Lessons learned from experience
Given the rapid development of legal technology in recent years, it can be difficult to keep up with what's available and what's suitable for use within the legal profession.
Balancing different services—and ensuring minimal overlap—is also crucial to ensuring your purchasing decisions give the most value to your business.
Date: Tuesday, March 20, 2018
Time: 11 a.m. PT | 2 p.m. ET
Join Joshua Lenon, Clio’s Lawyer in Residence, as he shares how to evaluate and plan a comprehensive legal technology approach for your practice. In this 1-hour session, you'll learn about:
- Ethical and business considerations to take into account.
- Resources for vetting legal technology services.
- Lessons learned from Clio's experience working with law firms, bar associations, and courts over the last 10 years.
Learning to Thrive as a Tech-Savvy Lawyer by Nehal MadhaniNehal Madhani
Nehal Madhani, attorney and now CEO of Alt Legal, discusses technologies that lawyers can use to make their practices simpler, more efficient, and more profitable.
Increase your productivity with intuitive & easy legal case management software. Manage clients, cases, matters, tasks, documents & invoicing with Legodesk Legal Case Management Software in 2021.
Start your free trial now - https://legodesk.com
This is a sample of the slides from one of the classes in Tech in Law Practice for the Digital Lawyering Program at the University of Dayton School of Law. I teach these classes online for the students and we also engage in different assignments through a virtual law firm simulation. The students have access to a number of cloud-based practice management systems to get hands-on experience. I'm using the frameworks in Marc Lauritsen's book, Lawyer's Guide to Working Smarter with Knowledge Tools and Richard Susskind's End of Lawyers? as well as materials from my own books and other podcasts and videos from experts.
Is your law firm technologically competent?
As the practice of law evolves—and as modern technology becomes ever more prevalent in society—legal professionals have an ever-increasing responsibility to be technologically competent.
It’s vital—and, in the majority of U.S. states, it is now an ethical duty—for lawyers to understand the benefits and risks that technology poses for themselves, their law firms, and their clients.
Join Bob Ambrogi, lawyer and founder of the LawSites blog, and Joshua Lenon, Clio’s Lawyer in Residence, to hear their expert perspective on this deeply important topic.
In this CLE-eligible webinar, you’ll learn:
What it means to be tech competent, and why it’s so important
Strategies for developing technological competence in your practice
How legal tech software and resources make it easier than ever for lawyers to keep up with the times
https://landing.clio.com/understanding-legal-technology-competence.html
Leveraging eDiscovery Data in Legal Practice with Logikcull
Use cutting-edge technology to reveal important facts in your cases.
Tuesday, August 07, 2018 | 11 a.m. PT | 2 p.m. ET
Law firms are drowning in data.
Discovery data can come from clients, opposing counsel, government agencies, and interested parties. How are you supposed to find anything in a mess of paper, emails, copies of emails, and PDFs?
To sort through the clutter, law firms of all sizes are turning to a new class of technology and automation to quickly and easily convert, sort, search, and highlight important facts hidden behind walls of text.
Does your firm need help sorting fact from fiction?
Join Joshua Lenon, Clio’s Lawyer in Residence, along with Robert Hilson of Logikcull, a cloud-based eDiscovery software solution, and a panel of attorneys as they show how lawyers are revolutionizing their discovery practices—and building more competitive, profitable firms—through automation.
In this 1-hour webinar, you’ll learn how to:
How legal industry changes have created new discovery challenges and opportunities
How automation helps growing practices control the flow of data
How to leverage technology for a strategic advantage
How to use Clio and Logikcull’s integrated eDiscovery functionality
Logikcull is a Diamond Sponsor of the 2018 Clio Cloud Conference in New Orleans. Get your passes today!
This presentation is designed to transition paralegals, as users of IT, into the role of administrator, the strategist, steward and trouble-shooter of IT.
A basic understanding of a law office network is essential. This understanding includes; (1) basic and advanced knowledge of a network, (2) the requirements for restoration and recovery of a network and finally (3) perfecting IT’s strategic plan by correctly identifying the needs of the users and leveraging the existing and future network services to address those needs.
This presentation assumes the attendees have a basic understanding of desktop PCs and networks. As paralegals, you have day-to-day experience with your firm’s technology and phone system. If you choose to become a law office administrator, you’ll need a different perspective on IT management. This presentation also assumes that you accept the requirement that the firm administrator must demonstrate competency in explaining IT network and structure requirements to the owners of the firm along with projecting the necessary competence to IT staff and contractors who support this essential service for the firm.
