Law Firm Essentials

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Low Cost Office Low Cost Office Technology Essentials Technology Essentials Craig Bayer: [email protected] TYPE WHO YOU ARE SPEAKING FOR HERE

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Transcript of Law Firm Essentials

Page 1: Law Firm Essentials

Low Cost Office Low Cost Office Technology EssentialsTechnology Essentials

Low Cost Office Low Cost Office Technology EssentialsTechnology Essentials

Craig Bayer: [email protected] Bayer: [email protected]

TYPE WHO YOU ARE SPEAKING FOR HERE

Page 2: Law Firm Essentials

ESSENTIAL BOOKS

●●“How to Start and Build a Law Practice” by Jay Foonberg

●“Flying Solo” – Bill Gibson

●“2008 Solo & Small Firm Legal Technology Guide” –Nelson, Simek & Maschke

●“The Business of Law” by Edward Poll

●Visit www.lawpractice.org for ordering information

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HARDWAREHARDWARE

▸ Desktops, Laptops, Tablets ▸ Windows Small Business Server

▸ Scanners▸ Network Printer

▸ Gigabit Switch

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Peer-to-Peer NetworkPeer-to-Peer Network

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Local Area NetworkLocal Area Network

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WIFI NETWORKING

● Configurations

▸ The most common type is now the faster 802.11g - many laptops come with it already

▸ 802.11n (now called “Pre-N”) is the system to buy when it becomes formally available

▸Causes problems running client server applications

● Cost▸WAP - $10 to $750▸WiFi PC Access - $5 to $100▸Wireless Print Servers - $50 to 300

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THE CLOUD

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SAAS

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Small Business Server

● Microsoft Exchange● Automatic Patching (WSUS● Fax Server● SQL 2005 (Premium Edition)● Backup Solution● Outlook 2007 to all Users● Monitoring Reports● Access to Workstation And Data

Remotely● Cheaper then Server 2008● Included in the Price of Server

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Server

● Choose over Workstation● 4GB Ram (At Least)● Redundant Systems● Raid 5 Configuration (3 Drives)● Affordable● Harder to Setup● Must have Warranty

PowerEdge 2900: $2500

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DESKTOP PC

● Intel Core 2 Duo● Windows 7 Professional● 4GB RAM● Sound● 20 Inch Wide Monitor● DVD-ROM● 80 GB 7200 RPM SATA 3● 3 Year Warranty

Dell OptiPlex 360: $945

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NOTEBOOKNOTEBOOK

● Intel Core 2 Duo● 4GB RAM ● DVD-ROM● Encrypted Drive● Bluetooth● Weight/Size● 9 Cell Battery● Docking Station

Dell Latitude E5500: $1300

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TABLET PC’sTABLET PC’s

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TABLET PCTABLET PC

● Intel Core 2 Duo● 4GB of Ram● 8 Cell Battery● 160gb Hard Drive● No XP, Vista or 7

Thinkpad X200: $1800

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LASERJET PRINTERS

●Type ●RAM●Speed●Networkable●Multiple Trays●Brand / Model●Color●Price●Paperless Office

LaserJet 1720DN: $339

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Desktop Scanner

●50 Sheets●Duplex●Adobe 9.0 Standard●ABBYY Fine Reader●Scan to Word

ScanSnap S1500: $399

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Portable Scanner

●USB Powered●Duplex

ScanSnap S300: $275

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Switch

●Gigabit●No Daisy Chains●Cat 5 or 6●Most Critical Piece of Hardware

Gigabyte Switch: $109

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USB Hard Drive

●Tape vs USB●Easy to Restore●Rugged●Used with Small Business Server●Test Restore●Have 2 or 3

Lacie 250GB: $139

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HANDHELD DEVICES

●BlackBerry●Smartphones (Palm)●Smartphones (Palm Web OS)●Smartphones (Windows Mobile)●iPhone (Apple)

●Considerations ▸BlackBerry syncs with Outlook and to check more than e-mail,

you need the BlackBerry Enterprise Server software and Exchange Server!

