Minimize Risk with Legal Case, Matter and Practice Management Systems
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CD & Manual | ||
| 385028TMX | $199.00 USD |  |
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| Credit Details | |||
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94 Min. Audio MP3 - No shipping cost | ||
| 385028POD | $199.00 USD | |
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| Credit Details | |||
| What is a Podcast? | |||
Benefits
Case, matter, and practice management systems and processes will help your practice become more efficient and effective in all aspects of operating your practice and addressing the needs of clients. Whether you are a litigator or a transactional attorney, in private practice or in a legal department, this seminar will focus on the functions and advantages of case, matter, and practice management system software and related processes. Our two panelists, Andrew Z. Adkins III and Ross Kodner, are both pioneers and leaders in legal technology. Each has more than 20 years experience in working with lawyers, law firms and legal departments covering all practice areas and sizes. We'll cover the basics of these systems and provide detailed discussions of the leading software systems in the legal profession along with practical tips for best practices deployments. Learn how contemporary practice management systems and processes can manage risks, allow you to better represent your clients and maximize profitability and productivity . . . while reducing the stress of daily law practice.
Agenda
- Overview
- Why Case, Practice, Matter Management vs. Using Tools Like Microsoft Outlook?
- How Can Case, Practice, Matter Management Manage Practice Risks?
- Management Systems Definitions
- Financial Management
- Document and Email Management
- Case Information Management
- Matter Information Management and Outside Counsel Tracking
- Litigation Support and Management
- Client Relationship Management for Business Development and Retention
- Practice Management and Risk Management
- Case, Matter, and Practice Management System Functions
- Rolodex
- Case and Matter Information Database
- Calendaring and Docketing - Tickler System
- Document Generation, Document Management
- Case and Matter Notes
- Time Tracking
- Reporting
- Work and Task Delegation, and Tracking
- Software Applications and Market Leaders
- Solo and Small Firm Market
- Mid-Size Firm Market
- Large Firm Market
- Corporate and Government Legal Department Market
- SaaS (Software as a Service) Platforms
- What Is SaaS When It Comes to Case, Practice, Matter Management?
- Pluses and Minuses
- The Future of SaaS for Case, Practice, Matter Management
- Tips for Successful Implementation and Integration
- Issue Identification – What Risks Need Mitigation? What Problems Need Solutions?
- Needs Analysis
- Request for Proposal (Mid-Sized and Larger Organizations)
- Pre-Deployment Planning: Configuration, Customization, Practice Automation Planning, Data Migration Review and Planning
- Data Migration and Installation
- Integration With Existing and Other Applications
- Training
- Post-Deployment Check-Ups and Ongoing Support
- Summary and Recap
Faculty
Andrew Z. Adkins III, Legal Technology Institute
Ross Kodner, MicroLaw, Inc.
Andrew Z. Adkins III
Nationally recognized expert in legal technology
Author, "The Lawyer's Guide to Practice Management System Software," published by the American Bar Association, Law Practice Management Section
Author, "Computerized Case Management Systems: Choosing and Implementing the Right Software for You," published by the American Bar Association, Law Practice Management Section
Director and Founder, Legal Technology Institute at the University of Florida Levin College of Law
Former Chair, ABA TECHSHOW
Former Co-Chair, LegalTech Conferences
Adjunct Professor, Law Practice Management, University of Florida Levin College of Law
Ross Kodner
Founded MicroLaw, providing legal technology and law practice management guidance to over 1400 law practices
Co-Author, “How Good Lawyers Survive Bad Times,” (ABA Law Practice Management Section Books)
Frequent speaker and author internationally on a broad range of legal technology topics
Chair, ABA LPMS Computer & Technology Division
Founder, ABA GP-Solo National Solo & Small Firm Conference
Columnist, “SmallLaw” for Technolawyer.com
ABA Blawg 100 Finalist – Technology Category
J.D. degree, Marquette University Law School
These Materials are Designed For
Paralegals, legal staff and attorneys
| CD & Manual | - CD Set with bound 58 page manual |
| Podcast | - 94 Minute MP3 with 58 page electronic manual - Immediate Access and No Shipping Cost |
