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Free and Low-Cost Technology for Law Firms September 8, 2016 Greg McLawsen Managing Attorney

Free and Low-Cost Technology for Law Firms

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Page 1: Free and Low-Cost Technology for Law Firms

Free and Low-Cost Technology for Law Firms

September 8, 2016

Greg McLawsenManaging Attorney

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www.soundimmigration.com

America’s web-based immigration law firm

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Greg McLawsenManaging AttorneySound Immigration

@mclawsen [email protected] www.soundimmigration.com

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www.soundimmigration.com/events

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www.soundimmigration.com/lawyers

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8 fun things

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1 - Google Shopping for tech purchases

www.google.com/shopping

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Let’s buy a ScanSnap iX500

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Find the “Model Item Number” (CTRL F)

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Paste into Google Shopping, sort

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2 - Jing (www.techsmith.com/jing)

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3 - LastPass (www. lastpass.com)

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4 - Doodle (www.doodle.com)

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5 - Bitly (www.bitly.com)

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6 - ScheduleOnce (www.scheduleonce.com)

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ScheduleOnce (www.scheduleonce.com)

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7 - Boomerang (www.boomeranggmail.com)

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8 - LinkedIn (www.linkedin.com)

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9 - Stamps.com (guess)

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10 - WSBA Solo & Small Practice Section ($35/yr)

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Kill email

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Is this your inbox experience?

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Team members need small Q&As on office tasks,

case progression

Clients want answers to

case inquiries

Colleagues want to coordinate on

bar projects

Why is everyone emailing you?

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…when all you have is a hammer

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First, understand you have options

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What are we trying to

accomplish with this

information?

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Client

Consider secure case-management system. 1. Exchange messages in secure environment. 2. Message saved to client file

1. Get timely, case-specific advice to client *securely*

2. Paper the file re our advice

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Team members

How about a team communication tool used by NASA’s jet propulsion lab?

Slack (www.slack.com)

Conversation-like dialogue on case/office matters. Ongoing. Open to all team members (or not).

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Team “channels” and direct messaging

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Direct messages

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Your teamcommunicatio

ns home base

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And the price?

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Free*

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Try this one with colleagues, too

Email is terrible for group coordination on projectse.g. bar committees

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Documentcollaboration

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Brief with associate

Declaration with client

Article with colleague

Where we collaborate

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Author 1 Author 2

Please not this

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Now where’s your

“current” draft?

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Goal: real time

collaboration on single document

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Try free Google Docs

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Recognize anything?

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Add comments, flag authors

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Track changes (“suggestions”)

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• Footnotes• Formatting

Caveat

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• Also formatting issues

• Microsoft ID?

Alternative

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Using webinarsto promote your firm

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What is content marketing?

Showcasing your expertise

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www.soundimmigration.com/lawyers

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P.C. Decent microphone

Webinar platform

What do you need?

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AnyMeeting (www.anymeeting.com)

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AnyMeeting (www.anymeeting.com)

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Kanban boards

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The lawyer as builder

Historically we have been artisans

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We are builders

Think of legal products

instead of legal services. What

can we deliver?

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The Bottleneck

• Bottleneck = system constraint

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The lawyer as builder

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Associate Paralegal

Partner

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Kanban

känbän(看板 ) n.

“signboard”

“billboard”

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What’s on your plate?

What isn’t?

To do Doing Waiting DoneClient 1 Client 6 Client 8 Client 15Client 2 Client 7 Client 9 Client 16Client 3 Client 10Client 4 Client 11Client 5 Client 12

Client 13Client 14

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känbän

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Waiting on client

Waiting on 3rd party

To do Doing Done

Client 8 Client 20 Client 1 Client 6 Client 15Client 9 Client 21 Client 2 Client 7 Client 16Client 10 Client 3Client 11 Client 4 Client 12 Client 5Client 13Client 14

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Trello (www.trello.com)

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Trim, intuitive interface

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Resources

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Lawyerist (www.lawyerist.com)

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WSBS Small Practice Section ($35/yr)

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Seattle Legal Innovation and Technology Group

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www.soundimmigration.com/eventsGreg McLawsenManaging Attorney

@mclawsen253-203-3170greg@soundimmigration.comwww.soundimmigration.com