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BACK OFFICE BASICS FOR LAWYERSMichael Fariello
SOFTWAREWHAT YOU SHOULD CONSIDER
4321
TYPES OF SOFTWARE
System Software
Software that is dedicated to managing the computer itself, such as the operating system, file management, etc.
Application Software
Applications that enable the user to complete tasks such as creating documents, spreadsheets, databases, online research, sending email, etc.
On-Premise Software
Software that is installed and operates from a firms in-house server or computer system.
Cloud-Based or SaaS
A distribution model that delivers software applications over the Internet. Users can access these applications from any location that has an Internet connection.
INSTALLED VS SAASInstalled▪ You “Own It”
▪ Client pays for upgrades, enhancements, maintenance
▪ Custom work requires software developers & additional charges
SAAS▪ You “Lease It”
▪ Upgrades, enhancements, maintenance, & included
▪ Configurable to Firms Needs
▪ Contact Flexibility
WHAT SOFTWARE DO I NEED▪ Research Tools
▪ Billing
▪ Accounting
▪ CRM
▪ Document Management
API - APPLICATION PROGRAMMING INTERFACE
ACCOUNTING + BILLING = SUCCESS
ANALYTICSWHY THIS IS IMPORTANT
ANALYTICS▪ What Should I Capture?
▪ How Do I Capture It?
▪ What Do I Do With it?
WORKFLOWWHAT IS THIS AND HOW IT CAN WORK FOR YOU
DOCUMENT AUTOMATION▪ Contracts
▪ Invoices
▪ Letters
▪ Wills
Increased Revenue
Rapid Turnaround
OCR – WHAT IS IT?▪ Optical Character Recognition
OCR – MAILROOM CASE STUDY▪ Legacy Process ▪ Scan & Route 300 Pieces of
Mail▪ 3 People & Redundant Entry▪ 9 Hours Per Day
▪ New Process - OCR▪ 66% Reduction Time
Allocated▪ Reduced Errors▪ Streamline Billing
LOST TIME▪ Day : 10%
▪ Week : 4 Hours
▪ Month : 15 Hours
GROWING PAINSHOW TO MAKE THE MOST OUT OF YOUR TIME AND FUNDING
GROWTH CHALLENGES▪ Cost to Hire▪ 20% of Salary
▪ Time to Hire▪ 23 Days (Glassdoor 2014)▪ 29 Days (WSJ 2016)
▪ Office Space▪ $20 Per Square Foot
HOW DO I GROW MY FIRM WITHOUT INCURRING ADDITIONAL OVERHEAD?▪ Billing
▪ Accounting
▪ E-Discovery
▪ Staffing
▪ Marketing