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SmallLaw: Minimum Daily Technology Requirements Part 1: Hardware

By Ross Kodner | Monday, March 23, 2009

SmallLaw-03-16-09-450

Originally published on March 16, 2009 in our free SmallLaw newsletter.

I've donned my kevlar and am ready to tread on sensitive ground. After slogging through the legal technology trenches for 24 years, I've developed the MDTR — the "Minimum Daily Technology Requirements" for every solo and small firm's technology needs. In today's first of three installments, I'll provide you with your MDTR for hardware.

Let's define minimum. I don't mean it in the absurd way some software publishers do when they say you could run, for example, Vista, on some 15 year old Pentium 4 when Mars and Venus are perfectly aligned. My minimums are really a reasonable balance of suitable functionality and performance for a projected four year life-cycle (or maybe five) for hardware systems. The key is neither underbuying nor overbuying — it's about "Smart Buying."

Also, I'm far less concerned with the brands and models and versions of the hardware and software tools I'm including on my list than the concepts. Technology in law practice, if intelligently viewed, shouldn't be about technology. Instead, technology should be a means to an end or multiple ends: best serving clients, generating professional work product, making a living, and frankly, even injecting some sense of fun and quality of life back into practice. That's what matters in the great scheme of things, not whether one has a Dell Optiplex 360 or 755.

MDTR: Desktop PCs

If it's a desktop, a business-class system from Dell (Optiplex business series only), HP (business series only) or Lenovo (ThinkCentre business series only). You could include Apple in this list as well, but with the limitations to consider that I discussed in my recent SmallLaw column on the subject.

Specifications should include:

Processor: Intel or AMD Dual Core processor (e.g., Intel Core 2 Duo E8400 or better, or AMD equivalent).

RAM: 2-3 GB.

Operating System: Windows XP Pro until Windows 7 is available, proven, and stable. No Vista permitted! Or Mac OS X Leopard with Windows XP Pro running via either Bootcamp, Parallels Desktop 4 with its jaw-dropping "coherence mode," or VMWare Fusion 2.

Hard Drive: 7200 or preferably 10,000 rpm SATA drive — at least 250 GB, but 500+ is better. A RAID Level 1 mirrored pair isn't a bad idea if it's your only PC and your budget permits (use an inexpensive SATA RAID controller from companies like Promise Technology).

Optical Drive: DVD-R.

Networking: Gigabit Ethernet, possibly Bluetooth to sync with your smartphone (which you do have, right?), WiFi (if you're not close enough, practically speaking, to a wired connection to your Internet connection; otherwise, wired connections to your router are always better). Use proper CAT 5e or CAT 6 cables (cheap and reliable for data cabling, not the local rip-off Worst Buy or other Big Box retailers that will charge you $30 for a $3 cable.

Video: Dual-display capable with 256 MB of RAM, preferably with dual VGA connectors with dual DVI adapters for maximum connection flexibility.

Displays: Two 19" at least or preferably larger 22" LCD widescreen displays (don't pay more than $200 each for 22" displays — shop smart via Price Grabber, Shopper.com, and Google Product Search). You might consider one traditional landscape mode display and make the other a pivoting display you can keep in portrait mode for the most efficient document viewing/proofing (with pivoting offerings at about a $50-$100 premium over landscape mode display).

Keyboard/Mouse: You need to be comfortable with your choice. I'm particularly partial to Microsoft's Elite series with the padded palm rests — they're built like tanks. Aficionados of the original IBM TrackPoint and even earlier series keyboards can have their long-deprived fingerlust sated at PC Keyboards and Clicky Keyboards).

Bundled Software: Microsoft Office 2007 (Small Business or Standard edition for most people, Basic if you never need to use PowerPoint), and ideally Adobe Acrobat 9 Standard edition (for most people, but Pro is better with its legal-friendly features. If you need WordPerfect, the latest Office X4 is available at moderate prices.

Warranty: 4 years with at least next business day response time, or if it's your only system, upgrade to same day. Plus plan for the support you'll need related to your software.

MDTR: Laptops

For a laptop that serves as your primary PC, purchase a business-class system from Dell (Latitude business series only), HP (business series only) or Lenovo (Thinkpad business series only). You could include Apple's MacBook or MacBook Pro in this list as well, but with the limitations mentioned above.

Specifications to target should include:

Processor, RAM, OS, Optical, Networking, External Keyboard/Mouse, Bundled Software: Same as above though WiFi is a must, not optional.

