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ProLaw XII: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, May 4, 2011

Today's issue of TechnoLawyer NewsWire covers an accounting and practice management system that integrates with Microsoft Office (see article below), a Web-based transcription service for audio files and telephone calls, an online project management tool, a private realtime location sharing app, and a trip planning and management app. Don't miss the next issue.

Gain Greater Insight Into Your Law Firm

People say technology should be invisible. For example, when you write an email message in Outlook, you're not aware of Outlook. You're just writing to a client or colleague. Many law firms eschew legal-specific accounting, billing, and practice management software because they feel it lacks this invisibility. But running your law firm without such software can lead to invisible problems, some of them catastrophic. One of the industry's leading integrated front and back office legal solutions has made its software more invisible by adding another office of sorts — deep integration with Microsoft Office (including Outlook).

ProLaw XII … in One Sentence
ProLaw XII, a Thomson Reuters solution, is accounting, billing, and practice management software that integrates with Microsoft Office.

The Killer Feature
Many companies toss around the word "integration," but not all integrations are of equal caliber.

ProLaw's developers used Microsoft's .NET programming language to create version XII. As a result, ProLaw integrates with Microsoft Office. It also better leverages Microsoft SQL Server as its underlying database.

This deep integration becomes evident when generating reports, all of which are interactive and run in realtime. The result is enhanced "business intelligence" — the ability to transform data into insights that can help grow your business and prevent problems. For example, ProLaw XII enables you to compare budgeted versus reported billable hours for each matter, view your top clients, and generate accounts receivable and WIP aging and rolled-up reports. Within many reports, you can instantly drill down to the details while maintaining the big picture. Also, many reports include charts and graphs that help you interpret and present information.

You can also edit existing reports and create your own reports by dragging and dropping information from any area of ProLaw. Even creating "What If" reports don't require any programming knowledge.

"Building ProLaw XII on the .NET technology extends a law firm's investment into the future," Elite's chief operating officer Cary Burch told us. "The use of .NET makes ProLaw less costly and more reliable, and enables ProLaw to leverage the interoperability between Microsoft applications, as well as the powerful reporting tools built into Microsoft SQL."

Other Notable Features
Regarding Microsoft Office, you can save documents directly to client/matter folders from within Word, Excel, and PowerPoint.

ProLaw XII solves a problem that many lawyers find vexing — client-related email and attachments. Your matter folders appear within Outlook — just drag and drop to file and share. The Outlook integration works both ways. You can attach any document stored within ProLaw to an email message without leaving Outlook. You can also save receipts of your email messages to record the date and time recipients open them.

The new version of ProLaw also provides automatic time capture technology that works within Microsoft Office as well as other popular products such as Adobe Acrobat. When you complete a document on which you've worked, ProLaw prompts you to record the time it has captured for billing purposes.

What Else Should You Know?
In addition to integrated accounting to go along with its billing and practice management functions, ProLaw integrates directly with Westlaw, Westlaw Litigator, and Westlaw Legal Calendaring Rules (these require a separate subscription). Also available as an add-on, eBillingHub enables you to submit invoices from ProLaw in LEDES and other formats that corporate legal departments often require. Learn more about ProLaw XII.

How to Receive TechnoLawyer NewsWire
So many products, so little time. In each issue of TechnoLawyer NewsWire, you'll learn about five new products for the legal profession. Pressed for time? The "In One Sentence" section describes each product in one sentence, and the "Killer Feature" section describes each product's most compelling feature. The TechnoLawyer NewsWire newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Practice Management/Calendars | TL NewsWire

The Looming Battle Between Traditional Legal Software and Web Applications

By Kathryn Hughes | Tuesday, May 3, 2011

Coming today to TechnoFeature: "I'd shut it down and give the money back to the shareholders." That was Michael Dell's suggestion when asked about Apple in October 1997. Apple is now worth 10.5 times as much as Dell. Even the smart look foolish when they try to predict the future. But some people can't help themselves. In this TechnoFeature article, law firm technology expert and TechnoLawyer publisher Neil Squillante analyzes the looming battle in the legal industry between traditional client/server software and Web applications. Three years ago, Neil thought that Web apps had a lock on the future, but now he's not so sure thanks to … Apple. Who is Napoleon at Austerlitz and who is Napoleon at Waterloo? Or will both camps win? Read Neil's tea leaves to find out.

