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Practice Law on the Go and Online Billing and Invoicing

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Materials from a recent CLE seminar on practicing law on the go for the mobile lawyer, including tools, apps, software, and hardware considerations.

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Practice Law on the Go and Online Billing and Invoicing

  1. 1. Online Billing and E- Invoices Seth R. Wilson seth@noblesvilleattorney.com
  2. 2. Law Office of Sally Suesalot
  3. 3. Law Office of Sally Suesalot
  4. 4. Law Office of Sally Suesalot
  5. 5. Law Office of Sally Suesalot
  6. 6. Law Office of Sally Suesalot
  7. 7. Law Office of Sally Suesalot
  8. 8. Law Office of Sally Suesalot
  9. 9. Law Office of Sally Suesalot ???
  10. 10. Law Office of Sally Suesalot ??? will this stuff make me a better lawyer?
  11. 11. It depends!
  12. 12. Time/Billing
  13. 13. Data Transition
  14. 14. Time Expense
  15. 15. Time Expense 🤔 OldWay
  16. 16. Time Expense NewWay
  17. 17. Time Expense NewWay
  18. 18. Time Expense NewWay
  19. 19. Time Expense NewWay
  20. 20. –Dan Pinnington (https://www.americanbar.org/publications/ law_practice_today_home/law_practice_today_archive/july11/ how_to_capture_more_time_with_better_timekeeping_habits.html) “It is universally recognized that lawyers who create time records contemporaneously with completing the task capture a significantly greater portion of the work they have done; studies suggest a gain of 10-20 percent. Record your work as you go.”
  21. 21. – https://www.law360.com/articles/180654/attorney-timekeeping-why-it- pays-to-plug-the-leak “…an individual’s failure to accurately report all billable time ranges from $20,000 to nearly $40,000 annually per individual, while the overhead costs of keeping time can add up to roughly $16,000 per person per year.”
  22. 22. Not convinced? Try it.
  23. 23. Supporting Your Mobile Law Office – What You Need to Practice Law on the Go
  24. 24. Integrating Smartphones and Tablets into Your Paperless Workflow
  25. 25. % of smart phone type Apple Android (Google) Other
  26. 26. % of smart phone type Apple Android (Google) Other 67%
  27. 27. % of smart phone type Apple Android (Google) Other 21% 67%
  28. 28. % of smart phone type Apple Android (Google) Other 12% 21% 67%
  29. 29. take inventory
  30. 30. take inventory computers
  31. 31. take inventory computers tablets
  32. 32. take inventory computers tablets phones
  33. 33. take inventory computers tablets phones printers
  34. 34. take inventory computers tablets phones printers scanners
  35. 35. take inventory computers tablets phones printers scanners file servers (local and cloud)
  36. 36. Paper-less workflow…
  37. 37. Paper-less workflow… • Eliminate all paper? No.
  38. 38. Paper-less workflow… • Eliminate all paper? No. • Digitization prioritization.
  39. 39. Paper-less workflow… • Eliminate all paper? No. • Digitization prioritization. • Paper -> PDF
  40. 40. Paper-less workflow… • Eliminate all paper? No. • Digitization prioritization. • Paper -> PDF • Why? Access.
  41. 41. 1 2 3
  42. 42. scope v.single task multi-function
  43. 43. scope Phone Computer Tablet Task Task Task Task Task Task Task Task
  44. 44. –Seth Wilson “What device will you actually use to get the job done?”
  45. 45. Hardware Challenges
  46. 46. Scanners
  47. 47. Apps
  48. 48. Laptop versus tablet
  49. 49. Printer
  50. 50. Access to Case Files
  51. 51. Essential Office Software
  52. 52. File storage
  53. 53. Law Practice Management Software
  54. 54. clio.com
  55. 55. Communication
  56. 56. Mobile Research Tools
  57. 57. Meetings
  58. 58. Office Sharing, Home Office and Other Alternative Arrangements
  59. 59. seth@noblesvilleattorney.com

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