This document discusses maintaining competence in legal technology as required by the ABA. It discusses intentional law firm management including establishing buy-in, vetting technology options, and considering needs versus wants. Several legal technology tools and functions are listed including case management, document management, billing and accounting software, contact databases, and file structures. Considerations for selecting and implementing legal technology like pricing models, security, and evaluating options are also covered.

1. Jared D. Correia, Esq.
Assistant Director, Senior Law Practice Advisor
Massachusetts Law Office Management Assistance
Program

2.  ‘They Had Relations’
 How Do You Relate to Technology?
 How Does the Technology within Your Office Interact?
 How Do You Work under a Framework?
 The Digital Native is NOT (NECESSARILY) an Advantaged Law Firm
Owner/Employee
 Competence as an Attorney, includes Competence in Legal Tech
 The ABA Says So, That’s Who
Maintaining Competence
[8] To maintain the requisite knowledge and skill, a lawyer should keep abreast of changes in the law
and its practice, including the benefits and risks associated with relevant technology, engage in
continuing study and education and comply with all continuing legal education requirements to
which the lawyer is subject.

3.  Intentional Law Firm Management
 Needs vs Wants vs Naked Desires
 Establishing Buy-In
 Vetting
 Choice Matrices

4.  Subscription Service vs Annual Payment vs One-Time Payment
 Premise-Based v Virtual
 Virtual Private Network
 Remote Control Access
 SaaS
 DaaS

5.  Master Case List/Matter Manager
 Holistic Practice Dashboard
 Email/Calendar Integration
 Document Management
 Time + Billing/Accounting
 Apps

6.  Contact Database + Search
 Filters + Relations
 Integration w/ Marketing Channels
 Phone Tracking
 Reporting

7.  File Structure
 Naming Conventions
 Version Control
 Access Control
 Collaboration
 Loading Contact Information
 Clause Library
 Increase: Efficiency

8.  Contemporaneous
 Complete
 Compelling
 Stand-Alone vs Built-In/Integrated
 Manual vs Automated
 Generic Business vs Law Firm Specific
 Operating Accounting
 Trust Accounting

9.  Business Plan
 Marketing Plan
 Budget
 Revenue Projections
 Non-Narrative
 Integration w/ Calendar + Tasks
 Scheduled Review
 Return on Investment
 Revision

10.  Massachusetts Rules of Professional Conduct, 1.6
 Massachusetts General Laws Chapters 93H + 93I, 201 CMR 17
 Encryption
 Vetting
 Contracting
 WISP
 BYOD
 Simple, Personal Security Safeguards
 Strong Passwords
 Pre-Encryption
 PDF

11.  Trial Software
 Closed Universe
 Guided Interaction
 Complete Survey
 Make Recommendation

12.  Now, Who Wants to Be My Research Assistant?!?!