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SmallLaw: Minimum Daily Technology Requirements Part 3: Everything Else You Need

By Ross Kodner | Monday, May 18, 2009

SmallLaw-05-11-09-450

Originally published on May 11, 2009 in our free SmallLaw newsletter.

In my last two columns, I introduced the idea of the MDTR — the "Minimum Daily Technology Requirements" for every solo and small firm's technology needs.

Part 1 discussed hardware needs.

Part 2 discussed software needs.

This third and final segment explores some important ancillary subjects from electrical protection to choosing and using consultants.

MDTR: Electrical Protection

UPS and Surge Protectors

Round out the MDTR for hardware with a battery backup such as the cost effective APC Back-UPS 500 for around $100 to provide both surge protection and electrical backup in the event of power dips or short outages without crashing your PC.

Plug all other components like your printer into professional grade surge protection from companies like APC, Tripplite, or Belkin (general rule — if a "surge protector" is under $15, skip it — not enough protection — you want a stated rating of "surge clamping capacity" of 700 "joules" or better).

Mobile Surge Protectors

Mobile lawyers should always plug their laptops/netbooks into a portable surge protector. Three suitable models include:

Tripplite Traveler ($20)

APC Notebook SurgeArrest ($20)

Belkin Mini Surge Protector with USB Charger ($25)

MDTR: Routers, Switches, Firewalls and Such

A dizzying array of network gear exists for sharing Internet connections (routers and switches), and for keeping the "bad guys" out (firewalls). Some devices even offer the trifecta of shared Internet connectivity, firewalling, and WiFi wireless capabilities. So for simplicity's sake, we'll list one model and discuss the topic more fully at another time.

One possible approach (among many — I could write 50 pages on this subject alone) would be the Netgear FWG114p PROSAFE 802.11G wireless firewall 4 port 10/100 network switch and USB print server. Quite a mouthful, but the gist of it is that it provides Internet sharing, wireless capability, network firewall functions, and network connectivity for about $125.

Extend the network ports with any other 10/100 (Fast Ethernet) switch. If you have a larger budget and proper cabling throughout your firm, consider Gigabit Ethernet.

MDTR: Smartphone

Why would anyone want to practice law without one? Clients, especially in this tight economy, expect you to have this capability (like it or not). I don't care what you have as long as it integrates with the MDTR software list — integrating as easily as possible with your practice management system of choice and Outlook 2007. So whether it's a BlackBerry, an iPhone, a Treo/Centro/(soon to be available) Pre model from Palm, or a Windows Mobile-equipped device, any smartphone is better than, well ... a dumb-phone.

The ultimate selection criterion for any smartphone should be a positive answer to the question: "Does this device easily integrate/synchronize with my software systems?"

MDTR: Virtualize Yourself v. Adding Staff and Paid Services

Think about a Virtual Assistant — to help with anything and everything including your dictation transcription (yes, dictations can be efficient, especially with a digital approach). The be all, end all is probably LegalTypist, the brainchild of master virtual assistant Andrea Cannavina.

A laundry list of tools for your MDTR arsenal:

FreeConferenceCall.com: Never pay a cent for conference calling.

Internet-based PC Faxing: MaxEmail, MyFax, or RapidFax. You'll need a scanner to make the most of these services. Physical fax machines are so 1990s.

Phones: Skype (free Internet-based phone services). Also OneBox for a "virtual PBX" phone system (large firm phone functionality, small firm budget).

Jott: "Digital sticky notes for your brain."

Google Voice: Keeps you connected no matter where you are.

Google Apps: Gmail offers the best Web mail on the planet with the most storage and Google searchability.

MDTR: Daily Dosage of Legal Tech Smarts

Being a legal technopeasant in 2009 just doesn't cut it any longer — clients won't tolerate it or subsidize tech ignorance or lack of general sophistication.

In addition to continuing to read SmallLaw (thank you) and TechnoLawyer's other newsletters, check out the following resources as well:

• Get a free subscription to Law Technology News and scan it carefully each month.

• If you're an ABA member, join the GP|Solo Division and the Law Practice Management Section if for no other reason than to read their terrific magazines and ezines monthly.

• Also, look to the tremendous selection of practice management and technology books offered by the ABA Law Practice Management Section and the ABA GP|Solo Division.

• Subscribe to The Firm — otherwise known as the ABA's Solosez listserver for lively daily discussion of tech, practice management, and all aspects of small firm life with 4000+ fellow SSF lawyers and staffers. You don't have to be an ABA member to join.

