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Essential Technology for the New
    Law Practice: Hardware and
              Software
Rodney Dowell, Massachusetts Lawyers Concerned for Lawyers
Alan Klevan, Law Offices of Alan J. Klevan, Newton, MA
Mission Control
Most Essential Office Hardware, Often Overlooked
    oYour Computer

Desktop vs Laptop vs Netbook vs Tablet

Don’t Buy Out-of-the Box!

Remote Access                                 Key Considerations:
                                               Processor speed -- multiple core
Second, or Multiple Monitors                   SDRAM 4GB+
                                               Hard Drive --GB + speed
                                               Operating System
                                                    Windows 7
                                                         Professional
                                                         Ultimate
                                                    Mac OS X
                                               Does it work with what you have?
Scanners + Printers + Fax, Oh My!
   Multifunction versus Multiple Machines

   Does It OCR?

   Desktop versus Portable

   Bundle Packages: Scanner plus PDF Converter

       o Fujitsu ScanSnap with Adobe Acrobat
       o Kodak ScanMate with Nuance PDF PaperPort & OmniPage

   Scanning Process + Naming Conventions

       o Create Workflow for Scanning Processes
       o Create Coherent and Consistent Naming Conventions
PDF = Pretty Damn Fine
PDF = “Portable Document Format”

    o Image Scan (Non-OCR) versus Text Scan (OCR)
    o *Only OCR’d Documents May Be Manipulated*

Converter Program Options

o Adobe Acrobat 10 (“X”) (the “Gold” Standard)
o Nuance PDF Converter 7 (the “Silver” Standard)
o Cheap or Free Options (the “Bronze” Standards)
    o PDFForge/CutePDF, e.g.


    Advantages of PDF:
        o Looks the Same on Every Computer
        o Bates Stamping
        o Forms Creation
        o Metadata Removal
        o Encryption and Password Protection
Printers, printers, printers

o Brother HL-2240 Laser Printer ($120), 24 ppm

o Lexmark E260dn Ink Printer ($180), 35 ppm

o HP Laser Jet M1522nf ($325), 24 ppm + multifunction

o Canon imageClass MF8050Cn ($500), 8-12 ppm + multifunction



                                      Key Considerations:
                                       Print Quality
                                       Printing Speed
                                      Multiple Trays vs Switching Trays
                                       Networkability
Know the true cost of ink




                            www.brighthub.com
121207 essential technology for law office
Your Good Stuff Cheap



Buy Your Tech Tools and Toys from Discount Websites:
     o Shopzilla
     o NewEgg
     o CTIStore
     o Ben’s Bargains
     o Buy.com
     o Geeks.com
     o MeritLine.com
                       Coupon Sites:
                            o Groupon.com
                            o RetailMeNot.com
                            o DealCoupon.com
Just the eFacts, Ma’am
                               Issues of Traditional Fax
                               o Jamming
                               o Out of Paper
                               o Out of Ink
                               o Overwriting




eFax is the Answer




         Compare Services at: www.faxcompare.com
Smartphones

  o iPhone
                                Key Considerations:
  o Android
                                 Compatible w/ Operating
  o Blackberry                  System, Email + Calendar
                                 “Deal of the Day”
                                 Data Plan
                                 Battery Life
                                 Usability
                                 Wireless Synchronicity
                                     Microsoft Exchange Server
                                     Mobile Me



Compare + Contrast @
Productivity Software

                              o Microsoft Office 2010

                              o Google Docs

                              o WordPerfect Office X5

                              o Open Office 3.3
To-Do:
 Draft Documents
 Create Spreadsheets                              Key Considerations:
 Build Presentations
 Email + Calendar? (Sync?)                         Features
                                                    Cost
                                                    Conversion
                                                    Collaboration
                                                    Upgrades
Access your files anywhere
USE PRACTICE MANAGEMENT
     SOFTWARE TO . . .

