How to Choose a Legal Technology Consultant
Technology advancements have had a transformative impact on law firms. Whether it is the venerable fax machine or a modern suite of integrated cloud services, no law firm can exist without technology supporting it. The challenge of designing, building, and maintaining a technology infrastructure that helps a law firm meet its objectives is difficult for solo, small, and large firms alike. Lots of time and energy is required when implementing a law firm’s technology infrastructure from scratch. In many instances, ethics opinions recommend lawyers rely on experts, which is why firms are increasingly hiring technology consultants for recommendations on and the management of their practice’s software and hardware needs. These legal technology consultants help lawyers make well-informed decisions regarding the security architecture they have in place and the collaboration and practice management tools they are utilizing—freeing lawyers to focus on their cases, clients, and firms, instead of computer repairs. Would your firm benefit from using a legal technology consultant? Find out in this free Clio webinar with special guest, Andres Hernandez, the CEO of Wingman LegalTech. In this hour-long presentation, Clio will explore: - Types of services offered by legal technology consultants - Questions to ask when considering legal technology consultants - Certifications carried by legal technology consultants - Sources for finding local legal technology consultants
Recommended
Recommended
More Related Content
What's hot
What's hot (20)
Viewers also liked
Viewers also liked (13)
Similar to How to Choose a Legal Technology Consultant
Similar to How to Choose a Legal Technology Consultant (20)
More from Clio - Cloud-Based Legal Technology
More from Clio - Cloud-Based Legal Technology (20)
Recently uploaded
Recently uploaded (20)
How to Choose a Legal Technology Consultant
- 1. #ClioWeb Choosing a Legal Technology Consultant Joshua Lenon – Clio Andres Hernandez - Wingman Legal Tech
- 2. #ClioWeb Instructors Joshua Lenon • Lawyer in Residence at Clio • Attorney Admitted in New York • @JoshuaLenon Andres Hernandez • CEO, Wingman Legal Tech • MS in Technology Management • @WingmanLT
- 3. #ClioWeb Agenda • Ethics of Consulting Legal Technology Consultants (LTCs) – 10 minutes • About LTCs – Services Offered By LTCs • 15 minutes – Certifications Carried by LTCs • 10 minutes – Questions To Ask LTCs • 10 minutes – Sources for Finding LTCs • 5 minutes • Questions – 5 minutes
- 4. #ClioWeb ETHICS OF CONSULTING LEGAL TECHNOLOGY CONSULTANTS
- 5. #ClioWeb
- 6. #ClioWeb RULE 4-1.1 COMPETENCE A lawyer shall must provide competent representation to a client. Competent representation requires the legal knowledge, skill, thoroughness, and preparation reasonably necessary for the representation.
- 7. #ClioWeb RULE 4-1.1 COMPETENCE COMMENT: Competent representation may also involve the association or retention of a non-lawyer advisor of established technological competence in the field in question. Competent representation also involves safeguarding confidential information relating to the representation, including, but not limited to, electronic transmissions and communications.
- 8. #ClioWeb 25 States now have an ethical duty of technological competence.
- 9. #ClioWeb California Bar Formal Opinion No. 2015-193 An attorney lacking the required competence for e-discovery issues has three options: (1) acquire sufficient learning and skill before performance is required; (2) associate with or consult technical consultants or competent counsel; or (3) decline the client representation.
- 10. #ClioWeb Tasks Where You Might Need a Legal Technology Consultant • New hardware selection • New software selection • Migration to new systems • Network administration • Cloud & SaaS due diligence • Security review • Disaster recovery planning • E-Discovery • Social media evidence gathering • Trial technology preparation
- 11. #ClioWeb A lawyer may use nonlawyers outside the firm to assist the lawyer in rendering legal services to the client. • Employees • Independent Contractors 5.3 Nonlawyer Assistance
- 12. #ClioWeb Rule 5.3: Nonlawyer Assistance With respect to a nonlawyer employed or retained by or associated with a lawyer: (a) a partner, and a lawyer who individually or together with other lawyers possesses comparable managerial authority in a law firm shall make reasonable efforts to ensure that the firm has in effect measures giving reasonable assurance that the person's conduct is compatible with the professional obligations of the lawyer;
- 13. #ClioWeb ABOUT LEGAL TECHNOLOGY CONSULTANTS
- 26. But wait, there’s more Advisors on which solutions to use ◦ Improve workflows ◦ Vetting and integrating of other vendors ◦ Are you spending the right amount? ◦ Is there a better way? Knows what other law firms are using, best practices DESTINATION: ONWARD AND UPWARD
- 30. #ClioWeb Thank You Joshua Lenon joshua@clio.com @JoshuaLenon Linkedin.com/in/joshualenon 1-888-858-2546 Colin McMahon Linkedin.com/in/colinmcmahonclio Support@clio.com Support.goclio.com www.youtube.com/user/ClioVideo