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: Coming Attractions | Computer Accessories | Law Office Management | Online/Cloud | Practice Management/Calendars | TechnoFeature | Technology Industry/Legal Profession

Law Firm It Manager Plays With Playbook Plus 110 More Articles

By Kathryn Hughes | Tuesday, May 3, 2011

Coming today to BlawgWorld: Our editorial team has selected and linked to 111 articles from the past week worthy of your attention, including our Post of the Week. Here's a sample:

Start Treating Email Like All Correspondence

Phone Wars

iPhone and iPad at Class Certification Hearing

A Client Reviews Goodwin Proctor

The One Question to Ask Before Redesigning Your Web Site

Don't miss this issue or future issues.

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of legal technology, practice management, and law firm marketing, but not the only coverage. To stay on top of all the noteworthy articles published in blogs and other online publications you could either hire a research assistant or simply subscribe to BlawgWorld. The BlawgWorld newsletter has received rave reviews and is free. Please subscribe now.

Topics: BlawgWorld Newsletter | Coming Attractions | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | Law Office Management

BigLaw: Which Movie Does Your Law Firm's Social Media Policy Most Closely Resemble?

By Adrian Dayton | Tuesday, May 3, 2011

Originally published on April 5, 2011 in our free BigLaw newsletter. Instead of reading BigLaw here after the fact, sign up now to receive future issues in realtime.

Leading a large law firm is similar to steering a ship. If you navigate in the wrong direction, or don't have a clear idea of your destination you may never arrive. It is difficult but not impossible to lead when headed into the unknown (think Christopher Columbus). Creating a social media policy presents a challenge for leaders like you because you may lack the time to become completely versed in all the technology that exists. So to make it easier, I have simplified social media policies by comparing them to three classic films. Which movie does your social media policy most closely resemble?

Footloose (1984): Complete Prohibition

In Footloose, Kevin Bacon's character moves to a small, conservative town that has outlawed dancing and rock music. The town has clearly gone too far, but it isn't until the local Reverand (played by John Lithgow) sees townsfolk burning books that he realizes his policy needs a rethink.

Does this prohibition sound like your firm's policy towards social media? I remember when I first starting writing about social media over two years ago and spoke with a friend at a top law firm in Manhattan. I asked him, "What's your firm's policy towards social media?" His answer, "No social media."

You can call this the "Footloose" policy, or if you prefer the movie "Witness" the "Amish" policy, but whatever you call it, it's not an an effective policy for a modern law firm. Statistics from Greentarget, the ABA, and ALM Media all demonstrate that large communities of in-house lawyers across all ages use social media. A complete prohibition of these tools is archaic at best.

A Few Good Men (1992): Too Much Control

Led by an all-star cast of Jack Nicholson, Tom Cruise and Demi Moore A Few Good Men involves a trial in which two soldiers stand accused of murdering a fellow Marine of their unit. The two soldiers hazed a soldier who had failed to respect the chain of command by blowing the whistle on his superiors.

In the military, chain of command is extremely important to keeping our country safe. In the film (without ruining the ending for those who haven't seen it yet), the chain of command fails to protect an innocent soldier. In law firms, "chain of command" means "control the message."

"No tweets, posts or messages may be shared without approval by a partner level attorney and a review by the Public Relations, Communications, and Marketing Committee."

Does this rule sound like your firm's social media policy? I call this policy "A Few Good Men" because only a few individuals in your firm are allowed to speak or approve speech of those using social media. I've compared this policy to a cocktail party at which an associate must text the managing partner before making any comments or engaging in conversation to make sure everything he says is approved.

Such a policy would be impractical, nonsensical, and serve no purpose. You trust your associates to attend social gatherings without revealing client confidences, inadvertently creating attorney-client relationships, and violating ethics laws with regard to solicitation. So why not trust your associates online?

Perhaps the permanence of the online world terrifies you. But that's just a matter of proper training to ensure that your lawyers can handle social media.

Pirates of the Caribbean (2003): Sensible Guidelines

Just when we thought Disney was incapable of making a quality live-action movie, it surprised everyone with Pirates of the Caribbean starring none other than Johnny Depp. In this movie we learn a lot about Pirates and their code.

One interesting rule is that of "Parlay." When a prisoner invokes this code, the pirates must provide free passage to negotiate with the ship's captain. According to Captain Barbossa (played by Geoffry Rush), "the code is more what you'd call 'guidelines' than actual rules."

