TECH TOOLBOX 2020: WHAT’S RIGHT for YOUR PRACTICE Presented By: Richard G

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TECH TOOLBOX 2020: WHAT’S RIGHT for YOUR PRACTICE Presented By: Richard G 2020-04-14 TECH TOOLBOX 2020: WHAT’S RIGHT FOR YOUR PRACTICE Presented by: Richard G. Ferguson & Natalie Robinson Kelly Searching for What’s Right – Starts at Home Photo by Agence Olloweb on Unsplash 1 2020-04-14 Check Your Firm’s… • Current Software • Operating System • Operating Environment • Security Setup • Practice Solutions • Training Options • Technology Plan • Technology Budget Photo by STIL on Unsplash Bob Ambrogi's Tech Competency Tracking (Lawsites Blog) 2 2020-04-14 Tech Skills Assessment Tech Training • https://www.legalitprofessionals.com/ • https://www.affinityconsulting.com/ • https://legaltechpro.wildapricot.org/Le gal-Technology-Training • TECHSHOW • ABA Law Practice Division • Lynda (now LinkedIn Learning) 3 2020-04-14 Selecting Core Office Technology Productivity Suites Google's G Suite for Business Office 365 for Business 4 2020-04-14 Google G Suite Options Microsoft Office 365 Options 5 2020-04-14 Hardware and Peripherals Mac vs. PC Tablet vs. Desktop vs. Smartphone Monitors Keyboard Mice Speakers Photo by Domenico Loia on Unsplash Headsets Cameras Mac v. PC - "Matters Not So Much...or Does It?" Photo by CoWomen on Unsplash 6 2020-04-14 Mobility is Everything! Photo by Christian Lambert on Unsplash Photo by Daniel Korpai on Unsplash Photo by Etienne Boulanger on Unsplash Cloud Tops are coming! Source: PCMag.com 7 2020-04-14 Source: www.business.org Document Management Tech Scanners Shredders Fax Services Document Management Software Search Engines 8 2020-04-14 Document Assembly HotDocs Lawyah The Form Tool Docmoto Pathagoras Woodpecker Smokeball Docmosis Templafy Documate Draft Once Document Assembly Within Practice Management Systems • PracticePanther • Clio • Cosmolex • Rocket Matter • My Case • Abacus Law 9 2020-04-14 Voice Recognition • Apple Dictation (iOS, macOS) • Diction.io (Web) • Dragon by Nuance • (Android, iOS, macOS, Windows) • Gboard (Android, iOS) • Google Docs Voice Typing (Web) • ListNote (Android) • Speech Recogniser (iOS) • Windows 10 Speech Recognition (Windows) Digital Signature Applications • DocuSign for tracking the entire document lifecycle • HelloSign for users on a budget • Adobe Sign for Adobe integration • Preview for occasionally signing documents • RightSignature for added security • Yousign for sending lots of documents • Contractbook for collaborating on paperwork 10 2020-04-14 Productivity Apps PDF (Portable Document Format) Tech • Adobe Acrobat Pro DC [adobe.com] • Nitro Pro 12 [gonitro.com] • PDF Architect 6 Professional: Best budget option [pdfforge.org] • Kofax Power PDS [https://www.kofax.com/] 11 2020-04-14 Document Storage • Cloud Storage Services • Mozy Pro (mozy.com) • Microsoft OneDrive for • Carbonite for Office Business/Office (carbonite.com) 365 (onedrive.live.com, microsofts • SpiderOak (spideroak.com) tore.com/office) • Dropbox (dropbox.com) • Google Drive/G Suite (gsuite.google.com) • Box (box.com) • Citrix ShareFile (sharefile.com). • Sync.com Document Sharing and Transmission • Titanfile • Zoho Workdrive • Citrix Sharefile • Tresorit • Hightail • GoToMyPC • Dropbox • Box 12 2020-04-14 Document Management LexWorkplace Security and Data Protection • Never underestimate Physical Security • Update operating system, software and security programs • Install firewalls, spam filters, and anti-malware tools • Backup, Backup, Backup • Encrypt it • Sensitize all personnel to risk and consequences of data breach • Locked Down: Practical Information Security for Lawyers (2nd Edition) - Sharon Nelson, John Simek and David Ries (ABA LP Books) 13 2020-04-14 Security and Data Protection Sessions at Techshow 2020 • Outsource your data security to professionals [Cloudy with a Chance of Sanctions – Cybersecurity Track (F7.3) – Jim Calloway and Niki Black] • Do a Security Audit - Cybersecurity Track (F7.4) - John Simek and Maria Phillips • Risk Managed: