Slide show demonstrating the benefits and returns on investment of Practice Management Software.

1. WHY YOU need a practice/case management system Presented by: Escambia-Santa Rosa County Bar Association & Law Office Technology, LLC March 25, 2009 Presenter, Garrett P. LaBorde: glaborde@lawot.com

2. Overview: Practice & Case Management Systems ● Combines ▸calendaring/docketing ▸tickler functions ▸case information tracking, ▸address book functionality ▸ communication management ▸conflict of interest searching, ▸document assembly capabilities ▸PDA and laptop portability ● Turn wasted time looking for case info and documents into billable time ● Avoid malpractice ● Look at Practice Master, Amicus Attorney, TimeMatters, PCLawand ProLaw ● Bottom Line: Don’t Practice Law Without One!

4. Andy Adkins (University of Florida)

5. One application is more effective way to handle multiple tasks. (http://www.law.ufl.edu/lti/ )

6. Tom O’Connor (Gulf Coast Legal Technology Center)Says, it’s “Part of an overall technology strategy” www.gulfltc.org

7. The Four Fundamental Pieces of Law Office Technology Today! Hardware Word processing Email system Practice management CMS T&B DMS See Our Partner: Gulf Coast Legal Technology Center: http://www.gulfltc.org/

9. Already owned Time Matters and PCLaw

10. Felt they weren’t maximizing the effectiveness use of these applications

11. Install new hardware

12. MSBS

13. 4 new desktop PC’s

14. ScanScap scanners

15. Upgrade all of their software

16. Total cost

17. Equipment just over $10,000

19. WHY YOU DON’T HAVE IT ABA technology survey shows that only 53% of respondents have a CMS only 36% report fully using it properly 51% use Microsoft Outlook as a replacement Examples: Time Matters at 12% CaseMap at 11%

20. CASE MANAGEMENT Manage Specific Cases Track specific case information Often litigation specific Matter Management Transactional attorneys Document assembly Financial Management Systems Document Management Systems

22. Contact Database

23. Case Notes or Diary

24. Document Assembly

26. Case Management

27. Document Management

28. Financial Management

29. Features

30. Encompass workflow

31. Centralized information storage

32. Multi-user access

34. Quick conflict checking

35. Common Interface for Staff

36. Organized by client/matter number

37. Record and link phone calls

38. No lost pink slips

39. Small firm version of Knowledge Management

41. calendaring/ tickler functions

42. docketing

43. case information tracking

44. address book functionality

45. document assembly capabilities

46. Portability

47. Laptops

48. PDA’s/Handhelds

49. Avoid malpractice

52. Growing emphasis on ED

53. Huge amount of data

54. Even in small cases

55. Average hard drive is 60GB

56. E-Mail

57. Family Law, Criminal, Bankruptcy

59. The $10,000 LAW OFFICE: Software ▸ Word Processing ▸ Adobe Acrobat/ PDF writer ▸ Billing/accounting software ▸ Case management system ▸ Document management system ▸ E-mail software ▸ Internet access (for research) ▸ Utilities ▸ Data backup ▸ Security ▸ Anti- virus software

60. Practice & Case Management Implementation: How do I pick a practice or case management system? Who installs the case management system? Who will maintain the case management system? Is there a long learning curve with a case management system? http://www.law.ufl.edu/lti/

62. Customizable forms

63. Sync with handhelds

64. T&B

65. Merge

66. Share

67. Import old data

68. Support

70. TASK-ORIENTED not FEATURE-ORIENTED

71. NO GENERIC TRAINING

72. PROFESSIONAL TRAINERS

73. TRAIN OFTEN, TRAIN GENTLY

74. MAKE TRAINING MANDATORY

75. LIVE IS ALWAYS BETTER, BUT IF NOT TRAIN ONLINE

76. THE TRAINER’S PHYSICAL LOCATION IS IRRELEVANTUF-LTI Worksheet for Training Implementation: http://www.law.ufl.edu/lti/CaseManagement/sampleCMSimp.htm

77. SAVINGS If CMS saves you (alone) 15 minutes per day Bill 15 minutes more per day @ $300/hour $75/day $375/week $1500/month $18,000 year Don’t forget to add impact from billable staff as well

78. Web-based Case Management Software:

79. ESSENTIAL READING & RESOURCES Computerized Case Management Systems – Andy Adkins 2009 Solo & Small Firm Legal Technology Guide –Nelson, Simek & Maschke How to Start and Build a Law Practice by Jay Foonberg Flying Solo – Bill Gibson

80. Contact Us for Legal Technology Audits, Implementation Services & Training: LAW OFFICE TECHNOLOGY www.lawot.com Gulf Coast Legal Technology Center www.gulfltc.org Garrett P. LaBorde: glaborde@lawot.com Thank You For Listening!

81. Basic Pricing Plans