Lessons learned from experience
Given the rapid development of legal technology in recent years, it can be difficult to keep up with what's available and what's suitable for use within the legal profession.
Balancing different services—and ensuring minimal overlap—is also crucial to ensuring your purchasing decisions give the most value to your business.
Date: Tuesday, March 20, 2018
Time: 11 a.m. PT | 2 p.m. ET
Join Joshua Lenon, Clio’s Lawyer in Residence, as he shares how to evaluate and plan a comprehensive legal technology approach for your practice. In this 1-hour session, you'll learn about:
- Ethical and business considerations to take into account.
- Resources for vetting legal technology services.
- Lessons learned from Clio's experience working with law firms, bar associations, and courts over the last 10 years.
Learning to Thrive as a Tech-Savvy Lawyer by Nehal MadhaniNehal Madhani
Nehal Madhani, attorney and now CEO of Alt Legal, discusses technologies that lawyers can use to make their practices simpler, more efficient, and more profitable.
Increase your productivity with intuitive & easy legal case management software. Manage clients, cases, matters, tasks, documents & invoicing with Legodesk Legal Case Management Software in 2021.
Start your free trial now - https://legodesk.com
This is a sample of the slides from one of the classes in Tech in Law Practice for the Digital Lawyering Program at the University of Dayton School of Law. I teach these classes online for the students and we also engage in different assignments through a virtual law firm simulation. The students have access to a number of cloud-based practice management systems to get hands-on experience. I'm using the frameworks in Marc Lauritsen's book, Lawyer's Guide to Working Smarter with Knowledge Tools and Richard Susskind's End of Lawyers? as well as materials from my own books and other podcasts and videos from experts.
Is your law firm technologically competent?
As the practice of law evolves—and as modern technology becomes ever more prevalent in society—legal professionals have an ever-increasing responsibility to be technologically competent.
It’s vital—and, in the majority of U.S. states, it is now an ethical duty—for lawyers to understand the benefits and risks that technology poses for themselves, their law firms, and their clients.
Join Bob Ambrogi, lawyer and founder of the LawSites blog, and Joshua Lenon, Clio’s Lawyer in Residence, to hear their expert perspective on this deeply important topic.
In this CLE-eligible webinar, you’ll learn:
What it means to be tech competent, and why it’s so important
Strategies for developing technological competence in your practice
How legal tech software and resources make it easier than ever for lawyers to keep up with the times
https://landing.clio.com/understanding-legal-technology-competence.html
Leveraging eDiscovery Data in Legal Practice with Logikcull
Use cutting-edge technology to reveal important facts in your cases.
Tuesday, August 07, 2018 | 11 a.m. PT | 2 p.m. ET
Law firms are drowning in data.
Discovery data can come from clients, opposing counsel, government agencies, and interested parties. How are you supposed to find anything in a mess of paper, emails, copies of emails, and PDFs?
To sort through the clutter, law firms of all sizes are turning to a new class of technology and automation to quickly and easily convert, sort, search, and highlight important facts hidden behind walls of text.
Does your firm need help sorting fact from fiction?
Join Joshua Lenon, Clio’s Lawyer in Residence, along with Robert Hilson of Logikcull, a cloud-based eDiscovery software solution, and a panel of attorneys as they show how lawyers are revolutionizing their discovery practices—and building more competitive, profitable firms—through automation.
In this 1-hour webinar, you’ll learn how to:
How legal industry changes have created new discovery challenges and opportunities
How automation helps growing practices control the flow of data
How to leverage technology for a strategic advantage
How to use Clio and Logikcull’s integrated eDiscovery functionality
Logikcull is a Diamond Sponsor of the 2018 Clio Cloud Conference in New Orleans. Get your passes today!
This presentation is designed to transition paralegals, as users of IT, into the role of administrator, the strategist, steward and trouble-shooter of IT.
A basic understanding of a law office network is essential. This understanding includes; (1) basic and advanced knowledge of a network, (2) the requirements for restoration and recovery of a network and finally (3) perfecting IT’s strategic plan by correctly identifying the needs of the users and leveraging the existing and future network services to address those needs.
This presentation assumes the attendees have a basic understanding of desktop PCs and networks. As paralegals, you have day-to-day experience with your firm’s technology and phone system. If you choose to become a law office administrator, you’ll need a different perspective on IT management. This presentation also assumes that you accept the requirement that the firm administrator must demonstrate competency in explaining IT network and structure requirements to the owners of the firm along with projecting the necessary competence to IT staff and contractors who support this essential service for the firm.