Business Continuity and Disaster Recovery – Core Concepts (T1.4) - Richard Ferguson and Darla Jackson • Incenter Technology Encryption • TrueCrypt • Boxcryptor • Viivo • CryptSync • Sookasa • nCrypted Cloud 14 2020-04-14 Web Tech Virtual Office Platform Web Hosting SEO Tracking Service Website Chatbots Design Logo Generation Photo by Domenico Loia on Unsplash Social Media Social media. Image credit: stux via Pixabay, CC0 Public Domain 15 2020-04-14 CRM (Client/Customer Relationship Management) – Client Portals • Clio • Practice Panther • Blackfin • FileVine • Thompson Reuters • TimeMatters • Sharefile CRM (Client/Customer Relationship Management) – Client Portals Resources • Web Based Client Portals – a benefit to lawyers and clients and How Lawyers Can Use Client Portals for Effective Collaboration with Clients– Nicole Black • "Client portals are here to make interactions with your clients easier, more effective and a lot more secure for both sides. Information flows smoothly and everyone is on the same page, all of the time." - Elorus 16 2020-04-14 Practice Management Practice Specialty Systems • Law Ruler – for personal injury and mass tort litigation practices • LegalEdge - Case and Matter management solution for government; city and county attorneys, agencies, tribal government and school districts as well as prosecutors and public defenders. • CasePacer - Cloud-based case management for personal injury firms • Essential a cloud-based legal management solution to help law firms manage their patents, inventions and IP practices. • DealCloser helps law firms to process transactions, manage deals store legal documents, manage document versions and send files to clients for verification and signatures 17 2020-04-14 Practice Specialty Systems • DISCO- a cloud-based legal management solution to analyze and manage litigation. Key features include end-to-end discovery, budget planning, documents review and price prediction • Law Align - legal management software designed for Personal Injury Attorneys. This solution offers customizable integration plans based on the systems users already have in place and is available for on-premise deployment. • LawGeex - a cloud-based legal management solution to automate processes related to contract review and approval based on predefined criteria. It uses machine and deep learning technologies to comprehend legal language and maintain compliance with company policies for low- value, high-volume and day-to-day business contracts. Practice Specialty Systems • CASEpeer - cloud-based case management solution for personal injury attorneys. • Jubilee - LegalPRO Systems provides bankruptcy and practice management software for legal professionals • Emergent Technologies – Corporate Manager ET -Corporate practice documents, virtual minute books and compliance solutions; Estate Planning & Vault Manager - intuitive and customizable Will drafting program. Entered information is used to generate Wills (Single or Mirror), Powers of Attorney (Representation Agreements and Personal Directives), Reporting Letters and even your Statement of Account. 18 2020-04-14 Time Tracking & Billing Accounting 19 2020-04-14 Firm Analytics Legal Research Casetext 20 2020-04-14 Wellness and Body Tech • Smart Watches • Time Trackers • Mobile Fitness Apps • Handsfree Cordless Headsets • Ergonomic Assessment Photo by Lloyd Dirks on Unsplash Collaboration Tools • Slack • Asana • Google Docs • Skype for Business • Zoom • Dropbox • Office 365 • GoToMeeting 21 2020-04-14 Virtual Assistance • Smithai (https://smith.ai/) • Ruby Receptionists (https://www.ruby.com/) • PATLive (https://www.patlive.com/) • Nexa (http://nexa.com/) • Lex Reception (https://www.lexreception.com/) • LawClerk (https://www.lawclerk.legal/) • GoAnswer (https://www.1888goanswer.com/) 22 2020-04-14 Thank You! YOU play the most important part in keeping TECHSHOW exciting. Please complete the Speaker evaluation before you leave. See You Next Year! TECHSHOW 2021: March 10-13, 2021 23.
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