Hard Drive: 7200 rpm SATA drive ideally versus more commonly available slower 5400 rpm drives — at least 250 GB, but 320 GB and 500 GB drives are now available.

Video: "Discrete" video is preferred with 128 MB or 256 MB RAM as opposed to "integrated" video.

Displays: For internal displays, 13" and above for regular daily use with either WXGA or higher resolution (1280 x800, 1440 x 900, or 1680 x 1050). Remember the higher the laptop resolution, the smaller the characters.

If you want to connect two displays externally, some laptop docking stations allow this, such as the Thinkpad Advanced Port Replicator with both DVI and VGA ports. Otherwise, use a Matrox DualHead2Go, which runs two external displays (a "TripleHead2Go" model can run three displays).

Docking: Business-class laptops have available docking capability via $100-$200 port replicators. These make lots of sense versus having to plug and unplug half a dozen or more cables every time you get the call on the Bat phone and need to hit the road.

Keyboard/Mouse: There is universal sentiment that on the PC side of the coin, Lenovo's Thinkpad keyboards, born of IBM technology and tradition, are still, bar none, the best-feeling laptop keyboards ever made. On the Mac side, the keyboards on the new unibody MacBook and MacBook Pro systems are a joy to use. I know — I have both.

Warranty: 3 years since you'll wear out and likely keep laptops for a shorter period, with at least next business day response time, or again, if it's your only system, upgrade to same day, more rapid guaranteed response time.

MDTR: Printers

A color or black & white multifunction laser printer can make a great deal of sense, with the key being having enough paper trays. Think about how much time is wasted having to feed envelopes or bond paper into a printer that only has a single paper tray?

With inkjet cartridges costing more than virtually any other liquid on the planet (many times the cost of human blood — that's just plain wrong), avoid them except for special purposes such as dedicated photo printing.

If you email more than print, you can get away with less printing ability. On the other hand, the long term value of a black and white multifunction laser model like the 35 page per minute, heavy duty LaserJet 3035M can prove quite economical in the long run since it may easily last a decade. For smaller volume situations, the HP 2727M comes in at 27 ppm and around $650 with two paper trays (but no digital sending).

For occasional networkable color printing, you could add an HP Color LaserJet CP2020 series printer with a couple of paper trays for about $600 to complement the primary black and white workhorse. And having a "spare" backup printer is always sensible.

The HP theme should be apparent — why? Because HP makes better printers? Not necessarily — it's all about the practical issue of fast and local toner availability. Dimes to donuts you'll find HP toner in stock even at a local 24-hour FedEx, but certainly a local Staples, Office Depot/Max, etc. Other brands might find you one toner cartridge short and out of luck when the printing chips are down to make that court filing deadline.

Finally, add a Dymo Labelwriter Twin Turbo 400 (yes, it sounds more like an exotic sports car than a label printer). These invaluable printing dynamos will pay for themselves rapidly in reduced label consumable costs versus traditional Avery label sheets for your laser printer. Use them to print mailing labels, file labels, shipping labels and even your postage. You'll later email me to tell me it was the best money you've ever spent on a printer.

MDTR Scanners

Aside from the scanning ability in your multifunction device, above, it may make sense to have a desktop-connected Fujitsu ScanSnap (S510 or S510M). Long my favorite Paper LESS Office desktop scanner, these little scanning wonders have become the darling of the "build complete electronic case files set."

With good reason — netting about $350 after rebates, the ScanSnaps earn their deserved fame for solid, reasonably quick 18 pages/per minute duplex scanning (both sides at the same time), and the famous "Big Green Button" to initiate scans in a newbie-proof manner. Plus the bundled Adobe Acrobat Standard edition PDF license.

MDTR: Backup System

Read my recent SmallLaw column on the ultimate data backup regimen for small firms and heed all the advice.

For the solo standalone system, add at least three 500 GB, 750 GB or 1 TB USB 2.0 external drives. Use actual data backup software — Acronis True Image Home in the current edition — for your primary full, nightly automated drive backups, alternating media daily, taking it off-site anywhere daily, and performing at least weekly "mini test restores."

For your secondary layer of protection, use an online backup service such as CoreVault, SugarSync or MozyHome / MozyPro to backup your DATA folders.

Then consider a third layer — real-time data folder backup to an always-connected external 750 GB or 1 TB drive using a program like Second Copy to protect you against downtime. Second Copy will make copies of your data files, as you work on them. If your hard drive fails and you have to wait for repair/replacement/restoration, you can take your Second Copied backup drive to any other PC and work on the files while you're waiting.

