Attorney at Large A FIELD GUIDE FOR MOBILE LAWYERS

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A Field Guide for Mobile Lawyers

Lawyers are flying high these days. Literally. PRODUCTIVITY: Power Tips + Tools to Keep You Functioning on the Fly No longer tethered to the ground, our lives and work have This travel-sized collection of apps, tricks and tools been elevated by a new mobility. The cloud means lawyers will keep you working at optimum speed and maxi- can (and do) work anywhere—seat 32F, the B train, hotel mum quality. From making the most of smartphones bars, airport shuttles and wherever your feet (and your and scanners, to attending virtual conferences and luggage) may land. With just a smartphone, a tablet and tweeting from meetings, you’ll find a wheelie-bag full a change of underwear, you’re off in a trice to tend to busi- of ideas to power up your output wherever you are. ness in parts unknown. You can be constantly in touch, in sync with your desktop, and getting things done regardless SMOOTH SAILING: If We Have to Travel This Often, of latitude, longitude, altitude or attitude. It’s as if your We Might as Well Enjoy It! bottom still warmed that desk chair back home! Whether you’re on the road for work, pleasure or a combination, there are inevitably anxieties trying to So, since being an attorney at work now often means be- creep in and skew your bon voyage. Stop, don’t let it ing an attorney at large, we thought it high time to share happen! This stress-reducing selection of tips is all the wealth of knowledge about how to make working about taking care of yourself—by staying safe, sane while traveling work for you. To guide you on your next and healthy—while you’re roaming far and wide. journeys, we’ve divided things into three categories in this special “Attorney at Large” download. Wishing you a smooth flight and a soft landing!

MASTERS OF TRAVEL Q+A: Secrets You Can Learn from Them —Merrilyn Astin Tarlton and Joan Feldman, Editors Fifteen inveterate travelers—all flush with umpteen miles under their belts—answer our questions about working on the move and give up some hard-earned travel secrets for our readers. Most of them have been making it look ONE REALLY GOOD IDEA EVERY DAY TM easy for years. Now you can, too. attorneyatwork

© Attorney at Work All rights reserved. Illustrations © iStock photo.

2 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 3 ✪ ATTORNEY AT LARGE

Contents Masters of Travel Q+A: Drop Your Data into Dropbox...... 66 Secrets You Can Learn from Them Vivian Manning Simon Chester...... 10 CYA When Working from Mobile Devices...... 68 Sally Schmidt...... 14 Ruth Carter It’s Wi-Fi: Keep It Clean...... 70 Mark Tamminga...... 16 Andrea Cannavina Larry Bodine...... 20 Top iPhone and iPad Apps for Lawyers...... 72 Dan Pinnington...... 22 Using iPads to Enhance Your Meetings...... 74 Patrick Mckenna...... 24 Tom Mighell Timothy Corcoran...... 28 Note-taking and Dictation Apps for iLawyers...... 76 Wendy Werner...... 32 Paul J. Unger Sharon Nelson & John Simek...... 34 Android Apps for Easy Note-taking...... 78 John Tredennick...... 36 Jeff Taylor Reid Trautz...... 38 Portable Scanners for the Modern Circuit Rider...... 82 Jared Correia Tom Mighell...... 40 Dos and Don’ts of Conference Tweeting...... 84 Patrick Murray...... 42 Jordan Furlong Ida Abbott...... 44 Smooth Sailing: If We Have to Travel This Often, Productivity: Power Tips + Tools to Keep We Might as Well Enjoy It! You Functioning on the Fly Frequent Traveler Tips for Smoother Sailing...... 88 Five Things Lawyers Should Know About the Cloud...... 50 Jason Womack Courtney Kennaday Traveling Internationally: Seven Things to Consider...... 92 The Essential Cloud: Critical Tools for Lawyers...... 54 Mary Ellen Sullivan Larry Port Sanity Tips for Road Warriors...... 96 Fog Bank: When the Cloud Is Down...... 56 Marcia Pennington Shannon Catherine Sanders Reach Stay Healthy: 10 Tips for Traveling Lawyers...... 98 Passive Aggressive: Background Timekeeping Tools...... 60 Jamie J. Spannhake Jared Correia About Attorney at Work...... 102 Conference Rooms in the Clouds...... 64 Sponsors and Advertisers...... 104 Jack Newton

4 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 5 ✪ SIMON CHESTER ✪ DAN PINNINGTON ✪ SHARON NELSON & ✪ TOM MIGHELL JOHN SIMEK ✪ SALLY SCHMIDT ✪ PATRICK McKENNA ✪ PATRICK MURRAY ✪ JOHN TREDENNICK ✪ MARK TAMMINGA ✪ TIMOTHY CORCORAN ✪ IDA ABBOTT ✪ REID TRAUTZ ✪ LARRY BODINE ✪ WENDY WERNER

Masters of Travel Q+A SECRETS YOU CAN LEARN FROM THEM

There are among us those for whom travel is a fact of everyday life—like brushing your teeth. You know the ones. They always upgrade to First-Class. They perform flawlessly with little more than a smartphone and a carry-on. They have the best and latest advice on mobile tech- nology. And you never know where they’ve hung their hat when you speak on the phone— Mykonos, Fleet Street, Fort Wayne—and, frankly, it doesn’t matter. Here 15 inveterate travelers answer our questions about working on the move.

✪ MASTERS OF TRAVEL Q+A SIMON CHESTER TORONTO, ON | ONT MILES: 170,000

By the time he was 3 years old, Simon Chester had already lived on two continents (in the U.S. and the U.K.), and today he’s fond of saying he has “feet in three continents.”He married in Chennai, studied at Oxford and now lives in Toronto, spending a great deal of professional and leisure time on airplanes, trains and rental cars. A partner with Toronto law firm

EXPLORER Simon Chester treks the Fife Coastal Trail in Crail, Scotland.

10 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 11 MASTERS OF TRAVEL: SIMON CHESTER

Heenan Blaikie, Simon’s practice Best tips for successful travel for work? focuses on conflicts of interest, Evernote keeps all my addresses for restaurants and other sites at my desti- professional responsibility and legal nation and it syncs over all services. opinions around the globe. He’s a pioneer in the application of tech- Traveling can be enervating. How do you nology to the practice of law and has keep your energy level up? By working out and getting fresh air. Fruit and been a much-in-demand speaker for espresso help, too. over 25 years. Over your career, have you identified specific travel booby-traps that you’d What is the biggest challenge that travel warn others against? presents for you? Lack of proper sleep âYou can actually do the impossible and the consequent exhaustion—and —say, India for less than a week, or getting used to dry, overheated rooms. Europe for a weekend—but your body always punishes you for it eventually. What is the best thing about all this âOverpacking. travel? Playing hooky on the road— âTaking an airport bus without exploring new towns and sneaking checking on the duration of the ride. away to galleries and museums. I’ve missed planes while an airport bus flirted around every obscure hotel. What must you absolutely have when working away from the office? Travel motto? âMy BlackBerry. “It’s both the journey and the arrival âWorkout gear. that matters—Leonard Woolf had it âHeadphones and my iPod. wrong.”

Simon’s Road Kit ✪ Computer: HP Elitebook. ✪ Smartphone: BlackBerry Pearl. ✪ Tablet: Apple iPad. ✪ Business bag: Lands’ End travel bag.Their bags are amazingly well designed. ✪ Secretarial or other service: I just In Chennai, India, Simon Chester, in cope by myself. traditional kurta and dhoti, prepares to attend a niece’s wedding with his wife, TM Anna, and their daughter Rahael. Firm Manager

12 Attorney at Large: A Field Guide for Mobile Lawyers What is the biggest challenge that travel airport early and work in a lounge. In presents for you? Keeping up with the winter, I always plan to travel to my things at the office (e.g., invoices, mail, destination the night before. staff questions, etc.) and responding promptly to requests, emails and Traveling can be enervating. How do you phone calls. keep your energy level up? I love what I do! That helps immensely. That being What is the best thing about all this said, after a long day, I will allow myself travel? I get to see some wonderful (and the luxury of doing absolutely nothing some not so wonderful but nonetheless in a hotel room. I also try to work out interesting) places. I also love visiting every morning on the road. law firms and seeing the lawyers in their own environments. Over your career, have you identified spe- cific travel booby-traps that you would What sort of work do you do on the road? warn others against? The Philadelphia On the plane, I do everything but airport—just kidding, but not really. email. I do not connect to Wi-Fi so I Also, be sure you have backup batteries, have a nice block of undistracted time extra battery packs and extra chargers. for thinking, reading, outlining reports And never pack them in checked lug- and writing. I may draft emails but gage—or you may not have them when READY TO GO ✪ MASTERS OF TRAVEL Q+A I don’t send and receive. In my hotel you need them. Sally Schmidt at room at night, I try to get caught up on Sun Devil Stadium email, LinkedIn and Twitter. Travel motto? “Accept that which you in Tempe, AZ, at SALLY SCHMIDT cannot change.” Weather, mechanical the end of the 4.2 MINNEAPOLIS, MN | MIN What must you absolutely have when problems, meetings running late … mile “Pat’s Run” working away from the office? I’ve had my share of extra nights on charity event in MILES: 100,000+ âMy laptop. I write a lot. the road, which can be tremendously honor of Pat â Tillman. Sally Schmidt travels every week of the year, typically My BlackBerry. frustrating when all you want to do for two or three days. So it’s kind of surprising that she âMy calendar—I am old school and is go home. So I have learned to just use a paper calendar. accept and, if possible, even embrace it. only has 100,000 airline miles in the bank—until you The last time I got snowed in overnight, realize that she’s constantly using them to travel even Best tips for successful travel for work? I treated myself to a really nice room at more! A law firm marketing expert and President of âFocus. I write a list of things to do the Four Seasons (on my own dime). Schmidt Marketing, Sally travels to work with clients, on the plane and put them in priority order. I may allow myself to read the present workshops, speak at retreats and conferences newspaper before taking off but, once and interview law firm clients. She leaves nothing to the wheels are up, I’m working. Sally’s Road Kit chance. Most travelers would do well to take a page âAllow enough time. People think ✪ Computer: Dell. because I travel a lot I plan things from Sally’s very organized book. ✪ Smartphone: BlackBerry. down to the wire, but it’s the opposite; ✪ I anticipate problems so I can avoid Tablet: Evaluating .... stress. Parking lot is full? No problem. ✪ Business bag: Tumi. If everything goes smoothly, I get to the ✪ Secretarial or other service: None.

14 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 15 Practice Management Software Designed by lawyers, for lawyers Do More, Bill More, Go Home Early™ Try it for Free…

GLOBE TREKKER ✪ MASTERS OF TRAVEL Q+A Mark Tamminga and his wife, Joany, frequently travel MARK TAMMINGA to extremes to HAMILTON, ON | ONT take part in long- distance running MILES: 272,244 events. Mark Tamminga, real estate law and recovery partner and Leader of Innovation Initiatives at Gowlings, LLP, has banked an incredible number of frequent flyer miles. “But that’s over a long period of time. I don’t redeem them very often.” His travels, which come “once a month or so,” are evenly split between busi- ness and pleasure (if you call running hundreds of miles through desert regions for days on end a pleasure). And while he says he still hasn’t figured out how to make travel “routine,” he does have some smart advice for world travelers.

What is the biggest challenge that travel presents for you? www.amicusattorney.com Getting there. I somehow have still not worked out how 1-800-472-2289

16 Attorney at Large: A Field Guide for Mobile Lawyers MASTERS OF TRAVEL: MARK TAMMINGA to make travel routine. I’m easily plane somewhere else is a transcendent “Getting off the plane somewhere else is a distracted and highly forgetful. Trav- experience. Six, eight, 14 hours ago, transcendent experience. Six, eight, 14 hours ago, eling with me is like traveling with an I was in a familiar place; now I’m I was in a familiar place; now I’m magically 8-year-old. I lose my travel documents. magically transported. All the hassles I forget toiletries. I can’t remember and indignities of travel are still worth it. transported. All the hassles and indignities where I parked. I leave my bags in my of travel are still worth it.” car as I enter the airport. I usually don’t What sort of work do you do on the remember to carry cash. I have four road? I’m responsible for the design of a able to respond as inquiries come in. of privilege to it—except that you’re pairs of reading glasses, all lost in some number of practice systems at our firm Joany feels the same way with her work now carrying more computing power way or another. and I can take pieces of them with me and so when we’re on vacation, we set in your pocket than was available on I have a full awareness of my vul- as I travel. I genuinely, thoroughly en- aside a few minutes daily to clear our the entire planet back then. nerability in this regard and have even joy working on them because it makes ­inboxes. I’m good with that trade-off. âPut your toiletries (if you remember read The Checklist Manifesto, but that me feel inventive. And so I tinker. The This approach also makes re-entry to bring them) in a baggy and make that doesn’t mean I’ve actually created, well, projects are endless and as complex as I much more manageable. small package accessible from a pocket a checklist. Maybe someday. In the want to make them. on the outside of your luggage so it can meantime, I muddle through, dogged Other than that, I simply stay in What things must you absolutely have be retrieved instantly and security can by a sense of foreboding, wondering touch with the office over email. I don’t when working away from the office? see how obviously harmless you are. what stupid thing I’ve forgotten that feel the pressing need to leave work âUntil a few months ago I would have âMake a checklist. will make this trip way more of an behind. So I avoid turning the “out- said my BlackBerry. But that story looks adventure than it needs to be. of-office” reply on for email, unless like it’s coming to a sad, tragic end. Traveling can be enervating. How do I’m headed for someplace truly, truly Now I wouldn’t go anywhere without you keep your energy level up? If it’s a What is the best thing about all this remote (but Western Civ is pretty hard my enterprise-managed iPad. Email on short trip, maintain your normal sleep travel? Getting there. Somehow I always to get away from no matter where you that thing is The Bomb. patterns. It can get a bit awkward, but manage to make it. The magic starts are these days). âA pen. There are always forms to fill this can be made to work even if you’re the moment the door to the plane Clients don’t need to know when out. crossing two or three time zones. Just latches shut. I just like being in planes. I’m gone or for how long. If I can sim- âRunning shoes. Because otherwise I’d make a decision not to abide by local But—particularly for the kinds of travel ulate presence by being quasi-respon- just be sitting around. time. You’ll be going to sleep and wak- I do with my wife, Joany—I’m still sive via email, I can travel farther and ing up at strange hours, but sometimes enthralled by this world. Getting off the stay away longer, so it’s better that I’m Best tips for successful travel for work? that’s okay. And the hotel gym is usu- âIf you’re Canadian or an Ameri- ally empty then in any event—exercise can who travels to Canada with any being another magic bullet for fighting frequency, get a Nexus card. More gen- fatigue. Mark’s Road Kit erally, join an airline rewards program. ✪ Computer: Thinkpad T420s. I don’t like the keyboard that much—not like the If you travel regularly, you will readily Over your career, have you identified fabled IBM Thinkpads of yore. But it’s light and has plenty of power. gather enough points to gain access to specific travel booby-traps that you’d ✪ Smartphone: BlackBerry Bold, but only until the iPhone 5 comes out. And lounges, upgrades and express check- warn others against? Never check then I’m moving over. I just can’t hold out any longer. in. And if you have both a Nexus Card luggage. Ever. And don’t eat sushi at the ✪ Tablet: We have three iPads, including the newest one. I had a Playbook, but I and Elite (or Gold or whatever the rank airport. Ever. Never. Ever. gave that away. I was so hoping for more from RIM, but my disappointment is of your preferred program) status, you complete. can sail through security and customs. Travel motto? “Joany … um … have you ✪ Business bag: Tumi briefcase. It has nice protection for the notebook, a nice side Taken together, it’s what it must have seen my passport?” pocket for the iPad (which does not have to come out of the bag at security, been like in the 60s when travel was so just in case anybody asks), and enough room for the cords. much less fraught and even had an air

