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SmallLaw: Cloud Computing (SaaS) Dominates Discussion at ABA TechShow 2010

By Ross Kodner | Monday, April 5, 2010

Originally published on March 29, 2010 in our free SmallLaw newsletter.

In my last SmallLaw column, I explored (okay, ranted) about moving past the objections to software as a service (SaaS), and instead shifting the focus to functionality and suitability for daily law practice use. At ABA TECHSHOW last week in Chicago, it was impossible not to get caught up in the buzz that continues to build around cloud computing. With practice management SaaS leaders Clio and Rocket Matter both announcing feature expansions and five full quarters of business operations under their collective belts, the market felt oddly "mature." In short, I detected a paradigm shift. Let me explain.

Small Firm Lawyers Receptive To SaaS but Concerns Remain

I had the pleasure of participating in the "Meet the Authors" series with Jim Calloway and Sharon Nelson, co-authors of my ABA book, How Good Lawyers Survive Bad Times. We hosted a suiteful of attendees for a free-wheeling, wide-ranging discussion of legal technology topics. The subject of the viability, suitability, and practicality of SaaS dominated the lively and interactive conversation.

What struck my co-authors and me perhaps the most was the acceptance of cloud computing as an accepted, standardized, institutionalized option that merited equal consideration along with Ground Computing (okay, we really do need a phrase to describe traditional, installed applications).

The idea that the holy trinity of legal technology — case/practice information management, document management, and billing/financial management — could entail both traditional locally installed programs such as Tabs3/PracticeMaster, Amicus Attorney, PCLaw, Time Matters, etc. and SaaS products is huge.

The discussion seemed to be a reasonable microcosm of small firm life, with lawyers from across North America actively involved, and spanning the entire range of ages as well. While hardly scientific and not rising to the level of being empirically sound, it felt representative of the buying marketplace. Below I recap the two most interesting discussion points to emerge from this discussion.

1. Hey You, Get Off of My Cloud

Yes, it's the increasingly tiresome and hollow "Connection Objection" — the inevitable objection raised early in a cloud computing discussion is "what happens if I lose my Internet connection and can't access all my stuff?"

Absolutely a critical point, but as attendee and ABA TECHSHOW faculty member, Nicole Garton-Jones of Vancouver's Heritage Law so succinctly put it, "the Internet connection issue is a red herring." She explained that her office has it's own virtual server and is its own cloud computing provider, delivering apps via the Web, controlling access and leveraging a dual failover pair of Internet connections, much in the same manner as a larger corporation would.

Someone else said, "fine, go across the street to a Starbucks for a few minutes" or "take out your wireless broadband card or your MiFi and share a wireless connection until your regular connection is back up again."

The point is that this objection just rings hollow today — you can find a way to nearly always stay connected, which leads us to a different angle on the connectivity issue.

2. Keep Me Working No Matter What

The other takeaway point is that cloud computing vendors need to take the idea of offline access seriously. Multiple attendees echoed this concern. It's not "I can't get online because my Internet connection is down, but more that sometimes I'm not somewhere I can stay connected." For example, when traveling sometimes wireless broadband coverage can be iffy and slower, and even in the middle of Manhattan's concrete jungle, laptop-wireless access can be spotty.

So to the cloud computing folks, give us some real offline access! That means the ability to have a scheduled or real-time time mirror of our practice/document/billing management data to an applet of some sort that will let us actually keep working (not just an exported CSV file that no one can really use immediately in any meaningful way). Then provide some type of smart syncing to return our offline-entered data to the mother ship when we're able to reconnect. Seriously guys, it's time.

Get to Work SaaS Vendors

So in my continued examination of cloud computing for solo and small firms, the answers sort of exist — just finish the puzzle guys, deliver on offline access, educate us about the fallback connection approaches, and of course provide the features law firms need. Then, welcome to the mainstream … but truly, not until then.

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: Online/Cloud | SmallLaw | Technology Industry/Legal Profession

Reviews of Microsoft Desktop Search, GoToMeeting, CyberScrub, BlackBerry Storm; Caller ID Spoofing

By Sara Skiff | Thursday, March 25, 2010

Coming today to Answers to Questions: David Stratton compares Microsoft Desktop Search to Copernic Desktop Search, Susan Traylor reviews GoToMeeting, James Dill discusses caller ID spoofing, Larry Southerland reviews CyberScrub's Privacy Suite, and David Gossom reviews the BlackBerry Storm. Don't miss this issue.

