Taming Technology in Your Practice

Schedule

8:00 a.m. : Registration

8:30 a.m. : Taming Technology: Building a System that Works

Find out exactly what computer hardware and software systems you need to power your practice, including data backup and security, printing, Internet connections, remote access, handheld smartphones, and more.  Learn not only what to buy, but how to “buy right and spend smart,” with advice on financial acquisition methods such as “smart” leasing.

9:30 a.m. : Taming Microsoft Word: More Gain, Less Pain

Find out why Ross has changed his stripes and now enthusiastically advocates the latest version of Microsoft Word (a big switch for him!). Learn clever approaches to legal document layout and work product generation including “Styles that Make Sense,” the “Word Legal Toolbox,” and “Top Word Legal Add-Ons.”  The session will also address the frustrations users of Word experience, including real “Reveal Codes,” automatic paragraph numbering that actually works, and how to remove (and review) dangerous hidden metadata in your Word files.

10:30 a.m. : Break

10:45 a.m. : Taming Microsoft Outlook:  Tips, Tricks, Techniques & Tools for a Whole New
 Outlook

Outlook is everywhere – it’s ubiquitous. Learn how to turn Outlook into a powerful law practice engine with legal-focused tools and techniques to help whip Outlook’s email systems, calendars, contacts, and task functions into shape.  Explore techniques to make Outlook act like a “quasi-legal case management system,” as you better organize email, add contacts for counsel, experts, and courts in literally two clicks, and more.

11:45 p.m. : Lunch (on your own)

1:00 p.m. : Taming Paper: The Paper LESS Office Shatters the Paperless Office Myth

Transition from viewing your paper files as “primary” to being able to count on more efficient electronic files.  See how a low-cost “scan everything” approach can build a complete electronic case.  Learn how to store externally-received documents with internally-generated work product.  Ross has been presenting on this topic worldwide for more than 15 years – it’s a proven approach in thousands of law practices worldwide. Your practice will recover lost billables, increase profits, and deliver faster client response time.

2:00 p.m. : Taming Case Information: Case/Document/Email Management Systems are the
Ultimate Malpractice Safety Net

Discover how to track all your case information, perform conflict searches, calendar and docket all your dates, and remind yourself of deadlines using highly integrated systems.  See how a single point of entry for all case information can “turn chaos into cases” while protecting all your client confidences in a secure system and dramatically reducing your malpractice risk.

3:00 p.m. : Break

3:15 p.m. : Taming Technology Disasters: Protecting Client Confidences in a Scary Digital World

Explore the pitfalls and traps that the unwary practitioner can fall into using the latest technology tools.  Learn about email security, client confidentiality issues, Internet use/abuse policies, the Word metadata threat, protecting irreplaceable client information from hardware and software catastrophes as well as from hacker intrusion and damage from computer viruses. Your practice, and possibly your law license depend on it!

4:15 p.m. : 60 Hot Legal PC Tips, Gadgets & Web Resources in 60 Minutes

Pick up handy tips in this fast-paced, information-rich jaunt, such as smarter faxing, making Windows work the way you need it to, portable computing with Treos and Blackberries, protecting client confidences, wireless computing, legal billing and case management implementation ideas, the best and most useful legal blogs, keeping your system clear of “malware,” laptop computing nuggets, online resources you’ll find invaluable, and more.

5:15 p.m. : Program Concludes

Video schedule will vary from live program.