18 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 19 What is the biggest challenge that travel hotel and bright lights seeping into the presents for you? Staying current with hotel room (think Las Vegas). the home office. I rigorously follow my âAvoid babies (noise), old people Outlook appointment calendar and set (clogged aisles), and sick people. alarms on my iPhone to notify me of âiPhone apps: GoHowAirport (which appointments and calls. tells you stores near the gate), FourSquare, NPR Station Finder, What is the best thing about all this Weather Channel, plus Yelp.com and travel? A change of scenery and a TripAdvisor.com. chance to see colleagues and longtime friends. Traveling can be enervating. How do you keep your energy level up? Get lots of What must you absolutely have when sleep, go to bed early, skip the late-night working away from the office? Medical drinking forays. As Clint Eastwood said, marijuana, prescriptions and a bag of “A man’s gotta know his limitations.” cookies—kidding! Over your career, have you identified Best tips for successful travel for work? specific travel booby-traps that you’d âCheck flights on Expedia and filter warn others against? US Airways, the results by “flight duration.” I always Miami airport, and bad weather air- TRAILBLAZER ✪ MASTERS OF TRAVEL Q+A choose the shortest flight. ports like Chicago and Denver. Larry Bodine âThe day I travel, I get up at my doing one of his wake-up time in my destination Travel motto? “Get up early and allow favorite things: LARRY BODINE time zone. plenty of time to get there.” traveling on foot CHICAGO, IL | MDW âDrink Emergencee and take vitamins through the and lysine the morning of a travel day. trails around MILES: 777,000+ âI pack quickly, because my shaving Tucson, AZ. In his role as Editor-in-Chief of Lawyers.com, kit includes duplicates of everything at home. I keep my traveling clothes Larry’s Road Kit Larry Bodine says he travels at least twice a month— together under a plastic dry cleaner ✪ Computer: Dell Latitude E4310 roughly 50,000 miles a year—to places like New York, bag, and my briefcase is a rolling Office laptop. New Orleans, New Jersey, Las Vegas, San Francisco, Depot/Walgreens/Radio Shack. ✪ Smartphone: iPhone. âStick to familiar places: I always use Dallas and Tucson. Larry started as a journalist, ✪ Tablet: Don’t have one. Too much the same airlines, book the same hotels transitioned to law firm communications and to carry. and eat at my favorite restaurants in the ✪ marketing, then founded the groundbreaking Law Business bag: Codi leather cities where I’ve been before. The less three-pocket bag plus a five-zipper Marketing Portal. Now he fills slivers of downtime unfamiliarity I can build into my trip, Swiss Army Victorinox rolling on the road by posting on blog.larrybodine.com as the better. briefcase. âGet an aisle seat near the lavatory for well as lawyers.com and continues to be a frequent ✪ Secretarial or other service: long flights. Company voicemail. speaker on marketing topics at conferences. âBring earplugs and a sleep mask. This helps with noisy seatmates on a plane, unexpected construction outside the

20 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 21 What is the biggest challenge that travel âKeep your gear together and prevent presents for you? Being away from it from getting lost with a small zip- family. Also, how the emails seem to pered mesh bag for cords, chargers, etc. come in faster when you are away. And explaining to people in the office that What are your biggest travel annoyances? travel isn’t always as exciting as they Hotels that charge for Wi-Fi or Internet might think. access. People who get upset when waiting in line, especially when being What is the best thing about all this upset doesn’t accomplish anything. travel? It’s nice to break the routine of being in the office and to have the Traveling can be enervating. How do you opportunity to see places I would prob- keep your energy level up? I enjoy giving ably never get the chance to see—albeit presentations and meeting new people. briefly (like from the taxi going to and Spending time with good friends, and from the airport). I have a list of places in particular the good company of my I would like to go back to with my fellow practice management advisors, family. (The Grand Canyon is number always recharges my batteries and gives one.) Also, checking out the single-malt me new ideas on things I can do to help scotch selections in duty-free stores. lawyers in my daily work.

AT THE TOP ✪ MASTERS OF TRAVEL Q+A What must you absolutely have when Over your career, have you identified Dan Pinnington working away from the office? specific travel booby-traps that you’d does a bit of rock âMy laptop. warn others against? Never check your climbing after DAN PINNINGTON âMy BlackBerry. bags if you can avoid it—you can’t coming off the TORONTO, ON | ONT âComfortable travel clothes. make last-minute changes if your bag zip line at Chute MILES: NOT ENOUGH! is already on the plane. Coulongers in Best tips for successful travel for work? Quebec. In an average year, Dan Pinnington will give something âUse Kayak.com or TripAdvisor.com Travel motto? “Earn one more in the neighborhood of 40 presentations, traveling to check for the best airfares and tomorrow with a good deed today.” cross-check them on the airline sites. across Canada and the U.S. As a practice advisor and TripAdvisor hotel reviews are really now Vice President at the Lawyers’ Professional Indem- good for finding out if you should or nity Company (LawPro), Dan’s focus is on helping law- shouldn’t stay at a particular hotel. Dan’s Road Kit ✪ yers be more successful and avoid malpractice claims— âSet yourself up to work on the stuff Computer: HP EliteBook 2780p tablet you need to while waiting in airports PC—my main and only computer. with a passion for technology tips and tricks. Whether and sitting at 30,000 feet. All my work ✪ Smartphone: BlackBerry Torch (9800). presenting CLE programs or attending meetings at bar product is on my laptop and I keep a ✪ Tablet: BlackBerry Playbook. association conferences and other events, “I can do local copy of my mail file, calendar and ✪ Business bag: No-name bag from a virtually everything I can do in the office when I am contacts on it, which lets me work even conference. I like it as it has a great when I can’t access the cloud. on the road,” he says. selection of pockets and pouches. âChecking in online gets you through ✪ Secretarial or other service: I wish! check-in faster and helps make sure you get a seat if the flight is oversold.

22 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 23 ✪ MASTERS OF TRAVEL Q+A PATRICK McKENNA EDMONTON, AB | YEG MILES: 789,000

A recognized Delta million-miler, law practice consultant and trainer Patrick McKenna travels “10 out of every 30 days” for an exotic combination of work and play. He has worked with “at least one of the top 10 larg- est professional service firms in each of over a dozen countries,” and is Co-Chairman of the Managing Partner Leadership Advisory Board. He’s got this whole mobility thing down to a science … and an art.

What is the biggest challenge that travel âBe a member of American Express presents for you? The lack of planes and use their concierge service if that take off and land on time. Most are you get into trouble. pathetic at being on time. âAlways put your name and address somewhere in your baggage, so if the What is the best thing about all this identification is torn off, inspectors can travel? Visiting some great parts of the find out who your bag belongs to. world­—last year in Bogotá, London, âAlways check to ensure that the des- Budapest, Vienna and Prague. tination label the airline affixes to your bag is the destination you are going to What must you absolutely have when and not someone else’s destination. working away from the office? âUnless you are staying for a pro- A great place to get a cafe latte. tracted period of time, keep your hotel room clean and make your own bed Best tips for successful travel for work? and do not let anyone from housekeep- âAlways change your watch to the ing into your room. Also leave the TV BRAINPOWER time zone that you are traveling to the set on when you leave your room— Patrick McKenna minute you get on the plane, especially even in a five-star hotel. with David Maister at Lake Louise, when going overseas, and never think Alberta, Canada. about what time it is at home. Traveling can be enervating. How do you The two co-authored âAlways keep an emergency credit card keep your energy level up? Sit in First- First Among stored somewhere safe and away from Class whenever possible and always, Equals: How to your other credit cards and ID. always drink good wine. Manage a Group of Professionals.

24 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 25 MASTERS OF TRAVEL: PATRICK McKENNA

Over your career, have you identified specific travel booby-traps that you would warn others against? Beware of the “mustard men” and similar tourist traps. For example: âYou are walking on the street in a good area of the city when some very well-dressed local comes up to you all concerned that you have mustard (or whatever) on the back of your coat. And you do. Being a good samaritan, they proceed to help you take off your coat and clean yourself up. Only later do you realize that your wallet (or something) is missing. Learning: Remain calm when something unexpected happens and be wary of good samaritans in strange places. âYou are standing in the airport or your hotel lobby. A well-dressed local comes up to ask you a question, com- pliment your dress or seek instructions. That well-dressed local comes between you and your business bag for only a period of two minutes. As he walks away, you look down and your bag is gone, as is everything in it. Learning: Never take your eyes off your bags.

Patrick’s Road Kit ✪ Computer: MacBook Pro. ✪ Business bag: Cole Hahn. ✪ Secretarial or other service: American Express Concierge Service. INTERNATIONAL MAN OF TRAVEL Patrick McKenna enjoys an excursion in St. Tropez.

26 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 27 What is the biggest challenge that travel don’t eat huge meals at home, don’t presents for you? My biggest challenge binge at restaurants on the road even if is dealing with the many client issues someone else is paying. If you exercise that arise while I’m traveling. You can’t every day, then find time to exercise on really say “I’m away from the office and the road. (And if you don’t exercise at will get back to you when I return next home, those 100 crunches in the hotel week,” because everyone knows you’re gym will make it hard to sit still in checking email and voice mail at least meetings the next day!) once a day. But if I’m conducting a âDon’t try to fit too much in. When workshop and another client needs me, you have time in your schedule, go see it’s challenging to fit that in. You can a tourist attraction or visit your college respond to inquiries in the evening, but chum, but you will be exhausted if you some require a live conversation. Even attempt to fulfill every demand on your when you carve out time in the day to time and complete your wish list, too. tend to these matters, other clients aren’t âYou will always overestimate how so efficient as to have problems when much work you can do on the road. Be- I’ve set aside time to deal with them. fore leaving, remove from your bag half of the paperwork you planned on deal- What is the best thing about all this ing with on the plane. Then take out travel? I love to see the world, try new another quarter. You still won’t have ALL SMILES ✪ MASTERS OF TRAVEL Q+A foods and visit people I might not time to tackle the remaining paper- Legal technology otherwise see very often. I particularly work, but at least your shoulder won’t and legal marketing enjoy that my workdays are not re- be as sore when you lug it all home. consultant Tim TIMOTHY CORCORAN stricted to one location, one commute, âPack all clothing in plastic dry clean- Corcoran with NEW YORK, NY | EWR one cafeteria, one schedule. ing wrappers. Since I learned this trick, a few fellow my travel ironing has gone from a daily attendees at the MILES: 1.5 MILLION, LIFETIME What must you absolutely have when chore to maybe three times a year. Legal Marketing Association’s Tim Corcoran seems at home everywhere (as long as working away from the office?I have Annual Meeting there’s a basketball court and a pickup game)—and it’s a evolved from carrying every gadget Traveling can be enervating. How do you known to man in order to address any keep your energy level up? I enjoy a in Orlando. good thing, since he’s everywhere all of the time. crisis to a smaller, simpler road kit. I good basketball game whenever I can, He lives in Lawrenceville, New Jersey, with his wife and can’t live without my iPod, which is though it takes time to find suitable two daughters, and calls New York City home base for full of movies and music for the planes places to play on the road. I really don’t Corcoran Consultancy. But most of the time, he’s 30,000 or trains; my iPhone, which has all enjoy waiting for a treadmill or cram- my email accounts and contacts (and ming into small hotel gyms, so I’ll jog feet in the air bound to or from a speaking engage- a game or two); and a high-speed on nice days. More importantly, I watch ment, consulting gig or client meeting. His Facebook Internet connection, which allows me what I eat and drink. Small portions, friends are sometimes the only ones who know where to connect to my office desktop via no late-night meals, minimal snacking he is. “On the rare occasion I have no travel scheduled GoToMyPC.com, where I can access and minimal cocktails. Closing the everything else I need. bar and being alert the next day is a for a week or more, I begin to go stir-crazy and start younger person’s game … and I suspect scheduling things to get me back on the road!” Best tips for successful travel for work? I wasn’t as good at it years ago as I âTry to maintain a routine. If you thought I was.

28 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 29 MASTERS OF TRAVEL: TIMOTHY CORCORAN

âSecondly, despite the allure of CHECKPOINT-FRIENDLY BRIEFBAGS discount travel sites, it’s very challeng- ing to address a problem on the road A reliable, checkpoint-friendly carry-on is a must for when you can’t deal with the airline or frequent flyers. Here are some favorite brands. hotel directly, and instead must work through a website’s call center. Tom Bihn. The Checkpoint Flyer Briefcase, handmade âFinally, when an interruption occurs, in Seattle, WA, meets TSA requirements for X-ray like a canceled flight, I will remain screening, allowing you to keep your laptop in your unfailingly polite while availing myself bag. It includes over 10 organizational pockets so that of every opportunity to find a solution. you can keep your power supply and cables neatly If I’m standing in line at the ticket organized inside of your bag. counter to be rebooked, I’m also on the phone with the airline and looking at Victorinox-Swiss Army. Victorinox offers a number of other options online. Politely reject the attractive options for business travel gear, including inconvenient offers from airlines and plenty of carry-on picks. For a checkpoint-friendly, WHY NOT? hotels and you will very likely receive a expandable computer bag, check out the Werks Tim Corcoran and wife, Carmen (an account Traveler, WT Standard Brief EXP. manager at Magna Legal Services), take an better offer. But in the history of travel, off-road tour of famous Kauai locations. the loud, obnoxious, insulting com- plainer has never gotten her way. Jack Georges. The Generations Edge Check- Over your career, have you identified point-Friendly business case is handcrafted from specific travel booby-traps that you’d Travel motto? When I’m home, it’s ballistic nylon and trimmed with scratch-resistant warn others against? “I can’t wait to get on the road”; when Italian leather. It includes a padded compartment for âWhenever possible, I book direct I’m not at home, it’s “I can’t wait to get laptops, zippered pockets, piggy-back strap to se- flights rather than connections. Yes, it home to see my girls”; and during some curely hold the case to your luggage, and adjustable can be more costly, but you substantially travel interruption, it’s “Relax, as long removable shoulder strap. increase the potential complications as my iPod is charged, then I’m up when you connect. for anything.” Tumi. The Arrive T-Pass Kennedy Delux Brief is a roomy, lightweight expandable briefcase that fea- tures the T-Pass checkpoint-friendly design so that you can go through airport security without removing Tim’s Road Kit your laptop. It has smooth calfskin trim and intelli- ✪ Computer: I recently swapped my Dell laptop for a MacBook Air and I’m never gent interior organization. going back. ✪ Smartphone: I rely heavily on my iPhone, but I’m not ashamed to say it’s terrible McKlein. The Series R Fly-Through Checkpoint-Friendly for typing anything intelligible, and I miss my Blackberry, which had an ergo- 2-in-1 Removable-Wheeled 17-inch Laptop Case offers nomically perfect keyboard. a padded laptop sleeve, adjustable, non-slip shoulder ✪ Tablet: I will carry an iPad (1.0) or the laptop, but typically not both. straps. Front zipper pockets and a front organizer ✪ Business bag: I’m fond of simple, black leather backpacks, but it’s impossible to with storage space for media devices. find one that isn’t nylon or large enough for a week of camping. My dog ate my favorite one so I now have a McKlein black leather backpack. ✪ Secretarial or other service: I will occasionally rely on Regus remote offices while traveling, but their pricing is geared for one-time or long-term use, not occasional use. As a result, I take a lot of calls from hotel lobbies.

