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Technology Panel. Adriana Linares Lincoln Mead. The Deadly Dozen: 12 Technology Mistakes Your Firm Cannot Afford to Make. Understand Your Dependence. How dependent are you on technology? How tech-aware are you? What if your computer was not available for a day? A week?

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Technology Panel

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Technology panel

Technology Panel

Adriana Linares

Lincoln Mead

The deadly dozen 12 technology mistakes your firm cannot afford to make

The Deadly Dozen: 12 Technology Mistakes Your Firm CannotAfford to Make

Understand your dependence

Understand Your Dependence

  • How dependent are you on technology?

  • How tech-aware are you?

  • What if your computer was not available for a day? A week?

  • What would happen to your clients?

12 clinging to outdated technology

12. Clinging to outdated technology

  • If it’s not broken – don’t fix it?

  • If it is broken – find a work around

  • Ignoring the productivity dollar

  • Watch your technology’s competitors?

  • Outdated Technology brings RISK

11 failure to maintain

11. Failure to Maintain

  • Reduces the unexpected, and therefore reduces risk.

  • Create and follow a periodic maintenance plan for your hardware and network.

  • Ensure that software updates to happen.

  • Protect your equipment. (UPS / Surge)

  • Standardize hardware purchases whenever possible.

10 going cheap on security

10: Going Cheap on Security

  • Even a small network needs security.

    • Anti-virus software (No brainer, Right?)

    • Firewall for Internet connection?

    • Do I need to encrypt?

    • Physical security of equipment?

    • Proper destruction?

9 outsourcing misfire

9. Outsourcing Misfire?

  • Understand your core competencies. (It’s not I.T., trust us)

  • Strike a balance between in house abilities and outsourcing for more intense tasks.

  • Make ‘tech saavy part’ of your hiring goals.

8 moonlighting

8. Moonlighting!

  • Your clients can moonlight as lawyers, too.

  • Paying $150 vs $50?

  • You set IT strategy / goals: Budget for IT support for the detail work.

  • Again, not getting client work done while installing new software, repairing a computer, fixing a printer…bad idea

7 failing to plan for a disaster

7. Failing to plan for a disaster

  • Don’t forget your obligation to protect your client data!

  • Offsite Storage Vs Firebox Vs Online Archive?

  • 1 File Per Month Rule…

  • Emergency contact list

    • For clients?

6 yielding to old guard mentality

6. Yielding to ‘Old Guard’ mentality

  • The “Shirley Factor”;

    (Shirley does what’s best for Shirley not you)

  • Fear vs. sound reasoning;

  • The buck stops with you, not Shirley

    • Attorneys don’t know what their assistants don’t know

  • Failure to offer/deliver training

    • New systems, software, hardware

    • Ongoing

5 clinging to out dated business practices

5. Clinging to out dated business practices

  • That’s the way we’ve always done it!

  • Advance the firm as a business.

  • How do your client's businesses run?

  • Keep up on practice management tools

    • Case management, T&B software

4 stepping over a dollar to pick up a dime

4. Stepping over a Dollar to Pick up a Dime

  • Read the entire technology plan/proposal (resist flipping to the last page);

  • Be wary of the WalMart (WhiteBox) Computer!

  • Put yourself in your client’s shoes.

3 getting seduced by shiny

3. Getting Seduced by ‘Shiny’

  • Understand the difference between NEED and WANT. (Seems simple but…)

  • Make sure you have a BUSINESS reason/plan for a purchase.

2 failing to budget for training

2. Failing to Budget for Training

  • Admit it: You can’t afford the technology without training.

  • Staff will ‘self train’ to meet the minimums.

  • Online options / DVDs for flexibility.

  • Amortize training (& depreciation) into your TOTAL COST of OWNERSHIP

  • Managing your practice is a continuing effort;

    • GET REFERENCES from Vendors

1 neglecting to plan

1. Neglecting to Plan

  • Technology is not a ‘Crisis’ purchase!

  • Proactive vs. Reactive dollars

  • Create a business plan or an ongoing budget:

    • This is where I am;

    • This is where I want to be at the end of the year;

    • This is where I want to be after 5 years.

    • What is the true cost of a transaction? How can I cut that?



  • Our dependence on technology means that if we do not stay on top of it, we put our firm and our client at risk.

  • Embrace the business opportunities to grow or change.

  • Allow the experts to do it right

  • Remember ALL of ITs’ budget:

    • Base Cost + Maintenance +Training + Destruction

Technology panel

…and now some Chea…Inexpensive Legal Technology tips to help deal with those (and other) headaches. (The abbreviated version…)

What gear do i need to start a practice

What gear do I need to start a practice?

Get ms office up to date

Get MS Office Up To Date.

  • Simpler (more relevant)interface

  • More tools.

  • Better automation

  • Support for PDF

  • …And love for the Apple crowd.

    • Office 2011 with Outlook(Finally)

Improve your pdf awareness

Improve your PDF Awareness

  • Have a “PDF First” Policy

  • Learn to manipulate PDFs

  • Understand security

  • Converting from PDF > Word

  • Use “Comments and Markups”

    • Esp: Prebills

Cut the cord and improve disaster recover at the same time

Cut the Cord (And improve disaster recover at the same time…

  • Netbooks + Tablets + MiFi + Hosted apps (cloud) = Practice on YOUR terms.

A few law firm saas examples

A Few Law Firm“SaaS” Examples

Gear basics pick a phone make it smart

Gear Basics - Pick a Phone-Make it Smart

IPhonevs Blackberry vs Android vs Palm vs Microsoft?

There IS something out there that will work for you.

How can i improve my marketing

How can I improve my marketing?

  • Social media WORKS!

  • Know where your clients look…

  • General & Legal specific services

Are there websites that can help my practice

Are there websites that can help my practice?

Technology panel

  • CasemakerElite

    • (Old version available to ease transition.)

  • (Create an account)

    • Casemaker for ALL mobile web devices



  • Thank you

    Thank You!

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