Law Firm Technology Overview: Case Management, Document Management, and Security Best Practices

Live Broadcast on September 13, 2017

The days of being able to run your law firm off of a legal pad, email and an excel sheet are over. Proper systems are required to protect your law firm and client’s information from malware and cybersecurity attacks.

In this session, we will cover the functional areas of your business, and the law firm specific technology tools available for each. Such as; case management, document management, billing and payments. Then move into security and best practices you can implement easily to create safeguards for your data.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

•   Why is adopting technology for your firm is no longer optional?
•   Basic tools every law firm should have
•   Case Management
•   Document Management
•   Security, Physical and Virtual
•   Best practices, policies and training

Date / Time: September 13, 2017

•  10:00 am – 12:00 pm Eastern
•  9:00 am – 11:00 am Central
•  8:00 am – 10:00 am Mountain
•  7:00 am – 9:00 am Pacific

Choose a format:

•  Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•  On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

This product is currently out of stock and unavailable.

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Chelsey Lambert, Esq. is a Legal Technology Specialist, published Author and CLE Speaker. As a former Practice Management Advisor for the Chicago Bar Association, and Vice President of Marketing for a leading case management provider she has seen our industry from many angles. Today, she works with vendors to bring their products or emerging technologies into the marketplace. Builds relationships with bar associations, and aids in the execution of sales and marketing programs of such products. She is the Founder of the legal technology blog LexTechReview.com, which was created to provide technology education to legal professionals.

CLE Accreditation:
mylawCLE seeks approval in all states.

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Accreditation Policy
myLawCLE will seek credit where attending attorneys are primarily licensed for all of its live webinars and live teleconferences, except in states which allow for reciprocity (see reciprocity section below). Credit for CLE in a self-study format is sought for in most states; however, some states do not allow for CLE credit to be earned in a self-study format (see the self-study section below). Many states typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program. Credit hours granted are subject to approval from each state.

Reciprocity
Additionally, some states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, PR, and SD. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

On-demand CLE
myLawCLE will seek on-demand approval in all states except Virginia and Arkansas (outside reciprocal provisions stated above).


myLawCLE Credit Guarantee
myLawCLE offers a program and credit approval guarantee. If a registered attendee is unhappy with a CLE program they have attended, myLawCLE will offer that attended access to another complimentary CLE or a full refund in order to insure the attendee’s satisfaction.

Additionally, on all online CLE programs application for approval will be made in all states where attending attorneys are primarily licensed in. If a registered attorney does not receive credit from their state for any reason, a full refund will be granted.

Section I. Introduction
a) Background
b) Mission

Section II. Why does your law firm need to use software?
a) Cybersecurity risks
b) Breaches
c) Ethical enforcement timeline

Section III. Law Firm Technology Basic Necessities
a) File Management
b) Business Process Management
c) Billing and Payments
d) Security

Section IV. Case Management Software
a) Most commonly used features
b) Software options

Section V. Document Management Software
a) Levels of document management
b) Software options

Section VI. Billing and Payments Software
a) Online payment processing

Section VII. How to shop for legal technology
a) Needs assessment
b) Vendor and product review process

Section VIII. Security Tools
a) Password managers
b) Anti-virus software
c) Backup and disaster recovery

Section IX. Best Practices
a) Law Firm Policies
b) Training
c) Resources

Section X. Closing
a) Contact info
b) Free legal tech discovery call