MDTR: Putting It All Together

Find a capable, competent, legal-focused and legal-experienced consultant to manage a proper implementation. Don't attempt a DIY (do it yourself) approach. Do the economic math. Even in tight times, you can't afford it.

Practice smart, make more money, exceed client expectations with better work product quality and faster turnaround times at a reasonable price and above all, have more fun in practice. The MDTR will help get you there — cost-effectively — just the digital prescription for these tough and trying times.

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: CLE/News/References | Computer Accessories | Consultants/Services/Training | Dictation/OCR/Speech Recognition | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Law Office Management | Online/Cloud | Privacy/Security | SmallLaw | Technology Industry/Legal Profession

Email DMS; FileCenter; MozyPro; Syncing Strategy; BigSolo Tip; Enterprise Drives; World's First Laptop

By Sara Skiff | Friday, May 15, 2009

Coming today to Fat Friday: Bob Walsh explains the importance of filing email by case plus he reviews FileCenter and MozyPro, Elaine Dowling describes her backup routine and how it has improved her practice, former large firm lawyer Robert Brouillette offers advice to other "large firm refugees" going out on their own, Edward Zohn reviews Western Digital enterprise-grade hard drives, and Tom Trottier shares his take on the world's first laptop. 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: Automation/Document Assembly/Macros | Backup/Media/Storage | Business Productivity/Word Processing | Coming Attractions | Desktop PCs/Servers | Document Management | Email/Messaging/Telephony | Fat Friday | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | Law Office Management | Online/Cloud | Privacy/Security | Technology Industry/Legal Profession

SmallLaw: Minimum Daily Technology Requirements Part 2: Software

By Ross Kodner | Monday, May 4, 2009

SmallLaw-04-27-09-450

Originally published on April 27, 2009 in our free SmallLaw newsletter.

In my last column, I introduced the idea of the MDTR — the "Minimum Daily Technology Requirements" for every solo and small firm's technology needs. My first column discussed hardware needs. This column focuses on the application and utility software a small practice needs.

MDTR: Major Applications

Beyond the choice of either or both Microsoft Office 2007 and the Corel WordPerfect X4 suite (both if you wish to be "word processing ambidextrous" which can make a great deal of sense for many firms), the following categories of applications comprise the Minimum Daily Technology Requirements for the standalone PC:

Adobe Acrobat Standard or Pro: Not some ersatz Acrobat-wannabe, the real thing — get it bundled with your PC, or with a scanner to save money on this item.

Practice Management System: Any practice management system is better than none. After 24 years of thinking about this, I am now ready to unequivocally state that every law practice needs one (even if you don't realize it!).

If you have clients and cases, you have information that needs to be managed, period. Outlook is just not capable enough so look into Amicus Attorney, PCLaw, PracticeMaster, Time Matters, or even the Web-based Clio, Rocket Matter or VLO systems. Find a well-referenced, solidly-credentialed independent consultant to help you decide and then implement.

(My only remaining concerns about Web-based, or SaaS (Software as a Service) systems is the general lack of ability to function entirely offline, if you lose Internet connectivity. Clio has taken the first step in this direction with offline time entry, but this isn't enough as far as I'm concerned.)

Document/Email Management: Practicing without a DMS means self-inflicted torture in terms of wasted otherwise billable time when you cannot find prior work product or are inundated with massive amounts of email. Worldox leads the pack after 20+ years in cost-effective ($395/person) small-firm friendly document/email management that tightly integrates with the major practice management systems (which might have some built-in document/email management abilities, but these are insufficient for most firms).

Legal Billing/Bookkeeping: Ideally, your billing system should work with your practice management system — with the PracticeMaster/Tabs3 combination being the standout because Tabs3 as the billing component outdistances the abilities of competitive systems and their built-in billing modules. Kudos to the Web-based products for solid and simple billing/bookkeeping as well. Second best would be the PCLaw system, which is more simplistic on the practice management side, but still a reasonably-priced integrated contender. Systems that integrate with QuickBooks Pro can be a major plus if your accountant wants QuickBooks data files to keep your accounting costs down.

Outlook 2007: This industry-standard application should be your emailer of choice, integrated with a practice management system. Attempting to handle your email needs inside of any practice management system will quickly overwhelm that program's database. Let Outlook do the heavy-lifting for email management and "connect" case/practice-related emails from Outlook to your practice manager via Worldox's extraordinary, click, drag, click approach to doing so.