30 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 31 ✪ MASTERS OF TRAVEL Q+A WENDY WERNER ST. LOUIS, MO | STL MILES: 230,000

Wendy Werner is all about people and their careers. For years, she was the Assistant Dean of Career Services at Saint Louis University School of Law. Now she consults with law firms regarding recruiting, retention, develop- ment and supervision of talent. And she coaches individual professionals (mostly lawyers, but not entirely) about their work and lives. But that’s not all she does on the road. Wendy is an accomplished photographer and chronicles her travels with stunningly beautiful photos.

What is the biggest challenge that travel Traveling can be enervating. How do you presents for you? Pre-planning, and keep your energy level up? Try to get living near an airport that has few enough sleep! non-stop flights. Over your career, have you identified spe- What is the best thing about all this cific travel booby-traps that you would travel? Surprise, the pleasantly unex- warn others against? For me it would pected, and chance encounters with be letting anyone else plan the trip in people. And, of course, the amazing any way. I want to book all of my own PASSIONATE photography opportunities. travel. Photographer— and legal careers What must you absolutely have when consultant— working away from the office? Wendy Werner captures and saves âMy laptop. Wendy’s Road Kit amazing moments âMy iPod. ✪ Computer: Sony Vaio mini-laptop. when traveling ✪ Smartphone: Not me. to places like Best tips for successful travel for work? ✪ Tablet: Not yet. Portugal, where âPre-plan as much as possible, includ- ✪ she snapped this ing all travel aspects. Business bag: Victorinox. boathouse photo. âGet restaurant recommendations. ✪ Secretarial or other service: None. âLet local clients know that you will be gone. Travel motto: “Be open to the moment.”

32 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 33 “Go to bed early despite many attractive invitations to stay up. You’ll look better than your late-partying buddies do in the morning.”

What is the biggest challenge that travel your office, for example via LogMeIn, presents for you? Staying connected Terminal Server or Citrix. without paying ridiculous monies to hotels that should have free Internet, Traveling can be enervating. How do you and getting exercise and eating well. keep your energy level up? Exercise, no alcohol once dinner is over—and go What is the best thing about all this to bed early despite many attractive travel? Seeing old friends and making invitations to stay up. You’ll look better new ones. Also, getting out of the office! than your late-partying buddies do in the morning. What must you absolutely have when working away from the office? Over your career, have you identified âOur router and laptops. specific travel booby-traps that you âSmiles. would warn others against? There are âEach other. still places in which it is hard to connect PLANES, TRAINS ✪ MASTERS OF TRAVEL Q+A (know before you go). Don’t go to China AND ... BUSES Best tips for successful travel for work? with any data you care about. Recognize John Simek and âKnow where the outlets are on mobile security is different and consult Sharon Nelson SHARON NELSON airplanes and book those seats. your experts. Know the baggage policies travel frequently âUse your laptop, not cyber cafes. of the airline. And don’t post your travel for speaking & JOHN SIMEK âBe wary of hot spots—they’re often plans on social media sites. engagements insecure. and volunteer bar FAIRFAX, VA | IAD â activities. Here MILES: 75,000 Carry a surge strip/extension cord. Travel Motto? “Nothin’ but a good they’re headed âHave a way to remotely connect to time.” (It always helps to have a to a speakers’ Sharon Nelson and John Simek are the wife-and- positive attitude when your flight is dinner during the husband team behind Sensei Enterprises, a nationally delayed or the hotel has mislaid your Indiana State Bar’s reservation.) known computer forensics, information security Solo & Small Firm Conference. At and information technology firm. “We are mostly right, John gets on the road to lecture or to serve the ABA or the the pat-down Sharon & John’s Road Kit Virginia State Bar,” says Sharon. “Our whole office is at Dulles. ✪ Computer: Thinkpad laptop with in our laptops so we can do everything we could in our biometric access coupled with TPM office.” Their travel schedule will intensify beginning encryption of the hard disk. this summer, with Sharon becoming the first woman ✪ Smartphone: BlackBerrys (soon to be Androids). President-Elect of the Virginia State Bar. “At that point, ✪ Tablet: Apple iPad. my calendar is crushing for two years.” ✪ Business bag: McKlein Series R.

34 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 35 What is the biggest challenge that travel for the trip. If you cheat and sleep, you presents for you? Planes are always full, may find yourself wide awake at 2 a.m. and coach seats keep getting smaller. staring at dark walls (or CNN). Your week may be ruined as it is difficult What is the best thing about all this to get in sync once you are out of it. travel? Coming home. Actually, there Flying east, the trick is to sleep as much are often wonderful moments when the of the way as you can. Then you wake stars align, jet lag seems to be at a mini- up in the morning local time and start mum and you stumble onto something your day. Make sure you stay up until at beautiful or unique at your destination. least 10 that evening. Seeing the cherry blossoms in Tokyo, Whatever you do, don’t drink on for example, or having an actual geisha the planes, eat light and bag the movies serve you tea or sake can be pretty on the east legs. I work on stuff all the amazing. Even in the U.S. there are way going west or at least until I am always special moments that can only bleary-eyed. happen if you are out there. Otherwise, you just power through it. I don’t touch energy drinks but I What must you absolutely have when drink my share of hot tea. working away from the office? IN SYNC WITH ✪ MASTERS OF TRAVEL Q+A âMy cell with Internet access point Over your career, have you identified spe- THE GLOBE capabilities. cific travel booby-traps that you would John Tredennick âMy MacBook Air. warn others against? Middle seats. Take experiences âA Starbucks. the aisle and get up several times. the unique JOHN TREDENNICK graciousness of DENVER, CO | DEN Best tips for successful travel for work? Travel motto? I fly late at night so I can geishas as he MILES: 100,000+ âTake carry-on only. I don’t check work in the day. I hate to leave in the celebrates his birthday while in “I get my best work done on an airplane, probably bags even for a week in Asia. morning. Tokyo, meeting because there is no cell or Internet connection,” says âBring an extension cord or one to with one of three plugs so you can power up in an John Tredennick. The former litigator, who is founder Catalyst’s Japanese airport. partners. and CEO of Catalyst, travels several times a month, âTry to work out at least once on often overseas to Catalyst’s Asia offices. “I put on my the trip. John’s Road Kit Bose headphones, turn on music and write. This is also ✪ Computer: MacBook Air. Traveling can be enervating. How do you the time to work through long documents or just think ✪ Smartphone: Apple iPhone 4S. keep your energy level up? It can be re- ✪ about something. Indeed, I have said half-kiddingly ally tough flying to Asia or Europe. For Tablet: Usually not, it’s one too many things to take. that I should just head to the airport each morning, Asia, the trick is to fly across during the ✪ Business bag: Tumi. get on a plane and circle around Denver for the day. I day and stay awake through arrival at about 6 p.m. Then force yourself to stay ✪ Secretarial or other service: My would get a lot done. Of course, the addition of Inter- up until, say, 11 p.m. Then sleep for assistant flies with me. His name net services on flights might put a crimp in things.” at least six hours if you can. If you are is John, too. lucky, you will wake up at the appropri- ate local morning time and be adjusted

36 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 37 Travel motto: “It’s better to arrive earlier than have the stress of arriving too late.”

he covers management, governance computer, tablet, and phone cables and adapters in your travel bag. It gets and ethics (and where he notes a expensive to buy new ones all the time! partiality for “local diners, drive-ins and dives” when traveling with Traveling can be enervating. How do you his family). keep your energy level up? I try to stay on the schedule of my own time zone. I also try to work out when on the road.

What is the biggest challenge that travel Over your career, have you identified spe- presents for you? Trying not to miss my cific travel booby-traps that you would two sons’ high-school sporting events. warn others against? Making my own flight arrangements minimizes booking What is the best thing about all this errors and the resulting problems. In travel? I enjoy the diversity of traveling these days of full flights, it pays to con- to other parts of the country and be- firm your seating assignment at least COMFORT ZONE ✪ MASTERS OF TRAVEL Q+A yond. From weather to food to meeting 24 hours in advance of check-in, and Reid Trautz does new people and seeing old friends, I to check in online as soon as permit- much of his like the temporary change of venue. ted. Otherwise you may be stuck in the writing while REID TRAUTZ middle of the last row! traveling—here’s a WASHINGTON, DC | IAD What must you absolutely have when tray-table view of working away from the office? his workspace on MILES: 350,000 âMy iPhone. the way to speak â at the Law Society As Director of the American Immigration Lawyers My laptop. Reid’s Road Kit â of Upper Canada’s Association Practice and Professionalism Center, The special VGA adapter needed to ✪ Computer: MacBook Pro. Solo and Small Firm connect my MacBook to the projectors Reid Trautz’s mission is helping lawyers innovate to ✪ Smartphone: Apple iPhone. Conference. supplied at most conferences. improve their business processes. He takes his passion ✪ Tablet: Apple iPad2. for the subject on the road throughout the year, too, Best tips for successful travel for work? ✪ Business bag: A Jack Georges soft leather briefcase that I’ve owned by speaking at bar conferences across North America. I recommend travelers use several web- sites to make travel easier: for 15 years but hardly used until I But wherever he may roam, he says, “I always need to dumped my heavy Windows laptop âKayak for the best airfares, (and rolling bag) for my MacBook, be connected to my office.” Fortunately, tech-maven âSeatGuru to avoid bad airplane seats, which fits perfectly in this awesome â that he is, he has full remote access to his desktop, TripAdvisor to get up-to-date infor- bag. And there’s still room for plenty “so I can do any thing on the road that I can do in my mation about any problems at your of other gear, including my iPad. chosen hotel, and office. Surprisingly, I even do much of my writing and ✪ Secretarial or other service: None. âChowhound to find a good restau- creating my speaking presentations while traveling.” rant near your hotel. His writing includes his popular Reid My Blog, where Also, keep a set of important

38 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 39 What is the biggest challenge that travel “Learn how to really presents for you? The only real challenge I have when traveling is the unpredict- use Priceline for getting ability of the weather. As long as the cheap hotel rooms ....Use weather is nice, the travel is typically not biddingfortravel.com to a problem for me. Actually, my biggest learn how to get the challenge with travel is that I don’t get to best places on Priceline.” spend enough time at home.

What is the best thing about all this âUse biddingfortravel.com to learn travel? Probably getting the mileage, or how to get the best places on Priceline. a better status on an airline. I could say â Invest in an airline club member- the best thing is getting to see a lot of ship, like the Admiral’s Club. If I have places I have never seen before—and to spend more than 30 to 45 minutes that’s mostly true, although after a waiting to board my plane, being able while it becomes a struggle not to see to sit in a comfortable chair with a everything as being the same. television and a cold beverage has become a necessity after all this time on What must you absolutely have when the road. working away from the office. STAGE PRESENCE ✪ MASTERS OF TRAVEL Q+A âMy iPhone. Traveling can be enervating. How do you Hard to believe Tom âMy wireless card. keep your energy level up? See above for Mighell (right) has âSomething to keep everything my tip on airline club memberships. time to squeeze TOM MIGHELL charged or plugged in. in production of DALLAS, TX | DFW Over your career, have you identified the annual Dallas MILES: 300,000+ Best tips for successful travel for work? specific travel booby-traps that you Bar Association âLearn how to really use Priceline would warn others against? I think the “Bar None” variety Legal technologist Tom Mighell has literally written show fundraiser at for getting cheap hotel rooms. I now biggest “booby-trap” I encounter is the the SMU Dedman the book on iPads for lawyers and is much in demand regularly stay at four-star hotels for less “fill up your tank” offer from rental car School of Law. to speak at conferences all over the U.S. As a Senior than $100 a night, often at better rates agencies, where they offer to charge But he does. This than my clients’ corporate rates. you for a full tank of gas so you don’t Consultant with Contoural, he also travels two to three year’s production? need to deal with the gas yourself. The “The Girl With the times a month to work and meet with clients—often prices they charge for that gasoline are File-Stamp Tattoo.” landing at home base in Dallas only to grab some fresh outrageous. Whenever you can, opt clothes and fly out in the morning. Tom has also done Tom’s Road Kit for filling the tank yourself. Of course, ✪ Computer: Lenovo work laptop. gas stations do not make this easy—for quite a bit of traveling for the ABA Law Practice ✪ Smartphone: Apple iPhone 4s. some reason they are never situated Management Section, while serving as its 2011-2012 close to an airport entrance .... ✪ Tablet: Apple iPad. Chair. Travel doesn’t interferer with his writing, ✪ Business bag: Tom Bihn Checkpoint though—in addition to his iPad books and blog, check Travel motto? “Plan ahead, and be Flyer. Checkpoint-friendly—love it! flexible.” out his legal technology blog Inter Alia. ✪ Secretarial or other service: None.

40 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 41 ✪

no difference where the work is done— âStay in contact with the office (with- it needs to be done well and thor­ out being a micromanager). This lets folks know that you aren’t abdicating oughly.” But no worries there, says Pat, and that they will have an opportunity ­“Verizon Wireless has all the tools to be to ask the necessary questions. Don’t absolutely as productive as if we were allow some small thing to fester while sitting in our offices.” you’re away.

