The Pacific Legal Technology Conference
Thanks to our Sponsors!
MOVING TO THE CLOUD 2011 Pacific Legal Technology Conference Presenters Catherine Sanders Reach Steve Matthews
I’m so confused! What is SaaS? What is Cloud Computing? <ul><li>SaaS (our definition) </li></ul><ul><li>Cloud Computing </...
What does SaaS offer? <ul><li>Eliminates substantial IT knowledge gap </li></ul><ul><li>Eliminates hardware maintenance </...
Not without risks… <ul><li>Cloud services must be held up to the same standards as application software </li></ul><ul><li>...
Due Diligence <ul><li>Report of the Cloud Computing Working Group (Law Society of British Columbia. July, 2011.) </li></ul...
2011: A Blended Environment  SaaS + Application Software <ul><li>Watch for niche applications </li></ul><ul><ul><li>Don’t ...
Be smart cloud consumer. <ul><li>What’s different?   Four topics: </li></ul><ul><ul><li>SaaS Pricing  </li></ul></ul><ul><...
SaaS Pricing <ul><li>Subscriptions not Licenses </li></ul><ul><ul><li>Pro: Subscriptions scale, licenses don’t </li></ul><...
Support and Service <ul><li>SaaS Provider does the Tech Support  </li></ul><ul><ul><li>Pro: Client-Server Architecture  </...
Availability & Access <ul><li>Internet Dependence </li></ul><ul><ul><li>Pro: SaaS travels well – requiring only web access...
Security & Data Integrity <ul><li>Vendor business issues: </li></ul><ul><ul><li>What if your vendor goes out of business? ...
Welcome to  Cumulus  &  Cirrus , LLP Law Office in the Cloud
Peek in and see what they use for… <ul><li>Productivity  </li></ul><ul><li>Collaboration </li></ul><ul><li>Communication <...
James, Reception
MyFax
Skype
Jane, Associate
NetDocuments
Other Productivity Tools <ul><li>MS Office 365 </li></ul><ul><li>Google Apps </li></ul><ul><li>Zoho apps </li></ul>
Frank, Deal Maker
Dialawg.com
Other Collaboration Tools <ul><li>PBWorks (Hosted Intranets) </li></ul><ul><li>Box.net (Mobile Collaboration) </li></ul><u...
Cando, Legal Secretary
Clio
Other Case Management Tools <ul><li>RocketMatter ( www.RocketMatter.com  )  </li></ul><ul><li>Livia ( www.livialegal.com  ...
Ray, Associate
EverNote
Susan, Cybrarian
iGoogle
Other Research Tools <ul><li>Quicklaw </li></ul><ul><li>Google Reader </li></ul><ul><li>Google Alerts </li></ul><ul><li>We...
Robert, London Office
Mikogo
Other Webinar/teleconference Tools  <ul><li>JoinMe ( http://join.me )  </li></ul><ul><li>FuzeMeeting ( www.fuzemeeting.com...
Jane, Marketing Director
Google Analytics
WordPress.com
Josh, Litigation Support
Lexbe
Other Litigation Support/Ediscovery Tools <ul><li>Image Depot </li></ul><ul><li>NextPoint </li></ul><ul><li>iConnect </li>...
Megan, Sr. Associate
ETRAY
Bill4Time
Juan, Jr. Accountant
QuickBooks Online
More Time Tracking/ Accounting <ul><li>Accounting </li></ul><ul><ul><li>NetSuite ( www.netsuite.com ) </li></ul></ul><ul><...
Doug, Business Lawyer
ECORP
Document Assembly <ul><li>Exari ( www. exari .com ) </li></ul><ul><li>Qshift ( www. ixio .com ) </li></ul><ul><li>Contract...
Questions? Catherine Sanders Reach catherine .reach@ americanbar .org   Steve Matthews  steve @ stemlegal .com
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Moving To The Cloud

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Slides from my presentation of "Moving to the Cloud" with Catherine Sanders Reach at the 2011 Pacific Legal Technoloy Conference, October 7, 2011.

