The ePractice

Yesterday

1900’s

Word Processing

about 30 words per minute

Yesterday

1900’s

Copier

about 4 pages per minute

Yesterday

1960’s

Selectric T/W

correcting

Yesterday

1982

IBM PC XT

5.25” diskettes

128K RAM

10Mb Hard Drive

$5,545.00

The Paperless Office

Today

Networking

Everyone connected inside their office…outside their office

Servers, hubs, nic cards, switches, printers, backup devices

DataMonitor estimates that “a legal worker can lose 150 – 300 hours per year looking for lost, misfiled or misplaced documents…”

State of the Industry

What is your time worth?Billing $100.00 per hourWhat if you can’t account for 15 minutes each day

– $25.00 x 5 days per week = $125.00– $125.00 x 52 weeks per year = $6,500.00– $6,500 per year over 20yr career = $130,000.00What if you don’t account for 30 minutes?...what if 20

people in your firm are experiencing this?

What we want...Create standard Ability to share and collaborate… Information Management from wherever we

are….agilityReduce costs for file handling…Monitor and participate with clientsPoint and click access to all informationSecure, ease of use, and scalableCreate a sustainable digital environment...

Law Offices are moving to a collaborative, digital environment that is

“Matter-centric” – under the matter heading all information is

contained regarding related parties, documents, memos, status, calendar events and action items...

State of the Industry

Six Basic Functions– Rolodex– Case/Matter Database– Calendaring– Case Journal– Document Generation/History– Paperless Delivery

Practice Management

Rolodex– All pertinent information of key contacts…lawyers,

judges, experts, etc.– Shared by entire team– Controlled position for updates

Practice Management

Case/Matter Database– “Open” the case– Enter all info into one place– Assign team members

Practice Management

Calendar– Outlook/Notes used in 70% of firms for calendar

• But only single date calendars…one by one

– Calendar plans allow for full critical date processing with reminders, deadlines, etc.

– “Rules-based” calendaring– Change of a date rebuilds whole calendar plan– Integrates with Outlook, etc.

Practice Management

Case Journal– Memos to file– All notes regarding phone conversations, settlement

offers, risk assessment, etc.– Center for case communications– Chronological order of case details

Practice Management

Document Management– Automatically generate standard documents from case

data…merged to Word, Excel, etc.– A complete searchable history of all documents is

automatically created– External documents scanned to PDF– Sorted by date, document type, author, etc.

Practice Management

Paperless Delivery– All information contained in an “electronic” file folder– Secure access from anywhere– Immediately available

Practice Management

What is available...Case Management SystemsDocument Management SystemsLitigation Support SystemsInvoice Management SystemsDiscussion threadsCollaboration Hosted Sites

Why do it….Collaborative environment…with everyone on the

team using the same tools, the same document filing conventions, the same master and sub calendars, the same master rolodex’s, forms, task tracking, etc….the return here is that turnover is not catastrophic…everyone can find information in seconds…opens up mobility…the same tools used by everyone on a team…creates a positive, forward, unified firm direction

Why do it….

Information is able to be managed…if greater than 40% of the data being created never makes it to paper…we need a way to file, manage and maintain an electronic file folder that will include our …e mail…our e filings…our e research…and all the other traditional paper file folder contents…

Practice Management Software Demo