                                  Matter Dashboard


           Contacts
                                  Deadlines/Ticklers

                                  Calendared Events
           MATTER
                                  Check for conflicts

Calendar              Documents   Schedule client contact
Product Choices:

Traditional Software Download
         -AbacusLaw, Amicus Attorney
SaaS
         -Clio, Firm Manager, RocketMatter
Hybrid: Traditional/SaaS
         -Needles + eCase
Email Add-On
         -Credenza



            Works right in
              Outlook
I just want to track my time.
Financial Management Software
        o Excel

        o Quicken vs Quickbooks

        o RTG Bills
        o Tabs3

        o Built-Ins

        o Chrometa
        o Smart Time

        o Trust Accounting

        o Hire Accountant?
SECURE CLIENT INFORMATION
• Keep bad guys out   • Encrypt Confidential
                        Information
STAYING SAFE
Basic Anti-Virus   $0   Premium Versions: $50.00+/-
Keeping Bad Guys Out
• Hardware Protection
  – Firewalls
• Strong passwords
  – !MCLEc0rse
  – Best practice is now 12
KEEPING IT SAFE
    In The
    Cloud
                  At The Office




                          X 3 = $90.00
ENCRYPTION – I NEED IT NOW
Encryption Tools
           PDF                      Microsoft Word
                            http://wordarticles.com/Shorts/Security/Lega
                                         cyEncryption.php
o Adobe Acrobat (the
  “Gold” Standard)
o Nuance PDF Converter
  (the “Silver” Standard)
Secure Encrypted Communications.
Software – Desktop Search
• Find files quickly
   – Email
   – Documents
   – Web-searches
 FREE



                                           CONFIDENTIAL




Contact the LCL Team:

Rodney S. Dowell, Esq.    Follow LCL:
Executive Director
LCL, Inc.                 Web:     www.lclma.org
                          Blog:    http://lclma.blogspot.com
Email: rodney@lclma.org   Twitter: www.twitter.com/rodneydowell
Phone: (857) 383-3252              www.twitter.com/LCL_MassLawyers
                                   www.twitter.com/MassLOMAP
GOOD LUCK TO YOU!

    Alan J. Klevan, Esquire
 LAW PRACTICE STRATEGIES
99 Needham Street, Suite 1422
     Newton, MA 02461
        617-564-3299
  alan@lawpracticestrategies.com
    www.twitter.com/AlanKlevan
  www.lawpracticestrategies.com

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121207 essential technology for law office

