(Webinar Slides) Choosing Legal Tech for Your Office

Choosing Legal Tech for Your Law Office

#ChooseLegalTech

2

3

4

About our presenterJeffrey M. Bennion, Esq‣ Education Chair for the State

Bar of California Section on Law Practice Management and Technology

‣ Legal Tech Columnist at Above the Law

‣ Practicing Trial Attorney‣ Trial Technology Consultant

5

Choosing the Right HardwareHow to choose the right computer• Laptop or desktop?• How mobile do you need to be?• How powerful do you need to be?• How many screens do you need?

• How to choose the right tablet• App selection• Power• Be realistic in what you will use it for6

Choosing the Right HardwareHow to choose the peripherals• Printers/copy machines – Color? Requirements?

Multifunction?• Desktop scanners – Advantages. Features and limitations.• Projector • Pico Projectors – great for mediations, settlement

conferences, etc.• Full projectors – great for trials. Look for at least 3000

lumens, resolution

7

Choosing the Right HardwareHow to choose the peripherals• Fax machine?• Alternatives to fax

8

Poll-Should Lawyers Use the CloudDo you know your state bar’s opinion on using the cloud?Yes or no?

9

Poll - Should Lawyers Use the CloudDo you know the requirements that your state bar places on lawyers using the cloud?Yes or no?

10

Poll - Should Lawyers Use the CloudWhat does it mean to use “reasonable care” in selecting a cloud service provider?1. Ensure that data is stored within the jurisdiction

of the United States2. Conduct periodic audits of storage provider’s

policies for data loss3. Use a password and two-factor authentication to

secure files

11

Should Lawyers Use the Cloudhttps://www.americanbar.org/groups/departments_offices/legal_technology_resources/resources/charts_fyis/cloud-ethics-chart.html

12

Choosing the Right HardwareHow to choose the right storage solutions• Using the cloud – is it allowable for

attorneys?• Should you use the cloud?• Benefits of using the cloud and benefits of

onsite storage• Drawbacks of using the cloud and

drawbacks of onsite storage• Onsite storage options – NAS/Servers

13

A Word on CybersecurityHow to protect yourself if you are using the cloud• Two-factor authentication• Don’t use overly complicated passwords• If you have saved passwords, secure your

computers• Secure your phones and the cloud apps

within your phones

14

A Word on CybersecurityHow to protect yourself if you are using on-site storage• Create a guest wi-fi• Beware of LAN outlets in your conference rooms• Be aware of remote or wi-fi access by former employees

15

Choosing the Right SoftwareDocument handling• Adobe Acrobat – The key to going paperless. Bates stamp,

OCR, annotate scanned documents.• How to index documents in Acrobat• How to edit text in Acrobat

16

Choosing the Right SoftwareDocument handling• How to add digital signatures in Acrobat

17

Choosing the Right SoftwareDocument e-mail protocols• Custom e-mail (with your domain) vs.

gmail/aol/yahoo/netscape• Exchange vs. Pop• Synced e-mail means everywhere access of all of your e-

mails, not just those sent from that device.• Cost and setup of an exchange account• Exchange calendar and tasks

18

Poll - Custom E-mail DomainsDo you believe that using an @aol e-mail address for work gives a negative impression to potential clients?

Yes or no?

19

Custom E-mail DomainsDo you believe that using an @aol e-mail address for work gives a negative impression to potential clients?

https://www.google.com/search?q=using+aol+email+for+business&ie=utf-8&oe=utf-8

20

Choosing the Right SoftwareDocument creation• Office 365 vs. Office desktop version• Office 365 vs. Google Apps – real time co-authoring• Word vs. WordPerfect• Mobile versions of document creation apps

21

Choosing the Right SoftwareDigital note taking• OneNote and Evernote• Taking notes with a digital stylus• Syncing with Outlook• Organizing your notes• Collaboration with others• Using your notes in deposition or in trial

22

How Often You Should Upgrade• The drawbacks to upgrades• Should you upgrade right away? Operating systems?

Software?• What do you need to do before you upgrade?• The benefits of upgrading early• Why you need to upgrade your hardware• How often you need to upgrade your hardware

23

Technology on a Budget• Must haves:

• E-mail domain• Laptop for around $400• Adobe Acrobat ($15 a month)• Office 365 ($8.25 a month)

24

The Best Upgrades You Can Get• Multiple monitors• Desktop scanner• Great tablet

25

Jeff Bennionwww.trialtechsupport.comjeff@jbennionlaw.com619-609-7198

MyCasewww.MyCase.comsupport@mycase.com800-571-8062

Contact Us

26

Thank you

27