How to Receive Answers to Questions
Do you believe in the wisdom of crowds? In Answers to Questions, TechnoLawyer members answer legal technology and practice management questions submitted by their peers. This newsletter's popularity stems from the relevance of the questions and answers to virtually everyone in the legal profession. The Answers to Questions newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | Coming Attractions | Document Management | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Online/Cloud | Presentations/Projectors | Privacy/Security | TL Answers | Utilities

Avvo Ratings; Document Assembly; SaaS; Secure Passwords; iPad; BigLaw Fantasy

By Sara Skiff | Friday, March 19, 2010

Coming today to Fat Friday: Bill Hodes revisits his opinion about AVVO, John Hall discusses document assembly versus search and replace, Ben Schorr raises another SaaS concern and also provides some password wisdom, Arthur Ray explains why he's buying an iPad, and Gordon Greta tells us why a lawyer profiled in a recent BigLaw column needs to get a grip — on reality that is. 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: Automation/Document Assembly/Macros | Coming Attractions | Fat Friday | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | Law Office Management | Online/Cloud | Privacy/Security

SmallLaw: Ending the SaaS Stalemate in the Small Firm Market

By Ross Kodner | Monday, March 15, 2010

SmallLaw-03-08-10-450

Originally published on March 8, 2010 in our free SmallLaw newsletter.

Warning — a rant is headed your way. A well-reasoned and situationally warranted one I believe, but definitely a rant. If I hear one more debate about whether lawyers should use software as a service (SaaS) (aka cloud computing systems), my head might explode. This debate is perpetually mired in concerns about accessibility, ethics, and security. It's time to move past these nonissues and focus on more relevant issues that will enable SaaS products to mature into mainstream small firm products.

The Two Most Hotly Debated SaaS Issues Are Nonissues

Like many others, I've consistently sounded the dual alarms of SaaS: caution about newer technology, and of professional responsibility. These cautionary points do not revolve around functionality, necessarily, because there is much to be said about the "less is more" design approach embodied by SaaS products (especially practice management systems).

Rather, reasonable prudence from a best practices perspective focuses in part on continuity — availability of practice-critical data such as docketing and deadline information, documents, and core matter information. Small firms still need to reckon with access issues such as a data outage or slowdown anywhere in the digital pipeline, or vendor insolvency complicated by a predictably recalcitrant bankruptcy trustee.

It is relatively easy to address potential continuity issues. Eventually, legal SaaS system providers will build the local system mirroring/syncing/replication tools to ensure the same offline accessibility that enterprise corporate products have had for years. Why haven't the small-firm oriented legal SaaS providers built workable, immediately usable offline capability yet? Beats me — they know it's an issue and they must be tired of the constant pundit criticism.

The reality, however, is that continuity issues need to be balanced against the possibility of internally-maintained software becoming inaccessible because of a panoply of technology troubles. Digital bad days blacken all doorsteps — both externally and internally hosted applications fall prey to disrupted access.

Other concerns continue to swirl, especially vague ethical rules regarding surrender of control of confidential client information to third parties. The confidentiality issue ties into data transmission and encryption issues as well as the disposition of confidential information in the event of vendor insolvency and dissolution.

The reality, in the absence of inevitable ethical opinions and updated rules of professional responsibility, is that the ethics issues are largely a red herring. There is a long tradition of permitting third party data access and control to confidential client information. The obvious example is using third parties to retrieve and maintain archived client files, or to process electronic discovery files. Even online data backup, with multiple state bar associations having vetted and endorsed various services, has become informally accepted.

So let's just all get over it — SaaS makes sense. The above issues will be resolved, likely sooner rather than later. If the world's largest corporations can place their trust in wildly successful and field-proven SaaS products such as Salesforce.com, legal SaaS systems will become just as trustworthy. Outside of the small firm sphere, we already see very successful examples of SaaS legal applications, including mission critical systems such as financial management products. Rippe & Kingston's LMS+ is a sound example.

It's the Functionality, Stupid

In a world where universal access across multiple devices is rapidly becoming a necessity — PCs, Macs, iPhones, BlackBerrys, and now iPads — the browser interface is inevitable. The faster traditional software vendors realize that users prefer simpler, consistent browser-centric interfaces, the more likely they'll survive and thrive in the long run.

So what should we focus on when it comes to SaaS? How about functionality? How about shifting the debate to what really matters to users. Whether financial, document, litigation, or practice management, how well do the various products perform? Does this shift in focus mean that SaaS providers should be given a free pass when it comes to continuity and ethical issues? Of course not. Law firms must do their homework in this regard, but they must also evaluate the features.