I hesitate to ask the world's largest law firms to take queues from pirates, but "guidelines" make way more sense than a policy that reads like a statute. Here's why. Technology is changing rapidly. As soon as a law firm's multiple committees meet to discuses, draft, re-draft, and vote to approve the social media policy it's out-of-date.

It is far more practicable to put together guidelines for any online behavior. A good social media policy will accomplish two objectives — protect the firm and empower the lawyers. A policy full of "thou shall not" language should be tempered with guidance on how to engage in social media in an effective manner.

On With the Show

So what's it going to be for your firm? Complete prohibition like in Footloose? Only allowing a one or two messengers like in A Few Good Men? Or will you teach your lawyers, provide them with guidelines, and trust that they won't organize a raiding party? As the captain, you need to make the right social media decision, or your ship may end up in Davy Jones' Locker.

Written by law firm social media expert Adrian Dayton.

How to Receive BigLaw
Many large firms have good reputations for their work and bad reputations as places to work. Why? Answering this question requires digging up some dirt, but we do with the best of intentions. Published first via email newsletter and later here on our blog, BigLaw analyzes the business practices, marketing strategies, and technologies used by the country's biggest law firms in an effort to unearth best and worst practices. The BigLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: BiglawWorld | Law Firm Marketing/Publications/Web Sites

How to Use Two Monitors to Collaborate in Word; Copernic Review; ScanSnap Mythbuster; ABA TechShow Reports

By Neil J. Squillante | Friday, April 29, 2011

Today's issue of Fat Friday contains these articles:

Paul Tredoux, Tip: Using Dual Monitors to Collaborate on Word Documents; Topview Review

Michael Jones, Review: Copernic Desktop Search for Document Management

Barron Henley, Fujitsu ScanSnap: The Truth About the Bundled Version of Acrobat

Don't miss this issue — or any future issues.

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 | CLE/News/References | Collaboration/Knowledge Management | Coming Attractions | Copiers/Scanners/Printers | Fat Friday | Monitors | Online/Cloud | Technology Industry/Legal Profession

Battle of the Laptops; Reviews of Needles, CaseMap, PDF-XChange Viewer; Email Archiving Tip

By Neil J. Squillante | Thursday, April 28, 2011

Today's issue of Answers to Questions contains these articles:

Gregory Harper, Review: Lenovo ThinkPad V. Dell Latitude Laptops

Jill Howard, Review: Needles

Paul Supnik, Review: CaseMap

Joe Dipierro, Review: PDF-XChange Viewer

Bill Baldwin, How To Store Client Documents And Email Together

Don't miss this issue — or any future issues.

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 | Collaboration/Knowledge Management | Coming Attractions | Laptops/Smartphones/Tablets | Litigation/Discovery/Trials | Practice Management/Calendars | TL Answers

Inside ABA TechShow 2011 Plus Two Profiles in Disruption

By Neil J. Squillante | Thursday, April 28, 2011

Coming today to TechnoFeature: Restaurants don't exist purely to feed you. They exist so that you can commune with clients, friends, family, lovers, and sometimes even strangers. Similarly, trade shows like ABA TechShow don't exist purely to learn about new products. They enable you to network with the legal technology industry's best and brightest. In this TechnoFeature article, Chicago lawyer and TechShow veteran Mazyar Hedayat bypasses the exhibit floor to reflect on this aspect of TechShow, particularly in light of its 25th anniversary. In doing so, he name drops some luminaries you should connect with, summarizes Professor Lawrence Lessig's keynote speech, and profiles two companies poised to help law firms survive and thrive as the legal services industry becomes increasingly commoditized.

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: Automation/Document Assembly/Macros | CLE/News/References | Coming Attractions | Online/Cloud | TechnoFeature

BigLaw: iPhone App Development Insights That Apply to All Large Firm Technology Initiatives

By Dan Friedlander | Thursday, April 28, 2011

Originally published on March 29, 2011 in our free BigLaw newsletter. Instead of reading BigLaw here after the fact, sign up now to receive future issues in realtime.

I have previously written in the BigLaw newsletter about the benefits, as well as the drawbacks, of developing mobile apps for both marketing purposes and in-firm use. I have also discussed the app development and approval process.

Today I'll share my recent experience and the challenges I encountered developing my own commercial iPhone apps for lawyers. Even if your firm does not yet develop mobile apps, I believe you'll find these lessons useful for all your technology initiatives.

