Program TitleAdditional Details

Presenter(s)Presenter(s)

Solo & Small Firm Summit 2013Renaissance Long Beach Hotel

Program ##: June 21st, 2013Official Hash Tag: #SoloSummit

Examples and Demo

The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach2

Wikipedia: document automation:– http://en.wikipedia.org/wiki/Document_auto

mation ProDoc HotDocs TheFormTool XpressDox Exari: http://www.exari.com/demo-trial.html

Product Considerations

The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach3

From where For whom Monetization Integration, Interoperability Document formats Document template library Portability Security, privacy, and backups Feature set Learning curve

From Where

The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach4

Desktop, local server, cloud Migration Mixed

For Whom

The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach5

Attorney Client: with or without attorney review

Monetization

The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach6

How you pay:– Subscription– Per (license, document, end-user, machine)

How you get paid (e.g. client-facing):– Server (CC, billing), Cloud (CC, Paypal)

Integration, Interoperability

The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach7

Stand-alone How data is entered (e.g. client information) How/where data is saved, re-used (CRM, billing...) API Virtual Office (e.g. DirectLaw)

Document Formats

The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach8

Word Pdf HTML XML HotDocs

Document Template Library

The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach9

Per jurisdiction Public/private Custom

Portability

The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach10

Data mobility: moving your documents, rules, and related information elsewhere.

If cloud-based system, how reliable (crashes, bankruptcy, etc.)

Moving from desktop to server or cloud Moving from attorney-facing to client-facing Moving to lower cost provider Merging systems (e.g. two firms merge)

Security, Privacy, Backups

The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach11

Security: protection from hacking Privacy: access control Backups:

– what if cloud-based system shuts down?– what about desktop or server-based

systems lost (disaster recovery plan in general)?

Feature Set

The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach12

Example: http://www.theformtool.com/index/features/

Q&A summary Data types (e.g. dates, numbers, etc.) Lists vs. individuals Pronouns Whole clauses General decision trees Multiple output formats Derived answers (e.g. age, date ranges, etc.)

Learning Curve

The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach13

Complexity of task Capabilities of tool Online learning tools Training (for additional $ ?)

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The State Bar of California Solo & Small Firm Summit - June 20 - 22, 2013 - Long Beach14

The CaliforniaGuide to Growingand Managing a

Law Office

1) Intro & Road Map

2) Managing a Law Office

3) Financial Dimension of Growth

4) Human Dimension of Growth

5) Client Dimension of Growth

6) Geographic Dimension of Growth

7) Technology Dimension of Growth

8) Planning for the UnexpectedAvailable Now!

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