Only by focusing on the needs of small law firms can we improve existing SaaS products and encourage new entrants into the marketplace. For example, there's no reason that Rippe & Kingston can produce a fully-featured, hosted financial system, but not produce a functional equivalent for smaller firms, scaled down to a lower hosted price point. The point is that the models are there for SaaS success. Further, Rippe & Kingston offers a particularly intelligent choice for its customers — hosted or self-hosted (so-called "iSaaS" or "internal software as a service"). I expect similar offerings from the providers of traditional software if and when they enter the SaaS market.

The small firm legal SaaS world can most certainly succeed. SaaS vendors should focus on promoting functionality first, while methodically shoring up their services' perceived and/or real weaknesses in the two fundamental areas of platform criticism. Address and end the current stalemate and grow up SaaS — the small firm market is ready for and needs you.

Lawyer Ross L. Kodner is the founder and principal of MicroLaw, a legal technology and law practice management consultancy renowned for its work with small law firms (as well as larger firms and corporate/government legal departments of all sizes). Though based in Milwaukee, MicroLaw serves small firms and other clients around the world. The recipient of many industry awards (including five Technolawyer Awards), Ross speaks at many events and blogs at Ross Ipsa Loquitur, finalist in the ABA's 2008 Blawg 100. If your firm is ready to practice smart and seeks to thrive in spite of these tough times, we suggest you contact Ross.

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: Law Office Management | Online/Cloud | SmallLaw

SaaS Debate Continues; Drobo Review; Speak Up; Music Subscriptions; Typewriters

By Sara Skiff | Friday, March 12, 2010

Coming today to Fat Friday: Leonard Johnson discusses Software as a Service (SaaS), Geoff Ormrod reviews Drobo and DroboShare, Tom Rowe continues the debate on music subscription services, Mary Bellusci comments on a recent SmallLaw column about speaking opportunities for lawyers, and Stephen Asbel explains why the typewriter still has a place in the law office. 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 | Document Management | Entertainment/Hobbies/Recreation | Fat Friday | Gadgets/Shredders/Office Gear | Law Firm Marketing/Publications/Web Sites | Online/Cloud | Technology Industry/Legal Profession

Dragon Pros and Cons; Reviews of Ultimate BitLocker, TrueCrypt, MozyPro

By Sara Skiff | Thursday, March 11, 2010

Coming today to Answers to Questions: Michael Gibney reviews Dragon NaturallySpeaking, Gary Garland reviews Vista Ultimate BitLocker and TrueCrypt, and Philip Franckel reviews MozyPro. Don't miss this issue.

How to Receive Answers to Questions
Do you believe in the wisdom of crowds? In Answers to Questions, TechnoLawyer members answer legal technology and practice management questions submitted by their peers. This newsletter's popularity stems from the relevance of the questions and answers to virtually everyone in the legal profession. The Answers to Questions newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Backup/Media/Storage | Coming Attractions | Dictation/OCR/Speech Recognition | Online/Cloud | Privacy/Security | TL Answers | Utilities

Live Documents: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, March 10, 2010

Today's issue of TechnoLawyer NewsWire covers an online Flash-based office suite (see article below), software for comparing Excel spreadsheets, document management software, software for accessing your firm's litigation docket via Outlook, and a gadget that transforms your iPhone into a universal infrared remote control. Don't miss the next issue.

Not Your Father's Office

You can't swing a pair of "7" skinny jeans in New York City's East Village without hitting a trendy restaurant featuring exposed brick walls, servers with nose rings, deconstructed dishes, and cocktails that require an ingredients search on your smartphone. It's fun to be hip, but hip doesn't work so well when it comes to word processing, spreadsheets, and presentations. As a result, most law firms have eschewed hip online suites such as Google Docs, preferring to stick with dowdy but feature-rich and reliable Microsoft Office (think Cheesecake Factory). But a newcomer to the world of online office suites claims to have the functionality law firms need.

Live Documents … in One Sentence
InstaColl's Live Documents is an online Flash-based office suite consisting of Live Writer, Live Spreadsheets, and Live Presentations.

The Killer Feature
Unless every organization with which you work switches to Live Documents, you'll still have to deal with Microsoft Office files. And even if that happens, what about all your existing Office files?

Live Documents features what it calls non-lossy Microsoft Office round tripping, which offers two benefits. First, you can import Office documents without losing any existing formatting. Similarly, you can export to Office formats.

