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Program Title
Additional Details
Presenter(s)
Presenter(s)
Solo & Small Firm Summit 2013
Renaissance Long Beach Hotel
Program ##: June 21st
, 2013
Official Hash Tag: #SoloSummit
Examples and Demo
The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach2
 Wikipedia: document automation:
– http://en.wikipedia.org/wiki/Document_automation
 ProDoc
 HotDocs
 TheFormTool
 XpressDox
 Exari: http://www.exari.com/demo-trial.html
Product Considerations
The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach3
 From where
 For whom
 Monetization
 Integration, Interoperability
 Document formats
 Document template library
 Portability
 Security, privacy, and backups
 Feature set
 Learning curve
From Where
The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach4
 Desktop, local server, cloud
 Migration
 Mixed
For Whom
The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach5
 Attorney
 Client: with or without attorney review
Monetization
The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach6
 How you pay:
– Subscription
– Per (license, document, end-user, machine)
 How you get paid (e.g. client-facing):
– Server (CC, billing), Cloud (CC, Paypal)
Integration, Interoperability
The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach7
 Stand-alone
 How data is entered (e.g. client information)
 How/where data is saved, re-used (CRM, billing...)
 API
 Virtual Office (e.g. DirectLaw)
Document Formats
The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach8
 Word
 Pdf
 HTML
 XML
 HotDocs
Document Template Library
The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach9
 Per jurisdiction
 Public/private
 Custom
Portability
The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach10
 Data mobility: moving your documents, rules, and related
information elsewhere.
 If cloud-based system, how reliable (crashes, bankruptcy,
etc.)
 Moving from desktop to server or cloud
 Moving from attorney-facing to client-facing
 Moving to lower cost provider
 Merging systems (e.g. two firms merge)
Security, Privacy, Backups
The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach11
 Security: protection from hacking
 Privacy: access control
 Backups:
– what if cloud-based system shuts down?
– what about desktop or server-based systems lost
(disaster recovery plan in general)?
Feature Set
The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach12
Example: http://www.theformtool.com/index/features/
 Q&A summary
 Data types (e.g. dates, numbers, etc.)
 Lists vs. individuals
 Pronouns
 Whole clauses
 General decision trees
 Multiple output formats
 Derived answers (e.g. age, date ranges, etc.)
Learning Curve
The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach13
 Complexity of task
 Capabilities of tool
 Online learning tools
 Training (for additional $ ?)
The LPMT Section is…Social…
Join the Conversation! #SoloSummit
LIKE US!
CalbarLPMT
FOLLOW US!
@CalbarLPMT
The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach14
The California
Guide to Growing
and Managing a
Law Office
1) Intro & Road Map
2) Managing a Law Office
3) Financial Dimension of Growth
4) Human Dimension of Growth
5) Client Dimension of Growth
6) Geographic Dimension of Growth
7) Technology Dimension of Growth
8) Planning for the Unexpected
Available Now!
The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach15

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Legal Technology - State Bar of CA - Solo/Small Firm Summit

  • 1. Program Title Additional Details Presenter(s) Presenter(s) Solo & Small Firm Summit 2013 Renaissance Long Beach Hotel Program ##: June 21st , 2013 Official Hash Tag: #SoloSummit
  • 2. Examples and Demo The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach2  Wikipedia: document automation: – http://en.wikipedia.org/wiki/Document_automation  ProDoc  HotDocs  TheFormTool  XpressDox  Exari: http://www.exari.com/demo-trial.html
  • 3. Product Considerations The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach3  From where  For whom  Monetization  Integration, Interoperability  Document formats  Document template library  Portability  Security, privacy, and backups  Feature set  Learning curve
  • 4. From Where The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach4  Desktop, local server, cloud  Migration  Mixed
  • 5. For Whom The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach5  Attorney  Client: with or without attorney review
  • 6. Monetization The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach6  How you pay: – Subscription – Per (license, document, end-user, machine)  How you get paid (e.g. client-facing): – Server (CC, billing), Cloud (CC, Paypal)
  • 7. Integration, Interoperability The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach7  Stand-alone  How data is entered (e.g. client information)  How/where data is saved, re-used (CRM, billing...)  API  Virtual Office (e.g. DirectLaw)
  • 8. Document Formats The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach8  Word  Pdf  HTML  XML  HotDocs
  • 9. Document Template Library The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach9  Per jurisdiction  Public/private  Custom
  • 10. Portability The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach10  Data mobility: moving your documents, rules, and related information elsewhere.  If cloud-based system, how reliable (crashes, bankruptcy, etc.)  Moving from desktop to server or cloud  Moving from attorney-facing to client-facing  Moving to lower cost provider  Merging systems (e.g. two firms merge)
  • 11. Security, Privacy, Backups The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach11  Security: protection from hacking  Privacy: access control  Backups: – what if cloud-based system shuts down? – what about desktop or server-based systems lost (disaster recovery plan in general)?
  • 12. Feature Set The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach12 Example: http://www.theformtool.com/index/features/  Q&A summary  Data types (e.g. dates, numbers, etc.)  Lists vs. individuals  Pronouns  Whole clauses  General decision trees  Multiple output formats  Derived answers (e.g. age, date ranges, etc.)
  • 13. Learning Curve The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach13  Complexity of task  Capabilities of tool  Online learning tools  Training (for additional $ ?)
  • 14. The LPMT Section is…Social… Join the Conversation! #SoloSummit LIKE US! CalbarLPMT FOLLOW US! @CalbarLPMT The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach14
  • 15. The California Guide to Growing and Managing a Law Office 1) Intro & Road Map 2) Managing a Law Office 3) Financial Dimension of Growth 4) Human Dimension of Growth 5) Client Dimension of Growth 6) Geographic Dimension of Growth 7) Technology Dimension of Growth 8) Planning for the Unexpected Available Now! The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach15