Pacific Legal Technology Conference
Pacific Legal Technology Conference
October 4, 2013
October 4, 2013
Tech Applied to Dull Ordinary Things that MUST get
Done (TGB2)
Part Two: Document Management, Document
Assembly, Collaboration and Remote Access
By: Thomas L. Spraggs
Agenda
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Spraggs & Co.
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Document Management
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Document Assembly
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Document Assembly
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Collaboration
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Remote Access
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Application
Spraggs & Co.
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Personal injury practice
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Advocate in technology adoption and use
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Paperless law firm with cloud storage secured
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Paperless law firm with cloud storage - secured
with internal servers
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Benefits of technology are based on the ability
to adopt behaviours to match
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Technology does not replace expertise and
judgement of seasoned counsel
Document Management
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Manage communications, research and firm
precedents
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Ease of use
•
Ease of use
▫
Integrates with word processing software &
structured databases
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Confidentiality
Spraggs & Co. Document Management Document Assembly Collaboration Remote Access Application
Document Management
Built on Microsoft.net platformProLaw
Organization for events and deadlines in onePC Law
Folder-based organizational systemDocu
Share
Spraggs & Co. Document Management Document Assembly Collaboration Remote Access Application platform Integrated accounting platform with Highly developed time tracking feature
Changes are tracked by users and permission levels can be set for all types of documents
area
Expedites billing and payment process
Integrates with external accounting software
system
Very user friendly and does not require in-house IT support
Web-based content sharing with multiple user access
Document Management
Web –based
content sharing
with viewing
i ht
d
Work
Site
Month-to-month
payment
Woldox
Cloud-based with
a high level of
it
Net DocumentsSpraggs & Co. Document Management Document Assembly Collaboration Remote Access Application
rights and secure
file sharing
Integrates with
common
operating
systems and
programs
Automated
classification
system
payment
User friendly
Compatible with
a variety of
operating
systems and
programs
security
Easy to use
search function
Documents and
folders can be
easily shared
with clients and
counsel
Document Assembly
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Prevents confusion
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Supports productivity
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Allows access to all pertinent documents/media
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Allows access to all pertinent documents/media
and collaboration from all parties
Spraggs & Co. Document Management Document Assembly Collaboration Remote Access Application
Document Assembly
HotDocs
Integrates with a variety of document management
systems
Document templates can be made and stored on
network servers for widespread availability
Spraggs & Co. Document Management Document Assembly Collaboration Remote Access Application
network servers for widespread availability
ProDoc
Question and answer format to create custom
documents
Automatically populate repetitive information
Acrobat
Compresses rich, high quality documents into easily sent files
Digital form production
Allows for cloud storage and remote access of documents
Collaboration
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MANY different options
▫
Synchronous to asynchronous
▫
Face-to-face to text-based
▫
Face-to-face to text-based
▫
Internal to the firm to external to the firm
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Situation dependent
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Build a toolkit
Collaboration
• Upload documents to secure cloud storage from anywhere
• Share files and make simultaneous edits
Docs
Spraggs & Co. Document Management Document Assembly Collaboration Remote Access Application
• Basic textual document generation program
• Can be sent and saved through a variety of programs
MS Word
• Can publish directly to SharePoint from any MS Suite program
• Content can be made available to selected users
• Folders for easy document sharing and organization
SharePoint
Collaboration
• Microsoft, Skype and 20GB Cloud Storage
• Automatically saves to the cloud and all information is
accessible remotely
• Social interface for internal sharing and video conferencing
Office
365
Spraggs & Co. Document Management Document Assembly Collaboration Remote Access Application
• Integrates with MS Suite and Skype
• Real time edits of documents during online meetings
MS Lync
• Multiple desktop and live web-based video chat
Webex
Collaboration
• Video chat with desktop, IM and file sharing
• Up to 25 attendees
Skype
Spraggs & Co. Document Management Document Assembly Collaboration Remote Access Application
• Screen sharing and videoconferencing
• Compatible with a variety of devices
• Up to 25 attendees
GoToMeeting
• Unlimited local and long distance calling to landlines and
mobiles in Canada, the USA, and Puerto Rico
• Unlimited calling to landlines in Italy, France, Spain, UK
and Ireland
Voip
Telephones
Remote Access
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Supports the personal lives of staff
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Facilitates unusual schedules
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Increased confidentiality
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Increased confidentiality
Spraggs & Co. Document Management Document Assembly Collaboration Remote Access Application
Remote Access
GotoMyPC
Access from multiple devices
Transfer files from one computer to another
Easy installation and maximum security including usage reports
Spraggs & Co. Document Management Document Assembly Collaboration Remote Access Application
