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Paralegal Rainmakers Digest
  Monthly Newsletter of Paralegal Rainmakers
  March 2013 Volume 2 Issue 3




                                                                                                                  Technology Issue
                                                                                                         Law and Technology P.1
                                                                                                       Disaster Preparedness P.2
                                                                                                      Disorganized Paralegals P.3
                                                                                                            Upcoming Events P.4



                                                                                                 3 Document Retention Tips
                                                                                                 1.   Know the Applicable Law

                                                                                                 2.   Create a Retention Schedule

                                                                                                 3.   Put it into Practice

                                                                                                 Lexis Nexis “ Elements of a Good
                                                                                                 Document Retention Policy”

The Intersection of Law and Technology
                                                                                                 Paralegal Connection
The advancements in technology is pervading every aspect of our lives. Years ago meeting a
mate on-line was viewed as something only the most desperate individuals resorted to. Now        Paralegal Connection is one of the various
on-line dating is becoming the norm with companies like e-Harmony and the do it yourself         Paralegal Rainmaker plans. Paralegal Con-
                                                                                                 nection takes networking and career contin-
hookups on Twitter, Facebook, and other social media sites. This technology explosion is not
                                                                                                 uous learning to the next level. Paralegal
just isolated to dating. A Pew Research on-line banking study revealed that on-line banking      Connection was created to provide parale-
rose from fewer than 9% in 1994 to 43% in 2005. As a legal professional you may be wonder-       gals with a method to obtain the essentials
                                                                                                 needed to build a successful career in one
ing what this technology explosion has to do with you or your career. Technologies prolifera-
                                                                                                 place. Paralegal Connection includes a
tion has benefits and drawbacks for legal professionals. E-Discovery and Cloud Computing are     dedicated mail.a-paralegal.com Google
the two that have impacted the legal industry the most in recent years.                          hosted email address and a variety of other
                                                                                                 free and discounted career resources.

The e-Discovery process offers legal professionals the ability to obtain pertinent information   Paralegal Rainmakers also offers a free non-
that previously would not be revealed without the use of technology. It is no longer unheard     member plan which includes the option to
                                                                                                 self register for complimentary webinars
of for an attorney to impeach a witnesses testimony with a Facebook post or destroy an expert    and to receive a monthly issue of Paralegal
witnesses credibility with an article on a blog. The use of e-Discovery has allowed for more     Rainmakers Digest. Click here to learn more
                                                                                                 or visit www.a-paralegal.com/
ingenuous and crafty means to litigate cases. The benefits of technology does not stop at the
                                                                                                 paralegalconnection.
discovery phase. What about the jeans wearing, IPad toting, latte sipping attorney who spends
more time away from the office thanks to cloud based practice (cont’d on page 3)
Are you Prepared for a Disaster?
Most law firms would not fair very well if       seem to be daunting, but if it is broken into
there was a natural disaster in their region     two manageable aspects the beast can be
that affected the power and or totally de-       tamed.       The safety, housing, and mental
stroyed the building where their offices are     health aspects of dealing with disasters is left
located. This lack of preparation has opera-     to professionals trained to deal with these
tional and financial repercussions.      Large   scenarios.
well established firms have the luxury of
                                                 The first aspect of operational disaster pre-
having staff members or entire departments
                                                 paredness is financial and the other is busi-
devoted entirely to coming up with plans
                                                 ness continuity. When dealing with the fi-
and practices to deal with scenarios when a
                                                 nancial aspect a firm must work with its in-
disaster affects the day to day operations of
                                                 surance carrier to ensure that the adequate
their business.    These practices take the
                                                 protections are in place. The business conti-
form of evacuation planning to quickly being
                                                 nuity aspect deals with ensuring that the firm
able to get back to normal operations once a
                                                 has the processes in place so that it can con-
disaster has occurred. Since smaller firms
                                                 tinue to operate in the event the office or
may not have staff and departments devot-
                                                 regular systems are not accessible. Having a
ed to this function a critical aspect of effi-
                                                 disaster plan is always better than dealing
ciently operating a firm tends to go unman-
                                                 with the disaster of creating a new practice.
aged.

Although, disasters are not normal business
interruptions they can have devastating
effects when they do occur. Some business-
                                                                 American Red Cross Video
es and residents were still without power
and other basic utilities months after Hurri-
cane Sandy swept through the region and
unleashed her fury.

As law firms that deal with the issues sur-
rounding natural disasters are positioning
themselves to deal with the onslaught of
claims and suits spun by Hurricane Sandy
others are scurrying to determine how they
will get their practice back into operation.

