Presented by Jared D. Correia, Esq. Law Practice Advisor Massachusetts Law Office Management...
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Presented by Jared D. Correia, Esq. Law Practice Advisor Massachusetts Law Office Management Assistance Program (LOMAP) 31 Milk Street Suite 815 Boston, MA 02109 Phone: (857) 383-3250 Email: [email protected] Website: www.masslomap.org Facebook: www.facebook.com/MassLOMAP LinkedIn: www.linkedin.com/company/mass-lomap/ Twitter: www.twitter.com/MassLOMAP
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Transcript of Presented by Jared D. Correia, Esq. Law Practice Advisor Massachusetts Law Office Management...
Presented by
Jared D. Correia, Esq.Law Practice AdvisorMassachusetts Law Office ManagementAssistance Program (LOMAP)31 Milk StreetSuite 815Boston, MA 02109Phone: (857) 383-3250Email: [email protected]
Website: www.masslomap.orgFacebook: www.facebook.com/MassLOMAP
LinkedIn: www.linkedin.com/company/mass-lomap/ Twitter: www.twitter.com/MassLOMAP
Most Essential Office Hardware, Often Overlookedo Your Computer
Desktop vs Laptop vs Netbook vs Tablet
Don’t Buy Out-of-the Box!
Key Considerations: Processor speed -- multiple core SDRAM 3GB+ Hard Drive --GB + speed Operating System
Windows 7 Professional Ultimate
Mac OS X Does it work with what you have?
Second, or Multiple Monitors
Remote Access
Multifunction versus Multiple Machines
Does It OCR?
Desktop versus Portable
Bundle Packages: Scanner plus PDF Converter
o Fujitsu ScanSnap with Adobe Acrobato Kodak ScanMate with Nuance PDF PaperPort & OmniPage
Scanning Process + Naming Conventions
o Create Workflow for Scanning Processeso Create Coherent and Consistent Naming Conventions
PDF = “Portable Document Format”
o Image Scan (Non-OCR) versus Text Scan (OCR)o *Only OCR’d Documents May Be Manipulated*
Converter Program Options
o Adobe Acrobat 10 (“X”) (the “Gold” Standard)o Nuance PDF Converter 7 (the “Silver” Standard)o Cheap or Free Options (the “Bronze” Standards)
o PDFForge/CutePDF, e.g.
Advantages of PDF:o Looks the Same on Every Computero Bates Stampingo Forms Creationo Metadata Removalo Encryption and Password Protection
Key Considerations: Print Quality Printing SpeedMultiple Trays vs Switching Trays Networkability
o Brother HL-2240 Laser Printer ($120), 24 ppm
o Lexmark E260dn Ink Printer ($180), 35 ppm
o HP Laser Jet M1522nf ($325), 24 ppm + multifunction
o Canon imageClass MF8050Cn ($500), 8-12 ppm + multifunction
www.brighthub.com
Buy Your Tech Tools and Toys from Discount Websites:o Shopzillao NewEggo CTIStoreo Ben’s Bargainso Buy.como Geeks.como MeritLine.com
Coupon Sites:o Groupon.como RetailMeNot.como DealCoupon.com
Issues of Traditional Faxo Jammingo Out of Papero Out of Inko Overwriting
eFax is the Answer
Compare Services at: www.faxcompare.com
o iPhone
o Android
o Blackberry
Compare + Contrast @
Key Considerations: Compatible w/ Operating System, Email + Calendar “Deal of the Day” Data Plan Battery Life Usability Wireless Synchronicity
Microsoft Exchange ServerMobile Me
o Microsoft Office 2010
o Google Docs
o WordPerfect Office X5
o Open Office 3.3To-Do: Draft Documents Create Spreadsheets Build Presentations Email + Calendar? (Sync?)
Key Considerations: Features Cost Conversion Collaboration Upgrades
Common Features:
o Master Case Listo Holistic View of Practice/Chronological View of Caseso Contact Management + Conflict Checkingo Calendaring + Taskso Email Archiveo Document Managemento Time + Billing Product Choices:
o Traditional Software Download-AbacusLaw, Amicus Attorney
o SaaS-Clio, Firm Manager, RocketMatter
o Hybrid: Traditional/SaaS-Needles + eCase
o Email Add-On-Credenza
o Excel
o Quicken vs Quickbooks
o RTG Billso Tabs3
o Built-Ins
o Chrometao Smart Time
o Trust Accounting
o Hire Accountant?
State Ruleso Massachusetts Data Privacy Laws + Regulations
-MGL c. 93H + 93I-201 CMR 17.00
o SJC Interim Guidelines for the Protection of Personal Identifying Data
Compliance Options for Encryptiono by Documento by Emailo by Device
o WISPo Security Safeguards
-Paper-Electronic Systems
Data Backupo Daily (to Device)o Weekly (to Device)
-rotate 2-3 harddrives, take off-siteo Online (Continuing)
Jared D. Correia, Esq.Law Practice AdvisorPhone: (857) 383-3250Email: [email protected] Find Us Fast!
Website: www.masslomap.orgBlog: http://masslomap.blogspot.com Facebook: www.facebook.com/MassLOMAPLinkedIn: www.linkedin.com/company/mass-lomap/Twitter: www.twitter.com/MassLOMAP
www.twitter.com/RodneyDowellwww.twitter.com/JaredCorreia
