free and low-cost technology for law firms
TRANSCRIPT
Free and Low-Cost Technology for Law Firms
September 8, 2016
Greg McLawsenManaging Attorney
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www.soundimmigration.com
America’s web-based immigration law firm
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Greg McLawsenManaging AttorneySound Immigration
@mclawsen [email protected] www.soundimmigration.com
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www.soundimmigration.com/events
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www.soundimmigration.com/lawyers
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8 fun things
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1 - Google Shopping for tech purchases
www.google.com/shopping
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Let’s buy a ScanSnap iX500
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Find the “Model Item Number” (CTRL F)
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Paste into Google Shopping, sort
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2 - Jing (www.techsmith.com/jing)
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3 - LastPass (www. lastpass.com)
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4 - Doodle (www.doodle.com)
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5 - Bitly (www.bitly.com)
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6 - ScheduleOnce (www.scheduleonce.com)
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ScheduleOnce (www.scheduleonce.com)
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7 - Boomerang (www.boomeranggmail.com)
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8 - LinkedIn (www.linkedin.com)
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9 - Stamps.com (guess)
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10 - WSBA Solo & Small Practice Section ($35/yr)
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Kill email
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Is this your inbox experience?
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Team members need small Q&As on office tasks,
case progression
Clients want answers to
case inquiries
Colleagues want to coordinate on
bar projects
Why is everyone emailing you?
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…when all you have is a hammer
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First, understand you have options
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What are we trying to
accomplish with this
information?
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Client
Consider secure case-management system. 1. Exchange messages in secure environment. 2. Message saved to client file
1. Get timely, case-specific advice to client *securely*
2. Paper the file re our advice
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Team members
How about a team communication tool used by NASA’s jet propulsion lab?
Slack (www.slack.com)
Conversation-like dialogue on case/office matters. Ongoing. Open to all team members (or not).
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Team “channels” and direct messaging
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Direct messages
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Your teamcommunicatio
ns home base
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And the price?
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Free*
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Try this one with colleagues, too
Email is terrible for group coordination on projectse.g. bar committees
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Documentcollaboration
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Brief with associate
Declaration with client
Article with colleague
Where we collaborate
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Author 1 Author 2
Please not this
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Now where’s your
“current” draft?
Goal: real time
collaboration on single document
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Try free Google Docs
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Recognize anything?
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Add comments, flag authors
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Track changes (“suggestions”)
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• Footnotes• Formatting
Caveat
• Also formatting issues
• Microsoft ID?
Alternative
Using webinarsto promote your firm
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What is content marketing?
Showcasing your expertise
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www.soundimmigration.com/lawyers
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P.C. Decent microphone
Webinar platform
What do you need?
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AnyMeeting (www.anymeeting.com)
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AnyMeeting (www.anymeeting.com)
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Kanban boards
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The lawyer as builder
Historically we have been artisans
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We are builders
Think of legal products
instead of legal services. What
can we deliver?
The Bottleneck
• Bottleneck = system constraint
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The lawyer as builder
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Associate Paralegal
Partner
Kanban
känbän(看板 ) n.
“signboard”
“billboard”
What’s on your plate?
What isn’t?
To do Doing Waiting DoneClient 1 Client 6 Client 8 Client 15Client 2 Client 7 Client 9 Client 16Client 3 Client 10Client 4 Client 11Client 5 Client 12
Client 13Client 14
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känbän
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Waiting on client
Waiting on 3rd party
To do Doing Done
Client 8 Client 20 Client 1 Client 6 Client 15Client 9 Client 21 Client 2 Client 7 Client 16Client 10 Client 3Client 11 Client 4 Client 12 Client 5Client 13Client 14
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Trello (www.trello.com)
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Trim, intuitive interface
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Resources
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Lawyerist (www.lawyerist.com)
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WSBS Small Practice Section ($35/yr)
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Seattle Legal Innovation and Technology Group
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www.soundimmigration.com/eventsGreg McLawsenManaging Attorney
@mclawsen253-203-3170greg@soundimmigration.comwww.soundimmigration.com