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Tech Tips from the Trenches. CBA Small Firm Practice Management Section February 25, 2014 Facilitated by: Coach Doug Brown www.coachdougbrown.com. Objective. - PowerPoint PPT Presentation
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Tech Tips from the Trenches
CBA Small Firm Practice Management SectionFebruary 25, 2014
Facilitated by:Coach Doug Brown
www.coachdougbrown.com 1
ObjectiveShare technology tips to help members run a more
profitable and productive practice. These tips have been gathered from our members and industry experts.
Focus is on the following key areas: Meetings & Collaboration Telephone Document Management Storage Productivity
Disclaimer: Sharing tips & resources. Not recommendations or endorsements.
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Meetings & Collaboration
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Event SchedulingOnline Ticketing & Promotion
Schedule & promote meetingsWebinars, Team Meetings
Communicate with attendeesShow who else is attendingCollect fees (or not)
Options include
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Meeting SchedulingOne to One & Non Events
Free / Busy calendar dataSelf-select times that workAutomatically enter in calendar
Options include:
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Online Meetings
Meet without travelShare ScreensVideo ChatRecording
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Telephone & Fax
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Phone (VOIP)VOIP = Voice over internet Protocol (Internet Phone)
Traditional phoneVideo ConferenceScreen Sharing
Upside:Less expensiveMore flexible
QuestionsFast enough connection / Call Quality?Right equipment? (Phones, routers)
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VOIP Providers
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DistributorsDIY
Phone Front-EndVirtual PBX (Private Branch Exchange)
Front-end to phone system, find you anywhereBig firm feel without big switch
Virtual Receptionist
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Internet FaxingSave money
One less phone line and machine/ suppliesEnables paperless operations
Increase flexibilityGet fax wherever you are (emailed to you)
Look forFree trial (30 days)Price / month (around $10)Page packages (e.g., 300 / month)
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Internet Fax Providerswww.faxcompare.com and www.faxcritics.com
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Document Management
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Storage / CollaborationFeatures
Web storagePermission based sharing (alternative to email)Backup solution
UpsideEasy sharing /accessLow cost
DownsideTerms of ServiceConfidentiality standards?
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Document AssemblyCreating document by combining segments of
text stored separatelyPathagoras / HotDocs Active Words – triggers action based on words you
type
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Scanner ApplicationsDesktop applications
Function specific w/ associated databaseMobile functionalityFast document reading 15-30ppmOCRDrop to document storage solutions
Compatibility with practice management solution?Price range
$400-$500
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Mobile Scanner Applications
Mobile Applications (portable device as scanner) Use for documents, whiteboard sessions
Convert to .pdf w/ cropping interfaceBatchmode for multiple pages
Apps CamScanner.net DocScanner App Genius Scan TurboScan Shoeboxed.com – receipts Worldcard-business card to contact
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PDF Resources Adobe XI Features
Reuse .pdf content. Convert to edit in other formats Edits and notes directly in .pdf files Fillable forms
Benefits Outlook integration (add-in) Highlight emails, convert or add to pdf Integration with outlook
Related Apps PrimoPdf iAnnotate
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PDF FeaturesCreate “Binders” by combining PDF files
The Binder creates Bookmarks named for each file nameCreate e-mail “Portfolios”
Append new e-mails to existing Portfolio Drag and drop individual or selected e-mails, or other
documents, into, or out of the PortfolioCreate document Portfolios (Pro version only)
In Standard, bootstrap an e-mail Portfolio to create a document
Add files to Portfolio in different formats (Word, Excel, etc.)
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BackupAutomatic online backup to the cloudProtects against lost hardware, crashed software
and self-inflicted error
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Increasing Productivity
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Practice Management One integrated solution
Documents Time Billing Tasks
Options include CLIO
Cloud based $49/atty / month $25/support staff
Amicus Attorney Hosted (your PC) $999+ Cloud $34.95 Multiple levels & features
Total Attorneys $20/month (up to 2 users) $40/month (up to 10 users)
Houdini.esq Free for solo (local install)
Watch: Learning curve, support and integration 22
Note Taking / OrganizationBenefits
Paperless notes, in synch across all devicesSearchableTag & organizeRecord voiceTo Do Lists
AppsPenultimate
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Tasks & To DosOrganize / Categorize & Remind’
Outlook tasks functionSpecialized Software
Things (MAC, iOS)Evernote & OneNoteRemember the Milk
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Time Tracking & Billing
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Business Cards to Contacts
Photograph business cards directly to contact list
Capture addresses from emails
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Speech to TextSpeak to Text dictation
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Creativity / ProcessesMind Mapping (for Visual Thinkers)
Visual thinking to create organized display of a plan, project or problem
Central Idea and theme. Intuitive and easy to learnSolve complex problems and get over writers block
Options
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Litigation Case Management
For Litigators, Case Map®, TextMap®, Timemap®Lexis ProductsCaseMap ®, is a Relational Database for all
facts, people, documents, legal issues in a case
All are connected with each otherGreat tool for more substantial cases, and
even for smaller ones
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Trial Presentation SoftwareTrialPad for iPad
Under $100.00 from App StoreSimple to Use, Powerful Capabilities Import Documents etc. directly from DropBoxConnects to projector or TV with adapter
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Sources of InformationLifehacker.com – software recommendations
Lifehacker App DirectoryHiveFive – crowd sourcingLawyerist.com / Law Technology Buyers Guide
www.lawyerist.com/tech and product reviewsLaw Technology News
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TipsTalk to usersUse free trialsAllocate time to work ON your practice
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Discussion
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Shameless PlugJoin us!
Small Firm Practice Management Section
Contact:Douglas Brown, Chair
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