Top Technology Tools to Streamline Your Law Practice Portland City Grill
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Top Technology Tools to Streamline Your Law Practice April 13, 2016 12:00 p.m. to 1:30 p.m. Portland City Grill Jefferson & Adams Rooms 111 SW 5th Ave. 30th Floor Portland, OR 97204 Sponsored by: MyCase.com OSB Professional Liability Fund MCLE FORM 1: Recordkeeping Form (Do Not Return This Form to the Bar) Instructions: Pursuant to MCLE Rule 7.2, every active member shall maintain records of participation in accredited CLE activities. You may wish to use this form to record your CLE activities, attaching it to a copy of the program brochure or other information regarding the CLE activity. Do not return this form to the Oregon State Bar. This is to be retained in your own MCLE file. Name: Bar Number: Sponsor of CLE Activity: Title of CLE Activity: Program Number: Date: Location: ❑ Activity has been accredited by ❑ Full Credit. ❑ Partial Credit. the Oregon State Bar for the I attended the entire program and I attended _________ hours of the following credit: the total of authorized credits are: program and am entitled to the following credits*: ____ General ____ General ____ General ____ Prof Resp-Ethics ____ Prof Resp-Ethics ____ Prof Resp-Ethics ____ Access to Justice ____ Access to Justice ____ Access to Justice ____ Child Abuse Rep. ____ Child Abuse Rep. ____ Child Abuse Rep. ____ Elder Abuse Rep. ____ Elder Abuse Rep. ____ Elder Abuse Rep. ____ Practical Skills ____ Practical Skills ____ Practical Skills ____ Pers. Management ____ Pers. Management ____ Pers. Management Assistance Assistance Assistance *Credit Calculation: One (1) MCLE credit may be claimed for each sixty (60) minutes of actual participation. Do not include registration, introductions, business meetings and programs less than 30 minutes. MCLE credits may not be claimed for any activity that has not been accredited by the MCLE Administrator. If the program has not been accredited by the MCLE Administrator, you must submit a Group CLE Activity Accreditation application (See MCLE Form 2.) Caveat: If the actual program length is less than the credit hours approved, Bar members are responsible for making the appropriate adjustments in their compliance reports. Adjustments must also be made for late arrival, early departure or other periods of absence or non-participation. 8/15:MCLE1 IMPORTANT NOTICES This material is provided for informational purposes only and does not establish, report, or create the standard of care for attorneys in Oregon, nor does it represent a complete analysis of the topics presented. Readers should conduct their own appropriate legal research. The information presented does not represent legal advice. This information may not be republished, sold, or used in any other form without the written consent of the Oregon State Bar Professional Liability Fund except that permission is granted for Oregon lawyers to use and modify these materials for use in their own practices. © [2016] OSB Professional Liability Fund. All articles reprinted with permission of Nicole Black, author and the publisher, The Daily Record. All rights reserved. Faculty Nicole Black Nicole Black is a Rochester, New York attorney and the Legal Technology Evangelist at MyCase.com, a law practice management software company. She is the nationally-recognized author of "Cloud Computing for Lawyers" (2012) and co-authors "Social Media: The Next Frontier" (2010), both published by the American Bar Association. She also co-authors "Criminal Law in New York," a Thomson West treatise. She writes a weekly column for The Daily Record, has authored hundreds of articles for other publications, and regularly speaks at conferences regarding the intersection of law, mobile computing, and Internet-based technology. Agenda 11:45-12:00 Program check-in 12:00 Program begins 12:00-12:15 Innovative tools to help lawyers streamline their law practices Cloud technologies and mobile apps to improve efficiency 12:15-12:30 Ethical and practical considerations of cloud storage and online collaboration 12:30-12:40 Client communication in the 21st century 12:40-12:50 Operating a paperless law practice – scanning and essential apps 12:50-1:00 Time tracking and billing tools 1:00-1:30 Open session and Demonstration of MyCase (no MCLE credit) Table of Contents Presentation Slides Litigation and trial iPad apps for lawyers by Nicole Black Mobile apps for the paperless law office by Nicole Black 6 must-have apps for every lawyer’s new iPad by Nicole Black Productivity apps help lawyers manage time by Nicole Black Top Technology Tools to Streamline Your Law Practice Niki Black | legal technology evangelist, mycase.com Author | Cloud computing for lawyers (ABA 2012) Page 1 1995 Clifford Stoll Me Mocking futurists | The Internet: Bah! Total Geek “(Visionaries say) commerce and business will shift from offices and malls to networks and modems-Baloney... (They) predict that we'll soon buy books and newspapers straight over the Internet. Uh, sure...Do our computer pundits lack all common sense? The truth is no online database will replace your daily newspaper.” Page 2 Technology timeline iPhone iPad 2006 first released 2008 first released 2015 2005 Amazon ec2 App Store Apple Watch released in private beta 2007 launched 2010 first released Page 3 How did we get here? 1. confluence of events 3. 