Thinking about preparing for disasters may
Disorganization and Paralegals
A Disastrous Combination

There are some things that go well together.      features that meet or exceed industry stand-
Peanut butter and jelly. Barak and Michelle       ards.
Obama. Honesty and healthy relationships.
                                                  Before you shout with joy over the benefits
These things were made for each other.
                                                  that these processes and systems have to           Paralegal Rainmakers Spotlight
You have to have them both in order to
                                                  offer it is imperative that the drawbacks are
make something work. There are also those                                                            Certified e-Discovery Specialists
                                                  well understood. These drawbacks can have
things that are disastrous combinations.
                                                  negative impacts on a firm and a firm’s cli-       Who They Are:
Like a match and gas. Brown suits and pro-
                                                  ents.                                              Certified e-Discovery Specialists are
fessional interviews.     Disorganization and
                                                                                                     professionals that have met the
paralegals.   These things may work well                                                             requirements and passed the
                                                  One of the drawbacks to e-Discovery is the
apart but combine them and you might as           data review process. The process can seem          Certified e-Discovery exam admin-
well put the fire department or unemploy-                                                            istered by the Association of
                                                  unending with information being collected
                                                                                                     Certified e-Discovery Specialists.
ment agency on speed dial.
                                                  from cell phones, tablets, laptops, hard           Paralegals often become certified
                                                  drives, servers, back up tapes, social media       e-Discovery Specialists because of
The paralegals that are honest with them-
                                                  sites, and third party email programs. Be-         their role during litigation. Obtain-
selves will admit that some if not all of their                                                      ing the credential provides individ-
                                                  cause of this voluminous amount of infor-
job mishaps can be attributed to the lack of                                                         uals with the knowledge and skills
                                                  mation that must be reviewed the chance of         needed to handle challenges inher-
organization. Whether it is an unorganized
                                                  confidential and privileged information being      ent within the e-Discovery process.
personal life that affects their professional
                                                  disclosed to opposing counsel increases con-       The credential also provides em-
life, an unorganized method of handling
                                                  siderably. Although, there are provisions to       ployers and clients with the confi-
projects, or an unorganized approach to
                                                  deal with this inadvertent disclosure con-         dence that these individuals are
managing workload disorganization is most                                                            e-Discovery experts.
                                                  vincing the opposing counsel and or judge to
likely at the root of the issue.   A paralegal
                                                  hand it back over can become a nightmare.
can not and will never be as productive and
                                                                                                     How to Become Certified
successful as they can unless they address        The drawback to using cloud based practice
this lack of organization and begin to deal                                                          There are various organizations
                                                  management systems is the storage or hous-         that offer e-Discovery certification
with it head on. Dealing with disorganiza-        ing of the data. It is imperative to know          and all have different require-
tion does not require an extensive course in      where the servers that the third party pro-        ments . The Association of Certi-
organizational efficiency.    It just requires                                                       fied e-Discovery Specialists is the
                                                  vider is using to store the data that is housed
applying the same approach those in self                                                             first and may be the only inde-
                                                  within the system is located. Are the servers      pendent e-Discovery credentialing
help programs employ. Recognize that dis-         in someone’s 100 degree garage or are they         body. To become certified by
organization is a serious issue, come up with     in a secure environmentally controlled data        ACEDS an individual must pass a
a plan to deal with it, and put the plan into                                                        rigorous exam administered in over
                                                  center? This may never cross the mind of
action.                                                                                              600 sites.
                                                  an ill informed legal professional until they
                                                  receive the blast email notifying all users of a
(Cont’d from pg. 1) Technology                                                                       ACEDS can be contacted via the
                                                  catastrophic service issue.
                                                                                                     following methods:
management systems than was previously
                                                  Technology will continue to advance and
possible? Gone are the days when case in-
                                                  legal professionals that are well informed
formation has to be stored in cold and mus-                                                          Website: www.aceds.org
                                                  will be positioned to take advantage of the
ty file rooms, hacker prone computers, or                                                            Phone:    786-517-2701
                                                  advancements without sacrificing their ethi-
expensive servers.      Technology allows for                                                        Email:    dpelland@ACEDS.org
                                                  cal responsibilities.
tremendous amounts of data to be stored
on third party servers with built in security
Upcoming Events
American Red Cross
Various dates , times, and locations         Disaster Response Training

Click here for more info or visit https://classes.redcross.org/Saba/Web/Main

Lorman Education
March 19, 2013                               Ethical Considerations in Utilizing Social Media

Click here for more info or visit http://www.lorman.com/audio-conference/391308

Rainmakers Virtual College

March 19, 2013                                Cloud Computing for the Legal Professional

