10.24.07
Autocorrect — A Lawyer’s Best Friend
For some of you, this tip may be a “well, duh”, but for others this is a huge timesaver.
Microsoft Word has a great feature called autocorrect. You may already be familiar with this — it’s the function that, when you type “teh” it changes it to “the” for you. Here’s something you may not know — you can add things to autocorrect. That’s right — and it doesn’t just have to be one word replacements — you an insert huge hunks of formatted text easily. For example — at the end of all your court pleadings, you have a signature block. This signature block includes a line to sign your name, your name and firm address, as well as the date (generally). By using autocorrect, I only have to type **signature, and then press the spacebar to get by entire, properly formatted signature block in the document. And this isn’t the only correction I use it for.
Here’s how you set it up (in Word 2003):
- Type out the text, properly formatted.
- Highlight the formatted text.
- Go to Tools –> Autocorrect Options.
- In the box labeled “replace with” type your shortcut (i.e., **signature).
- The “with” box should already be filled with the highlighted text.
- Ensure the radial button for “formatted text” is selected (just above the replace and with boxes).
- Click on add.
- Click ok.
Now make sure you don’t use a common term (i.e., don’t use “signature”, use “**signature”), otherwise autocorrect’ll bother you. But this can be a huge timesaver for blocks of text you type on a regular basis. Enjoy.
09.06.07
Paperless doesn’t necessarily mean there’s no paper
On several listservs I belong to, as well as in occasional blog postings, people say that there is a problem with going paperless. The problem they all see? Long readings on a computer screen. A lot of people have a problem with reading a 45 page motion/brief/case on their computers. I say there are two reasons this isn’t an issue.
First, if reading a document on your computer is such a strain on your eyes, you need to invest in a better monitor. In reality, you probably read a lot on your computer and don’t necessarily notice it. I think that it is more a psychological issue — it seems harder to read a long document online than the NY Times — and the times is a whole lot longer.
Second, just because you maintain a paperless filing system doesn’t mean you have to read everything electronically. A lot of the time, motion papers, discovery etc… will come to you in paper format. That paper is then scanned and electronically filed. Usually, the original papers (minus anything you absolutely have to maintain in original form) are then sent to your client. Well, you can read through things the first time in the original paper format before sending it off to the client. After that, the indexed and filed electronic version of the document will probably suffice for whatever your needs are. I also don’t think that the “reading long cases online” is so much of an issue. So much research is done electronically, and I don’t believe that all these people are printing out cases to read them. Even if you do, you can always print these documents and either (a) save them in a binder or (b) get rid of the copies [I'm sure people believe this is wasteful, but if you're paper-training a dog or have a bird cage to line, these papers could be useful].
So you can have a paperless filing/organizational structure without having to sacrifice the ability to read the occasional document in hardcopy.
08.28.07
Electronic Organization
Today I started a new job at a small law firm. I sat down at my computer and booted up. Apparently, the last attorney to use the computer didn’t like to use folders to organize things. I found nearly 100 files saved to the desktop. This was literally so bad that, when I moved all the visible files to a single folder, 30 more popped onto the screen. I then opened the My Documents folder and saw ~300 files just floating around.
I had to spend about 30 minutes just cleaning this stuff up this morning. Even so, all I managed was to get the files sorted into folders by year, and then install a desktop search client to index all the files, so I could find things when I needed them.
Unfortunately, the people who need to hear my plea are probably the same people who aren’t reading blogs, but everyone:
PLEASE LEARN HOW TO USE FOLDER TREES TO ORGANIZE YOUR FILES (at least in some capacity), and if you know someone who simply leaves all the files lumped in one place, spend some time showing them the benefit of organization. Please.
08.26.07
Why Paperless?
Some people might ask, why go paperless? Why go so high-tech? I figure there are a number of benefits to a paperless office:
1) Organization: It’s much easier to organize everything electronically. You can cross-index individual files so they can be a part of multiple cases, you can organize and re-organize files whenever you want. Of course, the key is to decide on a single organizational method and to apply it uniformly. The organizational benefits of going paperless disappear if there’s no rhyme or reason to your system.
2) Storage: Assume the average client file takes up 1 gb of space when converted to PDF (I’m sure the average file doesn’t take nearly that much space, but I could be wrong). A 300 gb external hard drive measures in the realm of 1.5″x5.5″x8.5″. That means you can store 300 client files in a space a little bigger than a paperback book. You can keep a complete backup of those 300 files in the space of basically a second paperback book. Think of how much room you would need to store 300 paper files. This is important because eventually, space becomes expensive. Also, storage becomes safer — a fire could wipe out all your paper files. If you have everything stored electronically, you could have a number of backups stored in different locations.
3) Portability: One of the problems attorneys face is the fact that there are only so many hours of a day. One of the benefits of going paperless is the ability to work wherever you are. For example, let’s say you have two hearings in the morning — Case A at 9 am and Case B at 11 am in the same courthouse. You also need to get some work done on Case C. One of the benefits of being paperless — you have your files for Case C with you. Of course, you could always just bring a paper file with you, but at some point the paper file might just be too large to take with you. Additionally, when you’re returning calls while waiting at the courthouse and you talk to the client for Case D, you can access their file to answer questions.
