lians/rpm solo and small firm · case management software b* ... slideshare. b* fasten your seat...
TRANSCRIPT
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
March 18, 2009 | Fairfax, Virginia
LIANS/RPM Solo and Small Firm Conference
November 30, 2009 | Halifax, Nova Scotia
PRESENTERS:Deborah Gillis, Dave BilinskyDan Pinnington,
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
P
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
P
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
P
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
P
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
TodayToday’’s tips agendas tips agenda
Internet
Software and Gadgets
Security and privacy
Productivity
Keyboard shortcuts
Marketing
Better client service
Where to learn more
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Internet
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Dump IE
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
www.Kayak.com
The best travel site I have foundSearches hundreds of travel sites and amalgamates the resultsWonderful for checking flight combos etc.
P*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Condor DataVault
Secure off‐site backup
1024 bit security
Up to 14 days of backups
Data is in your hands
Backs up: all data including IMs, applications, video and sound files etc.
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Windows LiveSync
R*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
www.gethuman.com
JimB*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Can we meet next Tuesday?
Use online scheduling tools:
Tungle
WhenIsGood
SAM:SetaMeeting
MeetingWizard
P*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Client‐free, platform independent, free video mail
Need Adobe Flash player, a microphone, a
web cam and an up to date web browser
(Mac or Windows)Add Eyejot
greeting to your Blog!
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
jott.com
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
An online to‐do organizer for everyone
Has Hotlists, you can organize to‐do’s by folders and
projects, to‐do’s are context sensitive (home, office
etc), has Goals and a Calendar, sort by Priority, track
Time, has Notes and Tags, Search, Collaboration,
Mobile Phone Support, provides History and Stats
and a Scheduler (it selects a Task to do in the time
available)B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Xobni.com
R*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S YouSendIt.comFor sending large files, either to work remotely or to another user:Upload your files to yousendit.comSends an email with the download linkReceiver downloads at their remote location..Downsides:
– File must be downloaded to Hard Drive of
remote computer
– Office policies may not allow this– Encryption is well‐advised...
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Online Calendar Applications www.gusrichardson.com
R*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
One Simple Task: Turn off the Internet for a fixed period of time.
Rescue your work time from non‐billable distractions (Also does management reports)
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Instant ad hoc virtual meetings
Share your desktop via a web browser with 1‐20 other people
Can look at other person’s computer too
Also IM and document sharing
www.gotomeeting.com
Also Webex and Acrobat Connect Pro
P*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Google Yourself…
P*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Google Alerts
P*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
iGoogle
(www.google.com)
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
All Things Google
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
WHICH OPERATING SYSTEM: Windows 7 / OS X ?
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Get a Mac!
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Gadgets, Software and Hardware
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S SimplyFile
DB
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Convert PDF to Text
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
OmniPage
17
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
HotDocs
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
42
Archive Outlook e‐mail with Adobe
P*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Problem? Single Monitor..
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Solution! Dual MonitorsWorkstations – one wide or dual monitorsVideo cards to support 2 monitors (or more!)Acrobat standard for filesPractice management software for calendars, to‐do’s, phone messages, deadlines etcFiles are all digitalPaper docs are scanned, OCR’dand stored on the systemWork from electrons, not paper paper!
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Adobe Acrobat – Paperless Plan
Digital (“paperless”) office the gold standard
Plan to move to a paperless practice
Scanners, OCR, Adobe Acrobat, centralized file storage and document mgmt are central
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
NeoOffice
and OpenOffice
Open source Office Suites for PC and MacOpens Word, WordPerfect, OpenTextand othersSaves to Word, OpenText etc.FREE!!!
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Voice Recognition
Direct translation of speech to textDragon’s Naturally Speaking (Nuance) (Windows) (Preferred, Professional or Legal)IBM ViaVoice (Nuance) (Mac or Windows or Linux)Apple’s MacSpeech (Mac)Microsoft VR in Vista or Windows XP
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S Netbooks
vs. MacBooks
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
ActiveWords
Makes navigating your computer faster:
– Substitute text
– Open programs, files
and folders
– Navigate the Internet
– Send email
– Control Windows and
scripting
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
BlackBerry Tips
Keyboard shortcuts
Helpful features and settings
BlackBerry 101 article in second last issue of LawPRO Magazine
www.practicepro.ca
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
BlackBerry Link Software
BlackBerry Desktop Software for PCPocketMac for MacSynch info between Outlook on your desktop, your Blackberry and your laptop (Mac or PC)
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
SECURITY and PRIVACY
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Save Your Personal
Notes
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Don’t Send Bank Drafts by Regular Mail
R*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Beware of Auto‐Complete…
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Have and Enforce an Internet and E‐Mail Usage Policy
R*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Confidentiality
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Confirm Your Communication Has Been Received
R*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
What’s On Your
Computer?
