Adam M. Spence, Esq. www.spencefirm.com [email protected] Materials, Links & Resources Here S TAY INFORME D LAW RESPONSE TO COVID-19? ➢No Court ➢No Depositions ➢Work from Home ➢No Meetings ➢Law Firms are ESSENTIAL ➢Inadequate Response? ACT T ECHNOLOGY PL AN: “WORK FROM HOME”

Computer Hardware

Software

Remote Access

SOF T WARE RE QUIR EME NT S

Client Management Software

Office/Phone Access/Collaboration

Document Creation & Storage

Accounting, Billing & Payment CLOUD BASED OFFICE

➢Accessible By Team ➢Accessible Anywhere ➢Disaster Recovery Client Management Software CL IE NT MANAGEME NT

➢Clio, TimeMatters, RocketLaw ➢Contacts ➢Calendar ➢Communications ➢Billing OfficeR EMOT Computer E ACCES Access S

➢Chrome Remote Desktop (Free) ➢Logmein.com ➢Gotomypc.com ➢MS Remote Desktop Connection (Free) CHROME REMOTE DESKTOP remotedesktop..com

The Computer You are going to access CHROME REMOTE DESKTOP BONUS: SCREEN SHARING (More on Screen Sharing later)

Sharing Computer

Accessing Computer For All Remote Access Programs

➢ MUST first install program on host ➢ MUST set credentials on host - Don’t use something obvious ➢ MUST remember credentials ➢ When accessing, enter credentials ROffice EMOT Phone E ACCES Access S CLOUD BASED VOIP PROVIDER

➢ Can Unplug Office Phone and Plug in Anywhere

➢ Can use computer / mobile phone as “Soft-Phone” using office number

➢ Employees use Soft-Phone to manage phone system as if at office Redacted Redacted

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INBOUND CALL ON VONAGE APPLICATION ON MOBILE PHONE OR LAPTOP Redacted Redacted

HANDLING THE CALL Redacted

TRANSFERRING THE CALL Redacted Redacted

NOW CALLING OUT TO FIRM EMPLOYEE'S CELL PHONE Redacted Redacted

NOTIFY EMPLOYEE OF INCOMING CALL & COMPLETE YOUR TRANSFER ClientR EMOT & Team E ACCESCollaboration S (Chrome)

GOOGLE HANGOUTS Once in Click here to conference, have Google click here for invite sent screen sharing & chat Click here to paste into own invite

INVITING PARTICIPANTS SLACK APP

Click to Start Call or Video Conference Click for Screen Share Click for Video COMPARISON OF VIDEO CONF. SOFTWARE

Service Cost Screenshare Comments # of Participants ZOOM Free / 14.99/mo  /  Conf. Duration is 100 40min / Unlimited Slack (Free) Free / $6.67pp/mo X /  Team only 15

Microsoft Teams Free / >$5pp/mo  Need Skype (Skype) 100/250 Vonage Business Included  Beta 30 Google Free  Need Chrome 25 Hangouts Facetime Free  Need iPhone 32 WhatsApp Free  Need WhatsApp 6

Discord Free  Teens Use … In 10 Home Support?

Accounting, Billing & Payment CL IE NT MANAGEME NT ➢Clio, TimeMatters, RocketLaw

➢Quickbooks Online

➢Get Paid: Lawpay

➢ Escrow payments IOLTA Compliant Document Creation & Editing CL IE NT MANAGEME NT ➢Microsoft Office 365 (online)

➢G-Suite (Online and Free) CL IEDocument NT MANAGEME Storage NT

➢ (15 GB Free) ➢Microsoft OneDrive (5 GB Free) ➢Dropbox (2 GB Free) ➢Accessible even on phone ➢Beats losing a thumb drive MRPC RULE 19-301.6

Requires attorneys to “… act competently to safeguard information relating to the representation of a client against inadvertent or unauthorized disclosure …”

➢Two Factor Authentication ➢Facebook ➢Twitter ➢Banks ➢Email ➢Google ➢ Password followed by ➢Cell Phone Text ➢Face Scan ➢Thumb-Print Scan Redacted

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Redacted Subject to Sim Card hijacking

Adam M. Spence, Esq. www.spencefirm.com [email protected]