Improving client service, increasing productivity, and lowering business costs


This full-day event will provide you with solutions to meet the challenges of legal technology, law firm management, and productivity. An experienced practitioner and legal tech expert will present seminars on what you need to know about the latest technology.
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8:30 a.m. – 9:00 a.m.
Registration and Breakfast
Registration and Breakfast
9:00 a.m. – 10:00 a.m.
2019’s Best Legal Tech Tips, Tricks, Gadgets, and Websites
The best of legal technology, practice management, electronics, and incredibly
useful websites for lawyers. This rapid-fire, entertaining hour is full of great ideas you can immediately incorporate into your practice.
10:10 a.m. – 11:10 a.m.
Champagne Technology on a Beer Budget
Believe it or not, you can get great technology on a tight budget. Whether you’re ready to start a firm or overhaul your firm’s existing technology, this seminar gives you a legal technology roadmap with a focus on keeping the costs as low as possible. We’ll cover everything from low cost accounting and case management systems, how to lower printing costs, computer configurations, security and encryption options, VoIP phone systems, and more. We will also help you prioritize your purchases so you’ll know what to focus on. You literally can’t afford to miss this seminar.
11:20 a.m. – 12:20 p.m.
How to Find Things Faster, Deal with Less Paper, and Organize Your Files
Every lawyer has a scanner, but most are still buried in paper and it's a struggle to quickly find documents and information they need. That is because the scanners are only a small part of the solution. Solving the problem requires a few hardware upgrades, better search software, collaborative technology, and a secure method for sharing electronic documents. This seminar lays out the roadmap to follow if you want to unbury yourself from paper, from hardware to software to processes. It's neither complicated nor expensive. Learn how to liberate yourself and your office.
12:20 p.m. – 1:00 p.m.
Lunch
Lunch
1:00 p.m. – 2:00 p.m.
What Every Lawyer Needs to Know about PDF Files
You have probably noticed that PDF files are everywhere. They have become the file format of choice when trading documents with other lawyers and clients. Many courts now require that all pleadings be filed as PDFs and most governmental forms are available exclusively in PDF format. Regardless of the PDF program(s) your office uses, everyone in your office needs to understand the risks and benefits of PDF files. In this seminar, you'll learn appropriate uses of PDFs, and we'll cover extremely important topics such as metadata removal and electronic document security, redaction, Bates numbering, splitting/combining PDFs, reducing file-size for electronic case filing, review/comment and PDF collaboration, adding signatures and stamps, routing PDFs for comments/feedback, and more. Finally, we’ll identify the programs you can use for all of these functions (you are not limited to Adobe Acrobat) and explain their relative pros and cons.
2:10 p.m. – 3:10 p.m.
The All-Time Best Microsoft Word Tips and Solutions
For over 22 years, your speaker has provided Microsoft Word technical support to law offices all over North America. In this seminar, you'll hear the solutions to the most common problems lawyers experience when drafting complex documents. You'll also learn about little known features of Word that will make your drafting faster and easier.
3:20 p.m. – 4:20 p.m.
How to Discuss Security and Confidentiality Issues with Your Clients

Addressing security within your office is only half the battle! Unfortunately, your clients often don’t know how to protect their own data and security is definitely a team sport. Therefore, it’s important to educate your clients about proper security processes and make sure they are okay with the risks associated with electronic communication and storage (if you intend to use them). Nothing is without risk, but by exercising good practices, you and your client can fully enjoy all the benefits of technology and electronic collaboration. In this session, we’ll discuss your communication and confidentiality duties under Rules of Professional Conduct, security issues you should address in engagement agreements, security measures both you and your clients should employ, client portals, e-mail encryption, virtual private networks, and other best practices. Finally, we’ll cover the Connecticut & New York breach notification laws and how they impact lawyers.
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4:20 p.m. – 4:30 p.m.
Questions & Answers
Questions & Answers
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