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Check Before Closing a File…
R*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S PRODUCTIVITY
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
P*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Turn off new eTurn off new e‐‐mail mail poppop‐‐up and beepup and beep
Go for fewer interruptions by:
Turning off the pop‐up
Setting check for new messages to lower frequency
Turning off the beep
Enabling new mail icon on task bar
P*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Case Management Software
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
MonetaSuite
Family of products that tracks billable time in:OutlookWordExcelBlackBerryiPhone
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Docketing Dos and Don’ts: Capture More Time and Avoid Claims!
Contemporaneously docket all your own time in electronic form
There will be fewer errors – Who better to correctly describe the time spent on
behalf of a client?
Make detailed dockets – Helps you (and your clients) remember work that was
done
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Keyboard shortcuts
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Alt + Tab
To switch from one program to another
Hold down Alt, and
Repeatedly hit Tab
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
“Paste Special”
Eliminates Junk
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Use Paste Special in Excel…
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Print without your mouse
Ctrl+P ‐ opens Print dialog
Up/Down Arrows ‐ increments the number of copies
Enter ‐ same as hitting OK
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Essential Outlook keyboard shortcuts
Ctrl+M = new E‐Mail message
Ctrl+Enter = to send an email message
Ctrl+T = new Task
Ctrl+N = new Note
F7 to spell check
Ctrl+B = open Address Book
G
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Making Your Mouse More Sensitive…
P*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Make your mouse more sensitive
Smaller mouse/touchpad movement to cross desktop
Start, Control Panel, Mouse icon, Motion tab
Will take you time to adjust
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Marketing
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Create a File
R*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Lorne MacLean’s New Image
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Use an e‐mail signature
Text automatically added to end of every e‐mail message
– In Outlook: Tools, Options, Mail Format, Signature
– vCard
Include – basic contact info
– info that markets you in some way
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Sample E‐mail Signature Text
Dan
+ - + - + - + - + - + - + - + - + - + - + - + - + - + - + - + - +Dan Pinnington [email protected], practicePROLawyers' Professional Indemnity Company (LAWPRO)(416) 598-5863 or 1 (800) 410-1013www.practicepro.ca or www.lawpro.ca
Is your electronic data safe and secure? Use the new managing booklet from practicePRO to review what you can do to protect your data from viruses, spyware and hackers: www.practicepro.ca/securitybooklet
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -Connect with me: Linkedin: Dan PinningtonPlaxo: Dan PinningtonTwitter: danpinningtonLegal OnRamp: DanPinnington
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
85
Use Outlook Signatures for Things Other than Signatures
• You can use signatures to insert other text and info• Eg "office directions“• Text and map graphic
• Simply click Insert, then Signature
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Networking
R*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S Twitter & TweetDeck
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
What does your receptionist say about you and your practice?
DP
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Build a Blog!
DB
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Blogs
Dave
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Google Analytics
DB
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Sit next to a stranger
DP
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
SlideShare
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Legal Technology Marketing
Dave
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
E‐Newsletters
Dave
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Google adWords
Dave
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S B
Dave
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S Podcasting
Dave
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Web Sites
Dave
B*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
LinkedIn, Plaxo, facebook, Twitter…
B
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Tracking Your Advertising
Dollars
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Lawyer/Client Communications
183 claims •
29.3%
$3,660,226 costs•
40.0%
Client Service
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Determine Legal Issues and Strategies at the Outset
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Use voice mail to the max!
Retrieve while travellingUse it to avoid phone tag
– Have appropriate greeting– Leave details– Give callers option– Have policy re call‐back
Say your number slowly!!!
P*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Establish a Backup Plan for Absences from the Office
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Keep Good Time Records /Avoid Suing For Fees
R*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Insurance Coverage: Are You Adequately Covered?
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Civility
R*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
IMPROVE YOURSELF
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Looking for help with a software application? Try YouTube!
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Subscribe to Smart Computing Magazine to…
P*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Retain a Professional Accountant
G*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Give Proper Software Training…
P*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
E‐Mail Etiquette
R*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Paying Out a Secured Line of Credit
R*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Places to learn morewww.lians.ca
NSBS Library and Information Services ‐ www.nsbs.org
CBA PracticeLink
practicePRO ‐ www.practicepro.ca
Law Practice Magazine
LawPracticeToday webzine ‐ www.lawpracticetoday.org
LPM books ‐ www.abanet.org/lpm/catalog
ABA Techshow ‐ www.techshow.com
P*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
Implementing all this Stuff!!Implementing all this Stuff!!
Resolve to make some changes
Immediately
Few weeks
1 month
6 months
Focus on the Future!
P*
FAS
TEN
YO
UR
SE
AT
BE
LTS!
60
TIP
S IN
60
MIN
UTE
S
And questions please!
Deborah, Dan, Dave and Gus .
Our thanks!!!Our thanks!!!P