♫ Where you lead, I will follow
Anywhere that you tell me to
If you need, you need me to be with you
I will follow where you lead..♫
Lyrics and music by Toni Stern and Carole King, recorded by Carole King.
Lawyers, I surmise, believe with their long history and experience that they are the innovators of any changes in the legal/justice system. However, that theory may need further examination. In fact it may have to be turned onto its head.
There is a countervailing theory, promoted by Eric von Hippel and others, that users and consumers of services, (in our case, legal services) are actually the innovators of new services rather than suppliers of those services, or in our case, lawyers.
“User innovation doesn’t only extend to tangible products but also services. von Hippel found that eighty-five percent of individuals self-provided themselves with accounting and banking processes before banks offered this service.”
Imagine. Clients finding and directing the changes that they desire in legal services and providing them to themselves. How could this happen?
“An extension of user innovations is the idea of lead users. These are the individuals who first feel the need for a product or service and create it for themselves. Lead user identification is an essential method used by companies to identify the newest innovations in their product areas giving them crucial insight on the needs of their users.”
How many lawyers and law firms are focused on the idea of lead users and innovation? How many of us are focused on this innovation segment? Indeed how many lawyers and law firms are actually focused on innovation in the delivery of legal services?
Professor von Hipple:
“finds it interesting that in the UK, 8% (3-4 million people) of consumers modify the product that they use.”
“He stressed the fact that the number of consumers modifying products and thereby innovating outweighs the number of people doing this in companies”
Perhaps we need to be listening to our clients …much more than we are doing right now. The consumers of legal services may in fact be showing us the innovations that we as lawyers need to make to our delivery of legal services.
In fact, they may just be showing us the way..
(cross-posted to tips.slaw.ca)
On Friday Oct 2, 2015 in Vancouver, BC, the ninth Pacific Legal Technology Conference will take place. But it can also take place right in your office. This year 13 sessions will be real-time webcast (the keynote will be recorded and made available for viewing after the conference due to logistical issues) allowing both in person and webinar attendees to fully participate in the conference.
28 speakers from Toronto, New York City, Salt Lake City, Alaska and all across BC will speak on such sessions as “Blending Technology with Strong Advocacy Skills”, “Practice Management Tools: There has never been a better time”, “Securing Mobile Devices: Laptops, Tablets, Smartphones, USB keys and More”and of course the favourite “All the Gadgets, Sites and More we can Squeeze into 60+ minutes”
One session will be a debate format: “How Tech is Changing the Practice of Law: Watson, AI, Expert Systems and More” and promises to be highly entertaining as well as deeply thoughtful on the future of the profession. Simon Chester of Toronto will face off against Nate Russell of Vancouver in what should be a unique way to explore these emerging issues.
The eight Tracks are focused on specific issues facing lawyers, such as the “Solo and Small Firm Track” (offering for example: ‘No Brainer “Sweet Spot” Tech for Solos and Small Firms’), Front Office Technology: The Lawyer’s Desktop Track (offering for example: “Sharing Documents Securely with Clients, Lawyers and Others”), The Security and Threat Protection Track (offering: “What is an Appropriate Level of Protection and How to Achieve It”) and the Innovation and Advanced Track (offering: “Emerging Canadian Legal Technology”).
Each edition of the PLTC is designed by the Advisory Board building an on-line survey of possible topics and issues and asking past attendees to tell us what they most want to hear about and see. This results in the educational sessions being designed with the attendees needs uppermost. This year the response was overwhelming: Privacy and Security was clearly the #1 issue on everyone’s mind. Accordingly our keynote will be Lincoln Mead, the IT Director of the Utah State Bar and a long-standing ABA TECHSHOW Planning Board Member, acclaimed speaker and expert on Legal IT and Security. His topic will be: Security and Privacy: Don’t be Worried, be Terrified!
There will be a discussion track of 4 sessions that will not be webcast due to their particular format. Here the attendees will be joining our speakers to discuss issues of interest in such sessions as: “Going Beyond the Law Society of BC’s Cloud Checklist”, “Technology and Legal Ethics: What are a lawyer’s ethical obligations in connection with technology? How best can we meet these obligations?” and “The Strategic Reinvention of the Law Firm: People, Processes, Technology and Change”.