Ethics and Security of Cloud Computing for LawyersRobert Ambrogi
Lawyers have an ethical duty to protect client confidential information and safeguard client files. Most ethics panels agree that lawyers may use cloud computing services if they take reasonable steps to minimize risks, such as understanding the technology, ensuring access to and protection of data, and verifying security measures of cloud providers. Competent use of cloud computing requires diligence in areas like company reviews, access to data, encryption, backup procedures, and network and physical security.
Law Office Administration & OrganizationMarie Tucker
This document discusses efficient law office operations and administration. It covers topics such as types of law offices, organizing client files, timekeeping and billing processes, conflicts of interest checks, retention of client documents, and maintaining confidentiality according to the Maine Bar Association rules of conduct. The document provides guidance on setting up new client matters, including preparing engagement letters, creating billing accounts, and properly organizing paper or electronic files.
Imprima is pleased to present How AI is changing legal due diligence, published in association with Mergermarket. With the introduction of artificial intelligence to the legal sector over the past few years, this technology has been gradually changing the way that legal due diligence is conducted.
Exploring these trends, Mergermarket, on behalf of Imprima, spoke with five experts from the fields of law and technology to share their insights on the day-to-day use of artificial intelligence in legal due diligence processes and how this might continue to develop.
Points of discussion include:
• Software solutions have allowed for greater efficiency in legal due diligence processes. Typical pain points associated with legal due diligence include the amount of time needed to both compile and review countless documents. AI can prove a useful tool to help streamline this process. However, there are limits to what current technologies can achieve.
• Emerging AI technology is met with increasing enthusiasm. Law firms are showing willingness to adopt AI processes into their practices. While this is not yet universal, some clients are beginning to expect law firms to use tech-enabled processes and be able to offer innovative solutions.
• Is AI causing permanent changes to the legal workforce? While the fears that AI technology would automate job roles, and lead to mass redundancies in legal firms proved unfounded, it is true that adoption of these technologies could lead to major changes in the legal sector. It is unlikely that the need for new lawyers will ever be fully eliminated – rather that the nature of their work may change, as AI technologies allow lawyers to shift their focus to higher-value work.
Cloud and mobile computing for lawyersNicole Black
The document discusses several issues related to lawyers' use of cloud computing and mobile devices:
1) It addresses ethical obligations around maintaining client confidentiality when storing data on devices' hard drives or using cloud services. Lawyers must take reasonable steps to ensure data is protected and sanitized before disposal.
2) It examines opinions on permissibility of storing confidential client data in the cloud if reasonable security measures are taken, and on using email services that scan for keywords to display ads.
3) It summarizes an opinion that lawyers do not violate ethics rules by storing client information electronically with a third party, if they act competently to ensure confidentiality, even if an inadvertent disclosure occurs.
The document discusses how lawyers' use of cloud computing has raised ethical questions regarding how they select and use cloud vendors and products. In response, the ABA formed the Ethics 20/20 commission to investigate how the Model Rules apply to cloud computing. Several Model Rules have come under scrutiny, including those regarding confidentiality, competence and diligence, duties to prospective clients, unauthorized practice of law, and duty to supervise. The document provides guidance on how lawyers can comply with these rules when using cloud computing to ensure client confidentiality and properly vet cloud vendors and technology choices.
Enabling Data Governance - Data Trust, Data Ethics, Data QualityEryk Budi Pratama
Presented on PHPID Online Learning 35.
Komunitas PHP Indonesia
Title: Enabling Data Governance - The Journey through Data Trust, Ethics, and Quality
Eryk B. Pratama
Global IT & Cybersecurity Advisor
Satya Pal has over 28 years of experience in the technology industry. He has worked with open source technologies to develop business applications, with a focus on platforms for publishing industries. These include workflow management, content delivery, and analytics tools. Satya has a M.Tech in computer science and M.Sc in physics. He has previously worked for several companies and currently serves as COO of Digiscape Tech Solutions, focusing on their platform business.
This document outlines a project plan for researching mobile technology solutions for a medium-sized law firm. It identifies key assets of the firm that need protection, such as client information, case files, employee records, and financial data. The document establishes a hypothesis that it is possible to create a secure mobile environment using cloud computing and applications while protecting confidential data. A research methodology is proposed involving examining other law firms' mobile strategies and vendor options. Risks like network failures, social engineering, and physical threats are analyzed. The timeline involves researching solutions, documenting findings, and making recommendations.
