join now
newsletters
topics
topics
advertise with us ABA Journal Blawg 100 Award 2009 ABA Journal Blawg 100 Award 2008
Subscribe (RSS Feed)TechnoLawyer Feed

SmallLaw: Top Five BigSolo Mistakes: How to Destroy Your Fledgling Law Firm

By Ross Kodner | Monday, August 10, 2009

SmallLaw-08-03-09-450

Originally published on August 3, 2009 in our free SmallLaw newsletter.

The BigSolo trend continues to grow. More and more large firm emigrants and refugees have opted out of large firm practice (or have had that choice made for them). The "good old days" appear to have been little more than economic sleight-of-hand, akin to clever David Blaine-esque street magic. More and more large firm attorneys are hanging shingles, summoning their inner entrepreneur.

Some will succeed. Many will not. With the top-down, bottom-up shock that running a business may bring to lawyers whose mission in life involved warping the space-time continuum to pump out 2,500 billable hours per year, opportunities for failure abound.

While some SmallLaw readers have criticized my observations, my perspective stems from the crucible of in-the-trenches reality. Actively helping a number of BigSolos start their practices, I'm living the experience first-hand, not just theorizing from a safe distance. Today's column revisits this world to explore five ways BigSolos can ensure failure of their new practices. I've seen all five myself — they're not pretty.

1. Let Sexy Technology Seduce You

Spend weeks agonizing over apps to download for your shiny new iPhone 3GS instead of focusing on drab, mundane technology for critical functions like system backup, secure WiFi, tailoring a case management system to your practice, automating routine documents, picking anti-malware software that won't destabilize your legitimate software, setting up your email system so that it syncs all your calendar/docket entries to your smartphone, etc.

You can also torpedo your new firm by not bothering to ask an accountant to review your new Chart of Accounts, make a coordinated transition from your old firm's Interwoven document manager to your new practice's Worldox system, or deploy legal software applications that integrate well and share client information because God knows how much you enjoy time-sucking duplicative entry.

2. Go Ahead, Represent Yourself Pro Se

Because you've spent years pouring through technology ads in the Sunday paper, you're a 23rd Level Grand Wizard of Legal Technology. You should make your own decisions about what technology to use, and how to configure your practice/document management, billing, and financial systems.

Then hire the charming counter guy from the nearest Radio Shack (now just The Shack) to build your new server using parts you've frugally scrounged from Overstock.com. Yes, that's the ticket to a stable law practice technology platform to support your livelihood and entrust your confidential client work product.

3. You've Been Using Word for 15 Years — There's Nothing More to Learn

After all those years in a world-class AmLaw 250 law practice, there couldn't possibly be anything you could learn about using technology tools as pedestrian as Word, Outlook, or Acrobat. Or Summation, CaseMap, and Sanction for your trial practice? You're a fourth degree black belt, right? And if you know you're a master of those garden variety regulars, how tough could it be to climb to the top of the practice-management system ladder after clicking "install?"

So by all means, don't waste your time learning the "proper" way to use Styles in Word. Forget about using PDF Packages in Acrobat Professional — especially since Acrobat Standard is good enough. You know best after all.

4. Outsource Everything (The Four Non-Billable Hour Week)

Being a BigSolo is going to be just like your previous gig, but better, right? Your plan is ingenious — you'll create a one lawyer megafirm. You loved the "do anything to keep the lawyers billing time" model that worked so well for you at your old firm.

You can't bear the thought of subsidizing all that administrative staff. So go ahead and outsource everything. Practice law and don't waste otherwise billable time running a business. Entrust everything to outsiders — people you barely know here and overseas who will most certainly have your best interests in mind.

5. Clients Want Old-Fashioned Substance and Web 2.0 Fluff

Return to your roots and use Courier 10 point type for all your documents. That will set you apart from your competitors.