Focus on Essential Tasks and Avoid Feature Bloat

When I first started developing apps two years ago, I heard an Apple executive say that the best mobile apps do one thing and do it well. What I garnered from this advice is that an app should be developed from the get-go with a singular purpose in mind.

Ask: What will users want to do with the application and what is the most efficient way to offer this functionality? The Swiss Army Knife approach to app development or development in general rarely works, as it grows too cumbersome (feature bloat). Users should be able to start the app, use it for a single purpose, and quickly get out.

I took this approach when I developed my first iPhone app — Court Days. It started with the simple idea that an attorney should be able to quickly calculate the number of court days or calendar days from a given date. At the time (when there were a mere 50,000 iPhone apps), a few date calculators already existed on the App Store, but all of them calculated the number of calendar days between two dates. None excluded weekends and holidays — an essential feature for lawyers. I wanted such an app for use in my own law practice so I believed in the concept.

Once I overcame a fairly steep learning curb associated with mastering my first programming language, the actual "coding" of the app was not very difficult. Like writing a letter or brief, if you follow the basic rules of spelling, grammar, punctuation, and syntax, the device will do what you tell it to do. Mix in a little bit of elementary school math (in my case, adding and subtracting court or calendar days), and you have a simple and useful tool.

You May Not Know What's Missing Until You Build Version 1.0

That is not to say I didn't encounter hurdles, the most significant of which I anticipated but grossly underestimated in terms of the amount of time and resources necessary to overcome. The problem is that every jurisdiction within the United States, at the federal, state, and local levels, observes different court holidays. For example, Alaska observes Alaska Day, Hawaii observes King Kamehameha Day, and Louisiana and two counties in Alabama observe Mardi Gras Day. Many of these regional holidays change from year to year and in some states, such as Massachusetts, individual courts set their own court holiday schedules.

Once I collected holiday data for 63 different jurisdictions and completed the app, I felt satisfied with the experience. The Court Days app was well received by the public and I received lots of constructive feedback from lawyers — much of which I incorporated into future updates to the app.

As time went by, however, I was troubled by the fact that I did not use Court Days in my own practice as much as I originally anticipated. It's not that the app did not work as intended — because it did. Rather, I found that it slightly missed the mark in terms of being a tool that I wanted to use in the ordinary course of my practice.

It dawned on me that lawyers do not perform date calculations in a vacuum. The date calculations are always performed in context with a future and pending action, such as a hearing date or filing deadline. The app, on the other hand, performed simple date calculations without context. In other words, litigators need triggered calculations (e.g., 16 court days before a certain date) before starting up the app. It was just as efficient to manually count days on a paper calendar. The app was designed to be simple, but it turned out to be a little too simple. And I suspected that other attorneys had reached the same conclusion.

An Essential Function Trumps Simplicity

I began to reevaluate the Court Days app to find a solution that I could promote as a viable tool for practicing lawyers. After experimenting with a number of different concepts, I finally settled on a solution that tested the boundaries of my number-one rule — simplicity. The new app, Court Days Pro, would still calculate court days, but would do so using a rules-based approach.

For example, in Court Days, if you want to know the deadline for opposing a motion a motion for summary judgment in California, you would first have to remember that the opposition must be filed 14 days prior to the hearing, and then enter both a target date and the number 14 into the calculator.

By contrast, with Court Days Pro, you would have the primary triggering event (the hearing on the motion for summary judgment) and all the associated rules-based deadlines (dates for moving papers, opposition briefs, reply briefs, etc.) preprogrammed into the app — eliminating the need to remember and manually enter the counting information.

Although this functionality seemed like a good idea, I didn't want to release the app absent real world testing. Once app development was complete, I gave the app to 20 practicing litigators through an ingenious free service called TestFlight, which enables developers to overcome some of the hurdles that exist when beta testing iOS apps. After several weeks of real world testing, I collected the beta testers' comments and suggestions, many of which I incorporated into the final version of Court Days Pro, which is now available on the App Store.

Emulate Apple's Iterative Approach

Every few years, Apple unveils a new product category, but thereafter it refines these products — most recently with the iPad 2. This iterative process and attention to detail has made it the most valuable technology company in the world.

App development is similar. It requires you to constantly reevaluate and refine the product to meet the needs of end users and stay ahead of the competition. Just a couple of weeks out from Court Days Pro's release, I'm already working on an update that will add feature requests (e.g., a help screen). I have certainly learned a lot, but the learning process never ends. I expect to push out updates and revisions as I continue to receive feedback from real world users. I suspect the same is true of the technology initiatives currently underway in your law firm.

