THE VIRTUAL LAW OFFICEOffice+T… · Virtual Office Communication 101 Subtopics: 1. Virtual...

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THE VIRTUAL LAW OFFICE EPISODE 1: Home Office 101 Presented By: Robert J. Leitner, JD, MBA, MS Fractional CEO How to Manage a Small Law Firm www.HowToManage.com Thursday, April 9, 2020 @ 2 PM EDT 1

Transcript of THE VIRTUAL LAW OFFICEOffice+T… · Virtual Office Communication 101 Subtopics: 1. Virtual...

Page 1: THE VIRTUAL LAW OFFICEOffice+T… · Virtual Office Communication 101 Subtopics: 1. Virtual receptionist & call forwarding 2. Distribution groups & aliases 3. Email synchronization

THE VIRTUAL LAW OFFICE

EPISODE 1:

Home Office 101

Presented By:

Robert J. Leitner, JD, MBA, MSFractional CEOHow to Manage a Small Law Firmwww.HowToManage.com

Thursday, April 9, 2020 @ 2 PM EDT

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Page 2: THE VIRTUAL LAW OFFICEOffice+T… · Virtual Office Communication 101 Subtopics: 1. Virtual receptionist & call forwarding 2. Distribution groups & aliases 3. Email synchronization

WELCOME

✓ Welcome to The Virtual Law Firm, a series presented by How to Manage a Small Law Firm

✓ Presenter: Rob Leitner, Fractional CEO with How to Manage a Small Law Firm

✓Purpose: Empower legal professionals to setup your virtual law office, become self sufficient with office technology, and get answers to your tech questions so that your firm can continue to serve and grow through the pandemic and beyond

✓ This presentation is being recorded

✓ All attendees will receive a copy of this presentation

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Page 3: THE VIRTUAL LAW OFFICEOffice+T… · Virtual Office Communication 101 Subtopics: 1. Virtual receptionist & call forwarding 2. Distribution groups & aliases 3. Email synchronization

THE VIRTUAL LAW FIRM

✓"Complimentary Coronavirus Tech Support for The Unintended Virtual Law Firm Owner“

✓8 episodes - air right here each THU @ 2 PM EDT for the next 8 weeks

✓Live series + online discussion forum + other resources … available only to the legal community (paralegals, legal staff & other legal professionals)

✓No judgment zone

✓Practical advice, tips & techniques to support virtual legal work

✓Disclaimer – not endorsing any product or service in this presentation & not getting any compensation from any company that produces the products or services discussed in this series

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THE VIRTUAL LAW FIRM – OTHER RESOURCES

Online Resources:

✓ Discussion forum (24-hour replies)

✓ Recorded episodes (entire series)

✓ Slide presentations (entire series)

✓ Other resources

Location:

https://howtomanageasmalllawfirm.com/virtual-office-tech-show-ty/

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QUESTIONS

✓ Live Q&A after 30-minute presentation

✓ Raise hand or type question in Chat

✓ Post additional questions on Discussion Forum

✓ Email: [email protected]

Location:

https://howtomanageasmalllawfirm.com/virtual-office-tech-show-ty/

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EPISODE 1: DOCUMENT MANAGEMENT 101

Subtopics:

1. Internet connectivity & connection speed

2. Basic hardware

3. Basic software

4. Printer/scanner/copiers

5. Document storage

6. File sharing

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BASIC INTERNET CONNECTIVITY

✓Speed counts (faster is better)

✓Wireless connectivity (dual band)

✓Free WiFi (security risk)

✓What if WiFi fails (personal hotspot)?

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BASIC HARDWARE

✓Points of note• Everyone should have a desktop or

laptop in their virtual home office

• Matters not if you use a Windows PC or a Mac - the concepts & advice apply to all computers

✓Random Access Memory (RAM)

✓Monitors / Multiple monitors

✓Storage space

✓Accessories

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BASIC SOFTWARE

✓ Important• Every legal practitioner needs an office productivity suite

for word processing, spreadsheets & presentations

✓Microsoft Office

✓Other FREE Office Suites

✓Google Office Suite

✓Antivirus

✓QuickBooks

✓Case Management Software (CMS)

✓Customer Relationship Management Software (CRM)

✓Conferencing Software

✓PDF9

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PRINTER/SCANNER /COPIER

✓Free scanner apps for your mobile devices (iScanner) – convert image into PDF

✓Multifunction device (home office game changer)

✓Compatible with Windows & Macs

✓Simple B&W laser WiFi models (sufficient)

✓Color toner is VERY expensive & goes quickly

✓Ink jet color printer (ink is expensive & smudges)

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DOCUMENT STORAGE

✓The basics• Internal & external storage

• Storage costs decreasing over time

✓Cloud storage• Save files & folders in cyberspace

• Cloud storage looks, feels & acts just like Windows Explorer & the Finder

• Free Cloud storage with limited features

• Dropbox, Microsoft, Google, Amazon, etc., have huge positions in the Cloud services industry

• Upsell users on more storage + additional features

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FILE SHARING

✓Cloud storage• Staff members access the firm's data from

any computer or device• Perfect tool for sharing & collaboration• Free Dropbox app on your mobile device• Limit file access for certain staff members• On Computers, access via 1]web browser;

or 2] download the app• Staff save their work in the Cloud (not on

personal computers)• Review the files in your Cloud account

daily

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BONUS TECH TIPS FOR THE VIRTUAL LAW FIRM

✓MS Word dictation feature (slow typing or preference)

✓Task switching (ALT-TAB or Command+TAB)

✓Cover your webcam (legitimate security risk)

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NEXT WEEK - EPISODE 2: Virtual Office Communication 101

Subtopics:

1. Virtual receptionist & call forwarding

2. Distribution groups & aliases

3. Email synchronization among devices

4. Video conferencing (Zoom, Skype)

5. Virtual teams (Slack, MS Teams)

6. Basic cloud storage & file sharing

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LIVE Q&A

✓ Raise hand or type question in Chat

✓ Post additional questions on Discussion Forum

✓ Email: [email protected]

Discussion Forum:

https://howtomanageasmalllawfirm.com/virtual-office-tech-show-ty/

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THANK YOUVisit How to Manage a Small Law Firm

https://howtomanageasmalllawfirm.com/virtual-office-tech-show-ty/

See you next week!

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