Click here for more info or visit www.rainmakerscollege.com/cle-courses


Virtual LegalTech

March 21, 2013                               On-line Educational Legal Event

Click here for more info or visit http://www.virtuallegaltechshow.com


ABA TECHSHOW

April 4-6, 2013                              Educational Legal Event

Click here for more info or visit www.techshow.com
                                                                                                Paralegal Rainmakers
                                                                                                    an Agility Service


SAVE THE DATE
California Alliance of Paralegal Associations 25th Annual Educational Conference                         9175 Judicial Drive
                                                                                                       San Diego, CA 92122
June 22, 2013         Power of the Past—Force of the Future                                          866-255-7175 Option 4

Click here for more info or visit www.caparalegal.org
                                                                                                       www.agilitysvcs.com

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Paralegal Rainmakers Digest Volume 2 Issue 3

  • 1. Paralegal Rainmakers Digest Monthly Newsletter of Paralegal Rainmakers March 2013 Volume 2 Issue 3 Technology Issue Law and Technology P.1 Disaster Preparedness P.2 Disorganized Paralegals P.3 Upcoming Events P.4 3 Document Retention Tips 1. Know the Applicable Law 2. Create a Retention Schedule 3. Put it into Practice Lexis Nexis “ Elements of a Good Document Retention Policy” The Intersection of Law and Technology Paralegal Connection The advancements in technology is pervading every aspect of our lives. Years ago meeting a mate on-line was viewed as something only the most desperate individuals resorted to. Now Paralegal Connection is one of the various on-line dating is becoming the norm with companies like e-Harmony and the do it yourself Paralegal Rainmaker plans. Paralegal Con- nection takes networking and career contin- hookups on Twitter, Facebook, and other social media sites. This technology explosion is not uous learning to the next level. Paralegal just isolated to dating. A Pew Research on-line banking study revealed that on-line banking Connection was created to provide parale- rose from fewer than 9% in 1994 to 43% in 2005. As a legal professional you may be wonder- gals with a method to obtain the essentials needed to build a successful career in one ing what this technology explosion has to do with you or your career. Technologies prolifera- place. Paralegal Connection includes a tion has benefits and drawbacks for legal professionals. E-Discovery and Cloud Computing are dedicated mail.a-paralegal.com Google the two that have impacted the legal industry the most in recent years. hosted email address and a variety of other free and discounted career resources. The e-Discovery process offers legal professionals the ability to obtain pertinent information Paralegal Rainmakers also offers a free non- that previously would not be revealed without the use of technology. It is no longer unheard member plan which includes the option to self register for complimentary webinars of for an attorney to impeach a witnesses testimony with a Facebook post or destroy an expert and to receive a monthly issue of Paralegal witnesses credibility with an article on a blog. The use of e-Discovery has allowed for more Rainmakers Digest. Click here to learn more or visit www.a-paralegal.com/ ingenuous and crafty means to litigate cases. The benefits of technology does not stop at the paralegalconnection. discovery phase. What about the jeans wearing, IPad toting, latte sipping attorney who spends more time away from the office thanks to cloud based practice (cont’d on page 3)
  • 2. Are you Prepared for a Disaster? Most law firms would not fair very well if seem to be daunting, but if it is broken into there was a natural disaster in their region two manageable aspects the beast can be that affected the power and or totally de- tamed. The safety, housing, and mental stroyed the building where their offices are health aspects of dealing with disasters is left located. This lack of preparation has opera- to professionals trained to deal with these tional and financial repercussions. Large scenarios. well established firms have the luxury of The first aspect of operational disaster pre- having staff members or entire departments paredness is financial and the other is busi- devoted entirely to coming up with plans ness continuity. When dealing with the fi- and practices to deal with scenarios when a nancial aspect a firm must work with its in- disaster affects the day to day operations of surance carrier to ensure that the adequate their business. These practices take the protections are in place. The business conti- form of evacuation planning to quickly being nuity aspect deals with ensuring that the firm able to get back to normal operations once a has the processes in place so that it can con- disaster has occurred. Since smaller firms tinue to operate in the event the office or may not have staff and departments devot- regular systems are not accessible. Having a ed to this function a critical aspect of effi- disaster plan is always better than dealing ciently operating a firm tends to go unman- with the disaster of creating a new practice. aged. Although, disasters are not normal business interruptions they can have devastating effects when they do occur. Some business- American Red Cross Video es and residents were still without power and other basic utilities months after Hurri- cane Sandy swept through the region and unleashed her fury. As law firms that deal with the issues sur- rounding natural disasters are positioning themselves to deal with the onslaught of claims and suits spun by Hurricane Sandy others are scurrying to determine how they will get their practice back into operation. Thinking about preparing for disasters may