Also, what's the matter with a Blogger.com site for your new practice? And why can't it contain some of your vacation photos? You clients will love the "personal touch." Why shell out one cent for a marketing and branding guru? Who knows you better than you?

Conclusion

If you take my counter-advice above, the odds of abject failure are certain. Want to succeed as a BigSolo and achieve more than you hoped for in law practice? Then run, don't walk, from the above suggestions and do the precise opposite of everything I've suggested.

Written by Ross Kodner of MicroLaw.

How to Receive SmallLaw
Small firm, big dreams. Published first via email newsletter and later here on our blog, SmallLaw provides you with a mix of practical advice that you can use today, and insight about what it will take for small law firms like yours to thrive in the future. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | Laptops/Smartphones/Tablets | Law Office Management | Online/Cloud | SmallLaw

Happy Solo; GoToMeeting Versus LogMeIn Rescue; Mac Switcher; PDF Portfolios; Stolen Backup; Smartphone-aholics

By Sara Skiff | Friday, August 7, 2009

Coming today to Fat Friday: Diana Brodman Summers shares her secrets to being a happy and successful solo, Douglas Simpson compares GoToMeeting with LogMeIn Rescue for remote access, Lawrence Husick discusses Macs in the law office, Michael Jones reviews Acrobat Pro's Portfolio feature, and George Vie explains why his backup software failed to save the day. Don't miss this issue.

How to Receive Fat Friday
Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Backup/Media/Storage | Business Productivity/Word Processing | Coming Attractions | Desktop PCs/Servers | Fat Friday | Laptops/Smartphones/Tablets | Law Office Management | Litigation/Discovery/Trials | Networking/Operating Systems | Online/Cloud

Comparative iPhone App Review: Documents to Go Versus Quickoffice Mobile Office Suite

By Sara Skiff | Tuesday, August 4, 2009

Coming today to TechnoFeature: The iPhone can view Microsoft Word and Excel documents out of the box, but DataViz's Documents to Go and Quickoffice's Quickoffice Mobile Office Suite enable you to store, manage, edit, search, and email Office documents. Every iPhone-owning lawyer who works with Word documents should consider purchasing one of these apps. But which one? We asked Jeff Richardson, the lawyer behind the iPhone J.D. blog to compare the two apps and report his findings in this comparative review.

How to Receive TechnoFeature
Our flagship newsletter never disappoints thanks to its in-depth reporting by leading legal technology and practice management experts, many of whom have become "household names" in the legal profession. It's in TechnoFeature that you'll find our oft-quoted formal product reviews and accompanying TechnoScore ratings. The TechnoFeature newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | Coming Attractions | Laptops/Smartphones/Tablets | TechnoFeature

SmallLaw: Five Legal Technology Hacks for Small Firms

By Will Geer | Monday, August 3, 2009

SmallLaw-07-27-09450

Originally published on July 27, 2009 in our free SmallLaw newsletter.

Small firms do not have to be at a technological disadvantage compared to their multinational brethren. Those proprietary systems and bloated methodologies can actually hinder an individual attorney's productivity. Flexibility is the key to appropriately leveraging technology for a more efficient and enjoyable practice. Below I have laid out five legal technology hacks to level the playing field.

1. Texter: Save Time With Text Substitution

Texter is a free text substitution application that will save you countless keystrokes by substituting user-defined abbreviations for commonly typed blocks of text.

Once downloaded and installed, Texter resides in your system tray and integrates with any program that accepts text input (virtually any program). You'll find this tool helpful if you find yourself writing the same phrases over and over again such as salutations, addresses, canned email responses, and form letters.

For example, each time I write a form letter, I type "addy" at the beginning of the letter and my entire name and address will be substituted in its place. To begin a commonly long salutation, I type "sal."

2. Mindmeister: Conduct Legal Research and Case Planning

Mind mapping software helps you to brainstorm by appealing to both the left (colors, images, creative) and right (text, analytical) sides of the brain. Doing so facilitates better data retention, more efficient note taking, and an aesthetically pleasing graph easy for others to follow.