▸Palm Smartphones - 100% Palm devices - maximum sync ability with legal apps - real-time email with software like VersaMail

▸Windows MobileSmartphones sync with Outlook and Microsoft apps primarily – Easiest to setup and has Push SynchronizationBEWARE BLUETOOTH SECURITY

●Pricing: Anywhere from $200 to $600 depending on the cell service provider and available rebates

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SOFTWARE

▸ Word Processing▸ Adobe Acrobat or other PDF writer

▸ Billing/accounting software▸ Case management system▸ Document management system▸ E-mail software▸ Internet access for research▸ Data backup, security and anti- virus software

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BUNDLED SOFTWARE

Microsoft Office Basic – Outlook, Excel, and Word, Adobe Standard (docx v doc)

Adobe Acrobat 9 Standard Edition

Corel WordPerfect X4 Suite Less costly to buy OEM version separately

with any new PC systems

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Adobe

● Pro allows Bates Stamping

Upgrade to Pro: $159

Best Adobe Blog: http://blogs.adobe.com/acrolaw

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BILLING & ACCOUNTING SYSTEMS

● Most packages are becoming integrated.

● Timeslips requires you to also have an accounting package like Quickbooks or Peachtree

● PCLaw, Tabs 3, Juris, and Billing Matters have billing and accounting functions.

● Legal specific accounting software makes it hard to commit malpractice

PCLaw: $2270 (4 Users)

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CASE MANAGEMENT SYSTEMS

● Combines ▸ calendaring/docketing

▸ tickler functions

▸ case information tracking,

▸ address book functionality

▸ conflict of interest searching,

▸ document assembly capabilities

▸ Palm and laptop portability

● Turn wasted time looking for case info and documents into billable time

● Avoid malpractice

● Look at Amicus Attorney, TimeMatters, PracticeMaster, PCLaw and ProLaw

● Don’t Practice Law Without One!PCLaw: $2270

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DOCUMENT MANAGEMENT SYSTEMS

● Opened Ended vs. Close Ended

● SharePoint is a DMS

● Most Practice Management Software include an Open Ended DMS

PCLaw: $2270

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Dictation

● Dragon Natural Speaking ▸ Has a legal edition ($1200)

▸ Get Preferred ($199) or Pro ($899)

● Vista has Dictation Software Built into it.

● Tips▸ Must Train Software▸ Use a Quality USB Headset▸ Learning Curve

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WINDOWS XP / VISTA / 7

=

=

Buy a new computer with Windows 7

Upgrade to Windows 7

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LEGAL RESEARCH

● Get it online!

▸ Dump the CD-ROMs

▸ Discontinue books

● There is no single “best” legal research service

▸ Combine Lexis, Westlaw, LOIS and the Internet

▸ Look at the best small firm packages negotiated by your State or County

Bar

● Resources

▸ LLRX.com

▸ “Fact Finding On The Internet”

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ANTI-VIRUS

● Trend Micro Client Server Messaging▸www.trendmicro.com▸Includes anti-virus, anti-spam, anti-spyware▸Available in small office and “Corporate” editions

● ZoneAlarm: www.zonealaram.com

● Norton Anti-Virus www.symantec.com Buy corporate not Internet Security

● McAfee VirusScan: www.mcafee.com

● CA eTrust and Trend PC-Cillin: www.ca.com

www.trendmicro.com

TrendMicro: $330

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PRICING

Leverage Web-based PC component pricing engines and save a fortune!

Membership Discounts ABA, ATLA , ALA or

other legal association member

Prices change daily

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TRAINING

Top Training Tips

TASK-ORIENTED not FEATURE-ORIENTED

NO GENERIC TRAINING

PROFESSIONAL TRAINERS

TRAIN OFTEN, TRAIN GENTLY

MAKE TRAINING MANDATORY

LIVE IS ALWAYS BETTER, BUT IF NOT TRAIN ONLINE

THE TRAINER’S PHYSICAL LOCATION IS IRRELEVANT

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Fifty or fewer employees. In business in the state for at least three years,

contributing and in full compliance with state UI tax laws. Training costs cannot exceed $3,000 per trainee per state

fiscal year (July 1 - June 30). http://www.laworks.net/WorkforceDev/IWTP/

IWTP_Overview.asp

Fifty or fewer employees. In business in the state for at least three years,

contributing and in full compliance with state UI tax laws. Training costs cannot exceed $3,000 per trainee per state

fiscal year (July 1 - June 30). http://www.laworks.net/WorkforceDev/IWTP/

IWTP_Overview.asp

FREE TRAININGFREE TRAINING

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Thank You For Listening! Thank You For Listening!

Gulf Coast Technology Centerwww.gulfltc.org

Law Office Technologywww.lawot.com

Tom O’Conner ([email protected])Craig Bayer ([email protected])

Gulf Coast Technology Centerwww.gulfltc.org

Law Office Technologywww.lawot.com

Tom O’Conner ([email protected])Craig Bayer ([email protected])