  • 1. Essential Technology for the New Law Practice: Hardware and Software Rodney Dowell, Massachusetts Lawyers Concerned for Lawyers Alan Klevan, Law Offices of Alan J. Klevan, Newton, MA
  • 2. Mission Control Most Essential Office Hardware, Often Overlooked oYour Computer Desktop vs Laptop vs Netbook vs Tablet Don’t Buy Out-of-the Box! Remote Access Key Considerations:  Processor speed -- multiple core Second, or Multiple Monitors  SDRAM 4GB+  Hard Drive --GB + speed  Operating System  Windows 7  Professional  Ultimate  Mac OS X  Does it work with what you have?
  • 3. Scanners + Printers + Fax, Oh My! Multifunction versus Multiple Machines Does It OCR? Desktop versus Portable Bundle Packages: Scanner plus PDF Converter o Fujitsu ScanSnap with Adobe Acrobat o Kodak ScanMate with Nuance PDF PaperPort & OmniPage Scanning Process + Naming Conventions o Create Workflow for Scanning Processes o Create Coherent and Consistent Naming Conventions
  • 4. PDF = Pretty Damn Fine PDF = “Portable Document Format” o Image Scan (Non-OCR) versus Text Scan (OCR) o *Only OCR’d Documents May Be Manipulated* Converter Program Options o Adobe Acrobat 10 (“X”) (the “Gold” Standard) o Nuance PDF Converter 7 (the “Silver” Standard) o Cheap or Free Options (the “Bronze” Standards) o PDFForge/CutePDF, e.g. Advantages of PDF: o Looks the Same on Every Computer o Bates Stamping o Forms Creation o Metadata Removal o Encryption and Password Protection
  • 5. Printers, printers, printers o Brother HL-2240 Laser Printer ($120), 24 ppm o Lexmark E260dn Ink Printer ($180), 35 ppm o HP Laser Jet M1522nf ($325), 24 ppm + multifunction o Canon imageClass MF8050Cn ($500), 8-12 ppm + multifunction Key Considerations:  Print Quality  Printing Speed Multiple Trays vs Switching Trays  Networkability
  • 6. Know the true cost of ink www.brighthub.com
  • 8. Your Good Stuff Cheap Buy Your Tech Tools and Toys from Discount Websites: o Shopzilla o NewEgg o CTIStore o Ben’s Bargains o Buy.com o Geeks.com o MeritLine.com Coupon Sites: o Groupon.com o RetailMeNot.com o DealCoupon.com
  • 9. Just the eFacts, Ma’am Issues of Traditional Fax o Jamming o Out of Paper o Out of Ink o Overwriting eFax is the Answer Compare Services at: www.faxcompare.com
  • 10. Smartphones o iPhone Key Considerations: o Android  Compatible w/ Operating o Blackberry System, Email + Calendar  “Deal of the Day”  Data Plan  Battery Life  Usability  Wireless Synchronicity Microsoft Exchange Server Mobile Me Compare + Contrast @
  • 11. Productivity Software o Microsoft Office 2010 o Google Docs o WordPerfect Office X5 o Open Office 3.3 To-Do:  Draft Documents  Create Spreadsheets Key Considerations:  Build Presentations  Email + Calendar? (Sync?)  Features  Cost  Conversion  Collaboration  Upgrades
  • 12. Access your files anywhere
  • 13. USE PRACTICE MANAGEMENT SOFTWARE TO . . . Matter Dashboard Contacts Deadlines/Ticklers Calendared Events MATTER Check for conflicts Calendar Documents Schedule client contact
  • 14. Product Choices: Traditional Software Download -AbacusLaw, Amicus Attorney SaaS -Clio, Firm Manager, RocketMatter Hybrid: Traditional/SaaS -Needles + eCase Email Add-On -Credenza Works right in Outlook
  • 15. I just want to track my time.
  • 16. Financial Management Software o Excel o Quicken vs Quickbooks o RTG Bills o Tabs3 o Built-Ins o Chrometa o Smart Time o Trust Accounting o Hire Accountant?
  • 17. SECURE CLIENT INFORMATION • Keep bad guys out • Encrypt Confidential Information
  • 18. STAYING SAFE Basic Anti-Virus $0 Premium Versions: $50.00+/-
  • 19. Keeping Bad Guys Out • Hardware Protection – Firewalls • Strong passwords – !MCLEc0rse – Best practice is now 12
  • 20. KEEPING IT SAFE In The Cloud At The Office X 3 = $90.00
  • 21. ENCRYPTION – I NEED IT NOW
  • 22. Encryption Tools PDF Microsoft Word http://wordarticles.com/Shorts/Security/Lega cyEncryption.php o Adobe Acrobat (the “Gold” Standard) o Nuance PDF Converter (the “Silver” Standard)
  • 24. Software – Desktop Search • Find files quickly – Email – Documents – Web-searches
  • 25.  FREE CONFIDENTIAL Contact the LCL Team: Rodney S. Dowell, Esq. Follow LCL: Executive Director LCL, Inc. Web: www.lclma.org Blog: http://lclma.blogspot.com Email: rodney@lclma.org Twitter: www.twitter.com/rodneydowell Phone: (857) 383-3252 www.twitter.com/LCL_MassLawyers www.twitter.com/MassLOMAP
  • 26. GOOD LUCK TO YOU! Alan J. Klevan, Esquire LAW PRACTICE STRATEGIES 99 Needham Street, Suite 1422 Newton, MA 02461 617-564-3299 alan@lawpracticestrategies.com www.twitter.com/AlanKlevan www.lawpracticestrategies.com

Notas do Editor

  1. Synchronous dynamic random access memory (SDRAM)
  2. Lets talk about experience and recommendationsdisposable
  3. 1
  4. Discuss standalone v. Enterprisersd
  5. Discuss standalone v. Enterprisersd
  6. rsd
  7. rsdFederal2003 Fair and Accurate Credit Transaction ActGramm-Leach-Bliley Financial Modernization Act of 1999StateMGL 93H, Security Breaches (May 1, 2009)
  8. Dialawg’s Built-In FREE FeaturesBasic Services Use your Dialawg account to share unlimited private files and messages within your firm and with co-counsel, or as offsite backup storage—without paying a dime. SSL Security Unlimited messages within your firm Unlimited firm-wide file and revision storage Optional backup software Outlook®, iPhone®, and Blackberry® integration Complete audit logs World-class communication network Premium Services — À La Carte Plan$5/month per matter: Client Services Exchange unlimited files and messages with your client(s) via their free Dialawg account for just $5 per month for each matter you have open. Your client never receives a bill, and their use is entirely free. $0.44/message or file: Quick Compose Message/File Quick compose is a simple, password-protectable way to send a file or message to a recipient without a Dialawg account—for just 44¢ per recipient. $5/month unlimited: Voicemail Service with Transcription You may add Dialawg voicemail service to your account for just $5 per month—including unlimited voice message transmission and transcription—regardless of your number of matters. Learn more Premium Services — Unlimited Plan$99/month: Unlimited Services Get unlimited client services, quick compose files and messages, and voicemail service for a flat $99 per month per user. As always, client accounts are free.