Mindmeister is my favorite online mindmapping application, as it enables simultaneous collaboration in real-time, creation of mind-maps via email, PDF conversion, and online storage for ubiquitous access with a Web browser. Premium accounts cost $4/month per user and add features such as unlimited mindmaps, SSL encryption, and offline editing, to name just a few. The number of viable uses is limited only by your imagination.

3. Acronis True Image: Create Clones of Your Primary PC

Few technology mishaps will chill you to the core like a complete system failure of your primary office computer. We all know the benefits of backing up important data at regular intervals. However, even though all your documents and data may be backed up, your entire operating system must still be reinstalled.

It doesn't matter if the OS is Windows XP, Vista or Microsoft's latest baby, Windows 7, reinstalling and configuring the operating system to match your pre-crash specifications can take hours. Hours that you could otherwise bill.

What's the solution? Create a clone of your entire hard drive. Acronis True Image is a Windows based disk imaging utility that will create an exact replica of your PC's current state as it was before the crash. Restoration takes minutes as opposed to hours.

4. Backup Your Google Docs With GDocBackup

Many small firm and solo attorneys use Google Documents, Google's online word processor, for collaborative document drafting.

Even though Google stores your created documents indefinitely, I like to keep a copy on a local hard drive for safekeeping. You can always download or copy and paste the Docs straight to your desktop, but that's tedious.

Fortunately, GDocBackup exists — a simple utility that enables you to quickly and easily download your entire directory of Google Documents straight to a local hard drive.

GDocBackup even gives you the option to backup and download all the files in PDF format — perfect for attorneys following fellow SmallLaw columnist's Ross Kodner's famous "Paper LESS" law office.

5. MobileTM: Access Time Matters Data on Your Smartphone

The iPhone is quickly becoming the smartphone of choice for small firm attorneys. No one can deny that it is a magnificent piece of hardware, but it does have one shortcoming — the inability to sync with Time Matters. The same is true of other smartphones. They are limited to information that Outlook can understand plus the data is not accessible in real-time unless you use a Blackberry Enterprise Server or Microsoft Exchange Server.

Enter OTB Consulting's MobileTM, covered last year in TechnoLawyer NewsWire but worth noting again. A Time Matters add-on, MobileTM provides real-time data access to your Time Matters information through your smartphone's browser without the need for an Exchange Server.

Smartphone users who previously could only access To-Do's, Events, and Contacts can access Billing Records, Notes, and Client Matters. The icing on the cake is the ability to see all records associated with a contact or client matter, a feat not capable with Time Matter's integrated syncing technology. The software is a bit costly at $400 per year for a single user and $100 extra for each additional user. Also, you can only "read," not "write" data (it's one way).

Written by Will Geer of JDhacker.

How to Receive SmallLaw
Small firm, big dreams. Published first via email newsletter and later here on our blog, SmallLaw provides you with a mix of practical advice that you can use today, and insight about what it will take for small law firms like yours to thrive in the future. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Document Management | Laptops/Smartphones/Tablets | SmallLaw

Palm Centro Review; File-Naming Tips; Bates Stamping With pdfDocs Desktop; Acrobat Security Settings; Word Tables With Math Functions

By Sara Skiff | Thursday, July 30, 2009

Coming today to Answers to Questions: Walter Sanchez compares the Palm Centro to the Treo 680, Richard Wills describes his file-naming system, Kerry Carroll discusses pdfDocs Desktop for Bates stamping and more, Pamela Coleman explains how to verify security settings in Acrobat, and James Crowley explains how to create a spreadsheet in Microsoft Word. Don't miss this issue.