Written by Dan Friedlander of LawOnMyPhone.com.

How to Receive BigLaw
Many large firms have good reputations for their work and bad reputations as places to work. Why? Answering this question requires digging up some dirt, but we do with the best of intentions. Published first via email newsletter and later here on our blog, BigLaw analyzes the business practices, marketing strategies, and technologies used by the country's biggest law firms in an effort to unearth best and worst practices. The BigLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: BiglawWorld | Laptops/Smartphones/Tablets

ContractExpress DealBuilder 4: Read Our Exclusive Report

By Neil J. Squillante | Thursday, April 28, 2011

Today's issue of TechnoLawyer NewsWire covers a browser-based document assembly system (see article below), a deposition preparation app for iPad, an iOS app for practice management and marketing, a legal research app for Android smartphones and tablets, and a WordPress hosting service. Don't miss the next issue.

Automate Contract Creation Without an Engineering Degree

Do you think it was just happenstance that Professor Kingsfield in the classic law school film The Paper Chase taught Contracts? Everyone understands the concept of a contract because everyone enters into contracts. This fact likely explains why Kingsfield taught Contracts rather than Civil Procedure. Of course, while everyone understands contracts, drafting them is a different story. A new document assembly product promises to make the process much easier, resulting not only in the ability to draft contracts faster but also create better contracts that reduce the risk of litigation. After all, you don't want one of your contracts discussed in a Contracts class a decade from now.

ContractExpress DealBuilder 4 … in One Sentence
Released this month, Business Integrity's ContractExpress DealBuilder 4 is a browser-based document assembly solution for creating contracts and legal documents.

The Killer Feature
ContractExpress DealBuilder 4 includes ContractExpress Author, a Microsoft Word-based template authoring environment that eliminates the need to learn a programming language or hire template programmers to create templates.

Instead, the "subject matter expert" (that's you the lawyer) can create document templates using Microsoft Word. You simply place square brackets around items that will change from contract to contract — ContractExpress will determine the dependencies for you. Once installed, ContractExpress Author appears on the Ribbon in Word 2007 and 2010.

Templates consist of standard Word documents, which means you can format them and create styles as you normally would, including auto-numbering of clauses. Output formats for the generated documents include DOCX, DOC, PDF, XPS, and RTF.

"ContractExpress DealBuilder revolutionized the feasibility of document assembly by eliminating the need for template programmers," Business integrity President Tim Allen told us. "Now at version 4, it remains in a league of its own."

Other Notable Features
ContractExpress DealBuilder 4 boasts a number of new features.

For example, DocumentView displays your document in real-time as you complete the template questionnaire. The ability to visually associate changes made in the questionnaire with their effects in the document aims to make the drafting of documents a more fluid and efficient process. DocumentView also simplifies training for new users and allows for greater document ownership. "With DocumentView, document assembly is no longer a mysterious black box," noted Andrew Wishart, Business Integrity's CTO.

ContractExpress Drafter enables you to reconcile manual edits made to documents with any new information added to the document as a result of re-launching the questionnaire, thus eliminating conflicting language. Other features include iPad compatibility for drafting documents on the go and in your lap, and an intelligent document assembly engine that can react to user input by dynamically changing the questionnaire based on prior input.

You can host ContractExpress DealBuilder on your intranet, extranet, or SharePoint environment. Business Integrity also offer ContractExpress as a Web-based service (SaaS).

What Else Should You Know?
ContractExpress DealBuilder is designed for use not only by private practitioners and in-house counsel, but also legal publishers that provide forms. Learn more about ContractExpress DealBuilder 4

How to Receive TechnoLawyer NewsWire
So many products, so little time. In each issue of TechnoLawyer NewsWire, you'll learn about five new products for the legal profession. Pressed for time? The "In One Sentence" section describes each product in one sentence, and the "Killer Feature" section describes each product's most compelling feature. The TechnoLawyer NewsWire newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Automation/Document Assembly/Macros | TL NewsWire

SmallLaw: Talk to the Toughest Judge in Town and Other Lessons Learned From My First Year of Solo Practice

By Clark Stewart | Tuesday, April 26, 2011

Originally published on March 29, 2011 in our free SmallLaw newsletter. Instead of reading SmallLaw here after the fact, sign up now to receive future issues in realtime.

