INTENTIONAL TECHNOLOGY MANAGEMENTJared D. Correia, Esq.

Assistant Director, Senior Law Practice Advisor

Massachusetts Law Office Management Assistance Program

THE LAWYER’S DYSFUNCTIONAL RELATIONSHIP WITH TECHNOLOGY ‘They Had Relations’

How Do You Relate to Technology? How Does the Technology within Your Office Interact? How Do You Work under a Framework?

The Digital Native is NOT (NECESSARILY) an Advantaged Law Firm Owner/Employee

Competence as an Attorney, includes Competence in Legal Tech The ABA Says So, That’s Who

Maintaining Competence[8]  To maintain the requisite knowledge and skill, a lawyer should keep abreast of changes in the lawand its practice, including the benefits and risks associated with relevant technology, engage in continuing study and education and comply with all continuing legal education requirements to which the lawyer is subject.

BEST PRACTICES FOR IMPLEMENTING LAW FIRM TECHNOLOGY

Intentional Law Firm Management

Needs vs Wants vs Naked Desires

Establishing Buy-In

Vetting

Choice Matrices

GET WITH THE PROGRAM:TYPES OF SOFTWARE YOU’LL ENCOUNTER

Subscription Service vs Annual Payment vs One-Time Payment

Premise-Based v Virtual

Virtual Private Network

Remote Control Access

SaaS

DaaS

ESSENTIAL LAW FIRM TECH:CASE MANAGEMENT Master Case List/Matter Manager

Holistic Practice Dashboard

Email/Calendar Integration

Document Management

Time + Billing/Accounting

Apps

ESSENTIAL LAW FIRM TECH:CUSTOMER RELATIONSHIP MANAGEMENT

Contact Database + Search

Filters + Relations

Integration w/ Marketing Channels

Phone Tracking

Reporting

ESSENTIAL LAW FIRM TECH:DOCUMENT MANAGEMENT/AUTOMATION

File Structure

Naming Conventions

Version Control

Access Control

Collaboration

Loading Contact Information

Clause Library

Increase: Efficiency

ESSENTIAL LAW FIRM TECH:T(IME) + B(ILLING) (+ ACCOUNTING)

Contemporaneous

Complete

Compelling

Stand-Alone vs Built-In/Integrated

Manual vs Automated

Generic Business vs Law Firm Specific

Operating Accounting

Trust Accounting

THE IMPORTANCE OF SETTING + MEETING GOALS Business Plan

Marketing Plan

Budget

Revenue Projections

Non-Narrative

Integration w/ Calendar + Tasks

Scheduled Review

Return on Investment

Revision

CONFIDENTIALITY +SECURITY Massachusetts Rules of Professional Conduct, 1.6

Massachusetts General Laws Chapters 93H + 93I, 201 CMR 17 Encryption Vetting Contracting WISP

BYOD

Simple, Personal Security Safeguards Strong Passwords Pre-Encryption PDF

ACCELERATORPROCESS Trial Software

Closed Universe

Guided Interaction

Complete Survey

Make Recommendation

MONEYBALL FOR LAWYERS Now, Who Wants to Be My Research Assistant?!?!

MY 1ST ASSIGNMENT