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Law Office Technology Part 2

Posted by on February 12, 2009

My last blog post dealt with some basic technology in order for a practice to hit the ground running. We will now discuss certain additional applications to make running an office more seamless as well as effective.

As I said previously, Microsoft Outlook is the email calendar and task tool that has the market dominance. This is because it is bundled with Microsoft Office. I use it to keep my contacts as well as my calendar and my emails. While stability can be an issue, it is the industry standard. Google has an online calendar system that is pretty good, however being that it is unsecure, I would not recommend it for law office calendar management due to confidentiality issues.

Clients today expect and deserve feedback as quickly as possible. That is one of the many reasons smartphones have become ubiquitous with attorneys. What an individual looks for in a smartphone is an ability to synch with your email, contacts and calendars. There are many flavors, whether it is the Iphone, the Blackberry or the Palm or variations on their theme. The key to me is to be able to have the information not only at my desk but also at my fingertips when I am out of the office.

Document assembly software is important in making sure you don’t have to reinvent the wheel. When your practice has developed a niche, use the appropriate software to generate repeat documents. Hotdocs is a great example of this. I also use Drafting Libraries for various documents. The quality of the document produced is quite good and there is certain customization and flexibility which is important.

Every lawyer wants to be paid for what they do. Therefore invest in a good time and billing package that can be utilized both by you and your assistant. Ideally it should feed into your phone/PDA so that you can quickly capture time outside the office. You should be able to enter fees quickly and easily. You should be able to set whether you are billing on an hourly basis, flat fee basis or contingency fee. You should ideally be able to combine this with a practice management suite which sets forth a conflict search. Try demos of these products, there are many and again, different people like different programs.

Technology is constantly changing and evolving and lawyers have to stay current to best serve our clients. Join the technology group of your local bar. Join the ABA Law Technology section. Read and learn what you can but remember don’t use something without trying it first.

Todd Engel

tengel@engelatty.com

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