Law Office Management Assistance

 

PMA Tip of the Week - Clio Has Improved Calendar Functions! - 02/07/12

Clio, the web based practice management application, is consistently adding and improving the functionality of the application. They recently made several improvements to the calendar functions. One that is especially useful is the ability to add the statute of limitations date to a matter. You can also have the system remind you of a date by either email or a popup. Clio also has added the ability to have all statute of limitation dates that you have set viewed in your monthly calendars. Review the Clio announcement of the new calendar features and explore how they might be useful in your firm. Spend some time learning how to implement adding the statute of limitations date to a matter and set up the auto reminders. This new feature could help save you from a very serious oversight!

Tip courtesy of Diane L. Ebersole of the Law Office Management Assistance Program.

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EXCELLENT PUBLICATION FROM ABA LAW PRACTICE MANAGEMENT SECTION AND 15% OFF FOR MSBA MEMBERS

How Good Lawyers Survive Bad Times
By: Sharon D. Nelson, James A. Calloway and Ross L. Kodner (all of whom have been speakers at MSBA programs)

In order to get the 15% discount, MSBA members must login here in to obtain the MSBA Product code.
View book details

MSBA releases new mobile apps for iPhone, iPad, Android and Blackberry

The MSBA app allows users to easily browse the Rules of Evidence; the Rules of Professional Conduct; Attorney Trust Accounts; the Court of Appeals’ Ideals of Professionalism; and the MSBA Code of Civility.  The new app also allows users to search for rules by chapter, title or rule, and bookmark them for future reference.  Additionally, it features links to portions of the MSBA website, including the MSBA Ethics Hotline, Ethics Opinions (accessible to members only) and Fastcase online legal research (accessible to members only).

Versions of the Maryland State Bar Association Mobile App are available for the Apple i-Phone and iPad, Android and Blackberry smartphones, and may be downloaded directly from Apple iTunes Store, Android Market and BlackBerry App World.
Review from I-Phone JD
Wall Street Journal

SOCIAL MEDIA RULES
The Virtual Marketing Officer Blog has a good post of 20 things law firms need to have in their social media guidelines.

KMSpace
Another excellent set of rules for social media for law firms is at the blog KM Space. This site gives very specific rules and wording for blogs and social media sites.

DO YOU YOUTUBE?
At TechnoLawyer Blog, they highlight YouTube "ads" by practitioners and point out why it works effectively. In this entry, they review a video by the The Chinese Dry Wall Lawsuit Lawyer (I am not making this up) Richard J. Serpe, a small firm lawyer in Virginia. You can view the video and read the review which can be helpful if you are considering using YouTube at http://blog.technolawyer.com/2009/04/youlaw-richard-serpe-drywall.html

METADATA: WHAT IT IS AND WHAT TO DO ABOUT IT?
Hidden within the word processing and spreadsheet documents that lawyers use all day long are telltale signs that can reveal potentially confidential or privileged information. Understanding what metadata is and how to properly find it and remove it from your documents is a critical skill for practicing law in the twenty-first century.
http://www.llrx.com/features/metadata.htm

STEPS ALONG THE PAPERLESS PATH - Keys to a Successful Scanning Implementation
Without a doubt, the first step to a "paperless" office is scanning. This article from the ABA LPM Magazine discusses in detail all the information for establishing the strategy for getting this first step correct. It is a whole lot more than "Which scanner should I buy?"
http://www.abanet.org/lpm/magazine/articles/v35/is2/pg39.shtml

GOOGLE VOICE: IS THERE ANYTHING IT CAN'T DO
Google is beta testing its newest product, Google Voice, which is supposed to deliver a high end digital phone system to everyone for free. According to a number of blogs, it is going to be a great product. Two blogs, TechCrunch and LifeHacker provide two good reviews:
Tech Crunch - http://tinyurl.com/bpwypk
Life Hacker - http://lifehacker.com/5173793/a-first-look-at-google-voice

LEGAL TECHNOLOGY DECISIONS MADE SIMPLE
For solo and small firm practitioners sometimes making the decisions about technology can be even more complicated than the technology itself. In an excellent free podcast from the ABA, Simplifying Technology Decisions for Solo and Small Firms, three excellent legal tech experts have done a good job discussing how to make decisions. Sharon Nelson and John Simek were keynote speakers at the 2006 Solo and Small Firm Conference and were well received. The podcast is available at http://www.abanet.org/abastore/books/inside_practice/2009-04.html#podcast

I-PHONE APPS FOR LAWYERS
In an article from TechnoLawyer. Jeffery Allen, a California lawyer and tech guru, lists his favorite smartphone apps for lawyers.

ZEPTOLINER
Software for using outlines for taking notes, preparing arguments, etc. ($7.99)

MY EYES ONLY
Stores your passwords, credit card number, and other sensitive information in an
encrypted state on your iPhone. ($8.99)

I-CLICKR POWERPOINT REMOTE
Transforms your iPhone into a remote control for PowerPoint presentations ($9.99)

MOBILEFILES PRO
enables you to move documents on and off your iPhone for easy portability. ($9.99)

SPREADSHEET
Enables you to handle relatively simple spreadsheet work on your iPhone and to transmit
a file readable by Excel. ($5.99)

TIMEWERKS
Provides a basic time recording and invoicing system for use on your iPhone. ($4.99)

DOCUMENTS
Calls itself an "iPhone Office Suite ($4.99)

TWITTER WOES
And finally, if you are like many people who can't figure out the fuss about Twitter and have 5 minutes to spare then view The Twouble with Twitter.

YOU SEND IT.
Allows you to get large attachments

FINEPRINT
Allows you to delete extra pages from print jobs or print to pdf

AMERICAN SOCIETY OF TRIAL CONSULTANTS
Tips on the art of jury selection

ONLINE BANK DEPOSITS
Scans checks and makes secure same day bank deposits.  Works with Quickbooks

HANDANGO
Apps for Palm, Blackberry, or Windows mobile.