Download - Intentional Technology Management
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INTENTIONAL TECHNOLOGY MANAGEMENTJared D. Correia, Esq.
Assistant Director, Senior Law Practice Advisor
Massachusetts Law Office Management Assistance Program
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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.
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BEST PRACTICES FOR IMPLEMENTING LAW FIRM TECHNOLOGY
Intentional Law Firm Management
Needs vs Wants vs Naked Desires
Establishing Buy-In
Vetting
Choice Matrices
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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
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ESSENTIAL LAW FIRM TECH:CASE MANAGEMENT Master Case List/Matter Manager
Holistic Practice Dashboard
Email/Calendar Integration
Document Management
Time + Billing/Accounting
Apps
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ESSENTIAL LAW FIRM TECH:CUSTOMER RELATIONSHIP MANAGEMENT
Contact Database + Search
Filters + Relations
Integration w/ Marketing Channels
Phone Tracking
Reporting
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ESSENTIAL LAW FIRM TECH:DOCUMENT MANAGEMENT/AUTOMATION
File Structure
Naming Conventions
Version Control
Access Control
Collaboration
Loading Contact Information
Clause Library
Increase: Efficiency
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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
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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
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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
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ACCELERATORPROCESS Trial Software
Closed Universe
Guided Interaction
Complete Survey
Make Recommendation
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MONEYBALL FOR LAWYERS Now, Who Wants to Be My Research Assistant?!?!
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MY 1ST ASSIGNMENT