And use Windows "System Restore" function to create "Restore Points" before installing any new software, enabling you to roll back in time to your PC's state just before you loaded the "program from hell" that ate your Registry and killed your machine.

Mac users should think about using OS X's wonderful and impressive Time Machine function, whether to external USB drives or to an Apple Time Capsule, wirelessly across their network.

… to be continued.

Written by Ross Kodner of MicroLaw.

How to Receive SmallLaw
Small firm, big dreams. Published first via email newsletter and later here on our blog, SmallLaw provides you with a mix of practical advice that you can use today, and insight about what it will take for small law firms like yours to thrive in the future. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Backup/Media/Storage | Copiers/Scanners/Printers | Desktop PCs/Servers | Laptops/Smartphones/Tablets | SmallLaw

Fat Friday: Solo Meltdown; Backup Software Picks; Mac-Based Law Firm in Misery; ScanSnap S510 Review; First Laptop; Mobile Apps

By Sara Skiff | Friday, March 20, 2009

Coming today to Fat Friday: Fred Pharis responds to Mazy Hedayat's recent SmallLaw column Alone Again (Naturally): The Perils of Solo Practice, Bobby Abrams shares his backup/recovery regimen and reviews EasyRecovery, Laplink, Tru Image, and Norton Ghost, Aaren Jackson discusses his firm's predicament with Macs, Edward Poll reviews Fujitsu's ScanSnap S510, and Miriam Jacobson goes back in time and shares her experience using what she deems the very first laptop. Don't miss this issue.

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Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Backup/Media/Storage | Coming Attractions | Copiers/Scanners/Printers | Fat Friday | Laptops/Smartphones/Tablets | Law Office Management | Networking/Operating Systems | Utilities

Windows on Mac; Screenshot Programs; WordPerfect Tip; OEM Drives; Build Without Building; Telephone Systems

By Sara Skiff | Friday, February 27, 2009

Coming today to Fat Friday: Sarkis Babachanian explains why his firm uses Macs, Tom Trottier reviews ZScreen and IrfanView for capturing screenshots to use in other programs, Steven Finell discusses spam versus spam control and which is the lesser evil, Roger Boyell provides a tip for those interested in building custom PCs, and Robert Fleming shares a workaround for using WordPerfect on multiple monitors. Don't miss this issue.

How to Receive Fat Friday
Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Backup/Media/Storage | Business Productivity/Word Processing | Coming Attractions | Desktop PCs/Servers | Fat Friday | Graphic Design/Photography/Video | Monitors | Networking/Operating Systems | Technology Industry/Legal Profession | Utilities

Dymo Stamps Review; PureText Review; Media for the Ages; SharePoint Review; Yahoo Calendar Review

By Sara Skiff | Thursday, February 26, 2009

Coming today to Answers to Questions: Mark Metzger reviews Dymo Stamps for printing postage, Robert Bass reviews PureText, Gerard Stubbert discusses long term data storage, Dixon Robertson reviews Microsoft SharePoint Services 3.0, and Jeffrey Franklin reviews Yahoo online calendar and its synchronization capabilities. Don't miss this issue.

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Topics: Backup/Media/Storage | Business Productivity/Word Processing | Collaboration/Knowledge Management | Coming Attractions | Online/Cloud | TL Answers | Utilities

Seeking the Best Law Firm Web Sites; HP Tablet Review; PCLaw Tech Support; Enterprise Hard Drives; Loislaw Public Records; Dimdim Review

By Sara Skiff | Friday, February 6, 2009

Coming today to Fat Friday: Jonathon Wescott reviews HP's Tablet PC tx1 and tx2 series, Dixon Robertson reviews PCLaw tech support, Kenneth Flaxman shares some tips for buying enterprise quality hard drives, Michael Caldwell shares his concerns about Loislaw's public search records, and Zale Dowlen reviews Dimdim for online meetings and Webinars. Don't miss this issue.

How to Receive Fat Friday
Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Backup/Media/Storage | Collaboration/Knowledge Management | Coming Attractions | Fat Friday | Laptops/Smartphones/Tablets | Legal Research | Online/Cloud

Law Firm Mac Attack; Backup System; Laptop and Smartphone; Buy Don't Build; Time Matters 9 Review

By Sara Skiff | Friday, January 30, 2009

Coming today to Fat Friday: David Hirsch discusses Macs in the law office, Thomas Daly shares the details of his comprehensive backup routine, Tom Trottier explains the differences between laptops and smartphones and what hybrids he'd like to see in the future, Alan Schaaf discusses the ROI of building versus buying your firm's PCs, and Robert Copeland reviews upgrading to Time Matters 9.0. Don't miss this issue.

