Notes
Outline
Technology in the Law Office-Practice Made Powerful
ABA Legal Technology Resource Center
Contact Information
Catherine S. Reach
sandersc@staff.abanet.org
(312) 988-5053
Karen Evie Kalnins
kalninsk@staff.abanet.org
(312) 988-5930
Slide 3
Automating Law Office Tasks
Tick Tock
Calendaring
Docketing
Conflict Checking
Automating Law Office Tasks
Gift of the Gab
E-Mail
Contacts
Automating Law Office Tasks
What’s Up Doc?
Assembly
Management
Automating Law Office Tasks
Dollars and Sense
Time Tracking
Billing
Accounting
Benefits and Advantages
Share Information
Improve Time Management
Increase Efficiency
Recover Expenses
Acquire Skills
Before you purchase software:
Assess
Research
Try
Evaluate
Pricing
Implement
Train
Resources for Further Investigation
Search the Internet
Join Discussion Groups
Read Books and Periodicals
Confer with Colleagues
See Select Resources hand-out
Stand-alone software
Software that exists as a separate program by itself.  It is not part of an integrated software package.
Web-based software or ASP
Software that is accessible via the Internet, not installed on your office network or computer.
Download
Software that you install or transfer to your office network or computer.
Multi-function software
Software that has various functions or modules within one single program.
Calendaring
Definition
Electronic “calendar” with daily, weekly, monthly or yearly views.
Uses
Sets reminders, categorizes entries, shares schedules, replaces strings tied to fingers
Benefits
Better time management
Lotus Organizer
AbacusLaw
Docketing
Definition
Software that lets you calendar cases and their particular events according to court rules
Uses
Used for calendaring cases, setting timelines, and keeping court deadlines
Docketing
Benefits
Reduce and/or eliminate calendaring errors
Reduce staff time in calendaring
Reduce risk of legal malpractice
Compulaw-Vision
Saga Systems
Conflict Checking
Definition
Software that alerts you to possible conflicts of interest between clients, third parties, and witnesses
Uses
Alerts attorneys and staff to possible conflicts of interest between clients, third parties, and witnesses
Conflict Checking
Benefits
Avoid conflicts of interest between clients
Reduce risk of malpractice
Reduce staff workload and time
Seabill-Conflict Checker
Needles-Central Names Directory
E-mail/Contacts
Increase Communication
E-Mail
Contacts
CRM
“Customer Relationship Management”
Marketing & Rainmaking
“Customer” lists
Individual attention
Microsoft Outlook
Time Matters
ACT!
Document Assembly
Definition
Software that creates templates and legal documents from existing documents
Uses
Used to create documents and form templates that can be filled in without making new documents every time
Document Assembly
Benefits
Automate document creation
Increase attorney and staff efficiency
Improve legal representation
Thinkdocs
Needles
Document Management
Definition
Software for saving & retrieving documents
Uses
Finding, editing, and sharing documents
Benefits
Provides multiple save and retrieval options, allows for collaboration and knowledge management
Worldox
AmicusAttorney
Time Tracking/Billing
Definition
Tracks time, creates invoices and reports
Uses
Stopwatch associated with client, matter, or activity
Benefits
No more guess-timating amount of time spent and dealing with paper time sheets
Timeslips
TABSIII
Accounting
Definition
Track expenditures, salaries, profits, etc.
Uses
Create reports, use with time/billing software
Benefits
Detailed reports on all money matters for the firm
Quick Books
PCLaw
Conclusion
  “But what … is it good for?”
Contact Information
Catherine S. Reach
sandersc@staff.abanet.org
(312) 988-5053
Karen Evie Kalnins
kalninsk@staff.abanet.org
(312) 988-5930
Legal Technology Resource Center
Law Office Technology
Surveys & Statistics
Future of the Law
Technology & Ethics
Web Development & E-Commerce
Court Technology
Mobile Computing
Online Research
Non-Profits/Bar Associations
http://www.lawtechnology.org