1. Improved processing power 2. Cloud computing 3. Mobile computing 2. Page 4 “Mobile devices are constrained by their memory, processing power, and battery life. But combined with cloud computing, data processing and storage can happen outside of mobile devices.” *ieee Computer Society 2014 Tech Trends Report Page 5 Lawyers in the Cloud 16% 21% 31% 2011 2012 2013 a new technology less scary the tipping point Page 6 Lawyers going mobile 40% 79% 40% *2015 ABA Legal Technology Surveys Page 7 Tech tool 1 Billing time Page 8 Billing on the go legal apps / legal apps / web-based server-based non-legal apps stand alone or LPM integration server-based billing integration stand alone Time59 or LPM apps iTimekeep Timewerks Pro, Timemaster + Billing, Bill4Time, Page 9 Tech tool: 2 Collaboration Tools Page 10 Collaboration tools GOOGLE LPM DOCS . SYSTEMS FREE WEB-BASED TOOLS GLASSCUBES PAID SLACK Legal v. non-legal TRELLO DROPBOX BOX.NET Page 11 Tech tool: 3 Secure communication Page 12 Secure communication SECURE most secure ONLINE encrypted, protected, confined to platform PORTALS more secure ENCRYPTED EMAIL forwarded emails lose encryption unsecure EMAIL like a postcard written in pencil Page 13 * Source: http://tinyurl.com/abaCloud Page 14 Security issues to consider: 1. Encryption 2. Geo-redundancy 3. Data back ups 4. Extraction of data 5. Transborder data flow For full list of questions see: 6. Financial security http://bit.ly/hyFBxo Page 15 COMPANY NAME PRESENTATION TITLE 12 - 12 - 2012 Tech tool: 4 Document storage Page 16 document storage spider oak & lpm platforms dropbox & box boxcryptor encrypted by company encrypted by company encrypted by user designed for lawyers non-legal non-legal & storage only Page 17 Tech tool: 5 Document scanning Page 18 Scanning tools SCANNER SCANSNAP PRO FUJITSU IOS APPS IX500 SCANNING NEAT TOOLS SCANNER HARDWARE GENIUS SCAN See: lawyerist blog http://lawyerist.com/best-scanner/ KODAK TURBO SCANMATE XEROX SCAN I940 MOBILE Page 19 Tech tool: 6 PDF annotation Page 20 Pdf viewing and annotation ios apps web-based software desktop software pdf expert group docs adobe acrobat See also: Goodreader, See also: PDFEscape, See also: Foxit, Okular iAnnotate, ReaddleDocs A.Nnotate, PDFOnlineReader Page 21 Tech tool: 7 Legal research Page 22 Legal research CASEMAKER, CASEMAKER, GOOGLE FASTCASE, FASTCASE, WESTLAW & SCHOLAR & LOISLAW, LOISLAW, LEXIS FASTCASE APP VERSUSLAW VERSUSLAW free free lower price most expensive but less flexibility with bar participation prices and coverage vary plans vary Page 23 Tech tool: 8 Litigation Page 24 document storage Deposition Jury Selection Trial Presentation LexCity, TranscriptPad iJuror, iJury TrialPad, TrialDirector,TrialTouch Page 25 Tech tool: 9 Wearable technology Page 26 wearable technology Smartwatches Google Glass Page 27 “The truth is usually just an excuse for a lack of imagination.” -Garak, Star Trek: Deep Space Nine Page 28 thanks for listening! Nicole Black Legal Technology Evangelist | MyCase.com | web-based law practice management www.lawtechtalk.com @nikiblack on Twitter Author and co-author of: Page 29 Monday, October 15, 2012 THE DAILY RECORD WESTERN NEW YORK’S SOURCE FOR LAW, REAL ESTATE, FINANCE AND GENERAL INTELLIGENCE SINCE 1908 LegalLOOP Litigation and trial iPad apps for lawyers Although I’ve written about iPad apps for lawyers in the past, the Now, on to the trial apps. First, there’s the newly released number of apps designed specifically for attorneys is always TrialDirectory app, the only free app in the bunch. With this app you increasing. For that reason, I figured it was high time to revisit this create case folders and then add exhibits via your Dropbox or iTunes topic so that I could cover most of the legal apps available, includ- accounts. You then work with your evidence using the annotation ing some of the more recent releases. and presentation tools. One of the most popular and rapidly growing categories of apps for Next up is the Exhibit A trial presentation app, which, at only $9.99, lawyers are those developed for use in trial and litigation. Within is also a bargain. This app allows you to import your documents, pho- this subset of apps, there are generally two different types: apps for tos, etc., via Dropbox, iTunes, WiFi, FTP or email. You then organize use during trials and apps for use during the pretrial discovery your files into “projects” and can highlight and mark your exhibits, phase. In this article, I’ll highlight apps developed for use during which are shared with the jury using your iPad and an external moni- trial and next week I’ll discuss the pretrial apps.