The document discusses the advancement of document retrieval technology from paper filing systems to modern digital systems using large computer networks and storage capacities. It describes how outsourcing document retrieval services to specialized companies has grown significantly as the technology has improved, allowing law firms and departments to improve efficiency and handle larger document volumes. Key questions to ask potential document retrieval service providers relate to their technology infrastructure, how they utilize technology to provide fast, secure access to documents digitally, and how they ensure regulatory compliance and backup storage of documents.
This document summarizes an e-discovery primer presentation given by Royce Cohen and Michael Quartararo of Stroock & Stroock & Lavan LLP. The presentation provides an overview of the key stages of e-discovery as defined by the EDRM model, including information governance, identification, preservation, collection, processing, review, production, and presentation. It also uses a hypothetical litigation scenario to illustrate how these stages would apply in practice to a real legal matter.
The Sherpa Approach: Meeting the Demands of the Digital AgeSherpa Software
The document discusses the growth of electronically stored information (ESI) and how it has led to increased complexity and demands in the field of e-discovery. It notes that by 2020, organizations will deal with 50 times more data stored across 75 times more "containers." It then outlines Sherpa Software's expanded e-discovery services which now cover various stages of the e-discovery reference model (EDRM) including early case assessment, litigation hold management, search and collection, processing, document review, and litigation preparedness in order to help organizations address their evolving e-discovery needs. Sherpa positions itself as a one-stop shop that can assist with all aspects of the e-discovery process using both its software and professional services
The document discusses key issues for implementing personal data protection procedures in accordance with relevant laws. It covers: 1) defining personal data and classifications; 2) analyzing internal and outsourced data processing; 3) identifying department responsibilities; 4) classifying files by data type; 5) creating an internal company policy; 6) processing data by third parties; 7) transferring data between companies; 8) required security and registration documents. The payment section lists additional procedure, IT, security, and audit documents to ensure compliance.
The document discusses how records managers, IT, and legal experts must work together to address challenges around unstructured data growth. It notes that unstructured data such as documents and emails are growing 62% annually and will account for 93% of data by 2022. Effectively governing this data requires the three groups to collaborate on policies and processes. The document outlines how each group approaches data governance differently based on their roles, and argues they must understand each other better to create solutions that reduce risks and promote compliance.
Are you prepared for eu gdpr indirect identifiers? what are indirect identifi...Steven Meister
What is your solution for GDPR’s Indirect Identifiers? Many aren’t sure what they are and will probably be unsuccessful when attempting to become GDPR compliant. Allow me to explain.
As a software development manager, I must confess that the Discovery & Remediation of Indirect Identifiers was the most complex project I have managed in my 33 years in the industry.
First, let me explain what an Indirect Identifier is. According to the “Privacy Technical Assistance Center of the U.S. Department of Education, it means “Indirect identifiers include information that can be combined with other information to identify specific individuals, including, for example, a combination of gender, birth date, geographic indicator and other descriptors.”
The ugly, the bad and the good of cloud computing for government institutionsDan Michaluk
The document discusses the challenges of cloud computing for government institutions. It outlines the "ugly", "bad", and "good" aspects. The "ugly" is employees using consumer cloud services without proper oversight. The "bad" is the hype and uncertainty surrounding cloud computing. However, outsourcing to the cloud can be done well with proper due diligence, contracts, and classification of data ("the good"). Overall, the document provides an overview of key considerations for government institutions adopting cloud computing.
The document describes the evolution of legal practice management software from early word processing and billing software to more integrated practice management software (PMS) systems. It introduces ChambersLegal, a new Nigerian PMS that aims to be a one-stop software solution for all of a law firm's administrative and case management needs. Key features of ChambersLegal include contact management, case tracking, timekeeping, calendaring, document management, and integration with email and smartphones. The software is presented as a way to unite the various disconnected software programs previously used by legal practices.
The document discusses improving the work processes of escrow and title firms. It explains that escrow firms must gain the trust of buyers and sellers by keeping good communication, safeguarding documents, and securing data. The document outlines guidelines for an effective work process, including following contracts closely, responding quickly to changes, and accessing applications remotely. It recommends efficient solutions like online forms, access policies, encrypted archiving, and compliance software to make the real estate transaction process less complicated.
Ethics and Security of Cloud Computing for LawyersRobert Ambrogi
Lawyers have an ethical duty to protect client confidential information and safeguard client files. Most ethics panels agree that lawyers may use cloud computing services if they take reasonable steps to minimize risks, such as understanding the technology, ensuring access to and protection of data, and verifying security measures of cloud providers. Competent use of cloud computing requires diligence in areas like company reviews, access to data, encryption, backup procedures, and network and physical security.