Over your career, have you identified What is the biggest challenge that travel specific travel booby-traps that you would presents for you? Staying on top of the warn others against? Not getting enough work and being away from my family. sleep, or working in the hotel room until you are falling asleep at the laptop. What is the best thing about all this Another trap is trying to cram too much travel? Seeing new and different places, activity into a small amount of time. eating at wonderful restaurants that these places have to offer, meeting dif- Travel motto? “When I’m out the door, ferent people, and the work, of course. I’m not in control.” This helps me keep perspective on the troubles that can What must you absolutely have when arise getting from one place to the next. working away from the office? My There is nothing I can do about it, so, Verizon 4G LTE mobile broadband net- there is no point in expending energy work. With it, there’s nothing to slow and effort getting annoyed or irritated. ALWAYS ON ✪ MASTERS OF TRAVEL Q+A my team down. For Pat Murray, accessibility is one Best tips for successful travel for work? of the keys to PATRICK MURRAY âPrepare in advance for your time Patrick’s Road Kit making sure things SCHAUMBURG, IL | ORD away from the office. In other words, ✪ Smartphone: Verizon 4G LTE. get done well, bring what you need to be productive. whether stopping MILES: 100,000+ There’s nothing worse than being hours ✪ Tablet: iPad. for a cafe break, or As Senior Counsel–Midwest at Verizon Wireless, ✪ Secretarial service: I am my own negotiating a deal away from your office and realizing that secretary, so I use my smartphone on the road. Pat Murray is on the road several times a month, and you left the file or your electrical cords on your desk. calendar, email and cell phone visual he knows a thing or two about staying connected. Pat voice mail to help me keep track âIt is impossible to be successful as a of things. I constantly keep notes, has served in positions at the U.S. Attorney’s Office traveler for work if you are a micro- either on my iPad or in longhand in Chicago, the Department of Justice as well as the manager. You must be able to trust on a notepad. CIA—and in his spare time he enjoys time with his wife people to get the work done, and done well. This is true whether you are in and five children. “There is nothing that can’t be done the office or not. If you can’t trust your work-wise when I’m away from the office, and it makes people, it is time to get new people.

42 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 43 ✪ “Getting angry at the airlines or flight personnel is a waste of effort, time and energy.”

What is the biggest challenge that travel Traveling can be enervating. How do you presents for you? Schlepping bags keep your energy level up? I’m learning around. Endless security lines. Bad food. to sleep on the plane, even if it’s a short nap, and I try (not always successfully) What is the best thing about all this to watch what I eat and to get some travel? It’s fun to see clients in their exercise and fresh air, even if it’s just offices and meet people at conferences. walking briskly for 20 or 30 minutes. I sometimes get to see friends and fam- ily who live far away, too. Plus, if I can Over your career, have you identified make some extra time during a trip, I specific travel booby-traps that you’d love to explore new places. warn others against? Getting angry at the airlines or flight personnel is a waste of What must you absolutely have when effort, time and energy. Travel is stressful working away from the office? enough; anger just makes it worse. âMy iPad. âMy iPhone. Travel motto? “Arriving safely is what’s FIRST-CLASS ✪ MASTERS OF TRAVEL Q+A âA good book. most important.” In February, Ida Abbott Best tips for successful travel for work? and husband IDA ABBOTT âPack light and keep clothes simple Myles headed OAKLAND, CA | OAK and coordinated. a delegation to Ida’s Road Kit âPlan ahead carefully but be prepared India for People MILES: 180,000+ ✪ Computer: Not on the road. for things not to work out as planned. to People, where ✪ Smartphone: Apple iPhone. they met with A former litigator and now principal of Ida Abbott ✪ Tablet: Apple iPad. LPO’s and legal Consulting, Ida Abbott is a leading expert in lawyers’ ✪ Business bag: Lodis leather briefcase. service providers. professional development, advancement for women Here they take a ✪ Secretarial or other service: None. ride in Jaipur. and developing leaders. When not cloistered in her office giving birth to a new book, she travels at least monthly—sometimes it’s more like three or four times a month. One of her travel secrets is that she’ll pack several gigs into a single trip, flying from city to city to PLEASURE TRIP Ida’s family toured city before returning home. Vietnam and Cambodia last year. Here, she and her husband are pictured with sons David and Myles in Angkor Wat..

44 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 45 Productivity POWER TIPS + TOOLS TO KEEP YOU FUNCTIONING ON THE FLY

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Start your free 30 day trial today! www.goclio.com | 1.888.858.CLIO, ext. 1 ✪ GETTING WORK DONE ON THE GO products for practice management users, current hardware and software cropping up regularly. It’s hard to know situation, type of practice, costs, etc. what’s what. Leaving aside technical jargon and simplifying the cloud to its 3. Software Installed on Your Office core, here are five things every lawyer Computers Can Also Be Hosted in the should know. Cloud. Traditionally, lawyers purchase servers and create computer networks Five Things 1. The Cloud Is Not New. The first thing for their offices. Some software is in- lawyers should know is that cloud stalled and shared across the network; computing is nothing new. The “cloud” some is installed on each individual’s Lawyers Should is a new name for something that has computer. The law firm has the chore been around for years. When you hear (and expense) of keeping the network “cloud” it usually means that the soft- running smoothly. ware and data you are accessing are not But nowadays, it is becoming in- Know About on your computer but somewhere else, creasingly popular to move the services accessible through the Internet. If you performed from the local network to have used AOL or Gmail, then you’ve a network in the cloud, in hopes of the Cloud used the cloud to access your email alleviating the costs and aggravations on someone else’s server. Or, if you’ve associated with running one’s own logged in to your bank’s website and computer network. The ability to work COURTNEY KENNADAY checked your account balance there, from anywhere and collaborate with you’ve used the cloud. clients is also enhanced. This type of Although most lawyers have heard What is new are the products and cloud solution is referred to variously something about cloud computing, services available for lawyers. There are as “managed services,” “hosted infra- products for case management, time structure” or “virtual servers,” among there is confusion about what the keeping, email, word processing, file other names. A law firm can outsource cloud is and what it can do for them. backup and more. its whole network, including software Unfortunately, researching the cloud like word processing or accounting, 2. Some Software Programs for Law Firms or it can outsource selected parts. For may leave you feeling more bewildered Only Exist in the Cloud. Software as a example, Microsoft and many other than enlightened. From the flood of Service, aka SaaS, is software that isn’t companies offer hosted email, such acronyms (SaaS, PaaS, IaaS) to con- installed on your computer; it’s only as Microsoft Exchange Online. For in the cloud. Instead of purchasing many small firms that have struggled flicting opinions by the experts about CDs and loading them on your office to afford their own Microsoft Exchange what to call everything, it’s a confusing computer or server, you sign up online Server, this has been a great affordable topic. There are companies that offer and pay a monthly subscription fee. solution. Some examples include the case man- to back up your data to the cloud, oth- agement products Clio, Rocket Matter 4. If You Live By the Cloud, You Die By ers that let you share and synchronize and MyCase. Whether or not cloud the Cloud. Cloud computing is utterly your files with other users, and new software is right for your firm depends dependent on the Internet. If you lose on many factors, including your op- the Internet, with most cloud products, erating system preferences, number of Continues

50 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 51 FIVE THINGS LAWYERS SHOULD KNOW ABOUT THE CLOUD

you lose the ability to work. When Carolina, Pennsylvania and Alabama. choosing a cloud product, ask wheth- Of the states that have opined, all have er you will be able to work offline. decided in favor of allowing lawyers to Internet service varies depending on use cloud services, with caveats. Most where you are and the type of service of the opinions caution lawyers to take you purchase. Also, before you choose reasonable care to ensure that confi- the cloud, be absolutely certain that dentiality is maintained and reasonable your Internet connection is fast enough safeguards are employed to protect for the size of your office and the type client data from breaches, loss and of work you’ll be doing. Some lawyers other risks. who quit cloud products cite slow The South Carolina Bar has a list Internet speed as one reason. You may of due diligence questions and other discover you need a serious upgrade to resources on its website to assist with a costly T-1 line or above. choosing a cloud vendor (Questions to Ask Cloud Providers). 5. You may ethically use cloud computing.­ Courtney Kennaday is Director of the Practice In my state, South Carolina, there are Management Assistance Program of the South currently no ethics opinions on cloud Carolina Bar. As a Practice Management Advisor, computing. Several other states, how- Courtney advises lawyers during every phase of their professional career, from starting up to ever, have issued advisory opinions on winding down and retirement. This post origi- using cloud services, including North nally appeared on her blog, SC Small Firm Law.

Learning More ======If you would like to learn more about cloud computing and whether it is ======the right choice for your firm, here are some online resources to help you ======on your way: â FYI: Software as a Service (SaaS) for Lawyers, ABA Legal Technology Resource Center â Reach for the Cloud by Catherine Sanders Reach, Trial magazine, January 2012

â Fog Bank: When the Cloud is Down by Catherine Sanders Reach, ======AttorneyatWork.com, May 2012 (See here) ===== â Popular Cloud Computing Services for Lawyers: Practice Management Online ===== by Stephanie Kimbro and Tom Mighell, Law Practice magazine, October 2011 ======â Limiting Risk in the Cloud: Smarter SaaS Agreements by Tom Zuber, ======AttorneyatWork.com, April 2012 ======

—Courtney Kennaday ======52 Attorney at Large: A Field Guide for Mobile Lawyers ======✪ GETTING WORK DONE ON THE GO Dropbox is a service that allows you to Skype is a Swiss army knife for inex- sync your files across multiple ma- pensive communication. If you haven’t chines, including laptops, desktops used it in a while, try it again. You’ll be and mobile devices. Getting started blown away by the call quality. For no with Dropbox is very simple: Once you cost, you can call, instant message, vid- download and install their free applica- eoconference and share your computer The Essential tion, you designate a special Dropbox desktop with other Skype users. For folder on your primary work machine. additional fees, you can call non-Skype Next you drag all of the files and folders phones and add a Skype Online Num- you want to synchronize across multi- ber that allows you to receive calls. Cloud: ple machines into your Dropbox folder. Now, any device given your permission Square allows you to easily collect credit can access and modify those files. card payments with a mobile device. A small credit card reader plugs into Critical Tools Evernote is a comprehensive note taking the headphone jack of your iPhone and digital organization system. Like or Android device. The 2.75 percent Dropbox, Evernote works on laptops, rate on each transaction is extremely for Lawyers desktops and mobile devices. Plug-ins reasonable, especially considering you for browsers allow you to clip and ar- don’t need a merchant account with the chive entire websites easily. The mobile corresponding fees. The setup process app is a must for busy lawyers on the is quick, so you can start accepting LARRY PORT go, allowing you to capture audio payments via credit card instantly. Just files and take pictures (very useful for know your trust account obligations The cloud is no longer a new, fuzzy receipts and expenses). When you get before you start accepting credit card idea. Lawyers are quickly adopting back to the office, notes recorded with payments. your smartphone will appear on your cloud computing technologies to primary work machine. Larry Port is the Founding Partner of Rocket Matter, a web-based practice power their firms, leveraging browser management software application for law and mobile app-based services. But MyFax and Efax are online fax services firms, and the editor of the popular that send and receive faxes, eliminat- Legal Productivity blog and webinar series. which products are emerging as the ing the need for a dedicated machine. leaders, the can’t-do-without services? When combined with a Fujitsu We asked Larry Port, founding partner ­ScanSnap scanner, lawyers can do away with their old fax machines and of Rocket Matter practice management streamline their workflow with their software, to share his list of indispens- PDF-based, paperless office. able tools he recommends to lawyers— in addition to practice management software, of course.

54 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 55 ✪ GETTING WORK DONE ON THE GO Google in the House Paper Chase Although Gears is gone, Gmail, Google So, you say you want to have your cloud Docs and Google Calendar are all still and eat it, too? There’s another option available in an offline mode. You won’t for offline access to Microsoft Office be able to send and receive messages, documents that allows for the power but Gmail email and contacts are avail- of collaboration with Google Docs, Fog Bank: able offline through a Chrome web app with the familiar and local format of (in BETA). Of course, you can also set MS Office: Cloud Connect for Micro- up IMAP or POP to maintain a local soft Office through Google Apps. Tech copy in the email client of your choice. Republic noted that Cloud Connect When the Likewise you can install the Google was less expensive than Microsoft’s Calendar Chrome web app and access own Office 365, a selling factor to the a read-only version of your calendar price-sensitive enterprise customer. anytime. Alternatively, you can sync Office 365 lets you take advantage of all Cloud Is Down it with a local calendar application. your local MS Office applications in the At Google’s Sync Center you can learn cloud—and offline. to sync Gmail and the calendar with Online file storage and sync services CATHERINE SANDERS REACH most all of your desktop (PC and Mac) like Dropbox keep a local copy of your and mobile (Android and iOS) devices. file, unless you take steps to remove Sometimes you just don’t have access To set up Docs offline, go to the set- it. Drive, Google’s new competitor to to the Internet. Whether you’re trav- tings in Google Docs and click the link Dropbox, allows for offline access in at the bottom to “set up Docs offline­ the settings, through a few clicks and eling in a plane, or in a remote (or BETA.” You can set up offline docs a Chrome Web Store install. Apple’s sometimes not so remote) area that locally, though you will have read-only iCloud, similar to Dropbox, maintains has no Wi-Fi, 3G or 4G coverage, or access to Google docs, spreadsheets, a cloud copy of your Apple content. presentations, etc. For Microsoft Tools like Evernote also make having simply because your cable or T1 line Office or other document formats you a local copy of your data easy. A light- is down due to weather or some other uploaded to Google Docs, you will still weight software version resides on the outage, on occasion you will have some be able to edit them. You will also need desktop, syncing with the cloud version a Chrome web app, and this will only and your apps. Offline or online you forced downtime because you can’t work in the Chrome browser. Google have access to all the information access your cloud-based documents, recommends that you do not use this stored in Evernote. send emails, or pull up a client’s con- option for shared computers, since the files will be available to anyone who has Legal Document tact information from a cloud-based access to those computers. Google Apps Management Ease provider. In fact, it is likely to happen administrators can use the Chrome Whether you’re creating documents at the most inopportune moment. For- browser for Business MSI to push out and email in the cloud and maintaining offline capabilities to the entire office. a local copy, or generating content on tunately, there are ways to access online your desktop and syncing to the cloud, information locally. offline access for the “simple” tools is Continues