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  • CSR – distinction is not so important. What is important is that you understand your data is held by a third party. CSR – Cloud is the Internet infrastructure (think hardware as equivalent) and SaaS is the software that runs on it. CSR – Thin client is how we all started, but we could usually *see* the mainframe somewhere on premise. A tablet is thin client – of sorts.
  • CSR – no IT needed, no additional servers CSR – use whatever OS you like! CSR – incremental updates versus entirely new interface (aka Office 2003 to Office 2007. Acrobat 9 to Acrobat x) CSR – not cheaper over time necessarily, but expense versus capital investment
  • CSR – remember, third party control. Could be good, could be bad.
  • CSR – some SaaS is not as feature rich, or mature enough to solely rely on the cloud.
  • Intended to frame up the next four slides.
  • CSR – pricing comparison is apples to oranges. Vendors will argue their model is cheaper (and give you very convincing comparison charts). Look at it over 3 years, factor in hardware, maintenance, IT support, customization, etc. to TCO.
  • CSR – Products are often simpler, thus easier to learn. Support usually rolled into per month fee. Take the 30 day trial!
  • CSR – internet backup could be tethering phone, mobile hotspot
  • CSR – who actually stores your data? Probably not the SaaS, which is more of a “middle man”. Amazon? Google? Rackspace? What redundancy is the SaaS paying for (an Amazon server location goes down, but only SaaS who didn’t buy redundancy were effected) CSR – is data encrypted at rest and in transit? At what point? CSR – keep a local copy of your data
  • CSR – this one is easy. Replace the fax machine. No toner, no paper, no maintenance, no hassle, no scanning to keep it paperless, easier to file and manage, and works EXACTLY like a fax (send to a fax machine, people “fax” to your “fax” number”) – they’ll never know the difference
  • CSR – mostly free or cheap. Wouldn’t use it to discuss super sensitive information, where a cone of silence would be better
  • CSR – great productivity boost for any firm. NetDocuments keeps a local copy and syncs with the cloud. Like a secure Dropbox, with client extranets.
  • eVoice SpeakWrite
  • CSR – web-based encrypted communication lets you leverage email, but keeps the message safe
  • CSR – local company, learning from attorneys what they want/need.
  • CSR – great research tool, but limit client data
  • CSR – great way to keep the inbox clean of current awareness material. No risks, just easy!
  • CSR – free web conferencing tools. Nothing to install, easy to use.
  • CSR – again, no brainer – track your web stats easily!
  • CSR – for DIY you can build an entire site on this blog platform
  • CSR – Litigation support in the cloud too! Takes load files, lets you cull through documents, let’s you selectively allow consultants and outsiders have access to what they need. Pricing for these is more complex.
  • CSR – super simple, and has a remarkably long track record (2006).
  • CSR – now it is easy to share with your accountant
  • CSR – be careful choosing, as these are holding your work product!
  • Moving To The Cloud

    1. 1. The Pacific Legal Technology Conference
    2. 2. Thanks to our Sponsors!