How to Receive Answers to Questions
Do you believe in the wisdom of crowds? In Answers to Questions, TechnoLawyer members answer legal technology and practice management questions submitted by their peers. This newsletter's popularity stems from the relevance of the questions and answers to virtually everyone in the legal profession. The Answers to Questions newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | Coming Attractions | Document Management | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Litigation/Discovery/Trials | TL Answers

H.R. 3200's Impact on Law Firms; TalkSwitch Review; Assessing SaaS; Push Gmail; Hiring Tips; DateBk6 Review

By Sara Skiff | Friday, July 24, 2009

Coming today to Fat Friday: Charles Tievsky reviews his TalkSwitch hybrid PBX phone system, Douglas Simpson discusses Software-as-a-Service, Robert Rice reviews Gmail on the BlackBerry, Mazyar Hedayat responds to hiring advice stemming from his recent SmallLaw column, Doug Jacobs reviews DateBk6 for the Palm OS, and TechnoLawyer publisher Neil Squillante explores the impact of the proposed payroll taxes in H.R. 3200 on successful boutique law firms. Don't miss this issue.

How to Receive Fat Friday
Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | Coming Attractions | Email/Messaging/Telephony | Fat Friday | Laptops/Smartphones/Tablets | Law Office Management

Nuance Product Reviews; PC Tune Up Tips; Tabs3 and QuickBooks; eDocs Versus Worksite; SplitCourt Review

By Sara Skiff | Thursday, July 23, 2009

Coming today to Answers to Questions: Paul Strawinski reviews PaperPort, OmniPage, and Dragon NaturallySpeaking, Tom Trottier shares some Windows performance tips plus an excellent idea for those considering switching to a Mac, Sandra Adams suggests the best way to integrate Tabs3 and QuickBooks, Sebastian Carey compares eDocs to Worksite, and Chris Gierymski reviews SplitCourt for electronic filing. Don't miss this issue.

How to Receive Answers to Questions
Do you believe in the wisdom of crowds? In Answers to Questions, TechnoLawyer members answer legal technology and practice management questions submitted by their peers. This newsletter's popularity stems from the relevance of the questions and answers to virtually everyone in the legal profession. The Answers to Questions newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Business Productivity/Word Processing | Coming Attractions | Dictation/OCR/Speech Recognition | Document Management | Laptops/Smartphones/Tablets | Networking/Operating Systems | Online/Cloud | TL Answers

Windows on Mac Tips; Stamps.com Review; Shelfware Rant; Be More Stylish; Google Voice Mobile; Shared Billing; Much More

By Sara Skiff | Thursday, July 16, 2009

Coming today to Answers to Questions: Mark Klarich shares what he has learned from running Windows on a Mac, Steven Polinsky reviews Stamps.com, Mark Deal comments on Dragon NaturallySpeaking and getting the most out of your tech purchases, Tom Trottier offers some tips for Microsoft Word's Styles feature for document formatting, and Todd Smith reviews GV Mobile for the iPhone. Don't miss this issue.

How to Receive Answers to Questions
Do you believe in the wisdom of crowds? In Answers to Questions, TechnoLawyer members answer legal technology and practice management questions submitted by their peers. This newsletter's popularity stems from the relevance of the questions and answers to virtually everyone in the legal profession. The Answers to Questions newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | Coming Attractions | Dictation/OCR/Speech Recognition | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Monitors | Networking/Operating Systems | Online/Cloud | TL Answers

SmallLaw: Smartphone Document Management

By Ross Kodner | Monday, July 13, 2009

SmallLaw-07-06-09450

Originally published on July 6, 2009 in our free SmallLaw newsletter.

Documents, documents everywhere. But can you always find them? Do they all exist in one consolidated location? Can you share them with clients, co-counsel, co-workers, experts, or the courts? All fundamental questions we ask ourselves every day. As lawyers we are awash in documents, both in paper and electronic form. Add to that an unending pile of email. Lately, we've begun asking another question — can I access these documents from my smartphone?