56 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 57 FOG BANK: WHEN THE CLOUD IS DOWN

pretty straightforward. What about is built on the Force.com platform, and offline access to more complex applica- it leverages that company’s (relatively) tions, like legal document management long history and focus on enterprise. or practice management? In most cases A representative at Advologix said there is not a complete replication of that while offline was available, it was the software and data locally, although not part of the standard offering and the growing development of HTML5 requires extra time and expense. They will be changing that in the near future. do offer standard Microsoft Outlook, For now, many lawyers still have a few Office and Google Apps integration. offline options. While traditional document man- Some practice management appli- agement software like Worldox now cations like MyCase, Clio and Rocket offers a SaaS version (Worldox/Web Matter have various sync capabilities Mobile), the files are still available on with Google Apps, as well as Google the local server. Native SaaS document Calendar and Gmail. Since Google management provider NetDocuments makes these services available offline, offers to set up a local version of the you can access some of the stored data, NetDocuments repository, so that users though not the entire database. In all can have access offline. This is the local three cases the representatives for these document server, which is an add-on products were enthusiastic that offline that is an additional 7 percent of the access was in the development calendar. total user subscription fee. Additionally, these providers have sync Needless to say, the above is not com- capabilities with Microsoft Outlook, prehensive, but rather it provides a taste which will also serve to create a local of some of the options. Check with your copy of some of the data (although you favorite cloud providers to see if and will need to sync Outlook with Google how you can access information offline. to sync with Rocket Matter). As we see business adoption of the cloud Clio has added a specific offline fea- mature, we will likely see a rise in the ture for a time-entry application, called number of offline options to address Express. The recently revamped Clio not only the concern for when Internet Express takes advantage of the same access is slow or impossible, but also for offline technology through Google business continuity. Chrome that Google Apps offline uses, and you will need to use Chrome Catherine Sanders Reach is Director, Law Practice Management & Technology for and download Clio Express from the the Chicago Bar Association. A popular speaker Chrome Web Store. The last 30 days of and author on law technology, previously she time entries, all enabled account users, was Director of the American Bar Association’s Legal Technology Resource Center for over 10 matters, activity description and run- years, providing practice technology assistance ning timers will be available offline. to lawyers. One practice management SaaS product available with complete offline functionality is Advologix. Advologix

58 Attorney at Large: A Field Guide for Mobile Lawyers ✪ GETTING WORK DONE ON THE GO Track Your Time Passive Without Notes or Timers Aggressive: Background Timekeeping Tools

JARED CORREIA Let Chrometa automatically capture Time capture has been the bane of a lawyer’s existence ever since there have and categorize your time for you been lawyers—and it’s especially tricky on the go. But a new category of time management tools offers a novel solu- tion for an old problem. The main reason lawyers find timekeeping so disagree- able is that it disrupts the flow of work—to capture the time spent on what they have worked on, attorneys are forced to stop working on whatever else they have to do. In a modern, busy law practice, with all manner of multitasking ongoing, it’s difficult to find a particularly effective stopping-place. The expedient is to ignore the requirement, at which point uncaptured time begins CLICK HERE FOR A FREE TRIAL Continues

60 Attorney at Large: A Field Guide for Mobile Lawyers PASSIVE AGGRESSIVE: BACKGROUND TIMEKEEPING TOOLS to pile up. Sometimes, through the device, or even across your devices. This course of a busy day, lawyers can simply means that all of your activity is being forget to start and stop the clock. monitored, in the background and In any event, the lost time becomes continuously, as you progress through less and less likely to be billed (prompt- your workday. There is no stopping your ly, or ever), unless and until the protag- workflow; there is no starting a timer. onist settles on a late-night or weekend As far as you’re concerned, the system is cram session just to catch way up. But completely passive: You don’t have to do despite best efforts, that lost time is anything except your work. sometimes lost forever. These timekeepers also generate Despite the obnoxious interruption specific reports, based on fields that of daily workflow, the bare fact is that you select, from the stored log of your time capture is something attorneys activity. Customized reports can then must stay on top of, consistently and be used to create invoices, including continuously, because it’s integral to through popular accounting appli- getting paid. Attorneys billing hourly are cations, like QuickBooks. In the raw, obviously required to track their time. these programs can be highly effective; But even those who use alternative bill- but users can, and should, train them ing methods need to track their time, at to work in the ways that they want. least initially, to set their fees—and the Customization options include: auto- most diligent such practitioners want to mating repetitive processes; creating continue to track to determine changes and utilizing client tags; and allowing in case or project values over time. tracking of a designated “work” brows- Still, whether tracking your time on er (research in Firefox, read Cats that paper or through an electronic system, Look Like Ron Swanson in Chrome). nobody wants to come to a halt to write These three background timekeep- something down, or to click and un- ing systems are particularly useful for click a button to start and stop a timer, attorneys, and all offer trial periods: even if that timer exists within the most zzChrometa (see my full review here; as popular program in use at the firm. well as my update, here) This all begs the question: Isn’t there zzSmart Time a less-disruptive way? zzTime-Aid

Alternatives to DisruptiON Even if you never end up using one Passive, background timekeeping of these types of programs for passive programs may offer a solution to the time tracking on a full-time basis, test- disruption caused by traditional time ing one can be a downright enlighten- capture systems. These programs work ing experience. You may be surprised to on the thesis that almost all of the work find out just how much time you leave done in a modern office is accomplished behind everyday. through the use of electronic devices. Background timekeepers, then, track Jared Correia is Senior Practice Advisor at the Massachusetts Law Office Management everything that you do on your primary­ Assistance Program.

62 Attorney at Large: A Field Guide for Mobile Lawyers ✪ GETTING WORK DONE ON THE GO Collaboration Tools and e-commerce sites to ensure secure, If you want to leverage some of the confidential transmission of sensitive new cloud-based tools to collaborate data. Of course, you need to assess with clients and colleagues, consider your risk, but ask yourself what’s more online client portals. Through online secure? A password-protected online portals, you can conduct almost all of portal or a stack of file folders lying on Conference your business with a client—securely your desk for anyone to peek at, includ- sharing documents and messages and ing the janitorial staff? even collecting payment. And, whether — Efficiency. Communicating with you use a system like Google Docs for clients online can often be more Rooms in document editing, Dropbox for file efficient and focused than in-person storage, or a SaaS product for practice meetings, which leads to substantial management, sharing data with clients time savings. Web-based collabora- often involves just one click. Using on- tion eliminates many of the costs and the Clouds line collaboration tools helps set your delays that plague law office commu- practice apart from the competition nication—printing, courier and mail DIG DEEPER JACK NEWTON and establish you as an innovator. No costs—and can also create an opportu- Read these posts on one wants to work with a dinosaur! nity to work out of your home. Attorney at Work: Collaborating with clients used to be There’s a lot of information out — Instant gratification. In a world — The Joys of a face-to-face, in-person deal—tak- there about working in the cloud. But dominated by Facebook and Twitter, Join.me by Vivian for lawyers, the key points remain: not to mention iPhones and Black- Manning ing place in your conference room or — Security. Many of the technical and Berrys, clients expect rapid, real-time — Skype 101 by theirs, or perhaps a swank restaurant security-related challenges associated communication with their lawyers. Lincoln Mead to impress. Now, communication with cloud-based portals have been Online collaboration tools give you the reduced or eliminated, so you can now capability to communicate more easily with clients mostly happens virtually, securely collaborate with your client. and directly with your clients, whether with emails and documents substitut- Unlike unencrypted emails, all commu- you’re in the office, on the road or at ing for face time. With online collabo- nications through a properly secured the beach! online cloud-based portal are secured Using online collaboration tools in ration tools, it doesn’t matter whether using SSL encryption. This is the same your practice can lead to a more con- you are on the road or sitting com- type of encryption employed by banks venient and low-overhead method of fortably at your desk—you can reach delivering service to your clients. Create your own virtual conference room on- out and connect, often “face to face,” line with extranets and portals, and you through the web, with your collabora- ONLINE CONFERENCING TOOLS won’t even have to pay for lunch. â Skype tors any time. Jack Newton is co-founder and President â Google+ Hangout of Clio, a web-based practice management system specifically designed for solo â FaceTime for Mac practitioners and small law firms. Jack holds a â GoToMeeting M.Sc. in Computer Science from the University of Alberta and holds three software-related â Join.me patents in the United States and Europe.

64 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 65 ✪ GETTING WORK DONE ON THE GO There are security issues to consider— ferral program that provides additional issues that may keep you from housing free space in return. While Dropbox is confidential client data in the cloud— intended for individual users, the new but it is here to stay. The question be- Dropbox Teams is aimed at business- comes which provider will you use and es, projects and groups. Teams starts what are you going to store there? at $795 for five users and 1,000 GB of Drop Your Data Dropbox is the best-known cloud storage; additional users cost $125 and storage service. While its competitors get 200 GB each added. may offer more free storage, Dropbox’s Dropbox’s neatest feature, auto-syncing feature, cross-platform ­auto-syncing between the cloud and into Dropbox abilities and web access are hard to your devices, means you always have beat. Dropbox allows you to store 2 access to your data, even without an In- GB of data for free (with up to 100 GB ternet connection. How does this work? available, depending on pricing plans), After you install the Dropbox client, a VIVIAN MANNING but that 2 GB limit is a minimum— local Dropbox folder is created (under you can easily up your storage limits by My Documents for Windows users). DIG DEEPER For better or worse, we’ve become connecting your Dropbox account to Whenever you save a document to the Work Remotely ­“always-on” professionals. We want your mobile devices and by complet- Dropbox folder, the program grabs With Great Tech ing the website tour. And, if you don’t a copy and tosses it up to the cloud. Tools by Vivian access to all our data, all the time, mind annoying people, there is a re- Dropbox monitors the folder, syncing Manning has tips and we want it now. In the past, data any changes between the folders on for using Windows ­every Dropbox-connected device. If Remote Desktop housed on an office network or per- Dropbox Isn’t the Only you make changes offline, Dropbox Connection, sonal computer could be difficult Cloud in Town LogMeIn and more. syncs the changes as soon as the com- to access remotely. With the advent â Box.net (5 GB free with additional puter is connected to the Internet. It of cloud storage, however, accessing paid storage available. LinkedIn works beautifully. integration.) that data has become much easier. Dropbox also allows you to share â SugarSync (Minimum $4.99 per your data, if you choose. It creates a With nothing more than an Internet month for 30 GB storage, with other public folder (where you can store connection and a computer (or tablet plans available. A 30-day free trial those charming pet pics to share with but no free plan.) or smartphone) you’re good to grab unsuspecting victims) or you can â Microsoft Sky Drive (25 GB free choose to share a non-public folder your data from the cloud, no matter storage; no paid plans. Requires a by invitation. Once shared, the data is where you might be in the world. Windows Live ID.) copied locally to each invitee’s Dropbox â Amazon Cloud (5 GB free storage folder and they then have a two-way with additional paid storage avail- sync to the folder (until it is unshared). able.) Vivian Manning is the IT Manager at Barriston â Apple iCloud (A ­work-in-progress Law LLP in Barrie, Bracebridge and Cookstown, currently limited to music, e-books Ontario. Vivian practiced law primarily in the and apps. There is no web client; area of Municipal Land Development before switching to the IT side of the law office. She access is through iTunes.) currently indulges her love of teaching tech through her blog Small City Law Firm Tech..

66 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 67 ✪ GETTING WORK DONE ON THE GO if I don’t take any additional steps? information, like your client’s social — What’s the cost of taking these security number. steps? — Never access client or financial — How difficult would it be to im- information while using public Wi-Fi. plement these security measures? If you often use your devices in public — Will taking these measures make it consider getting your own virtual pri- CYA When harder to represent my client? vate network (VPN). As a general rule, it’s not a good — Consider investing in a privacy idea to access client information when screen that requires you to look head- you’re in a public space. Coffee shops on at your device to see it clearly. This Working from are good for doing general research prevents nosy people from seeing what and marketing activities. I work out of you’re working on. a co-working space in Phoenix called — Make sure you have strong pass- Co+Hoots one afternoon a week. I words. While it’s said that hackers can Mobile Devices use that time to write blog posts, post crack an eight-character password in and respond to discussion items on two hours, it takes them 17 years to ­LinkedIn, and connect with co-workers. crack a 12-character alphanumeric RUTH CARTER It’s not the time to be drafting contracts password. Also, don’t use the same or writing memos to clients. password in multiple places, and With a laptop, tablet or smartphone consider using LastPass to generate and you really can work anywhere with Eight Tips for Covering store your passwords. access to Wi-Fi and your files. But the Your Legal Ass The best tip? Hackers often target For those who occasionally do real legal vulnerable targets first, so always make question of security must be addressed. work in cafes, airports and other public sure your security is stronger than your How can you protect yourself and your spaces, however, here are the best tips I neighbor’s. clients when working in public spaces? brought home from the session. — Have your client give informed Ruth Carter is an Arizona lawyer with a Here’s some valuable advice for lawyers virtual practice, The Carter Law Firm, focusing who like to work in coffee shops. consent to forgo certain security mea- on intellectual property, social media, First sures, i.e., to communicate via email. Amendment and flash mob law. Applying the Reasonableness Standard — Turn off file sharing, especially on At ABA TECHSHOW 2012’s “Coffee Shop Office: The your mobile devices. Ethics of Mobile Computing,” Sharon Nelson and Tom — Get a good firewall. Don’t rely on Mighell covered issues confronting lawyers who work the one that came with your ma- remotely. The big issue, of course, is protecting client chine. Kaspersky Internet Security was More CYA ADVICE confidentiality. There’s no such thing as absolute recommended. â Don’t Trifle with Password Safety security, so the next best thing is the “reasonableness — Encrypt your data on mobile by Vivian Manning standard.” When it comes to data security, look at your devices. TrueCrypt (free open source) â Give Final Documents a Good work circumstances, the technology you’re using and for laptops and IronKey for flash drives Scrubbing by Deborah Savadra the data you’re working with. Then ask yourself the were suggested. â Stupid Mistakes Lawyers Make following questions. — Invest in a data loss prevention with Technology by Sharon — How sensitive is this data? solution. This will prevent you from Nelson and John Simek — What’s the likelihood of this data being disclosed inadvertently sending out sensitive

68 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 69 ✪ GETTING WORK DONE ON THE GO Every time you visit a website, almost 9. Don’t store anything on a mobile invariably bits of code, cookies and dig- device that isn’t absolutely necessary. ital flotsam and jetsam are exchanged 10. Pay attention. Pay attention. PAY and sometimes left behind. Use public ATTENTION! Wi-Fi to connect? Imagine the build- up. Over time, this electronic crap can DIG IN TO DIGITAL SECURITY It’s Wi-Fi: bog down your equipment—slowing it Here is a list of great articles that dig down significantly. It can even contain into the details of digital security. malicious code that does everything — Four Key Security Setups to Safely from hogging resources, to logging all Connect to Public Wireless Networks, Keep It Clean keystrokes, to whatever a coder can by Tina Sieber, staff writer and the conceive and get code to do. And all editor of MakeUseOf Answers. you did was visit one website or, sadly, — Ethics of Mobile Computing: ANDREA CANNAVINA incorrectly type the URL of a site you ­Obligations, Security Tips, an ABA visit frequently. You never know. E-News roundup of tips from Sharon Do you prefer to use a public toilet Yes, web surfing is that scary. And Nelson and Tom Mighell’s ABA TECH- or a home-based one? When you have now that I have your attention .... SHOW 2012 presentation. — Practical IT: How to Assess a to, sure you can use the public one— Quick Top 10 Digital Third-Party Provider’s Security, by but really, you try to touch as little of Security Dos cybersecurity specialist Ross McKerchar it as possible, right? Well, that’s exactly 1. Always choose to connect through on Sophos’ Naked Security blog. your own ISP, Wi-Fi, aircard or mo- — Five Web Application Security how you should feel about your equip- bile hotspot if you can get a signal. Myths, an IT Business Edge slideshow ment when out and about “in public.” 2. Make sure connected equipment with five common web security myths You should want it to touch as little is protected—if your device has a identified by Alan Wlasuk, managing firewall, turn it on. partner at 403 Web Security. “public” anything as possible— 3. Disable file and folder sharing in — How to Stay Safe on Public Wi-Fi including limiting the number of Windows devices. by Steven Andrés, PCWorld. web pages you visit. 4. Use a secure connection (https). 5. Use care when downloading and Andrea Cannavina is President/CEO of LegalTypist, Inc., and helps sole practitioners, installing software and apps. law firms and companies which service the legal 6. Keep your software up-to-date. industry upgrade their business processes to 7. Don’t leave your equipment un­ digital in order to get more done with less— less employees, less equipment and less stress. attended, even for a second. 8. Use a passphrase on all mobile equipment and set the device to lock and require the passphrase just to fire it up.