  • 3. Disorganization and Paralegals A Disastrous Combination There are some things that go well together. features that meet or exceed industry stand- Peanut butter and jelly. Barak and Michelle ards. Obama. Honesty and healthy relationships. Before you shout with joy over the benefits These things were made for each other. that these processes and systems have to Paralegal Rainmakers Spotlight You have to have them both in order to offer it is imperative that the drawbacks are make something work. There are also those Certified e-Discovery Specialists well understood. These drawbacks can have things that are disastrous combinations. negative impacts on a firm and a firm’s cli- Who They Are: Like a match and gas. Brown suits and pro- ents. Certified e-Discovery Specialists are fessional interviews. Disorganization and professionals that have met the paralegals. These things may work well requirements and passed the One of the drawbacks to e-Discovery is the apart but combine them and you might as data review process. The process can seem Certified e-Discovery exam admin- well put the fire department or unemploy- istered by the Association of unending with information being collected Certified e-Discovery Specialists. ment agency on speed dial. from cell phones, tablets, laptops, hard Paralegals often become certified drives, servers, back up tapes, social media e-Discovery Specialists because of The paralegals that are honest with them- sites, and third party email programs. Be- their role during litigation. Obtain- selves will admit that some if not all of their ing the credential provides individ- cause of this voluminous amount of infor- job mishaps can be attributed to the lack of uals with the knowledge and skills mation that must be reviewed the chance of needed to handle challenges inher- organization. Whether it is an unorganized confidential and privileged information being ent within the e-Discovery process. personal life that affects their professional disclosed to opposing counsel increases con- The credential also provides em- life, an unorganized method of handling siderably. Although, there are provisions to ployers and clients with the confi- projects, or an unorganized approach to deal with this inadvertent disclosure con- dence that these individuals are managing workload disorganization is most e-Discovery experts. vincing the opposing counsel and or judge to likely at the root of the issue. A paralegal hand it back over can become a nightmare. can not and will never be as productive and How to Become Certified successful as they can unless they address The drawback to using cloud based practice this lack of organization and begin to deal There are various organizations management systems is the storage or hous- that offer e-Discovery certification with it head on. Dealing with disorganiza- ing of the data. It is imperative to know and all have different require- tion does not require an extensive course in where the servers that the third party pro- ments . The Association of Certi- organizational efficiency. It just requires fied e-Discovery Specialists is the vider is using to store the data that is housed applying the same approach those in self first and may be the only inde- within the system is located. Are the servers pendent e-Discovery credentialing help programs employ. Recognize that dis- in someone’s 100 degree garage or are they body. To become certified by organization is a serious issue, come up with in a secure environmentally controlled data ACEDS an individual must pass a a plan to deal with it, and put the plan into rigorous exam administered in over center? This may never cross the mind of action. 600 sites. an ill informed legal professional until they receive the blast email notifying all users of a (Cont’d from pg. 1) Technology ACEDS can be contacted via the catastrophic service issue. following methods: management systems than was previously Technology will continue to advance and possible? Gone are the days when case in- legal professionals that are well informed formation has to be stored in cold and mus- Website: www.aceds.org will be positioned to take advantage of the ty file rooms, hacker prone computers, or Phone: 786-517-2701 advancements without sacrificing their ethi- expensive servers. Technology allows for Email: dpelland@ACEDS.org cal responsibilities. tremendous amounts of data to be stored on third party servers with built in security
  • 4. Upcoming Events American Red Cross Various dates , times, and locations Disaster Response Training Click here for more info or visit https://classes.redcross.org/Saba/Web/Main Lorman Education March 19, 2013 Ethical Considerations in Utilizing Social Media Click here for more info or visit http://www.lorman.com/audio-conference/391308 Rainmakers Virtual College March 19, 2013 Cloud Computing for the Legal Professional Click here for more info or visit www.rainmakerscollege.com/cle-courses Virtual LegalTech March 21, 2013 On-line Educational Legal Event Click here for more info or visit http://www.virtuallegaltechshow.com ABA TECHSHOW April 4-6, 2013 Educational Legal Event Click here for more info or visit www.techshow.com Paralegal Rainmakers an Agility Service SAVE THE DATE California Alliance of Paralegal Associations 25th Annual Educational Conference 9175 Judicial Drive San Diego, CA 92122 June 22, 2013 Power of the Past—Force of the Future 866-255-7175 Option 4 Click here for more info or visit www.caparalegal.org www.agilitysvcs.com