4) Easier collaboration: Whether you are working in a small firm setting or collaborating with another solo or firm attorney, it’s much easier to collaborate electronically. From sending files back and forth via e-mail to keeping files stored on an extranet (for outside collaboration) or an in-office network (for small firms), it’s simply easier — no need to have to figure out who has the file and then have two attorneys need it at the same time (and of course, if each had a separate copy, then you’d have to worry about making sure both were complete and updated).
5) Immediate updates: If you have an assistant/paralegal/associate at the office, you can get documents when you’re not in the office. Whomever’s there can take the document, scan it, and e-mail it to you.
6) Search capability: When you have all your files stored electronically, you can utilize the awesome power of desktop search software. Using this software (which will index all your files), you can locate relevant information in your files. Desktop search software will search the text of your files so you can find arguments you made in earlier briefs and motions, and you can go right to the relevant spot in a long file. Just imagine if you have 500 pages of medical records in a case and you are looking for a specific entry. Which is easier — searching 500 pieces of paper or searching a file?
7) Virtual help: Having a paperless office will make it easier to utilize virtual workers. While I’ll post more about virtual workers later, I’ll simply say that it’s easier to use virtual worker services when you’re electronic. After all, when you need the worker to reference the file, it’s easier to e-mail them instead of photocopying and shipping the file.
While there are more benefits of going paperless, these are the basic reasons I’m planning on going paperless. Well, besides the fact that I’m a techno-geek at heart.
08.24.07
The Paperless Office
As I’ve said before, all lawyers (and especially small firms) should strive to be high-tech. When I open my own practice, I plan on going paperless (or as near as possible). As part of my pre-planning, I’ve started listing the technology I want/need for the office. Here’s a rough (though detailed) list:
- Computer Setup:
- Laptop
- Maxed out RAM
- Large internal HD space
- Highly portable
- Long battery life
- Lots of USB ports
- External Setup
- Large monitor
- Full size keyboard and mouse
- USB hubs
- Laptop
- Peripherals
- Scanners
- Feeder
- Flatbed
- Printers
- Photo
- Laser
- Camera
- Digital
- Digital Camcorder?
- Digital Dictation equipment
- PDA
- Scanners
- Network
- High speed internet
- Secure wireless router
- Software
- Office software
- Microsoft Office
- Adobe Acrobat
- Photo/video editing software
- Document creation/form creation
- Case management/document management
- Financial
- Time tracking
- Database software?
- Applications
- Online fax
- Collaboration
- Desktop search
- Security
- Antivirus
- Firewall
- Metadata cleaning
- Office software
- Backup
- Backup software
- External drives
- Off-site backup?
Is this an exhaustive list? No. Of course, not all of this may be necessary, and there may be things I’m missing. As I get closer to the opening of my own practice, I’ll update this list, discuss various options for some of these requirements and distinguish between needs and wants (which is often a problem for us cyber-geeks).
08.20.07
Small Firm Technology 101
One of the precepts of the “perfect practice” I discussed was technology. Technology provides several advantages for law firms. It makes the practice of law more efficient. Tasks can be accomplished faster. Attorneys, paralegals, law clerks and administrative personnel don’t have to be tied down to a physical location.
As a solo/small firm practitioner, you are in a better position to evaluate and use technology. The decision to try out a piece of equipment/software/internet application rests in the hands of a single person (or two or three) as opposed to a committee.
The beauty of planning out your own firm is that you can determine the level of technology that you are comfortable with, and can quickly adapt your plans to emerging technologies as they come available.
With that in mind, there are several levels of law office technology to consider, each with some pros and cons. I’ll briefly discuss some levels of technology, touching on some of the pros and cons.
First, you have low-tech. This would encompass a system using basic word-processing technology and not too much else. The pro side? Cheap to implement and basically no learning curve. Cons? Extremely inefficient, and bad for profits. This will cost you in the long run, both in lost time, money and opportunity.
Second, you have what I’ll refer to as “standard”-tech. This is the level you’ll see at many of the larger law firms. In addition to the standard office software, you’ll have case management, time-tracking/billing software and electronic research (plus a few miscellaneous apps). Pros: this level utilizes some technology to run a more efficient practice; it’s generally simple to implement/upkeep; the cost requirements are usually front-loaded; and the learning curve isn’t that harsh. Cons: Well, let me ask you a question: do you only want to be as efficient as BigLaw? This level of technology may keep you at the status quo, but does not allow you to truly take advantage of technological advances to make your practice as efficient as possible.
Third: High-tech. This level takes advantage of new technological advances to streamline business and legal processes. Collaboration, remote desktop and VPN software allows off-site and virtual workers, as well as clients, to work on and view the file as it develops and progresses. Pros: This level optimizes technology to create efficient business practices. Once adapted, high-tech law practices no longer need to rely on sheer numbers of attorneys/staff members to handle complex matters. Cons: A high-tech practice can cost a hunk of money — both in start-up costs and upgrades. For those who aren’t very tech-savvy, the learning curve can be real real steep. Getting staff up to speed can also be time consuming.
I am a firm believer that every solo and small-firm attorney should strive for a high-tech practice. Because of that, in this blog, I’ll only be focusing on higher tech solutions for law-firms. In coming posts, I’ll discuss some of the law office technology concepts available for the high-tech practice.