70 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 71 ✪ GETTING WORK DONE ON THE GO â Patents. Cliff Maier’s app for pat- that need to get done. You can tag ent attorneys is aimed at helping each to-do by creating custom tags litigators retrieve U.S. utility patent or select from preset tags, which information. If you know the patent let you sort things by priority, how number you can get claims, title, much time is needed to complete inventors and priority information. the task, and difficulty. $9.99. You can also launch Safari to view â GoodReader. Mashable describes this Top iPhone the full-text of the specifications on PDF reader for the iPad as “a Swiss the USPTO’s website, or email the Army knife of awesome!” and other claims via your device’s mail applica- reviews—including here— acclaim tion. $2.99. it as an iPad essential. Why? For and iPad Apps â Manual of Patent Examining Proce- one, GoodReader allows you to read dure. The MPEP app allows you to virtually anything, anywhere: books, search the U.S. Manual of Patent movies, maps and more. For another, Examining Procedure wherever you you can mark up PDFs and easily for Lawyers roam, with fast, full-text search, send them on their way to keep your search highlighting, bookmarking work flowing. $4.99. ability and the ability to email por- â Audiotorium Notes. This app is a nice Since there’s nothing better than a tions of your search. Free. little multitasker that allows you to new list of apps to explore, it was ­ â Fastcase. This nifty app allows sub- take notes and record audio simulta- scribers to Fastcase’s legal research neously. Si-mul-tane-ously! Features pretty great when National Purchasing service desktop edition to search include a handy way to organize, Partners (NPP) and Verizon offered to its growing library of primary law review and share your audio and share their list of the top iPhone and from all 50 states, as well as deep text notes. $4.99. federal coverage, on the go—in- â Dragon Dictation. This easy-to-use iPad apps being used by lawyers. In no cluding cases, statutes, regulations, voice recognition application is pow- particular order, we give you the top 10 court rules and constitutions. Sub- ered by Dragon NaturallySpeaking. scriptions to the desktop service are Open the app and a blank screen apps lawyers love for getting organized, month-to-month, but many state bar appears with a big red “record” but- doing a bit of research and, yes, remem- associations offer member access to ton at the top. Tap the button, start Fastcase, too. Free. speaking and your words magically * bering where they’ve parked their cars. â LinkedIn. Use this app to access all appear on screen. Free. —The Editors your favorite LinkedIn features for * For direct links to these apps, click here. networking, catching up on news â Federal Rules of Civil Procedure 2010. Fitz Collings’ feeds and getting updates from reference app includes the text of each of the your network. Handy for looking Federal Rules of Civil Procedure, including Advisory up profiles on the go when you are Committee notes. There’s full-text search and in- headed for a meeting. Plus, you text highlighting, and it operates fully offline—just can keep your status up-to-date in download and go. $.99. real-time. Free. CLICK THIS! NPP and Verizon â G-Park. The instructions for using this app are sim- â Things. Cultured Code’s intuitive task helped Attorney at Work compile ple: Just park your car, press the Park Me button, manager helps you manage tasks, this bonus apps download with get lost, and then press “Where Did I Park?” to notes, due dates and projects— descriptions of more than 30 of the locate your car. $.99. tracking all the little and big things most popular i-apps for lawyers.

72 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 73 ✪ GETTING WORK DONE ON THE GO in Keynote, but you might want to test more features than MindMeister, and these files out, too—not all fonts can it exports to seven or eight different be displayed, and some of the special mind-mapping programs. features in PowerPoint are not available in Keynote. You can run your presenta- FOR COLLABORATING WITH tion from your iPad with the flick of a OTHER IPAD USERS Using iPads finger, but if you don’t want to be teth- You’re probably not the only person in ered to the device install the Keynote the meeting room with an iPad. There Remote app on your iPhone, and you are a couple of great new apps designed can control the presentation via Wi-Fi specifically for this eventuality. Meeting to Enhance or Bluetooth connection. Mngr Pro will allow you to connect an unlimited number of iPads, instantly For Showing Documents push documents to them for review, ask One thing that lawyers will always do questions on the device, create surveys, Your Meetings in meetings is show documents, and take notes on presentations and much of course the GoodReader and more. One caveat: Everyone will have Aji iAnnotate PDF apps are great for to pay for, download, and install the TOM MIGHELL reviewing and marking up documents. app on their own device to “attend” the But what if you want to be a little meeting. Another app, Idea Flight, will One of the things every lawyer does bit more creative? Check out Adobe cost the meeting host (or “Pilot”) $7.99, on a regular basis is attend meetings Ideas or Layers Pro Edition, nifty apps but the attendees (or “Passengers”) can that allow you to doodle, draw on download the app for free. and make presentations. The iPad is photos, sketch out accident scenes and more. With Ideas you can then export Tom Mighell is the author of iPad in a fantastic tool for engaging meeting One Hour for Lawyers, plus iPad Apps in One the file to more powerful Adobe prod- attendees. Here are a few ways your Hour for Lawyers. A Senior Consultant with ucts like Photoshop or Illustrator for Contoural, Inc., he helps companies and meetings can be enhanced. further enhancement.­ in-house counsel with records management and electronic discovery issues. Tom is the 2011-2012 Chair of the ABA Law Practice First, unless your meeting is really small, you’ll want to For Brainstorming Management Section. display your iPad materials through a projector. Buy If your meetings include a lot of the Apple VGA Adapter, connect it to the projector brainstorming, there are a num- and you’re ready to go. A word of warning, however: ber of mind-mapping apps that can Although you should be able to view all apps on a pro- help you and your attendees orga- jector, not all of the apps I have used display correctly nize and prioritize your ideas. One (or at all) when my iPad is connected. Test out your of my favorites is MindMeister, for apps before your meeting to avoid any delays two reasons—it’s easy to use and it (or embarrassment). syncs up with the Internet version, so your maps are available wherever you For Presentations happen to be. iThoughtsHD is a great If you’re just giving a presentation, you’ll want to make app for those of you who already own sure Keynote is installed. PowerPoint files display well mind-mapping software. It has many

74 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 75 ✪ GETTING WORK DONE ON THE GO Note-taking, Audio Recording A Find for Handwritten Notes and Handwriting For the best handwriting experience, In the app world, of course, things my good friend and colleague Brett change very quickly. Soon, I discovered Burney (MacsinLaw) told me about Notability ($0.99) and then I found Noteshelf for iPad ($4.99). Based on Soundnote ($4.99), two great iPad apps my experience and in talking with that offer the three functions I want many other folks, Noteshelf is prob- Note-taking and in a note-taker: typing, audio record- ably among the highest-ranking and ing and handwriting. most popular options. Penultimate You can’t go wrong with either ($0.99) also receives high marks. app—both are inexpensive and both What sets Noteshelf apart from many Dictation Apps work well. Personally, however, I find other handwriting apps is the ability to Notability to be more feature-rich. magnify the writing area to maximize With the ability to change the thickness the sharpness and resolution of your of the writing point, width of lines and handwriting. for iLawyers paper color and add lines—important to simulate an experience similar to A Dictation App Star writing on a piece of paper—for me, it The sound recorder built into the PAUL UNGER offers a better writing experience. iPhone is too basic for lawyers who need I love having the ability to record the more traditional features of dicta- For recording and organizing notes, meetings and lectures in certain situa- tion equipment. A while ago, an attorney there are a number of really good tions and, quite frankly, I do not want at one of my seminars told me about to have a separate typing program, or another great dictation app called apps to consider. The following apps a separate handwriting app, and a sep- Dictamus Dictate & Send ($14.99), for the iPad and iPhone have partic- arate audio recorder. I want an all-in- which he uses every day. (It’s also ular strengths that may resonate with one, and Notability provides me with iPad-compatible.) I checked it out all three functions. and now I use it almost daily. Much the way you work and satisfy your Plus, when choosing a note-taking like a traditional digital recorder, with note-taking needs. Check them out app, one of my favorite features is Dictamus you can rewind, overwrite and see which ones you like best. the ability to tap the share icon and and insert anywhere within the audio simply email a note or recording back recording. Once you are finished record- to the office or to yourself (or save it to ing, you can download your recordings, Note-taking and Audio Recording Dropbox) for filing into the appropri- send them as e-mails, or upload them to I’d been searching a long while to find an app that ate matter or project folder. This saves Dropbox, MobileMe, FTP or WebDAV. can take notes and also record audio. Not too long the step of having to scan paper. All Many lawyers use Dictamus to email ago, I discovered a very nice one for the iPad called three apps mentioned have this feature. dictation to a virtual assistant. I use it to Audiotorium, which allows you to type notes and Also, while you could use your finger record my timesheets when I am on the record the audio from a meeting or lecture simulta- to write notes on the iPad, I strongly go so that I capture more billable time. neously. While it is a very good app, however, it does recommend investing in a stylus so that not have handwriting or drawing functionality. your writing experience is more similar Paul J. Unger is a lawyer and founding member of Affinity Consulting, Inc. in Columbus, OH, to writing on paper with a pen. and Past-Chair of ABA TECHSHOW 2011.

76 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 77 ✪ GETTING WORK DONE ON THE GO The Hallowed Two: price ($1.49), this app delivers a Evernote and OneNote near-legal pad experience with a well- Evernote and Microsoft OneNote are thought-out interface. Notes are orga- two of the crown jewels of digital nized into, get this, notebooks, which note-taking. Most lawyers I speak with have pages you can flip as they’re filled. are intimately familiar with Evernote. When you’re finished, you can store Android Apps It is particularly useful because its your notes on the tablet or, as I prefer, interface is clean and well-developed. email or share them with yourself or The app allows you to sync notes across staff in PDF. I love this app because it several devices, including PC and Mac, feels most like an actual legal pad. for Easy and clip pictures or screenshots to The app isn’t without its flaws, include in your notes. I use Evernote though. A big one is the fact that it heavily to store recipes and research requires an Internet connection to val- and to keep a journal, among other idate your license. This is harmful and Note-taking things. Evernote also accepts voice annoying if you’re trying to take notes notes, which can be handy for remind- and can’t validate because you don’t ers and storing information. have an active Internet connection. JEFF TAYLOR OneNote is a newcomer to the If you are not satisfied with Pen­ Android note-taking field, and like its Supremacy, you might want to check One of the fundamental “tools” of PC-based parent, I predict the app will out Handrite Note Pro ($2.99) or the attorney arsenal has long been the be a valuable tool to those who use the TabNotes ($2.94). Both apps function desktop version. I like OneNote for its like PenSupremacy, but have some yellow legal pad. I keep an abundant features, though I tend to use Evernote usability issues that make them less supply of them around my office, but more because of its cross-platform appealing. Unfortunately, though, as my law practice has evolved from capabilities (yes, OneNote has that regardless of which handwriting app too, finally), because I’m more heavily you choose, none of the apps functions paper to digital, I depend more on committed to the Evernote platform. truly like a notepad because of the lim- my Android tablet and smartphone (See my Droid Lawyer OneNote review itations of capacitive touch screens. for notes and reminders. Android here.) For those who favor typing, check out the free apps AK Notepad and has an abundant number of apps for To Type or Write? Notepad. Both function like Evernote note-taking, some of which are fantas- Like most lawyers I’d rather write than and offer great interfaces with lots of tic, and some that fail miserably. Here type my longer notes. It’s just com- features. mon sense, since you can probably jot For simple notes, I find that Google are a few favorites. your notes or ideas faster than typing Docs is a great resource, too. It syncs them on a tablet screen. Unfortunately across devices and, since its recent for Android users, there isn’t a true update, it features a great interface. It challenger to the iPad note-taking may not be quite ready for prime time apps like Penultimate or Noteshelf— use for attorneys, but in a pinch you though a few come close. can use Google Docs for just about PenSupremacy for Tablets is my anything you’ll need. handwriting app of choice. For the Continues

78 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 79 ANDROID APPS FOR EASY NOTE-TAKING

A FEW FAVORITE ANDROID APPS Speak Easy CLICK THIS! BONUS APPS REPORT Android has fantastic voice recognition, National Purchasing Partners (NPP) Some of the big names in legal technology proudly carry Android devices, and so you might expect the dictation apps and Verizon helped Attorney at Work the following tech wizards were glad to share their favorite apps and security tips on Android to rock. You’d be right, compile ”Favorite Android Apps with Attorney at Work. Thanks to Andy Adkins, the CIO for Steptoe & Johnson; except that the king of dictation (or is for Lawyers,” a free download with Future Lawyer blogger Rick Georges; Monroe Horn, who’s Chief Technology Officer dictation a queen?), Dragon Naturally descriptions of more than 40 Android at Sunstein Kann Murphy & Timbers; Nerino Petro, Practice Management Advisor apps for lawyers in categories such Speaking, isn’t even a contender. Instead, for the State Bar of Wisconsin; Catherine Sanders Reach, Director of Law Practice as practice management and productiv- Management & Technology at the Chicago Bar Association; and The Droid Lawyer I favor the $1.99 Dictadroid app (there’s ity, legal reference, security, time and a free version, but don’t bother). If you’ll billing and trial apps. blogger Jeff Taylor for pointing out these apps. browse this post, you’ll see why. Dictadroid provides great record- You’ll find the direct links to these apps here. Also, download our Android Apps for ing and playback, in addition to the Lawyers directory, developed with National Purchasing Partners and Verizon, for ability to share files in .wav format links and descriptions of more than 40 popular apps. via email, text or Dropbox. There is a great in-app search feature as well as â PressReader offers subscriptions to 1,400+ newspapers—which appear exactly pause, insert and overwrite recording like the paper versions. functions. Note, however, that this app â Instafetch allows you to save web content for later. does not transcribe your dictation. â Ambling BookPlayer is an audiobook player that functions like iOS’s. For voice recognition and text-to- â Shazam! allows you to hold up your phone to the radio and it identifies the song. speech transcription, I prefer to use Android’s native application. It’s fast, â Dropbox is essential for file syncing and sharing. extremely accurate depending on con- â Efax mobile allows you to send or receive faxes wherever you are. ditions, and free. Since many note-tak- â Scan2pdf uses the phone’s camera to scan a document. ing apps accept voice input, I’ll often â Mortgage Calculator can be used for real estate calculations as well. let Android’s transcription program do its job. â Touchdown provides access to Outlook Contacts, Email, Calendar and Tasks. There are many more good â Flex T9 Text Input provides a better on-screen keyboard. note-taking and dictation apps for â Evernote captures notes, thoughts, audio and more. Android. Decide which features are â TuneIn Radio lets you listen to radio stations across the U.S. or the world. most important, and pick an app that contains the most positive connections â Speaktoit Assistant offers a great hands-free assistant. for you. â Picture It Settled can track settlements and other types of negotiations. â Repligo Reader is for viewing, editing and commenting on PDF documents. Jeff Taylor is a lawyer in Oklahoma City, and the author of The Droid Lawyer, a blog about using â Lookout Mobile Security and Antivirus scans all new apps for malware. Android-based devices in law firms. â FindMyPhone allows your phone can be tracked with its GPS when lost or stolen. Note: All the links to apps mentioned â Seal adds a second layer of security to allow you to lock specific apps you don’t in this article can be found in Jeff’s want everyone to have access to. original Attorney at Work post. â Fastcase launched its much-anticipated research app for Android this summer. Read Catherine Sanders Reach’s review here on Attorney at Work.