The Historical BigLaw Document Management Advantage …

I've always considered document management systems, whether standalone products or the similar functionality built into a number of practice management systems, to be one of the four cornerstones of mission critical law practice tools. The other three cornerstones are billing/financial systems, word processing/document generation, and practice management/case information tracking/docketing/calendaring systems. Practicing any type of law, in a small or large situation, would be practically impossible without these technologies.

Large and mid-sized law firms have had a traditional edge over smaller firm practitioners in the area of document organization, management, and retrieval. The majority of these firms have long used document management systems such as OpenText e-Docs (f/k/a PC Docs or Docs Open), Autonomy Worksite (f/k/a iManage), Worldox, and more recently NetDocuments (documents management in the cloud).

This collection of applications provides a consistent interface and organizational structure for all documents (and email/attachments), often in a simple, file cabinet-like, client/matter format. They allow nearly instantaneous searching of work product — with full-text searching and searches based on "profile information" (i.e. client name, matter title, document type, area of practice, etc.).

But What About Smartphones?

Many smaller firms don't have a document management system — at least not small firms populated by lawyers who didn't come from larger practices that had long relied on such systems. But many small firm lawyers use smartphones — and increasingly they want access to their documents on these devices — a need that may result in a golden age for document management systems.

Let's say you have a shiny new smartphone — a new iPhone 3GS, or a Blackberry, a Treo, or Windows Mobile device. A client calls while you're driving (you of course answer via the Bluetooth connection built into your car), and asks for your opinion on the latest draft of a contract.

You just need quick access to see what your client is seeing. Safety dictates pulling over, but then what? If you have the small-firm friendly Worldox document management system and its Worldox/Web Mobile extension, you can securely access every single case-connected document and email on your office system from your smartphone. You can navigate your client/matter structure and conduct full-text searches, just as if you were in your office.

So you pinpoint the contract, pull it up on your smartphone display, review the question, and if you have a multi-tasking smartphone, call the client back and responsively address their question. If you need to edit, forward it to yourself, then use a tool like Documents to Go to edit the Word file on the fly, and then email it to your client.

That's just one example. Shop around and ask both document management and practice management vendors about their smartphone integration.

Take Advantage of Your Competition and Stand Out …

Clients in this economy are worth their weight in platinum. Giving the impression of responsiveness, leveraged by your investment in technology, is priceless. But don't let your clients take it for granted. Tell them that thanks to your investment in the latest document management and smartphone technologies, you can serve their case handling needs from anywhere, anytime they need your input. Given the number of small firms that don't invest in technology, you'll stand out and recoup your investment.

Written by Ross Kodner of MicroLaw.

How to Receive SmallLaw
Small firm, big dreams. Published first via email newsletter and later here on our blog, SmallLaw provides you with a mix of practical advice that you can use today, and insight about what it will take for small law firms like yours to thrive in the future. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Document Management | Laptops/Smartphones/Tablets | SmallLaw

Battle of the Law School Advisors; PC Tune Up Tips; Acrobat 9 Pro Review; FolderGuard Review; File Naming Tips

By Sara Skiff | Thursday, July 9, 2009

Coming today to Answers to Questions: Steven Schwaber shares his advice for a successful law school experience, Jonathan Warshay provides some tips to make your PC more efficient (before you jump ship and get a Mac), Bill Baldwin reviews Acrobat Pro as a litigation support tool, Doug Jacobs reviews FolderGuard, and Michael Vranicar shares some of his firm's file naming tips. Don't miss this issue.

How to Receive Answers to Questions
Do you believe in the wisdom of crowds? In Answers to Questions, TechnoLawyer members answer legal technology and practice management questions submitted by their peers. This newsletter's popularity stems from the relevance of the questions and answers to virtually everyone in the legal profession. The Answers to Questions newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Coming Attractions | Document Management | Laptops/Smartphones/Tablets | Litigation/Discovery/Trials | Networking/Operating Systems | Privacy/Security | Technology Industry/Legal Profession | TL Answers | Utilities
 
home my technolawyer search archives place classified blog login