Law Office Administration & OrganizationMarie Tucker
This document discusses efficient law office operations and administration. It covers topics such as types of law offices, organizing client files, timekeeping and billing processes, conflicts of interest checks, retention of client documents, and maintaining confidentiality according to the Maine Bar Association rules of conduct. The document provides guidance on setting up new client matters, including preparing engagement letters, creating billing accounts, and properly organizing paper or electronic files.
Imprima is pleased to present How AI is changing legal due diligence, published in association with Mergermarket. With the introduction of artificial intelligence to the legal sector over the past few years, this technology has been gradually changing the way that legal due diligence is conducted.
Exploring these trends, Mergermarket, on behalf of Imprima, spoke with five experts from the fields of law and technology to share their insights on the day-to-day use of artificial intelligence in legal due diligence processes and how this might continue to develop.
Points of discussion include:
• Software solutions have allowed for greater efficiency in legal due diligence processes. Typical pain points associated with legal due diligence include the amount of time needed to both compile and review countless documents. AI can prove a useful tool to help streamline this process. However, there are limits to what current technologies can achieve.
• Emerging AI technology is met with increasing enthusiasm. Law firms are showing willingness to adopt AI processes into their practices. While this is not yet universal, some clients are beginning to expect law firms to use tech-enabled processes and be able to offer innovative solutions.
• Is AI causing permanent changes to the legal workforce? While the fears that AI technology would automate job roles, and lead to mass redundancies in legal firms proved unfounded, it is true that adoption of these technologies could lead to major changes in the legal sector. It is unlikely that the need for new lawyers will ever be fully eliminated – rather that the nature of their work may change, as AI technologies allow lawyers to shift their focus to higher-value work.
Cloud and mobile computing for lawyersNicole Black
The document discusses several issues related to lawyers' use of cloud computing and mobile devices:
1) It addresses ethical obligations around maintaining client confidentiality when storing data on devices' hard drives or using cloud services. Lawyers must take reasonable steps to ensure data is protected and sanitized before disposal.
2) It examines opinions on permissibility of storing confidential client data in the cloud if reasonable security measures are taken, and on using email services that scan for keywords to display ads.
3) It summarizes an opinion that lawyers do not violate ethics rules by storing client information electronically with a third party, if they act competently to ensure confidentiality, even if an inadvertent disclosure occurs.
The document discusses how lawyers' use of cloud computing has raised ethical questions regarding how they select and use cloud vendors and products. In response, the ABA formed the Ethics 20/20 commission to investigate how the Model Rules apply to cloud computing. Several Model Rules have come under scrutiny, including those regarding confidentiality, competence and diligence, duties to prospective clients, unauthorized practice of law, and duty to supervise. The document provides guidance on how lawyers can comply with these rules when using cloud computing to ensure client confidentiality and properly vet cloud vendors and technology choices.
Enabling Data Governance - Data Trust, Data Ethics, Data QualityEryk Budi Pratama
Presented on PHPID Online Learning 35.
Komunitas PHP Indonesia
Title: Enabling Data Governance - The Journey through Data Trust, Ethics, and Quality
Eryk B. Pratama
Global IT & Cybersecurity Advisor
Satya Pal has over 28 years of experience in the technology industry. He has worked with open source technologies to develop business applications, with a focus on platforms for publishing industries. These include workflow management, content delivery, and analytics tools. Satya has a M.Tech in computer science and M.Sc in physics. He has previously worked for several companies and currently serves as COO of Digiscape Tech Solutions, focusing on their platform business.
This document outlines a project plan for researching mobile technology solutions for a medium-sized law firm. It identifies key assets of the firm that need protection, such as client information, case files, employee records, and financial data. The document establishes a hypothesis that it is possible to create a secure mobile environment using cloud computing and applications while protecting confidential data. A research methodology is proposed involving examining other law firms' mobile strategies and vendor options. Risks like network failures, social engineering, and physical threats are analyzed. The timeline involves researching solutions, documenting findings, and making recommendations.
The document discusses the advancement of document retrieval technology from paper filing systems to modern digital systems using large computer networks and storage capacities. It describes how outsourcing document retrieval services to specialized companies has grown significantly as the technology has improved, allowing law firms and departments to improve efficiency and handle larger document volumes. Key questions to ask potential document retrieval service providers relate to their technology infrastructure, how they utilize technology to provide fast, secure access to documents digitally, and how they ensure regulatory compliance and backup storage of documents.
This document summarizes an e-discovery primer presentation given by Royce Cohen and Michael Quartararo of Stroock & Stroock & Lavan LLP. The presentation provides an overview of the key stages of e-discovery as defined by the EDRM model, including information governance, identification, preservation, collection, processing, review, production, and presentation. It also uses a hypothetical litigation scenario to illustrate how these stages would apply in practice to a real legal matter.