80 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 81 ✪ GETTING WORK DONE ON THE GO The beauty of powerful micro- town. Here are three top scanners for devices, of course, is that you can the law office that meet the referenced use them nearly anytime, and nearly requirements: anywhere, with very little personal discomfort. And lawyers, with their — Fujitsu ScanSnap S1500 (specs: bun- industrious (though late-coming) dled with Adobe Acrobat; “M” version Portable folkways, have begun to adopt all available for Macs; 20 ppm color; manner of carry-alongs, to reproduce 50-sheet document feeder) their practices out of their doctor’s bags without a moment’s hesitation. More — Kodak ScanMate i1120 (specs: bun- Scanners solo and small firm lawyers, then, are dled with Nuance PDF; interactive col- skirting traditional costs by removing or adjustment; 20 ppm color; 50-sheet from their operating budgets the ap- document feeder) pendices of office space rentals and are for the Modern instead practicing in virtual spaces, out — Canon ImageFormula P-150 (specs: of colleagues’ offices, in their cars, in a bundled with Nuance PDF; Windows house, with a mouse .... and Mac compatible; no plug, pow- Circuit Rider Making this drifting work style ers from computer via USB; 15 ppm; possible are tools for converting po- 20-sheet document feeder) tentially cumulating paper documents JARED CORREIA to null-weight electronic files. Attor- It’s owing to tools like these that the neys have adopted portable scanners to contemporary circuit ride does not Today’s mobile tool kit may be turn paper that used to weigh pounds any longer follow a barnstorming incomplete without a portable scanner into gigabytes that, in total combina- courthouse, but breaks, rather, when- tion, weigh only as much as the device ever and wherever suits the roving, that will allow you to roam free, and from which they are accessed. modern-day lawyer. paperless, wherever you happen to be. Of course, choosing a scanner is one thing; but selecting the right scanner is Jared Correia is Senior Practice Advisor at the Massachusetts Law Office Management another matter altogether. It is, in most Assistance Program. The recent history of technology advancements teaches cases, easier and cheaper to buy a wand that the path to happiness is paved with ever-smaller, scanner (like this), or a slim scanner and ever-more potent, devices. This post-modern love (like this); but for a busy lawyer, with story has its historical roots in a repetition of the moral lots of documents to process, the most to the end of the Cretaceous Period, when dinosaurs effective choice is a business-level de- became extinct, clearing the Earth for the rise of smaller, vice versus a home-use device, meant to lither, more well-equipped mammals and, eventually, the scan old family photos, one at a time, of course of humanity. The recent history of computerized a Sunday afternoon. devices shares the tenor: the first modern computers, Fast batch-scanning, double-side being large, docile machines, were made to give way to rendering, OCR-ing scanners that more compact versions, culminating, to the furthest reproduce at high quality are the order stretch of time as we know it, in the rise of the tablets. of the present day for the lawyer about

82 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 83 ✪ GETTING WORK DONE ON THE GO Still, the social media platform doesn’t Someone else will probably provide the exist that’s not susceptible to errors of torrent anyway. Second: Your subscrib- both omission and commission, and ers don’t want to be buried in tweets. Twitter is Exhibit B. (Facebook is, and Third: Carefully crafted tweets have a always will be, Exhibit A.) Accordingly, better chance of retransmission. (Don’t here are my five pieces of advice about use all 140 characters, either; make it Dos and Don’ts live-tweeting a legal event. easy for someone to RT you.) Fourth, you’ll have time to offer your own 1. Prepare. Arrive at the event about 10 insights (being sure to identify them as minutes early to get a good seat (pref- your own, not the speaker’s). of Conference erably near the back, so you can assess audience reaction and identify ques- 4. Scan other tweets. Open Twitter in a tioners) and to ensure you’re plugged separate tab and set up a search for the and logged in ahead of time; you don’t event hashtag. Unless you’re the only Tweeting want to “join the event in progress.” person in the room broadcasting the Send out a courtesy tweet at the start, event, there’ll be other tweets; refresh identifying where you are and what the search screen frequently to see what JORDAN FURLONG you intend to do for the next couple of others are saying, retweet the best of hours. Type out each presenter’s name these updates, and recommend your Lawyers attend conferences. Lawyers and credentials in a separate document, subscribers follow these fellow tweeters. tweet. Much like chocolate and peanut so you can copy and paste them quickly If it’s a major conference with multi- butter, these are two great trends that, into a tweet when they start speaking. ple sessions, do the same with other session streams. It’s both excellent eti- for the most part, have trended great 2. Get the details right. Identify the offi- quette and a powerful networking tool. together. The integration of the two cial conference hashtag and use it; if the phenomena was inevitable from the day organizers haven’t chosen one, scan the 5. Don’t be a jerk. Twitter has enabled early candidates on Twitter and go with a new type of heckling: the obnoxious Twitter made its 140-character debut, the consensus pick. (If you’re lucky, or sarcastic tweet. Tweets that mock and happily, the live-tweeting of legal you’ll get to be the one who makes it a speaker or rip a presentation will events has proceeded remarkably well. up.) Spell the speakers’ names correctly reflect more poorly on you than on and link each salient point to the per- your targets. By all means, disagree Compared to tech events, where falter- son who delivered it. Yes, live-tweeting vigorously with a speaker whose points ing speakers are often ripped to shreds is a hurry-up game; but you’re acting as you dispute. But abide by this simple by the attending twitterati (worse still, a broadcaster, and your first responsi- rule: If you wouldn’t stand up and say bility is to be accurate: Each individual it into a microphone in front of the live when the merciless conference Twitter tweet is a stand-alone dispatch that audience, don’t say it on Twitter. feed is projected onto the screen behind could be retweeted all over the world. Jordan Furlong is a Senior Consultant with the presenter), tweeting lawyers have Stem Legal and a partner with Edge Interna- 3. Quality beats quantity. Aim for fewer, tional Consulting. He authors the award- been models of decorum and generosity. well-written tweets, rather than a winning blog Law21. torrent of sound bites. First reason:

84 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 85 Smooth Sailing IF WE HAVE TO TRAVEL THIS OFTEN, WE MIGHT AS WELL ENJOY IT!

Yes, Virginia, there was a time when travel was the most elegant of endeavors. (Ask grandma. She’ll remember when you had to actually dress up to go to the airport!) But, no more. Instead it is often a raw and tedious grind, from airport security to hotel Wi-Fi hassles to bouts of lonliness. This stress-reducing selection of tips is all about taking care of yourself—by staying safe, sane and healthy—while you’re roaming far and wide. ✪ TRAVEL TIPS When you spend the whole day just at the front of the plane so they can be traveling, it means you have to catch up the first ones off when it lands. While on emails, reports, phone calls and oth- you might not need to be as strategic er tasks once you reach your destina- with your seating as those racers, the tion. Plus, the knowledge of what you aisle seat does have advantages. First, it Frequent have to do later stresses you out all day allows you to easily get the items you long. When you work and travel smart, need out of the overhead bin. (Side however, you can skip the anxiety, get note: Plan what you’ll need during the more done and explore the city you’re flight before the plane takes off so you Traveler Tips in after checking into the hotel. You won’t have to keep opening and closing might even be able to enjoy that hot the overhead bin.) Second, having a bath and a glass of wine once you final- seat in the exit row and on the aisle ly return home. Here are some simple makes it easy to get up to use the lav- for Smoother ways to keep the stress to a minimum. atory. (And let’s face it: Drinking lots of water is one of the best ways to stay Always leave early! Allow more time healthy while traveling!) Sailing than you think is necessary to get to the airport. Yes, this is “duh!” advice, but Become a preferred customer. Having it’s surprising how many people don’t preferred customer status with car rental follow it. Missing a flight or a meeting companies, airlines, hotels and other key JASON WOMACK because you wanted an extra 20 min- travel vendors can be a big help if you utes of sleep doesn’t make any sense. go on more than a handful of business A successful business trip is not only Plus, if you show up early, you can use trips a year. If something goes wrong, defined by your productivity. It’s also that bonus time to work on something preferred status can often mean that else. And if you run into a problem en a company’s employees will help you about staying healthy, mentally and route to your destination, you won’t resolve a situation more quickly. And physically, so you can actually enjoy have to panic about the time. if you’re a preferred customer with an what you’re doing and return back airline, you’ll get to board early. Make sure all travel itinerary info is in home ready to go. Easier said than your cell phone. Don’t underestimate Invest in an airline club membership. If done. So we asked Jason Womack, the value of having easy access to con- you can, invest in a club membership author of the best-selling book Your firmation numbers for your hotel, rent- with an airline you frequently fly. You’ll al car, flight and so on, as well as phone gain access to that airline’s club space, Best Just Got Better: Work Smarter, numbers for each of those agencies. so when you’re waiting for your next Think Bigger, Make More, to give us Sooner or later, your plans will change flight you’ll have a calmer, more com- his best tips for smooth and uneventful when you’re on the go, and having all fortable place to be your best produc- of the pertinent information at your tive self. And perhaps most impor- travel. The trick, he says, is to reduce fingertips can change the game. tantly, the space will be quiet enough anxiety whenever and wherever for you to make calls to clients or you can. Take a (great) seat. If you’ve ever colleagues without airport announce- watched The Amazing Race, you know ments blaring in the background! the contestants always jockey for seats Continues

88 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 89 FREQUENT TRAVELER TIPS FOR SMOOTHER SAILING

Become a Packing Minimalist Always carry cash. You never know Get to know people where you when a problem will cause a card to travel. If you frequently travel to the â Pack as little as possible. Before the next trip, carefully be denied, or when your cell will lose same locations (or heck, even if you examine what you pack and eliminate anything that isn’t its connection mid-transaction. Travel don’t!), get to know the locals. They’ll necessary. I know it sounds overly simple, but I promise with cash so you won’t be left stranded often be able to tell you the best places you’ll be surprised by how much easier it is to find what you without money for lunch—or a way to to go off the beaten path. They can also need when you’re on the road. Plus, the next time you have pay a cab driver. recommend better routes to use while to pack, the task will go a lot more quickly. To save yourself traveling or put you in contact with some last-minute stress, I suggest repacking your travel bag Plan meal times. From the airport to other locals whom you might benefit the second everything is washed, dried and folded. your destination city to the journey from meeting. It’s always nice to have a â Invest in important duplicates for travel. We’ve all experienced the sinking home, you gotta eat. Do a little thinking friendly face to see wherever you go. feeling that hits the moment you realize you’ve forgotten your phone charger, or about where and what before you even even your hairbrush. It’s worth investing in a duplicate set of power chargers for leave your house. On short trips, I make Learn to master your tech. Far too many your phone, laptop and other tech devices, as well as a duplicate set of toiletries sure to have a Balance Bar or a bag of us have the latest gadgets … but no (toothbrush, toothpaste, razor, grooming products, etc.). Always keep these of nuts from Trader Joe’s. For flights idea how to really use them produc- duplicates in your travel bag. You’ll never have to worry about forgetting some- longer than five hours, I make sure to tively. Learn about the features of your thing, and you’ll save time because you won’t have to unplug your office setup include time to grab a sandwich, a salad smartphone, laptop and tablet. For and raid your bathroom before every trip. And speaking of important things, and a bottle of water at the airport. And example, apps exist to help you find ladies, always put extra hosiery in your purse. Men, you might want to put a backup tie in your briefcase. Having items like these on hand can reduce stress if figuring out beforehand where you’re great places to eat or visit in your des- you run into any hiccups on the road. going to eat at your destination will not tination city, and to check in for your only save you time searching for food, flight while you’re waiting for a meeting â Charge it … all. Create a checklist of “power” items you travel with and get into but it will also help ensure you go to to start or in the cab line at the hotel. the habit of reviewing that list the night before each trip and making sure each quality restaurants while on your trip. Your phone’s alarm can even remind device is charging. I have one place in my home office where I always charge my you to stop shopping in the airport travel must-haves. Conveniently, it’s on the same counter as my keys and wallet so I’m sure to grab my charging items before I head to the airport. Be sure to do Know in advance how you’re going to get bookstore and get to your gate! And the same thing in your hotel room the night before traveling back home, too. from place to place. Getting lost can be your cell phone’s camera, of all things, And again, buy extra charging cords that always stay in your carry-on. (All-in- a huge time waster once you actually can provide a bunch of time-saving one universal chargers are handy, too.) arrive at your destination. Plus, it can options: snapshots of things you want make you feel anxious, frustrated or to buy, restaurants you want to try, â Pack your workout gear. Taking advantage of your hotel’s gym, even if you downright panicked! Prior to leaving presenters’ notes on the whiteboard, can only find 15 or 20 minutes, can relieve travel stress, keep you energized and for your trip, plan your routes and how where you parked your rental car (and help with jet lag. Always carry a set of workout clothes in case you get a chance you’ll travel. Save directions searches in what it looks like), the number on your to use them. Lay them out when you arrive at your hotel room so that you won’t have to dig through your luggage first thing in the morning. your smartphone’s navigation app. hotel room door ... literally anything you need to remember. â Be medically prepared. Always travel with a first-aid kit that includes essen- Avoid traveling during the busiest times tials like pain relievers, bandages, cold medicine and so on. Having to stop what of day. For example, in New York City, Jason Womack is principal with The Womack you’re doing to find a pharmacy can be time-consuming and expensive. taxi drivers change shifts around 3 Company, which provides training and personal coaching that gives practical methods to max- —Jason W. Womack p.m., so getting a cab to a meeting imize tools, systems and processes to achieve that’s scheduled for mid-afternoon can quality work/life balance. He has worked with be difficult. The same goes for traveling leaders and executives for over 16 years in the business and education sectors. Jason is the au- to and from the airport (or anywhere) thor of Your Best Just Got Better: Work Smarter, during rush hour in any big city. Think Bigger, Make More (Wiley, 2012).