    3. 3. MOVING TO THE CLOUD 2011 Pacific Legal Technology Conference Presenters Catherine Sanders Reach Steve Matthews
    4. 4. I’m so confused! What is SaaS? What is Cloud Computing? <ul><li>SaaS (our definition) </li></ul><ul><li>Cloud Computing </li></ul><ul><li>Others </li></ul><ul><ul><li>Application Service Providers </li></ul></ul><ul><ul><li>Thin Client computing </li></ul></ul>
    5. 5. What does SaaS offer? <ul><li>Eliminates substantial IT knowledge gap </li></ul><ul><li>Eliminates hardware maintenance </li></ul><ul><li>Reduces software maintenance (browser only in most cases) </li></ul><ul><li>Adapts easily to practice changes </li></ul><ul><li>Competitively priced </li></ul><ul><li>Subscription model enforces budget </li></ul>
    6. 6. Not without risks… <ul><li>Cloud services must be held up to the same standards as application software </li></ul><ul><li>Lawyers are not ‘off the hook’ for </li></ul><ul><ul><li>Data Integrity, Disaster Recovery </li></ul></ul><ul><ul><li>Professional Regulation </li></ul></ul><ul><ul><li>Client Privacy </li></ul></ul><ul><ul><li>Security Issues </li></ul></ul>
    7. 7. Due Diligence <ul><li>Report of the Cloud Computing Working Group (Law Society of British Columbia. July, 2011.) </li></ul><ul><li>Online at: </li></ul><ul><li>http://www.lawsociety.bc.ca/docs/publications/reports/CloudComputing.pdf </li></ul><ul><ul><li>Know this report is available </li></ul></ul><ul><ul><li>Understand there are unique Canadian issues: - Privacy, FOI, U.S. Patriot Act </li></ul></ul><ul><ul><li>Review the due diligence checklist provided </li></ul></ul>
    8. 8. 2011: A Blended Environment SaaS + Application Software <ul><li>Watch for niche applications </li></ul><ul><ul><li>Don’t put your whole office in the cloud </li></ul></ul>Operating System – Mac or PC Web Browser Case Management E-mail Backup Legal Research Collaboration
    9. 9. Be smart cloud consumer. <ul><li>What’s different? Four topics: </li></ul><ul><ul><li>SaaS Pricing </li></ul></ul><ul><ul><li>Support and Service </li></ul></ul><ul><ul><li>Availability and Access </li></ul></ul><ul><ul><li>Security and Data Integrity </li></ul></ul>
    10. 10. SaaS Pricing <ul><li>Subscriptions not Licenses </li></ul><ul><ul><li>Pro: Subscriptions scale, licenses don’t </li></ul></ul><ul><ul><li>Pro: Less incidental costs: database licenses, improved hardware, consultant time, tech time </li></ul></ul><ul><ul><li>Con: ‘Pay for play’ </li></ul></ul><ul><ul><li>Watch for: </li></ul></ul><ul><ul><ul><li>Data storage surcharges, </li></ul></ul></ul><ul><ul><ul><li>Pricing differences: Lawyer vs Staff </li></ul></ul></ul><ul><ul><ul><li>Software to SaaS conversion costs </li></ul></ul></ul>
    11. 11. Support and Service <ul><li>SaaS Provider does the Tech Support </li></ul><ul><ul><li>Pro: Client-Server Architecture </li></ul></ul><ul><ul><li>Pro: No more per-license support contracts. </li></ul></ul><ul><ul><li>Con: ‘You get what you pay for’ </li></ul></ul><ul><ul><li>Watch for: </li></ul></ul><ul><ul><ul><li>Service Level Agreements (SLA) = 99% uptime? </li></ul></ul></ul><ul><ul><ul><li>What training materials are available? </li></ul></ul></ul><ul><ul><ul><li>Who (if anyone) answers the phone? </li></ul></ul></ul><ul><ul><ul><li>Free Services = more attention (soft costs) </li></ul></ul></ul>
    12. 12. Availability & Access <ul><li>Internet Dependence </li></ul><ul><ul><li>Pro: SaaS travels well – requiring only web access. </li></ul></ul><ul><ul><li>Pro: OS independent & Mobile friendly. </li></ul></ul><ul><ul><li>Con: Loss of control during outages. </li></ul></ul><ul><ul><li>Watch for: </li></ul></ul><ul><ul><ul><li>Offline options? (ex: ‘Google Gears’) </li></ul></ul></ul><ul><ul><ul><li>Guarantees or disclaimers of liability included in the provider's Terms of Service (TOS)? </li></ul></ul></ul><ul><ul><ul><li>Reliable internet access? Redundant ISPs? (Telus AND Shaw, not OR) </li></ul></ul></ul>