The Sherpa Approach: Meeting the Demands of the Digital AgeSherpa Software
The document discusses the growth of electronically stored information (ESI) and how it has led to increased complexity and demands in the field of e-discovery. It notes that by 2020, organizations will deal with 50 times more data stored across 75 times more "containers." It then outlines Sherpa Software's expanded e-discovery services which now cover various stages of the e-discovery reference model (EDRM) including early case assessment, litigation hold management, search and collection, processing, document review, and litigation preparedness in order to help organizations address their evolving e-discovery needs. Sherpa positions itself as a one-stop shop that can assist with all aspects of the e-discovery process using both its software and professional services
The document discusses key issues for implementing personal data protection procedures in accordance with relevant laws. It covers: 1) defining personal data and classifications; 2) analyzing internal and outsourced data processing; 3) identifying department responsibilities; 4) classifying files by data type; 5) creating an internal company policy; 6) processing data by third parties; 7) transferring data between companies; 8) required security and registration documents. The payment section lists additional procedure, IT, security, and audit documents to ensure compliance.
The document discusses how records managers, IT, and legal experts must work together to address challenges around unstructured data growth. It notes that unstructured data such as documents and emails are growing 62% annually and will account for 93% of data by 2022. Effectively governing this data requires the three groups to collaborate on policies and processes. The document outlines how each group approaches data governance differently based on their roles, and argues they must understand each other better to create solutions that reduce risks and promote compliance.
Are you prepared for eu gdpr indirect identifiers? what are indirect identifi...Steven Meister
What is your solution for GDPR’s Indirect Identifiers? Many aren’t sure what they are and will probably be unsuccessful when attempting to become GDPR compliant. Allow me to explain.
As a software development manager, I must confess that the Discovery & Remediation of Indirect Identifiers was the most complex project I have managed in my 33 years in the industry.
First, let me explain what an Indirect Identifier is. According to the “Privacy Technical Assistance Center of the U.S. Department of Education, it means “Indirect identifiers include information that can be combined with other information to identify specific individuals, including, for example, a combination of gender, birth date, geographic indicator and other descriptors.”
The ugly, the bad and the good of cloud computing for government institutionsDan Michaluk
The document discusses the challenges of cloud computing for government institutions. It outlines the "ugly", "bad", and "good" aspects. The "ugly" is employees using consumer cloud services without proper oversight. The "bad" is the hype and uncertainty surrounding cloud computing. However, outsourcing to the cloud can be done well with proper due diligence, contracts, and classification of data ("the good"). Overall, the document provides an overview of key considerations for government institutions adopting cloud computing.
The document describes the evolution of legal practice management software from early word processing and billing software to more integrated practice management software (PMS) systems. It introduces ChambersLegal, a new Nigerian PMS that aims to be a one-stop software solution for all of a law firm's administrative and case management needs. Key features of ChambersLegal include contact management, case tracking, timekeeping, calendaring, document management, and integration with email and smartphones. The software is presented as a way to unite the various disconnected software programs previously used by legal practices.
The document discusses improving the work processes of escrow and title firms. It explains that escrow firms must gain the trust of buyers and sellers by keeping good communication, safeguarding documents, and securing data. The document outlines guidelines for an effective work process, including following contracts closely, responding quickly to changes, and accessing applications remotely. It recommends efficient solutions like online forms, access policies, encrypted archiving, and compliance software to make the real estate transaction process less complicated.
This document provides an overview of how to operate a virtual law office and deliver legal services online. It defines key terminology like virtual law practice and eLawyering. It discusses the technology, ethics concerns, and various models for virtual law practices, including being completely web-based, integrating with a traditional law office, or using a virtual office for unbundled legal services. It also covers choosing technology providers, startup costs, marketing a virtual law practice, and future innovations.
The document describes effacts, a legal management software that allows users to organize legal information, documents, and data in a central database. It offers modules to manage entities, contracts, claims, compliance and other legal domains. The software provides features like archiving documents, advanced search, automated alerts, and reporting capabilities. It is designed as an affordable and easy to implement solution for smaller corporate legal departments to manage their legal information and activities.
Elijah offers cost effective managed data services to law enterprises to improve e-discovery processes with reduced risks while maintaining their own IT infrastructure.
The CFO's Definitive Guide To Document RetentionSecureDocs
The document provides guidance to CFOs on retaining important business documents. It recommends saving documents related to taxes, business operations, employees, and finances. State and federal laws dictate retention periods that range from 1 year to indefinitely, depending on the document type. The document stresses the importance of an organized storage system to facilitate document retrieval and compliance with legal requirements.