Second, if an Office document contains a component that Live Documents does not support such as a macro, Live Documents will preserve the functionality of that element throughout the importing and exporting process.

Other Notable Features
Each of the applications in the suite include collaboration tools. For example, multiple people can work on a document simultaneously. Changes appear instantly. You can also review every change made to a document, including who made each change and when. Your clients do not need a Live Documents subscription of their own. You can either export and email them a Word file, or send them a password-protected link for reviewing the document online. You can specify permissions such as view only.

Live Documents also offers document management. You can tag documents with a client/matter number and keywords, and organize documents using workspaces — similar in concept to folders but with more flexibility. For example, you might place a brief in two workspaces — one for the matter to which it pertains and another for model briefs.

But what about document creation? InstaColl claims that its applications offer the most critical features. For example, the word processing application Live Writer supports rich text, lists, tables (including rules and shading), images, charts, and comments. Also, what you see is what you get in terms of printing (you need not export to print your documents).

What Else Should You Know?
Live Documents works in any Web browser that can run Adobe Flash Player 10. You can use Live Documents for free if you can stay within the limits imposed — 60 documents and 100 MB of storage. Otherwise, Live Documents Premium costs $13.99/month per author (people who can create new documents). An unlimited number of people can edit and review documents. Alternatively, you can host Live Documents on your own server at a customized price depending on your needs. Learn more about Live Documents.

How to Receive TechnoLawyer NewsWire
So many products, so little time. In each issue of TechnoLawyer NewsWire, you'll learn about five new products for the legal profession. Pressed for time? The "In One Sentence" section describes each product in one sentence, and the "Killer Feature" section describes each product's most compelling feature. The TechnoLawyer NewsWire newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | Online/Cloud | TL NewsWire

Reviews of GoToMeeting, GoToWebinar, GoToMyPC, ZoneAlarm, Pegasus Mail, Windows Media Encoder, Any Video Converter, Time Matters

By Sara Skiff | Thursday, March 4, 2010

Coming today to Answers to Questions: Paul Purdue reviews GoToMeeting and GoToWebinar, Steven Schwaber reviews ZoneAlarm Free Firewall and GoToMyPC, Tom Trottier reviews Pegasus mail and POPfile, Alan Garber compares Windows Media Encoder and Any Video Converter, and Jeffrey Schoen reviews Time Matters and Billing Matters (and LexisNexis responds). Don't miss this issue.

How to Receive Answers to Questions
Do you believe in the wisdom of crowds? In Answers to Questions, TechnoLawyer members answer legal technology and practice management questions submitted by their peers. This newsletter's popularity stems from the relevance of the questions and answers to virtually everyone in the legal profession. The Answers to Questions newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Coming Attractions | Email/Messaging/Telephony | Litigation/Discovery/Trials | Networking/Operating Systems | Online/Cloud | Practice Management/Calendars | Presentations/Projectors | Privacy/Security | TL Answers | Utilities

Greatest Hits: My Favorite Software and Web Sites

By Sara Skiff | Tuesday, March 2, 2010

Coming today to TechnoFeature: Serious computer users usually have their own list of software and Web site "greatest hits" that they use constantly. Lawyer Joshua Stein, one of our earliest subscribers, started using computers for all his written work in 1982. Who better to ask to share his list of greatest hits. Joshua covers just about every topic, including email, document management, VoIP, fax-to-email, backup software, desktop publishing, online printing, conference calls, legal research, social bookmarking, and more.

How to Receive TechnoFeature
Our flagship newsletter never disappoints thanks to its in-depth reporting by leading legal technology and practice management experts, many of whom have become "household names" in the legal profession. It's in TechnoFeature that you'll find our oft-quoted formal product reviews and accompanying TechnoScore ratings. The TechnoFeature newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Business Productivity/Word Processing | Coming Attractions | Online/Cloud | TechnoFeature | Technology Industry/Legal Profession

Fujitsu ScanSnap Review; Document Assembly Solutions; Mobile Me and Daylite

By Sara Skiff | Friday, February 26, 2010

Coming today to Fat Friday: Jay Geary reviews the Fujitsu ScanSnap S510, Bobby Abrams shares his thoughts on several document assembly options, and Harry Steinmetz reviews MobileMe and Daylite. 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 | Automation/Document Assembly/Macros | Coming Attractions | Copiers/Scanners/Printers | Fat Friday | Laptops/Smartphones/Tablets | Online/Cloud | Practice Management/Calendars
 
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