How to Receive Fat Friday
Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Backup/Media/Storage | Coming Attractions | Desktop PCs/Servers | Fat Friday | Laptops/Smartphones/Tablets | Networking/Operating Systems | Practice Management/Calendars

Our Backup Plan; Norton 360 Review; ActiveWords Versus Worldox; Canon-Based Scan Plan; Future of the Legal Profession

By Sara Skiff | Friday, January 23, 2009

Coming today to Fat Friday: David Ventker explains why his firm's backup system lets him sleep at night, Douglas Shachtman reviews Norton 360 and its online tech support, Fred Kruck reviews ActiveWords and its interaction with Worldox, John Ryan shares some paperless office words of wisdom as well as the scanners he prefers, and Claude Morgan comments on the power of community (and shares an upcoming book on the subject). Don't miss this issue.

How to Receive Fat Friday
Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

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Risk-Free Paperless Law Office; RTG Bills Review; Workrite Review; ToA Tip; Digital Dictation

By Sara Skiff | Thursday, January 22, 2009

Coming today to Answers to Questions: Bob Walsh shares the details of his firm's paperless workflow and backup strategy, Ivan Frockt reviews RTG Bills, Eric Harris reviews the Workrite Sierra adjustable desk, Brooks Miller explains how to create table of authorities in WordPerfect, and Michael O'Byrne shares his top four reasons to upgrade to digital dictation. Don't miss this issue.

How to Receive this Newsletter
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Topics: Accounting/Billing/Time Capture | Backup/Media/Storage | Business Productivity/Word Processing | Coming Attractions | Dictation/OCR/Speech Recognition | Document Management | Furniture/Office Supplies | TL Answers

Foolproof Backup System; ScanSnap Review; eDiscovery Tips; Grades Schmades; World's First Laptop

By Sara Skiff | Friday, December 19, 2008

Coming today to Fat Friday: Harold Goldner shares the details of his impressive backup system plus we point to the best article ever published on this topic, Kurt Walberg reviews Fujitsu's ScanSnap, Martin Mayne provides several tips for a successful eDiscovery strategy, Carroll Straus responds to the grades versus knowledge debate regarding legal education, and Bill Baldwin reviews his experience using ThinkPads plus we track down the world's first laptop. Don't miss this issue.

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Topics: Backup/Media/Storage | Coming Attractions | Copiers/Scanners/Printers | Fat Friday | Laptops/Smartphones/Tablets | Litigation/Discovery/Trials | Technology Industry/Legal Profession

SmallLaw: The Ultimate Backup Regimen for Law Firms

By Ross Kodner | Monday, December 15, 2008

SmallLaw-12-08-09-450

Originally published on December 8, 2008 in our free SmallLaw newsletter.

I am a veteran of many a late night restoring data from the failed systems of my clients over the years. Since 1985 when I started consulting with law practices full time, I've made backup system/process recommendations to thousands of law practices of all sizes. I've had to sit and restore systems from backup media — often pulling all-nighters at client offices to nurse their systems back from the brink. I've seen it all.

From cassette tapes in the wild, wooly frontier days of the early 80's to floppies to the earliest backup tapes, through the Pre-Dark Ages (called the Colorado Memory Systems era) to the true Dark Ages (the "Travan Nightmare"), to Bernoulli disks, to Zip drives and their "Click of Death", to Magneto-Optical drives, to DAT, DLT, LTO and VXA tape, to tape libraries, to external hard drives, to modern D2D SATA systems, through the complete evolution of online options.

It's enough to put you to sleep. And it does. At many small firms, dangerous ignorance, rampant tempting of the fates and taunting "nah, nah, nah, nah, nahs" to Mr. Murphy and his famous law still seem to be the order of the day.

But while nothing is as tedious and boring to talk about as backups, it's the one technology that will one day save your law practice and your entire ability to make a living from utter apocalyptic destruction. Hence my:

Great Truths of Small Firm Data Backup

1. Why We Do It. It's not about backing up, it's about restoring.

2. Tape Is So 1990's. No one should backup to tape media anymore. "Disk to disk" or "D2D" backup is the sensible approach for primary daily backups.

