Using Technology to Build Malpractice Avoidance Procedures into the Way You Work

The American Bar Association has identified the top 10 malpractice traps and describes how to avoid them in The Lawyer's Desk Guide To Preventing Legal Malpractice. We will discuss law firm management strategies and show how good case management software can eliminate five of the top ten malpractice traps and possibly lower your malpractice insurance premium. See if your firm is following the ABA's recommended policies and identify areas of improvement. Issues addressed include calendaring, docketing, client communication/relations, research and investigation, conflicts of interest, documentation of work and more.

Tools and Techniques for Negotiating and Revising Electronic Documents

Lawyers frequently trade electronic documents with opposing counsel and clients to indicate changes and proposed modifications.  This seminar covers the tools available in Word for safely emailing documents, comparing versions, tracking changes, and adding comments and other annotations.  We’ll also discuss third party applications which handle those tasks even better.  Learn how to avoid metadata, when PDFs should be used instead of word processor files and more.

Find Documents without the Drama – Streamline Your Practice with Document Management

Imagine if you could electronically organize and store all documents (including electronic documents created in-house, documents your firm has received, email and attachments thereto) in a client/matter-centric manner which is accessible by everyone in your firm, at any time, whether they’re in or out of the office. Imagine further that all of those files could be searched by any imaginable criteria (client, matter, type of document, author, date created, date modified, size, file type, text contained in the file, etc.) and therefore, nothing could be lost. Although lawyers struggle daily with the task of managing and locating electronic documents, the foregoing is not a pipe dream. This seminar will show you techniques for organizing your documents electronically, better file-naming conventions, and inexpensive (or free) programs that will allow you to find any document in seconds. Finally, we explain and demonstrate document management systems which are software applications that automate all of the tasks described above.

Tips and Techniques for Getting the Most Out of Microsoft Word

Save enormous amounts of time and energy by tapping the full potential of Word. Designed specifically for lawyers and law firm staff, this session provides practical solutions and time saving tips. We cover everything from how to fix Word's default settings (they are bad) to styles and paragraph numbering.

Professionalism - Malpractice Pitfalls of Daily Law Office Computing

In this session, we will discuss the malpractice pitfalls of the electronic practice of law. We will discuss security vulnerabilities related to documents, emails and e-discovery. We will also discuss the potential metadata nightmare. Legal documents can be full of metadata (hidden data) that could reveal information detrimental to your client or detrimental to your relationship with the client. What is Metadata and learn how it can get you in a world of trouble! A few easy precautions and protocols will protect you and your firm from hidden data tripping you into malpractice. Understand how it works and how you can advise your clients to protect themselves from the metadata trap. Finally, we will discuss how to properly delete client data, assign passwords, and dispose of computer equipment while protecting client privacy.

Top 10 Technology Mistakes Your Firm Cannot Afford to Make!

Technology advances so fast that it’s hard to keep up. Fortunately, there are some technology basics that will allow you to stay ahead of the curve. Learn the Top 10 Technology Mistakes law firms make and how to avoid them. We will also help you determine if you have already made one, and show you how to recover.

Legal Technology Tips, Tricks, Gadgets and Cool Stuff

Our most popular seminar covers all of the latest developments in miscellaneous technology that you can use in your practice. We cover everything from monitoring Internet usage, to where to go for legal-specific tech help (using Acrobat in a law firm, for example), to gadgets and utilities that help you communicate with your clients better and improve the service you render, to software that can help you explain difficult concepts to clients more effectively, to ways you can securely share documents with clients and opposing counsel securely, and more.