90 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 91 ✪ TRAVEL TIPS Tips for Trouble-Free Travel tion). You are password protecting and Here are seven things you can do to encrypting your devices, right? ward off potential problems abroad so you can focus on getting the most from 3. Make several photocopies of your your trip, whether it is for business or passport. Leave one copy at home with Traveling pleasure. a family member or administrative as- sistant, put one in your wallet and keep 1. Get your cell phone package sorted one in a compartment of your main out before you leave the country. Most suitcase. That way, if your passport gets Internationally: companies have international plans or lost or stolen, you will have the infor- short-term packages that can be acti- mation at hand to expedite the process vated before your trip. You might also of getting a new one. If you travel with check out the options at cellularabroad. a laptop, putting a scanned copy on it is Seven Things com, which include cell phone rental, a good idea as well. SIM cards, satellite phones and data services. Keep in mind that it is usu- 4. If you are doing business, consider to Consider ally cheaper to text than to talk when hiring a driver and interpreter. Yes, global abroad. Also, if you are traveling with travel is more commonplace and global your smartphone, turn off the roam- business is a fact of life. But if you are MARY ELLEN SULLIVAN ing feature (and don’t use it to check traveling beyond the big cities in coun- email and the Internet) unless you are tries like India or China, you might Attorney Bill Gibson still remembers prepared to pay exorbitant fees. You want someone with you who knows the the ordeal of making a transatlantic might also want to figure out the basics territory—and the roads, which can be phone call back in the 1970s when his of online conferencing and video chat treacherous, not to mention hair-rais- services before you leave. ing. Also, you can’t expect everyone wife lived in Europe. You had to put to speak English, so if a meeting or in a request at the post office or an 2. Back up all your devices. Just as we negotiation rests on good communi- American Express office, then return live by the information stored in our cation, you might want to bring in an laptops, phones and iPads, we can also interpreter experienced in the language hours later at an appointed time for die by them if they are lost or stolen. and nuances of both countries. the call to be put through. Today, he’s Keep backup copies at home or convert taken groups of lawyers to China and to cloud storage so that you can access 5. Do your research. Try to understand the information from anywhere. If you what environment you are getting into seen people call their office in the U.S. don’t need it, don’t bring it. Instead and how you can be a respectful visi- while standing atop the Great Wall. figure out how to access your desktop tor. Learn the words for “please” and Yes, things have changed, particularly remotely. “thank you”—this alone can earn you a lot of goodwill. Find out the major with ease of communication, but that If you must bring presentation or work taboos (everything from opposite doesn’t mean you shouldn’t do a little data on your laptop, consider offload- sexes shaking hands to talking about preparation before hopping that plane. ing a copy of it onto an encrypted flash forbidden topics to what direction drive that you keep in a separate bag you point your feet). Learn the tipping (as well as all your contact informa- Continues

92 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 93 TRAVELING INTERNATIONALLY? 7 THINGS TO CONSIDER

Take Some Travel Apps for a Spin policy so you don’t alienate the very 7. Consider unplugging altogether. One people who can help you most. And try of the great joys of travel is that it takes Perhaps you’re an insatiable traveler, never quite at home un- to get a grasp of the political situation you out of your comfort zone and into less you’re not at home. Perhaps work regularly tears you away so you don’t get caught in an upris- the great unknown. If you stay connect- from the comforts of home, and you’re always looking for ways to make it less of a pain. Or maybe for you, planning the jour- ing, contentious election or military ed to home the entire time, not only do ney is the best part of the trip—and there’s nothing you love action. (The rule of thumb that foreign you miss out on discovering new parts so much as spending 11 months researching every last detail of correspondents live by is, “If you hear of both yourself and the world, but you your one big travel splurge: mapping the itinerary, boning up gunfire in the streets, fill your bathtub also miss out on that deep relaxation on local culture, and making endless lists of must-sees. Well, no with water.”) For extensive and up-to- that can only come from silence—elec- matter your travel personality, it’s almost certain there’s a travel date information on travel conditions tronic or otherwise. app to get you through. for every country in the world, go to the State Department’s website. Mary Ellen Sullivan is a Chicago-based freelance Be a better road warrior. If business travel is your thing, there’s probably no more writer who writes frequently about the arts, music, travel and women’s issues, with a spe- obvious place to look for app recommendations than Forbes, right? Well, here 6. Plan for emergencies (and just plain cialty in health care for more than 27 years. She are the “10 Best Travel Apps” from Tracey Greenstein, the magazine’s wanderlust human error). Get a few hundred dollars is the author of the best-selling book Cows on expert. And if that doesn’t chill your app-etite, see her “10 Apps for Traveling Parade in Chicago, several travel guides, and Like a Local.” You’ll get everything from authentic dining at the locals’ favorite in the local currency before you leave has been published in The New York Times, The restaurants to world customs (don’t offend that new Argentinian client!) and a in case a flight delay lands you after Chicago Tribune, Chicago Sun-Times, Woman’s airport currency exchanges are closed, Day, For Me, Vegetarian Times, Booklist and Wi-Fi finder. other publications. or you arrive on a national holiday Take the scenic route. Maybe a float down the Danube or heli-skiing in the Bug- that closes the banks for a day (or two aboos is your idea of a dream vacation. If so, Frommer’s has some apps for that. or three). When you check into your And they’re free! Start with “8 Must-Have Free Travel Apps,” where you’ll find hotel, immediately take several cards (or everything from the routine (Yelp) to the frugal (GasBuddy). Backwoods aficio- matchbooks or brochures—whatever nados will covet the list of apps in Dennis Schaal’s “Best Smartphone Apps for is available) with the hotel name and Offline Use” at Frommer’s, too. We particularly like the concept of Ask a Nomad! address on them and put them in your Be special. For some reason (we can only guess), a preponderance of apps wallet or purse. In case you get lost, are described or reviewed online seem to be iPhone or iPad focused. But the two befuddled by local libations or can’t self-described travel technology geeks at Too Many Adapters now offer a month- remember or pronounce the name of ly list of their favorite Android travel apps. By the way, this is a really cool site. your hotel, you can just show this to a Bet you end up spending more time on it than you planned! cab driver. Another trick of seasoned Go for sheer quantity. CNN International’s travel site, CNN GO, delivers an amazing travelers, especially in developing feast of apps—both iOS and Android. “50 Ultimate Travel Apps … So Far” in- countries, is to bring along several $100 cludes locators, maps, translators, packing help, flight arrangers and more. Once bills—USD or the Euros equivalent—as the pilot says it’s safe to crank up your electronic devices, this article will get you a little safety net. If you get stuck in a through the entire flight home. We promise. situation where you need help fast, these Or quality. Be skeptical. Okay. Back to reality. Just because you can get apps that can provide tremendous incentive. purport to forecast earthquakes and kill bedbugs doesn’t mean you should. The ever-trusty New York Times checked out some road trip apps in the real world for “Trying Travel Apps in Real Time.” As you might guess, of the four apps Seth Kugal road-tested some were sweet, and some were … well, you’ve got to read it.

—The Editors

94 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 95 ✪ TRAVEL TIPS Exercise. Just as exercise helps with stay- Create social relationships on the ing physically healthy on the road, it road. Are there locales that you go to definitely leads to better mental health often? Get to know your clients and as well. Even short 10-minute exercise others there on a social level. For sessions can have a positive impact. It example, my father-in-law, a former lifts your mood, increases your mental road warrior for an international Sanity Tips for agility and helps reduce the effects of company, would play tennis with some jet lag. of the people he met with regularly in different places. This gave him exercise Grab some sunshine. Just 15 minutes in plus a social outlet, even when the job Road Warriors the sun will help your mental health. If demanded his absence from home your schedule makes it tough to get any for long periods. Others I know use sunlight, consider purchasing and trav- Facebook and LinkedIn to look up old MARCIA PENNINGTON SHANNON eling with a light box. Verilux and other friends and possible connections in manufacturers make portable ones. locations where they must travel often. The life of a successful lawyer who travels constantly for work can sound Pack audiobooks and music. Plan some Try meditation. Neurological and psy- attractive, even alluring ... to those who healthy mini-escapes from constant chological studies show that nothing work. Download audiobooks of your has a greater impact on our mental don’t have to do it. But ask someone favorite fiction and non-fiction sub- health than getting our stress under who’s actually living the road warrior jects. Engaging your mind in something control, and nothing does that better life and you’ll hear about a different re- different has a refreshing effect. And than meditation. Consider download- don’t underestimate what music can ing some “how to” lessons on your iPod ality. Living in hotels, endless meetings, do! Studies show that listening to up- or other MP3 player. airport delays, traffic jams, fast food or beat songs can have a wonderful impact You may have your own strategies skipped meals, the effects of multiple on your mood. Classical music in par- for maintaining a healthy mind and ticular can have a very relaxing effect, mood while meeting the demands of a time zones—it’s not an easy life. While lowering stress almost immediately. challenging career. The important point many successfully navigate through it, is to think ahead about how you’ll there can be significant negative effects Stay connected. Use Skype, Facetime proactively do this, with particular em- or other apps to stay in face-to-face phasis on reducing stress, staying con- on one’s mental health. How can you contact with your family and friends. nected with family and friends—and minimize the negative consequences? One of the hardest things about being finding ways to engage different parts Try these tips for reducing on-the-road on the road a lot is the way it affects of your brain through exercise, reading, personal relationships, which need music and meeting new people. “stressors.” nurtured through interactions. Plan out with your loved ones how you’ll Marcia Pennington Shannon is Assistant Dean. Office of Career Services, at Georgetown Law continue to interact normally even Center, and a founding principal of the Shannon when away. It reduces the loneliness Group, with nearly 30 years of experience in factor, as well as the negative impact lawyer career and professional development. Marcia’s latest book is The Lawyer’s Career of re-entering home life after long Management Handbook: Your Bridge to a stretches of travel. Satisfying Career.

96 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 97 ✪ TRAVEL TIPS So what should you do if you must healthy options available, so keep travel often for work, or if you are snacks with you. Healthy options working away from home for an include fruit, nuts and bottled water. If extended period of time? Stay healthy you must eat the airline snack, pick the with these 10 tips. one with the highest amount of pro- tein—probably the peanuts—because Stay Healthy: 1. Splurge a little, then watch what it will sustain you longer so you won’t you eat. While it can be enjoyable to need to eat another airline snack. splurge the first day on room service and desserts, limit your splurge to that 4. Take your vitamins. You can ensure 10 Tips one day and then get back on track. At that you get sufficient nutrients by every meal, choose from only two of taking your multivitamin every day. these four categories: appetizer, entrée, This can help ward off colds and other dessert or drink. Focus on healthy op- illnesses to which you are more suscep- for Traveling tions like grilled chicken or fish without tible due to the immune-suppressing heavy sauces, steamed vegetables, salads stress associated with business travel. with dressing on the side, and whole grains. You can use your mobile device 5. Stay hydrated. Traveling can be de- Lawyers to help you. GoMeals, which is free, is hydrating, which can cause headaches, three apps in one: a nutritional data- tension and fatigue. Stay hydrated by base powered by CalorieKing combined drinking plenty of water and avoiding JAMIE SPANNHAKE with a restaurant locater and food alcohol, caffeine and sugary drinks tracking tool. Or try Calorie Counter like soda. Business travel can be bad for your by MyFitnessPal, a free app that lists health. In fact, studies show that health over 1 million foods and lets you track 6. Drink alcohol in moderation. Many your food and exercise. business events revolve around alcohol. risks increase as travel increases. Exten- If you are counting calories, this can be sive travelers are 92 percent more likely 2. Exercise daily. Nearly every hotel has a real problem. Avoid sugary drinks like to be obese and 260 percent more a gym or pool. Schedule your workout daiquiris, which have more than 200 into your calendar with a reminder calories per drink. Better choices in- likely to rate their health as poor. They that will help you stick to your plan. clude wine, light beer and alcohol with also have higher cholesterol, higher Try running or walking on the tread- seltzer. Or avoid alcohol completely and body-mass indexes and high blood mill. Swim laps or simply tread water choose seltzer with lemon or lime. in the deep end. If you can’t find time pressure. Even people who travel as to go to the gym, get creative and take 7. R&R. Rest and relaxation may not infrequently as one night per month the stairs instead of the elevator, park be on your agenda, but you need experience negative effects because of your rental car in the back of the lot, or both. Sleep is one of the best ways to do crunches in the morning before you stay healthy. Invest in an eye mask and poor sleep patterns, unhealthy diets, shower. earplugs so you can sleep even if your long periods of inactivity and tight surroundings are noisy. Also take time travel schedules. 3. Keep healthy snacks with you. When to explore your destination. It may even hunger strikes, you may not have any Continues

98 Attorney at Large: A Field Guide for Mobile Lawyers Attorney at Large: A Field Guide for Mobile Lawyers 99 STAYING HEALTHY: 10 TIPS FOR TRAVELING LAWYERS

result in bonus points with your clients only friends are flight attendants and if you can talk about the wonderful baristas. Coordinate with your loved attorneyatwork recommends... things their city has to offer! ones and schedule time to connect with them every day. The phone is always 8. Have a time zone strategy. Time zone easy. You can also use Skype or Face- best-selling books! changes present additional challenges. Time, which are especially great for If your trip is short, don’t adjust to the connecting with toddlers who can’t new time zone; instead schedule meet- carry on a phone conversation. For ings for times that work with your body adults—and especially for tweens and clock. If you must adjust, arrive at least teenagers—texting can be a great way a day early to help sync yourself with to stay connected to moments that you the new time zone. would otherwise miss.

Jamie J. Spannhake is a lawyer, certified 9. Wash your hands, a lot. When you health coach and blogger. After working travel, you are touching a lot of surfaces for a large Manhattan law firm for six years that everyone else touched too, and at as a commercial litigator, she founded her own practice serving clients in New York and least one of those people was probably Connecticut. She focuses on wills, residential sick. Keep the germs away by washing real estate and business transactions, and your hands frequently, especially before provides legal research and writing services for other lawyers. As a health coach, she works with you eat because most germs enter the individual clients—mostly lawyers—to help body through the mouth and nose. them achieve a healthy balance in their lives. She writes and speaks on issues of interest to lawyers and blogs about good nutrition SHOP NOW! 10. Stay connected to your loved ones. It and healthy lifestyle choices at The can be lonely on the road where your Daily Balance.

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100 Attorney at Large: A Field Guide for Mobile Lawyers About Attorney at Work

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