The document provides recommendations and pricing for technology essentials for small law offices. It recommends essential books for small law practices, hardware such as desktops, laptops, tablets, printers, and networking equipment. It also discusses software such as Microsoft Office, Adobe Acrobat, billing and case management systems, and legal research services. Recommended systems are provided from vendors such as Dell with prices included. Training resources and options are also presented.
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Law Firm Essentials
1. Low Cost Office Technology Essentials Craig Bayer: cbayer@lawot.com TYPE WHO YOU ARE SPEAKING FOR HERE
2. ESSENTIAL BOOKS How to Start and Build a Law Practice by Jay Foonberg Flying Solo Bill Gibson 2008 Solo & Small Firm Legal Technology Guide Nelson, Simek & Maschke The Business of Law by Edward Poll Visit www.lawpractice.org for ordering information
3. HARDWARE Desktops, Laptops, Tablets Windows Small Business Server Scanners Network P rinter Gigabit Switch
6. WIFI NETWORKING Configurations The most common type is now the faster 802.11g - many laptops come with it already 802.11n (now called Pre-N) is the system to buy when it becomes formally available Causes problems running client server applications Cost WAP - $10 to $750 WiFi PC Access - $5 to $100 Wireless Print Servers - $50 to 300
9. Small Business Server Microsoft Exchange Automatic Patching (WSUS Fax Server SQL 2005 (Premium Edition) Backup Solution Outlook 2007 to all Users Monitoring Reports Access to Workstation And Data Remotely Cheaper then Server 2008 Included in the Price of Server
10. Server Choose over Workstation 4GB Ram (At Least) Redundant Systems Raid 5 Configuration (3 Drives) Affordable Harder to Setup Must have Warranty PowerEdge 2900: $2500
11. DESKTOP PC Intel Core 2 Duo Windows 7 Professional 4GB RAM Sound 20 Inch Wide Monitor DVD-ROM 80 GB 7200 RPM SATA 3 3 Year Warranty Dell OptiPlex 360: $945
12. NOTEBOOK Intel Core 2 Duo 4GB RAM DVD-ROM Encrypted Drive Bluetooth Weight/Size 9 Cell Battery Docking Station Dell Latitude E5500: $1300
18. Switch Gigabit No Daisy Chains Cat 5 or 6 Most Critical Piece of Hardware Gigabyte Switch: $109
19. USB Hard Drive Tape vs USB Easy to Restore Rugged Used with Small Business Server Test Restore Have 2 or 3 Lacie 250GB: $139
20. HANDHELD DEVICES BlackBerry Smartphones (Palm) Smartphones (Palm Web OS) Smartphones (Windows Mobile) iPhone (Apple) Considerations BlackBerry syncs with Outlook and to check more than e-mail, you need the BlackBerry Enterprise Server software and Exchange Server! Palm Smartphones - 100% Palm devices - maximum sync ability with legal apps - real-time email with software like VersaMail Windows MobileSmartphones sync with Outlook and Microsoft apps primarily Easiest to setup and has Push Synchronization BEWARE BLUETOOTH SECURITY Pricing : Anywhere from $200 to $600 depending on the cell service provider and available rebates
21. SOFTWARE Word Processing Adobe Acrobat or other PDF writer Billing/accounting software Case management system Do cument management system E-mail software Internet access for research Data backup, security and anti- virus software
22. BUNDLED SOFTWARE Microsoft Office Basic Outlook, Excel, and Word, Adobe Standard (docx v doc) Adobe Acrobat 9 Standard Edition Corel WordPerfect X4 Suite Less costly to buy OEM version separately with any new PC systems
23. Adobe Pro allows Bates Stamping Upgrade to Pro: $159 Best Adobe Blog: http://blogs.adobe.com/acrolaw
24. BILLING & ACCOUNTING SYSTEMS Most packages are becoming integrated. Timeslips requires you to also have an accounting package like Quickbooks or Peachtree PCLaw, Tabs 3, Juris, and Billing Matters have billing and accounting functions. Legal specific accounting software makes it hard to commit malpractice PCLaw: $2270 (4 Users)
25. CASE MANAGEMENT SYSTEMS Combines calendaring/docketing tickler functions case information tracking, address book functionality conflict of interest searching, document assembly capabilities Palm and laptop portability Turn wasted time looking for case info and documents into billable time Avoid malpractice Look at Amicus Attorney, TimeMatters, PracticeMaster, PCLaw and ProLaw Dont Practice Law Without One! PCLaw: $2270
26. DOCUMENT MANAGEMENT SYSTEMS Opened Ended vs. Close Ended SharePoint is a DMS Most Practice Management Software include an Open Ended DMS PCLaw: $2270
27. Dictation Dragon Natural Speaking Has a legal edition ($1200) Get Preferred ($199) or Pro ($899) Vista has Dictation Software Built into it. Tips Must Train Software Use a Quality USB Headset Learning Curve
