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Your Technology Road Map:
Hardware and Software on a Budget
presented by
The South Carolina Bar-Continuing Legal Education Division
 
Live at the
Bar Conference Center
1501 Park Street
Columbia, SC 29202
 

 
About the Seminar
This program qualifies for 6.0 MCLE credit hours.
 
Let’s face it, the array of technology choices for your law practice is overwhelming; and making mistakes is extremely expensive. You’ve probably heard of case management, document management or document assembly software, but what functions do those programs perform? Do you need legal-specific accounting and billing software? If so, what options should you consider? Simply deciding on a new computer configuration presents you with hundreds of options, most of which appear to be written in indecipherable nerd-speak. How do you make the right choices?

This seminar answers all of those questions and more. It provides a complete legal technology roadmap in plain English, covering all areas of law office technology–from paper reduction strategies to case management, document management and
legal accounting software. Best of all, we’ll provide you with a detailed budget outlining everything necessary to outfit your office.

WHO SHOULD ATTEND:
• Anyone who needs to upgrade or overhaul their office technology
• Those looking for smarter tech spending strategies
• Anyone interested in starting their own firm
• Any practitioner who is “suddenly solo”
• Support staff, office managers and anyone who provides IT for their firm
• And anyone interested in learning about document assembly, legal accounting software, paper reduction and better file-management techniques
 

About the Speaker
Barron K. Henley is one of the managing partners of Affinity’s Columbus Ohio office. He is an attorney with 15 years of experience in legal technology. Together with Paul Unger, Barron founded Henley March & Unger Consulting, Inc. (now Affinity-Columbus) in 1998.
 
He received his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio and Columbus Bar Associations, and the Worthington Estate planning Council. Mr. Henley is a member of the ABA Law practice Management Section and the Technology Committee, the Visioneer Legal Advisory Board, and the Columbus Bar Association Law 2010 Committee. He’s also a member and former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee. Barron is one of the most renowned experts on Microsoft Word, Adobe Acrobat and HotDocs. In fact, he heads Affinity’s HotDocs document assembly and software training departments.
 
A frequent speaker, Barron teaches CLE classes covering practice management, document management, file management, server and personal computer issues, remote access, mobile lawyering, scanning and imaging, legal paper reduction strategies, electronics case filing, Word, Excel, Outlook, Wordperfect, HotDocs document assembly, Adobe Acrobat, malpractice avoidance, and many other topics.
He has spoken at state and local bar association throughout the U.S. as well as the annual ABA Tech Show.
 
In his spare time, Barron enjoys hiking and gourmet cooking as well as spending time with his wife and three daughters.
 
Program Agenda

8:30 a.m. Registration
 
9 a.m. Your Legal Technology Roadmap Checklist
• Hardware
• Software
• Services
• Other Items to Include
9:30 a.m. Legal-Specific Billing and Accounting Software
• Tips for efficient and accurate accounting
• Legal-specific accounting software options - how they’re different from (and superior to) generic programs like QuickBooks
• Significant legal accounting players you should consider
 
10 a.m. Case/Matter Management Software
• What it is, how it works, and how it can revolutionize a legal practices
• Major players you should consider
 
10:30 a.m. Break
 
10:45 a.m. S peech Recognition Software for Lawyers
• The state of speech recognition technology (demonstration of Dragon NaturallySpeaking Legal Edition)
• Automatic transcription of dictation
 
11 a.m. G oing Virtual–Cloud Computing and Software As A Service (SaaS)
• SaaS and virtual servers–explained
• Rules of Professional Conduct related to cloud computing and protecting client data
• Full survey of the leading legal-specific cloud applications (case management, accounting, trial presentation, etc.)
• Operating a law firm without a physical office
 
11:15 a.m. Computers for a Law Office
• Getting the most out of what you have
• Deciding between laptop, desktop & tablet
• Operating system considerations (Windows or Apple)
• How to get the software you need included with the computer
• What to avoid in your computer configuration
• Appropriate computer configuration for lawyers and staff
• What to buy on a limited budget

12 p.m. Lunch
 
1 p.m. Protecting Your Computers and Client Confidentiality
• Power protection
• Routers, firewalls and switches explained
• Anti-virus, anti-spyware and anti-spam options
• Backing up your client data & backup hardware/software options
• Best practices for backup procedures
 
1:15 p.m. Law Options for Law Office Print, Scan and Fax
• Printers and multifunction machines
• Scanners and scanning software
• Internet faxing v. fax machines
• How to implement a paper reduction strategy in your office
 
1:45 p.m. Adobe Acrobat, PDFs and protecting yourself when trading documents electronically
 
2:15 p.m. S martphones
• What lawyers should look for and how to choose
• Comparison of Blackberry, Android, iPhone & Windows phones
 
2:30 p.m. Break
 
2:45 p.m. W ord Processing
• Best practices for document generation
• Word versus WordPerfect debate within the legal community
• Proof that you are not taking advantage of what your word processors can do
 
3 p.m. S preadsheet Programs
• What they are
• How lawyers use spreadsheet programs every day
 
3:10 p.m. Documents and File Management
• How to find old documents in seconds
• Best practices for matter-centric document management
• Document management and search software options
 
3:40 p.m. Law Office Internet Issues
• Internet security issues for lawyers
• E-mail software options and encryption
• Understanding remote access options from gotomypc to VPN to terminal services
 
3:50 p.m. Training–Learning to Use What You Own
 
4 p.m. Intelligent Technology Purchasing for Your Office
• Conducting the return on investment analysis
• How to find the best deals on technology for your office
• Tech leasing for lawyers
 
4:20 p.m. Web Conferencing and Web Meetings
 
4:25 p.m. VoIP Phone Systems
• Voice Over Internet Protocol - how it works in a law office
• Why lawyers are turning to VoIP for better internal and client communication
 
4:30 p.m. Adjourn