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Getting Started

Getting Started

Let's face it ..... most law firms - especially those in the SMB market - are struggling to keep up with the rapidly changing legal technology requirements. As an industry, legal technology is typically recognized as "being behind the 8-ball." However, the changes within the industry as a whole have forced firms to "sharpen their pencils" with their clients and to do more with less! As a result, their efforts with incorporating or improving upon their technology toolkits are often put on the back burner - until some client issue or regulatory concern forces technology changes.



Keeping Pace with Legal Technology Requirements

The most common technology lament shared by law firm management is "I just want to practice law!" That becomes difficult sometimes because the small to mid-sized firm may not even have an inhouse technology team to support their projects and ensure that they are on the right pathway with maintaining the proper technology landscape within their organization. A favorite phrase of mine is "You Really Don't Know What You Really Don't Know!" My first-hand experience with law firms really brings the validity of that phrase to the forefront. Firms are so busy keeping up with their daily routines and are often unaware of the technologies that could assist them with improving their law firm practices.

Keeping Pace with Legal Technology Requirements


Help

Let Me Help You Identify & Design Innovative Legal Technology Solutions

Whether you are a small to mid-sized firm or one of the AM100/AM200 size firms, the common denominator is that the size of the organization does not negate your need to meet compliance, regulatory and ethics requirements. Identifying and designing innovative business solutions to address variable technology issues encountered by law firms is what I do best. Let me work with your team and your vendors/consultants to enhance your firm's technology capabilities and ensure that you're on the right track as you move forward with your technology roadmap.


Legal Focused Advisory Services



Client Relationship Management:

  • Legal Vertical Market Advisory Services
  • Legal Technology Roadmap Design & Development
  • Vendor/Partner/Client Management Liaison & Advocate
  • Training & Support Services
  • Project Management/Oversight
  • Proposal Development/Analysis
  • Value Proposition Development/Presentations
  • Providing Professional Sales & Pre-Sales Support
  • Marketing & Documentation Development
  • Professional Development Programs
Subject Matter Expert


Enterprise Content Management / Information Governance Solutions:

  • Designing & Implementing Legal Technology Roadmap
  • Change Management
  • Project Kick Off Programs
  • Project/Program Management
  • Business Analysis & Requirements
  • Vendor Analysis
  • Training & Support Services
  • Providing Professional Sales and Pre-Sales Support
  • Marketing & Documentation Development


Technology Evangelization:

  • Legal Technology Subject Matter Expertise
  • Technology Road Map Design & Planning
  • Event Planning & Delivery
  • Public Speaking Engagements - Legal Technology Focus
  • Program Development with Information Governance & Enterprise Content Management Focus
Subject Matter Expert

Legal Technology Expertise



Leveraging Core Application Solutions To Meet the Needs of the Law Firm's Application Requirements:

  • Microsoft Office 2016/2013/2010/2007 and Office 365
  • Microsoft Word/Excel/PowerPoint/Outlook
  • Microsoft SKYPE for Business (LYNC)
  • Windows 10/8/7
  • Microsoft Yammer
  • Microsoft OneNote
  • Microsoft OneDrive for Business
  • Adobe Acrobat Professional
  • Nuance PowerPDF Advanced/PDF Converter Enterprise
  • Secure File Transfer Product Suites
  • WordPerfect XVI & Legacy Products
Subject Matter Expert



Enterprise Content Management Solutions/Products:

  • iManage Work Product Management Suite:  WORK |SHARE | GOVERN | INSIGHT (WorkSite/DeskSite/FileSite)
  • NetDocuments
  • MacroView
  • Microsoft Matter Center


Legal-Focused Productivity Tools

Legal Vertical Market Solutions

  • DocXTools & Contract Companion
  • Citrix ShareFile
  • Workshare Professional
  • Law Practice Management Programs/Solutions
  • CoSign Digital Signatures
  • DocMinder
  • TOA Solutions by Best Authority/Westlaw/LexisNexis
  • Contract Lifecycle Management Programs
  • LinkedIn for Professionals