Electronic Signatures Helping Lawyers Work Faster & Smarter - DrySignDrysign By Exela
Discover how eSignatures are transforming law firms, driving digital progress, and streamlining legal processes. Explore its impact by reading this blog
This document describes the features of an accounting software solution, including organizing accounting and bookkeeping, tax preparation, integrated tools, automated tasks, online access, reports, business insights, collaboration, security, and customization. It promotes organizing and running a business easily with their best accounting software. It provides contact information for Perfonec Computer LLC to obtain more details.
PDFfiller is a software that allows tax professionals to complete, sign, store and manage tax forms digitally. It offers fillable tax forms that can be completed faster and more efficiently than paper forms. PDFfiller users can simultaneously edit forms with colleagues, create reusable form templates, and securely store completed tax returns digitally. More than 200,000 tax professionals rely on PDFfiller to streamline the document process and save time and money compared to other options like Adobe Acrobat Pro or Docusign.
Time Matters practice management software allows law firms to centralize client and case information, streamline internal workflows, and capture more billable hours. It provides functionality for contact management, matter management, calendaring and scheduling, document management, and time and expense tracking. The software offers customization, security, mobility access, and integrations with Microsoft Outlook and other applications. It aims to improve efficiency and help law firms increase productivity and profitability.
Law firms and legal departments face congestion and delays in retrieving records that can take months and hurt their cases. This congestion is caused by traditional methods that require staff to chase down custodians and documents. Now, specialized digital document retrieval companies can substantially shorten the records retrieval time to just a few weeks by consolidating the process into just a few steps and using customized technology and trained staff to continuously track and retrieve records. These companies alleviate congestion for law firms by handling all aspects of retrieval including subpoenas, payments, and document organization so that lawyers have instant digital access to complete case files from anywhere.
Ether Solutions is a document automation specialist founded in 2000 that focuses on document and data capture and business process automation. They help clients automate document-centric processes to improve efficiency and reduce costs. Their solutions include invoice automation, mailroom automation, order processing automation, HR file management, digital security stamping, medical records digitization, email capture, and medical laboratory scanning. They work with a variety of clients across different industries.
LegalXGen is a case management software designed for legal practitioners and firms to address the problems of inefficient information management, communication, payments, and task organization that are common in the traditional legal process. It provides a single platform to capture case details, store and share documents, send template-based emails, set reminders and alerts, track payments and invoices, and assign tasks to assistants. This allows legal practices to save time and money compared to conventional methods by streamlining their workflows and client interactions through the online system.
Technology is changing the way lawyers win new business.
Learn about:
• How technology is changing the legal landscape
• Law firm management
• The future of winning new business in a legal space
• The ingredients to creating a winning pitch book
• The software that will assist you in creating winning pitch books quickly
For more information about how pitch management software can help your sales and marketing teams click here: http://www.qorusdocs.com/legal-management-software
Document scanning can help businesses improve organization and efficiency by converting paper files into electronic files. This reduces storage needs, allows for faster filing and easier retrieval of documents. It also provides security benefits like protection from damage or loss of paper files. Interactive DMS software fully integrates scanning and provides powerful reporting and accounts receivable management tools to help users stay organized and compliant.
Critical Roadblocks In The Review Of Litigation DocumentsAbsolaw
ABSOLaw offers top-notch legal document review services, ensuring meticulous scrutiny of contracts, agreements, and other legal materials. Our team of experienced attorneys delivers thorough analyses, identifying potential risks and highlighting critical details, providing you with peace of mind and legal confidence. Visit our website for professional assistance.
Similar to Cloud Based Legal Practice Management Software 2021 - Legodesk (20)
IMPACT Silver is a pure silver zinc producer with over $260 million in revenue since 2008 and a large 100% owned 210km Mexico land package - 2024 catalysts includes new 14% grade zinc Plomosas mine and 20,000m of fully funded exploration drilling.
The APCO Geopolitical Radar - Q3 2024 The Global Operating Environment for Bu...APCO
The Radar reflects input from APCO’s teams located around the world. It distils a host of interconnected events and trends into insights to inform operational and strategic decisions. Issues covered in this edition include:
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Every industrial revolution has created a new set of categories and a new set of players.
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7. Managing cases is just a click away
Track Matters automatically.
Collaborate with colleagues
effectively.