MDTR: Utilities

Utilities — little programs that tie everything together:

Protection Suites: Trend Micro Internet Security suite (or the Pro version). Why? It's the least likely to interfere with legitimate program operation. Avoid Symantec/Norton and McAfee products — by far the most intrusive and system-destabilizing of such products. Your software firewall will come from this suite, or firewalling will come from a router/switch/firewall hardware product (watch for my "MDTR: Networks" suggestions in a future column).

Moffsoft Freecalc: This free calculator replaces the brain-dead Windows calculator. It has a scrollable "tape" — the missing link.

7Zip: This free utility handles ZIP/UnZIP file needs.

Zscreen: Need to capture information from screens to include in your Word and PowerPoint files? Grabbing charts and illustrations from Web sites? Windows Ctrl-Prtscn function has an IQ in the high single digits, able to capture only an entire screen. Zscreen, also free, has many of the advanced features of more costly screen capture tools such as Techsmith's excellent $50 SnagIt tool.

Metadata Assistant and Numbering Assistant: At $160 for the pair, both are essential "Word Sanity/Safety" tools for metadata removal and sanity in using auto-paragraph/bullet list/outlining functions in Word.

CrossEyes: From Levit & James, this utility adds "Reveal Codes" functionality to Word ($30).

Anagram for Outlook: This $35 utility adds names and addresses in your email to Outlook (which can then sync to your practice management system) literally with two keystrokes. Build up that address book for marketing/business development purposes as well as pulling this information into labels, envelopes, and correspondence.

Xobni: This utility adds several functions to Outlook that Microsoft should have built. These include the ability to group all the messages in a conversation together, instead of having to hope to find them while scattered across multiple mailboxes, and the Inbox and Sent Items folders. In addition, you can see all the attachments received from any sender. Add some fascinating statistical tracking about the people who send you messages and the ability to generate "smart scheduling" messages to send to any sender, and you've got the makings of an invaluable Outlook tool. And free is tough to argue with.

TweetDeck: This free Twitter-focused utility makes participating in the growing social networking phenomenon practical. It replaces the bare-bones native Twitter interface with a multi-columned Twittering tool that makes the micro-blogging system's constant flow of 140 character "Tweets" manageable. You can have columns showing the Tweets of all those you "follow", as well as Replies, Direct Messages and the most powerful element, Tweets that match a specific Twitter "search." So you could have a column showing all Tweets that mention your name or firm name. Don't Twitter without Tweetdeck.

OutTwit and FBLook: From TechHit, OutTwit adds itself to the Outlook toolbar to enable sending Tweets and receiving/organizing them inside of Outlook. This is a further step towards making Outlook a comprehensive communications hub. FBLook lets you update your Facebook status, see your friend statuses, and see the number of new requests without having to open a browser. Both products are free.

In my next column, I'll wrap up my MDTR recommendations with a look at electrical protection, smartphones, virtualization of a small practice's resources, outsourcing, and using consultants effectively.

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: Accounting/Billing/Time Capture | Business Productivity/Word Processing | Document Management | Email/Messaging/Telephony | Law Office Management | Online/Cloud | Practice Management/Calendars | Privacy/Security | SmallLaw | Utilities

BlackBerry Storm Review; Time Matters 9 Review; Mac Switch; ZoneAlarm Review; Best Authority

By Sara Skiff | Thursday, April 30, 2009

Coming today to Answers to Questions: Leon Gary reviews the BlackBerry Storm, Kevin Dunn reviews Time Matters 9.0 and LexisNexis' tech support, Harrell Z. Browning shares his experience switching to a MacBook Pro (and how he still runs his PC-only programs), Edward Zohn reviews ZoneAlarm Internet Security Suite, and Carol Gerber provides an update regarding which Table of Authorities software that LexisNexis supports. 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 | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Litigation/Discovery/Trials | Networking/Operating Systems | Practice Management/Calendars | Privacy/Security | TL Answers | Utilities

Windows Wipe; OCR Tip; DMS Costs; CoreVault Review; Stamps.com Review; Orion; GPS; Much More