28. WINDOWS XP / VISTA / 7 = = Buy a new computer with Windows 7 Upgrade to Windows 7
29. LEGAL RESEARCH Get it online! Dump the CD-ROMs Discontinue books Th ere is no single best legal research service Combine Lexis, Westlaw, LOIS and the Internet Look at the best small firm packages negotiated by your State or County Bar Resources LLRX.com Fact Finding On The Internet
30. ANTI-VIRUS Trend Micro Client Server Messaging www.trendmicro.com Includes anti-virus, anti-spam, anti-spyware Available in small office and Corporate editions ZoneAlarm: www.zonealaram.com Norton Anti-Virus www.symantec.com Buy corporate not Internet Security McAfee VirusScan: www.mcafee.com CA eTrust and Trend PC-Cillin: www.ca.com www.trendmicro.com TrendMicro: $330
31. PRICING Leverage Web-based PC component pricing engines and save a fortune! Membership Discounts ABA, ATLA , ALA or other legal association member Prices change daily
32. TRAINING Top Training Tips TASK-ORIENTED not FEATURE-ORIENTED NO GENERIC TRAINING PROFESSIONAL TRAINERS TRAIN OFTEN, TRAIN GENTLY MAKE TRAINING MANDATORY LIVE IS ALWAYS BETTER, BUT IF NOT TRAIN ONLINE THE TRAINERS PHYSICAL LOCATION IS IRRELEVANT
33. Fifty or fewer employees. In business in the state for at least three years, contributing and in full compliance with state UI tax laws. Training costs cannot exceed $3,000 per trainee per state fiscal year (July 1 - June 30). http://www.laworks.net/WorkforceDev/IWTP/IWTP_Overview.asp FREE TRAINING
34. Thank You For Listening! Gulf Coast Technology Center www.gulfltc.org Law Office Technology www.lawot.com Tom OConner (toconnor@legal-edocs.org) Craig Bayer (Cbayer@lawot.com)
#7: WiFi Security Tips Activate WEP! (Wired Equivalency Privacy) WEP is not 100% secure but is far better than doing nothing Choose 128 bit WEP if available (v. 40 bit WEP) Turn OFF SSID Broadcasting Your WAP is less visible MAC Address limiting - only authorized users allowed Use firewalls - networked hardware firewalls and software firewalls on laptops and home PCs Software firewall tips: ZoneAlarm Pro Norton Internet Security Dont be discouraged - it is worth the effort
#11: Speed : Dual or Quad Core Xeon Processor RAM : 4 GB if 32GB CD-ROM : Get a DVD Drive for faster installs Hard Drive : Raid 5 Configuration. A Hard Drive can fail and you will not lose all data, Higher RPM is Better Operating System: Small Business Server 2008, Standard or Professional Network Card : 2 Network Cards Price : $2000 to $3000 Brand : HP and Dell Service Contract : 3 Years Next Day Parts
#12: Speed : Pentium Core 2 Duo or Athlon X2 Series RAM : 2 Gb (Needed for Vista readiness) Sound: for VR use a USB headset Monitors : 19-22 LCD flat panel (wide-mode preferred) CD-ROM : Must have a DVD Drive. CD-Writer/DVD reader (but at least one PC with a DVD-writer, if not all of them) Hard Drive : 80 Gb SATA II if LAN station, 120-500 GB if standalone system (10,000 rpm is best) Operating System: Windows 7 Proffesional Network Card : 10/100/1000 wired Price : $900-$1500 Brand : Whatever works for you! HP and Dell or the industry leaders. Buy the business line, instead of the home line. Service Contract : 3 Years Next Day Parts Software : Microsoft Office Basic 2007 (Excel, Word, and Outlook and Adobe 9.0 Standard)
#13: Speed : T2300 t0 T7400 Intel Core 2 Duo or Athlon X2 RAM : 1-2 GB (more RAM extends battery life!) Sound: You have little choice in this (use a USB headset for best voice recognition results! Look at Telex and Plantronics) Monitors : 14-15 widemode (careful with UXGA - tiny characters! also wide is good!) CD-ROM : DVD/Writer / CD-Writer Hard Drive : Make sure you can encrypt the drive Network Card : Built-in 10/100/1000 and 802.11g wireless Weight/Size : A personal decision Price : $900-$2400 Brand : No Generics! First tier vendors like Toshiba, Lenovo (IBM), Dell, Compaq, HP
#14: Slate v. Convertible Docking Solutions Mobile Office
#15: Brand : No Generics! First tier vendors like Toshiba, Lenovo (IBM), Dell, Compaq, HP
#16: Type : Laser printer (black & white) is better than color inkjet for office use and much less costly to operate RAM : 64 Mb preferred (more is better) Speed : At least 15 pages per minute (faster is better!) Networking : It should be a networked printer Paper Handling : Less flexibility than standard laser printers a second tray is a must Model Suggestions : Dell 1720DN, HP Laserjet 3390 or Color 2840, Brother MFC-9800 Price : $300-$900 Putting a Printer at ever desk encourages people to print. If you want a paperless office put a scanner at every desk and have a couple of networked printers.
