul><ul><li>Take the best billing / accounting software and link it to the best practice management software </li></ul>
    21. 21. Integration (Other) <ul><li>Word Processor </li></ul><ul><li>Word or Wordperfect only (no open office or google docs) </li></ul><ul><li>Internet Browser (IE and Firefox only)* </li></ul><ul><li>DMS (Document Management System) </li></ul><ul><li>Email Client (Outlook or Groupwise) </li></ul><ul><li>*Clio and RocketMatter work in any browser </li></ul>
    22. 22. Mobile Devices <ul><li>Wireless vs Wired Sync </li></ul><ul><li>Should offer wireless sync through exchange </li></ul><ul><li>Separate TimeKeeping Feature </li></ul>
    23. 23. Mobile Devices <ul><li>Wireless vs Wired Sync </li></ul><ul><li>Most of Legal Software links through Outlook. </li></ul><ul><li>Amicus Attorney has a mobile product that works on Blackberry and Windows Mobile </li></ul><ul><li>Worldox has a Mobile Version </li></ul><ul><li>Clio optimized for iPhone and links well with Google. </li></ul>
    24. 24. Hardware Networking People <ul><li>Extremely dedicated, hardworking </li></ul><ul><li>Probably not a lot of experience in installing Legal Software </li></ul><ul><li>Get a consultant who can work with your hardware people and let them know the best practices </li></ul>
    25. 25. Upgrade Software and Hardware <ul><li>The minimum requirements ensure that you get the minimum return on your investment </li></ul><ul><li>Get your hardware company to upgrade your network, computers, operating systems, word processors </li></ul><ul><li>Wait at least a month to install the PMS once the upgrades have been completed </li></ul>
    26. 26. Proposal Time <ul><li>Get the cost from your hardware company </li></ul><ul><li>Get a proposal from a consultant on the software and installation / training / customization costs </li></ul><ul><li>Get everyone involved in some part of the decision process </li></ul>
    27. 27. Install Time <ul><li>Have several staff meetings to fill out an implementation sheet </li></ul><ul><li>https://www.box.net/shared/static/9h06y5vhjc.pdf </li></ul><ul><li>Plan for Training and Down Time </li></ul><ul><li>Have a positive productive attitude </li></ul>
    28. 28. Force Training <ul><li>Plan for training, make it mandatory, turn on the answering system and leave cell phones outside </li></ul><ul><li>Getting the paralegals and assistances to attend training, with the ideal that they will in turn, training their attorney, is a stupid ideal and a waste of time </li></ul>
    29. 29. Training Sessions <ul><li>Basic – Done Immediately- For Everyone - 3 Hours </li></ul><ul><li>Advances Use - 2 – 4 weeks Later – For Everyone – 2 Hours </li></ul><ul><li>Administrator Training – Done Immediately – Admins/Power Users only – 3 Hours </li></ul>
    30. 30. Thank You For Listening! <ul><li>Law Office Technology www.lawot.com </li></ul><ul><li>Craig Bayer [email_address] </li></ul>