3. Don't Tempt the Fates — Spread Out Your Protection. Your backup approach should have several layers of protection — never put all your backup "eggs" in one basket.

4. Bad Things Happen to Good Lawyers. Expect and prepare for the worst and be pleasantly surprised if it never happens.

5. Primary Backup. A full nightly automated backup of your primary server/system. That means everything, not just your view of "data" and never ever an incremental backup under any circumstances. Why? Because trying to stitch someone's system back together from a patchwork of miscellaneous incremental backups spread across multiple media is a nightmare that I never want to live through again. Full backups take the longest and require the most storage space, but they're also the fastest to restore and that's consistent with rule number 1 above.

For the best written explanation of full backups versus incremental versus differential backups, read this TechRepublic article.

6. Primary Backup Part Two. Use actual data backup software suitable for either an individual PC or a network server. When backing up networks, you'll need backup "agents" to backup open files, Microsoft's Exchange Server, and provide you with a disaster recovery function to rapidly restore a repaired system post-crash. Never use any backup software that comes built into any version of Windows. For networks using the popular Microsoft Windows 2003 Small Business Server my favorite is Symantec's Backup Exec for Small Business Server. For individual PCs, I recommend Acronis TrueImage Home.

7. Alternate Media Each Day. Alternating daily between at least five (or more) disks makes sense and minimizes the risk of having bad backup media. More is better. For example, using a 10 disk set provides two weeks of restorable "snapshots" plus you can add an 11th rotating "monthly" cartridge. An annual cartridge that never gets shelved after being backed up to on 12/31 each year is best.

8. Store the Media Out of the Office. Store it in a different building as far from the office as is practical each day. It does you no good if the backup media melts in the office fire.

9. Secondary Backup Offsite. If ethically permissible in your jurisdiction, conduct data-only backups, automated in real-time or after-hours to either Mozy or MozyPro (I like the interface for restoring and pricing) or alternatively CoreVault.

10. Image Backup to Protect Against OS Blowups on Workstations. Use Acronis TrueImage or Symantec Ghost to keep an "image" backup of each class of PC setup so you can quickly restore a blown-up Windows system (or quickly setup a nearly-identical new PC).

11. Test! The most important point — exercise your backup systems. Do a "mini test restore" from your primary backup media at least weekly. Randomly pick a couple of documents, restore them (move the originals to a safe place first). It's amazing how many people I know who backup but have absolutely no idea whatsoever how to restore files (see item number one above).

12. Dispose of Old Backup Media Intelligently. When you dump your antiquated and unreliable tape-based system, either keep the media forever or physically destroy the media to prevent unintended/unauthorized recovery of your confidential client and firm information.

13. Be Redundant! Look for other ways to protect your data or reduce the chances of expensive downtime. In servers, use a "RAID Array" of hard drives (stands for "Redundant Array of Inexpensive Drives"). RAID Level 1 at least for mirroring of functions between a pair of drives. RAID Level 5 adds smart error correction and rebuilding capabilities to reduce downtime if a network drive fails. Use heavy-duty SAS (f/k/a SCSI), server-intended hard drives in your server, not workstation-intended cheaper, lighter duty SATA drives.

14. Think About Spot Backup. What about critical stuff you can't afford to lose in between your multiple backup layers of protection? The Great American Trial Brief. A chapter of your long-awaited book. The greatest trust agreement in the history of the universe.

Use your word processor's emergency backup function. I set mine to auto-backup every five minutes in both Word and WordPerfect in case the software crashes. Know how to recover those .BKx files when you need to (before the disaster happens, eating your document in a puff of digital smoke). Consider emailing in-process documents to yourself at your Webmail account for "spot offsite backup" purposes. Think about keeping a hefty 4, 8 or even 16 GB flash drive plugged in and get used to double-saving key documents and emails to the flash drive as well as their regular folders. So think "spot."

I Kid You Not

I'm sure I could come up with more rules if I really thought about it but this list should keep you out of trouble. Failure to follow these field proven, hard-fought, University of Hard Knocks-learned lessons puts your entire practice in abject peril. That's no exaggeration. That's reality. I beg you to backup. Your practice depends on it.

Written by Ross Kodner of MicroLaw.

How to Receive SmallLaw
Small firm, big dreams. Published first via email newsletter and later here on our blog, SmallLaw provides you with a mix of practical advice that you can use today, and insight about what it will take for small law firms like yours to thrive in the future. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Backup/Media/Storage | SmallLaw
 
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