#17: Putting a Printer at ever desk encourages people to print. If you want a paperless office put a scanner at every desk and have a couple of networked printers. http://www.newegg.com
#18: Putting a Printer at ever desk encourages people to print. If you want a paperless office put a scanner at every desk and have a couple of networked printers. http://www.newegg.com
#20: Offsite : Make sure you keep a copy of your data offsite. Test Restore: You should always Test Restore your Data at least once a month. Good firms do this!
#21: Types : Blackberry, Smartphones (Palm), Smartphones (Pocket PC) Differences : Blackberry syncs with Outlook and to check more than e-mail, you need the Blackberry Enterprise Server software and Exchange Server Real-time always on email Palm Smartphones - 100% Palm devices - maximum syncability with legal apps - real-time email with software like SnapperMail Pocket PC Smartphones sync with Outlook and Microsoft apps primarily -more limited when it comes to legal apps like case managers Popular Models : Palm Smartphones : 650/680/700/755 Blackberry : Depends on the wireless provider - look for color, larger screen models with built-in cell phone Capabilities BEWARE BLUETOOTH SECURITY Pricing : Anywhere from $200 to $600 depending on the cell service provider and available rebates
#22: Software is the fuel that drives your law office system. You should have the following applications to run your practice: Software: One or both office suites and Adobe Acrobat or other PDF Writer Billing/accounting software A Case management system A document management system E-mail software and a web browser(s) Internet access for research Data backup, security and anti- virus software
#23: Software to Bundle : Microsoft Office - Ver. 2007 Small Business Edition best for most firms since it comes with PowerPoint Least costly way to acquire Microsoft Office is bundled Professional adds Access and FrontPage 2003 Basic is Word, Excel, Outlook and Adobe Standard. Look for bundling of Adobe Acrobat 8 Standard Edition - its a necessity today and runs $220 - $275 if bought separately then upgrade to Pro which adds Bates stamping Actual Acrobat is the best bet for creating PDFs because of its standardized security Dell effectively includes it free when you get a Microsoft Office version on Latitude and Optiplex systems Second Best NitroPDF (www.nitropdf) - about $99 per PC Corel WordPerfect X4 Suite Can be less costly to buy it separately in an OEM version on a 1:1 basis with any new PC systems
#24: What is the difference: http://blogs.adobe.com/acrolaw/A9_legal_feature_matrix_BW.pdf
#31: Do not buy single user copies of Antivirus Software or bundled with workstation because the virus definition expirations will overlap and someone will forget and then you will get a virus. TrendMicro is the better then symantec and the 5 user edition costs $330 and is good for 2 years of virus definitions, which comes down $33
#32: Your firm may be eligible for a number of hidden discounts on hardware and software systems Examples include membership benefits offered to members of various legal associations: If your firm is also an ABA, ATLA , ALA or other legal association member, you may be entitled to very significant software discounts ABA members get additional discounts from companies like Dell, among others These discounts can often save money even after youve secured the best price on hardware and software Also, are there any rebates?
#33: No. 1 Training mistake = not training No. 2 Training mistake = training poorly Dont make either mistake implementing new technology without training your people properly usually creates more chaos than you had with the obsolete stuff before! Top Training Tips: Go TASK-ORIENTED not FEATURE-ORIENTED NO GENERIC TRAINING! Use legal-focused trainers/training content PROFESSIONAL TRAINERS Knowing software doesnt = training ability TRAIN OFTEN, TRAIN GENTLY Make sessions as short as they can possibly be MAKE TRAINING MANDATORY Attendance should be a pre-requisite for new tools access LIVE IS ALWAYS BETTER, BUT IF NOT TRAIN ONLINE Via the web and your intranet (see below) THE TRAINERS PHYSICAL LOCATION IS IRRELEVANT Use tools like GoToMeeting and WebEx