Receive individual case alerts
8. 1. Case Management
Manage cases in one place
Organizes based on courts and case
status
Arrange open invoices,documents
and cases based on different factors
13. Never miss a conversation and let
communication slip through the
gaps with intuitive legal contact
management tool.
Manage Your Contacts And Clients
14. 1. Information Finder
Find cases, emails, individual
invoices in one place.
Auto tracks client history and
reduces time spend on research.
15. 2. Secured chat
End-to-End encrypted
communication channel
Covered under the client legal
privilege to let lawyers provide
confidential advice to their clients.
16. 3. Track individual clients
Tracks case with a 360-degree view.
Access information with a customized
view in a cohesive platform.
Ensure transparency through
automated updates.
17. 4. Smart Collaboration
Share tasks and documents with colleagues
or clients through a secured client portal.
Increase organizational efficiency by
ensuring everyone is on the same page.
19. Find Subject Matter Experts
Discover best lawyers and subject
matter experts near you.
Collaborate with them for your legal
matters and cases.
20. 1. Matter Based Recommendations
Recommends Lawyers who have
the expertise in handling matters
that are sensitive, unique, and
important.
21. 2. Share your queries Anonymously
Queries are kept confidential and
private.
Share your concerns with the lawyer
on a private link.
22. 3. Appointment scheduler
Book an appointment with lawyers
using an intuitive scheduler.
Contact lawyers through
Video/Conference call, Direct
call, or an in-person meeting.
23. 4. Only Subject Matter Experts
System ensures that recommendations
are only Subject matter experts
Access to Lawyer’s previous matters to
assess their approach
26. 1. E-signature
Create and edit the documents and
share it with clients and colleagues.
No need to download or scan the
document. The receiver can access
the document and sign it using the
feature.
27. Organize documents same way you manage
your Manila Folders in your Law firm.
Collaborate with your clients and team by
organizing their documents.
2. Organize your documents
28. Storage system for your documents that does
not differentiate between Large Law Firm or an
Individual practitioner.
Manage storage on an Auto Scalable storage
architecture that scales as per your
requirements.
3. Auto-Scalable storage
29. 4. Bank Grade Security
Ensures your data remains privy to third-parties, phishing,
and hacking.
Our 128 AES encryption technology makes documents
impossible to hack. Invite clients to collaborate or
colleagues to work together.
31. Legodesk calendar not only lets you
schedule your appointments and
daily tasks but also sends out
reminders .
It tracks court hearing dates to
stay organized on-the-go.
Smart & Intuitive Calendar
32. 1. Track each deadline
Track deadlines, court dates, and meetings. File
each motion on time with your smart legal
assistant.
Set custom reminders and send invites to
colleagues .
33. 2. Collaboration
Share Documents, case files with other
lawyers engaged in the matter.
Connect with your colleagues by sending
text messages or over Video/Audio call
Find Lawyers practicing in other courts to
engage in your matters
34. 3. Integration
Integrates with Google calendar, MS-
office calendar, and iCalendar for
scheduling meets
Send meeting requests through email
from the calendar.
35. 4. Alerts
Customizable weekly matter alerts for
entire organization.
Send meeting requests through email
from the calendar or edit the schedule
37. The effective billing software saves
time by automating tasks. Reduces
your manual effort.
Generates timely invoices and sends
them automatically to clients.
Take Control Of Your Finances
38. 1. Invoicing
Sets invoice generation date and
mails them to clients.
Sends reminders by letting you set up
grace periods
39. 2. Smart Editable Invoices
Create customized invoice,
designed specifically for Law
firms.
40. 3. Reports & Analytics
Deeper understanding of firm’s financials to make informed business
decisions backed by real-time data.
Track firm’s financial performance and deeper insights to project future
growth.
41. 4. Accounting on Cloud
Integrates with billing and
accounting software.
Tracks every expense, the
payment received, and deducted.
43. Let's talk numbers!
Increases lawyer's efficiency by 30%
Reduction in pending voices by 50%
Reduction on time spent on billing by 35%
Increase in overall productivity by 62%
45. All in individual Plan
Client Portal
Integration with apps
To-Do & Manage Tasks
Document Generator
Secure Chat
Associate & Employee
Management
All in Law Firms Plan
Workflow Automation
Connected Matters
Conflict of Interest
Checker
AI powered Legal
Research Tools
File Archival
INDIVIDUAL
₨ 999/user/ MO
Our Pricing Plan
Automated Case
Tracking
Client Connect
Appointment
Scheduler
Public Profile
Invoice& Billing
Secure Chat
LAW FIRMS
₨ 1499/user/ MO
ENTERPRISE
₨ 2999/ MO