In November 2009 I hung my shingle, and by some miracle I'm still in practice! The folks who publish SmallLaw asked for my opinion as to the most important lessons I've gleaned from my "minute" of practice. After wracking my brain for a week trying to answer this question, I have narrowed it down to three lessons any new solo should heed should they want to make a go of their own law practice.

1. Get a Mentor

A professor once told me that you'll never know more law than when you walk out of the bar exam, and you'll forget it all! That couldn't be truer. I am humbled every day by the vast amount of law that I don't know.

One of my favorite sayings is access is better than ownership. Since I don't own the knowledge yet I love to access it from my mentors. I'm truly blessed to come from a family of judges and lawyers. I call them at least once a day. I can't imagine how difficult it would be if I had to approach every legal problem from scratch. I couldn't do it. I don't know how solos without such mentors avoid malpractice. In fact, this connection with other lawyers explains why many lawyers practice together in law firms rather than alone.

If you don't have a personal relationship with your colleagues then pick one by reputation whom you admire and forge a connection. Get out your phone book and call them up. I would advise those in the hunt to not focus as much on the expertise of the attorney, but more on their reputation.

You may learn a lot from the local king of torts, but we all know how that book ended! Find someone people in your community praise and look upon favorably — an Atticus Finch. Better yet go talk to the toughest judge in your area and ask them whom they recommend. His Honor is basically the Simon Cowell of our profession. He'll be more than happy to mold you into the type of lawyer with whom he likes to deal by steering you toward an attorney he respects. By following the judge's advice you'll be well on your way to obtaining a quality mentor.

2. Don't Fall Into the Technology Trap

It's just human nature. You hung your shingle, paid the rent, and now you need all that shiny new technology to make your practice hum. It will go out and club potential clients over the head and drag 'em back to your office with checkbooks in hand. "Please, oh wise and technologically gifted one, take my money!" I had this dream once too, and have a veritable bone yard of gadgets and shelfware lying around as evidence. So does fellow SmallLaw columnist Pete Armstrong.

I've got countless programs that didn't do what I needed. I have a premium Evernote account I had forgotten about until it auto-renewed for $40! But perhaps the most shining example is the Livescribe pen I picked up last year for about $200. This little gem uses special paper (read $$) that a camera in the pen picks up and translates my writing into searchable text that is linked to an audio recording of what was said at that particular second. It works great, but it hasn't paid the bills. I thought it would serve me well in court as I took notes because if I missed something I could just tap the note and hear the audio from that second. In reality I don't have time to take notes. I think better on my feet — on the fly. Had I known that I could have saved some coin.

Balance the cost of the technology with the learning curve, and a take hard look at your true use for the tool. A prime example is my Web site. I spent a long time last year creating it from scratch. It looked awful, and my site lay in useless ruin for quite awhile. I had spent 100 bucks on Web hosting and had nothing to show for it. Had I used my balancing test up front I would have gotten with the times and used something like WordPress from the beginning. Now the site is functional and looks professional.

A final note on technology — do your homework. A good place to ask questions is of course Technolawyer's Answers to Questions newsletter as well as Solosez from the ABA — and the past searchable archives of both. They're chock full of answers to everything from accounting systems to smartphones — and in the case of Solosez lots more such as bicycles!

3. Communicate

Communication is the most important lesson to learn. A wise person once told me that procrastination is rooted in fear. I never put this aphorism into perspective until I started my practice.

I would put off phone calls with clients because I knew that they were not going to be happy with what I told them, or I just didn't have any updates. In reality your client doesn't really care if you know anything or not. They just find comfort in the fact that you're thinking about them and their case.

Brand new lawyers will ask about malpractice insurance. The best malpractice insurance is to communicate with your clients! It's a pain in practice, but it's part of the job. My advice is to take a day each week and chalk it up as a loss. Spend that day making phone calls, jail visits, and writing letters.

I have certain clients who aren't happy no matter what miracle I work for them. Others I could slap with horrible news and they would thank me. It's kind of like publicity — even bad communication is good communication. The bottom line is that as long as your clients understand and believe that they can reach you when they need you they will have faith in you and tell their friends.

Conclusion

If you've thought about striking out on your own, now is the time. The economy may still be tanking, but advances in technology for the small firm practitioner have opened the door of what was once boutique law with a sledgehammer. It's a frustrating, fulfilling, and terrifying experience that I highly recommend to all lawyers!

Written by Gadsden, Alabama lawyer Clark Stewart.

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: Law Office Management | SmallLaw
 
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