    13. 13. Security & Data Integrity <ul><li>Vendor business issues: </li></ul><ul><ul><li>What if your vendor goes out of business? Data Escrow Agreements, Competitor Migration Path </li></ul></ul><ul><li>Data Security: </li></ul><ul><ul><li>Storage Locations, 3 rd Parties </li></ul></ul><ul><ul><li>Backups, Redundancy, Restore routines </li></ul></ul><ul><ul><li>Encryption (https://, public WiFi) </li></ul></ul><ul><ul><li>Handling of data breaches? (TOS) </li></ul></ul><ul><ul><li>Require complex passwords? </li></ul></ul>
    14. 14. Welcome to Cumulus  & Cirrus , LLP Law Office in the Cloud
    15. 15. Peek in and see what they use for… <ul><li>Productivity </li></ul><ul><li>Collaboration </li></ul><ul><li>Communication </li></ul><ul><li>Research </li></ul><ul><li>Practice management </li></ul><ul><li>Client development </li></ul><ul><li>Time tracking and accounting </li></ul><ul><li>Litigation Support </li></ul><ul><li>And more! </li></ul>
    16. 16. James, Reception
    17. 17. MyFax
    18. 18. Skype
    19. 19. Jane, Associate
    20. 20. NetDocuments
    21. 21. Other Productivity Tools <ul><li>MS Office 365 </li></ul><ul><li>Google Apps </li></ul><ul><li>Zoho apps </li></ul>
    22. 22. Frank, Deal Maker
    23. 23. Dialawg.com
    24. 24. Other Collaboration Tools <ul><li>PBWorks (Hosted Intranets) </li></ul><ul><li>Box.net (Mobile Collaboration) </li></ul><ul><li>BaseCamp (Project Management) </li></ul><ul><li>Tom’s Planner (Gantt Charts) </li></ul><ul><li>Firmex (Client Extranets) </li></ul><ul><li>Hosted Microsoft SharePoint </li></ul>
    25. 25. Cando, Legal Secretary
    26. 26. Clio
    27. 27. Other Case Management Tools <ul><li>RocketMatter ( www.RocketMatter.com ) </li></ul><ul><li>Livia ( www.livialegal.com (software + professional staff support) </li></ul><ul><li>Credenza ( www.credenzasoft.com hybrid cloud) </li></ul><ul><li>LegalFiles ( www.LegalFiles.com ) </li></ul>
    28. 28. Ray, Associate
    29. 29. EverNote
    30. 30. Susan, Cybrarian
    31. 31. iGoogle
    32. 32. Other Research Tools <ul><li>Quicklaw </li></ul><ul><li>Google Reader </li></ul><ul><li>Google Alerts </li></ul><ul><li>Westlaw </li></ul><ul><li>LexisNexis </li></ul><ul><li>CanLII </li></ul>
    33. 33. Robert, London Office
    34. 34. Mikogo
    35. 35. Other Webinar/teleconference Tools <ul><li>JoinMe ( http://join.me ) </li></ul><ul><li>FuzeMeeting ( www.fuzemeeting.com ) </li></ul><ul><li>Skype ( www.skype.com ) </li></ul><ul><li>Acrobat.com ( https://acrobat.com ) </li></ul>
    36. 36. Jane, Marketing Director
    37. 37. Google Analytics
    38. 38. WordPress.com
    39. 39. Josh, Litigation Support
    40. 40. Lexbe
    41. 41. Other Litigation Support/Ediscovery Tools <ul><li>Image Depot </li></ul><ul><li>NextPoint </li></ul><ul><li>iConnect </li></ul><ul><li>Fios </li></ul>
    42. 42. Megan, Sr. Associate
    43. 43. ETRAY
    44. 44. Bill4Time
    45. 45. Juan, Jr. Accountant
    46. 46. QuickBooks Online
    47. 47. More Time Tracking/ Accounting <ul><li>Accounting </li></ul><ul><ul><li>NetSuite ( www.netsuite.com ) </li></ul></ul><ul><ul><li>Zoho Books ( www.zoho.com/books ) </li></ul></ul><ul><li>Time & Billing </li></ul><ul><ul><li>TimeSolv ( www.timesolv.com ) </li></ul></ul><ul><ul><li>Enter Your Hours (wwwenteryourhours.com) </li></ul></ul>
    48. 48. Doug, Business Lawyer
    49. 49. ECORP
    50. 50. Document Assembly <ul><li>Exari ( www. exari .com ) </li></ul><ul><li>Qshift ( www. ixio .com ) </li></ul><ul><li>Contract Express: </li></ul>
    51. 51. Questions? Catherine Sanders Reach catherine .reach@ americanbar .org Steve Matthews steve @ stemlegal .com

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