By Sara Skiff | Thursday, April 23, 2009

Coming today to Answers to Questions: Richard Perkins explains how to wipe a laptop in a way that makes it easy to do again, Paul Wigg-Maxwell shares a Word Styles tip for an OCR documents plus he reviews PaperPort, Michael Steiner clarifies his recent Post on Autonomy/Interwoven, Thomas RuBane reviews CoreVault for online backup, and Jeffrey Koncius reviews Stamps.com for online postage. 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 | Business Productivity/Word Processing | Coming Attractions | Dictation/OCR/Speech Recognition | Document Management | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Law Office Management | Online/Cloud | Privacy/Security | TL Answers | Utilities

POPFile Review; Solo Recession Strategy; More HP Tablet Warnings; CrossOver; TechnoLawyer Pranks

By Sara Skiff | Friday, April 17, 2009

Coming today to Fat Friday: Robert Rice reviews POPfile and Gmail for spam control, solo Diana Brodman Summers shares her strategy for surviving the economic downturn, Jonathon Wescott provides an update on his experience with HP's Tablet PC tx1000, Carlos Madrid reviews CrossOver for running Windows on a Mac, and Bryan Keenan comments on our April Fool's issue of TechnoLawyer NewsWire. 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: Coming Attractions | Email/Messaging/Telephony | Fat Friday | Laptops/Smartphones/Tablets | Networking/Operating Systems | Online/Cloud | Privacy/Security | Utilities

Online Backup Reviews; WordPerfect = Ron Paul; Word 2007 Review; Case Management Revolution; Trend Micro Review

By Sara Skiff | Thursday, April 16, 2009

Coming today to Answers to Questions: Don Grassmann compares OnlineBackupVault, MozyPro, and IDrive for online backup, Jeff Bennion shares three conclusions about the Word versus WordPerfect debate, John Fitzpatrick reviews Word 2007, Ay Uaxe discusses the accessibility of legal software and what the future may hold, and Caren Schwartz reviews Trend Micro antivirus software. 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 | Backup/Media/Storage | Business Productivity/Word Processing | Coming Attractions | Consultants/Services/Training | Online/Cloud | Practice Management/Calendars | Privacy/Security | TL Answers | Utilities

BigSolo Causes Big Stir; SherWeb and AppRiver; Lose the Challenge; Legal Social Networks; Backup Wisdom

By Sara Skiff | Friday, March 27, 2009

Coming today to Fat Friday: Ross Kodner responds to some criticism stemming from his SmallLaw column, The Rise of BigSolo, Ashe Lockhart reviews SherWeb and AppRiver for hosted Exchange and BlackBerry Server; he also discusses the future of Software as a Service (SaaS), William Tait tells us how he really feels about challenge response software, Steven Schwaber explores the ethical problems with social networking for lawyers, and Stephen Silverberg shares some wise words for backups. 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 | Collaboration/Knowledge Management | Coming Attractions | Document Management | Email/Messaging/Telephony | Fat Friday | Law Firm Marketing/Publications/Web Sites | Law Office Management | Online/Cloud | Privacy/Security | Technology Industry/Legal Profession

PC-Free Scanning; Email Management; Spouses as Law Partners; 64-Bit the Dust

By Sara Skiff | Friday, February 20, 2009

Coming today to Fat Friday: George Ross explains how he manages incoming email, Yvonne Renfrew shares her idea for making the ScanSnap S300 even more mobile, Thomas F. McDow discusses sharing an office with another lawyer (who also happens to be his wife), Paul Mansfield warns about one of the pitfalls of 64-bit computing, and Robert Fleming provides a helpful tip for running WordPerfect with 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: Coming Attractions | Copiers/Scanners/Printers | Desktop PCs/Servers | Document Management | Email/Messaging/Telephony | Fat Friday | Law Office Management | Networking/Operating Systems | Privacy/Security

Is PC Building For Chumps?; POPFile Review; LogMeIn Reviews; CompuLaw-Peachtree Conflict

By Sara Skiff | Friday, February 13, 2009

Coming today to Fat Friday: David Copeland joins the debate over whether law firms should build their own custom PCs, Tom Trottier reviews POPFile for controlling spam, Malcolm Gregson shares an important integration issue between Compulaw Vision Docket and Peachtree, Lincoln Miller responds to Ross Kodner's recent SmallLaw column on the search for the perfect laptop, and Louis Rosner reviews LogMeIn Free. 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 | Coming Attractions | Desktop PCs/Servers | Email/Messaging/Telephony | Fat Friday | Litigation/Discovery/Trials | Networking/Operating Systems | Online/Cloud | Privacy/Security
 
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