At the CLC conference in Calgary this August, Madam Chief Justice Beverley McLachlin made it clear that resisting change is no longer an option. LegalFeeds in writing about her speech, stated:
“We’re part of it, and there’s no escape,” she said, referring to the technological changes making legal information available in other ways and players such as LegalZoom that are growing rapidly.
In her speech, McLachlin focused on the major challenges facing the legal profession while outlining what she sees as new opportunities that provide some optimism for different ways of doing business, particularly for “nimble, tech-savvy lawyers.”
We invite you to join your colleagues across Canada and participate in Canada’s online legal technology conference. Sponsoring organizations this year are: The Law Society of British Columbia, together with the Trial Lawyers Association of BC, the Canadian Bar Association BC Branch, The Alberta Civil Trial Lawyers Association and the Saskatchewan Trial Lawyers Association.
The Sponsor floor is sold out and details of the sponsors can be found here, including our Platinum sponsor, Dye & Durham Corporation. For the benefit of both in person attendees as well as webinar attendees, the last 10 minutes of each session will be allocated to one of the sponsors who will show how their product or service helps address the issues raised by our speakers in their presentations. We are hopeful that this will allow all attendees to benefit in learning about the sponsors and the educational sessions and how they tie in together.
The conference has been approved for 6 hours of CPD credit in BC which includes ethics and practice management credit. Further MCLE credit approvals can be found here.
Early-bird registration rates are available until Sept 12, 2015.
I hope to see you at the Conference and join in with your nimble, tech-savvy colleagues!
-David J. Bilinsky, Chair, The Pacific Legal Technology Conference. (posted concurrently with slaw.ca).
♫ I just want the simple things..♫
Lyrics, music and recorded by Miguel.
This post continues the theme of innovative technology for lawyers. John Heckman, a legal technology consultant for whom I have a great deal of respect recently wrote in his blog “Does it Compute” a piece entitled:
Technophobe and Proud Of It — the Consequences. He states that there are “attorneys whose willful refusal to become conversant with their firm’s technology will drag down its productivity and ability to respond to client needs.” John then quotes Sharon Nelson, another good friend and legal technologist who is a co-author of the annual American Bar Association’s Solo and Small Firm Technology Guide (for which the write is a contributing author) put it bluntly: “The raw choice is that lawyers must choose between adaption and extinction.”
Well, fortunately there are technologies that are simple, effective and easy to use even for technophobes. SimplyFile is one of them.
This application which is a toolbar add-on for MS Outlook on the PC (not Mac..sigh!). It does one thing very very well. It is an adaptive program that learns from you where you like to file emails in your Outlook folders.
If you set up your Outlook folders to match your client files, then SimplyFile will help you quickly and easily move both incoming and outgoing emails into their proper file in Outlook. It learns from you and correctly guesses the correct folder 80-90% of the time. Moving the email to the right folder once Simplyfile guesses the folder is just a mouse click.
No longer will you end up with all your outgoing emails in the ‘Sent’ folder in Outlook.
No longer do you ‘drag and drop’ emails to organize them.
I have been using SimplyFile for years now and love it. There are companion applications that speed up other tasks and for those I refer you to Techhit’s web page.
If you use a Document Management System (we use OpenText) Simplyfile helps you move your emails into your profiled folders in Outlook and from there they are indexed into the DMS system. I understand it is equally effective with Worldox and other DMS platforms that work with MS Outlook (but you should check with your DMS provider first).
When it comes to legal technology there is no question that for maximum adoption by lawyers on all points on the legal technology spectrum, the applications should keep it simple.
(cross-posted to tips.slaw.ca)
♫ Good lookin’, so refined
Say wouldn’t you like to know whats going on in my mind?
So let me get right to the point
I don’t pop my cork for every guy I see
Hey Big Spender
Spend, a little time with me…♫
This column starts what I hope will be a series of columns on new and innovative technologies for lawyers.
The kickoff column in this series deals with WordRake.
WordRake is editing software for lawyers.
Most of us have to write for a living. Contracts, pleadings, documents, memorandums – even blog posts – our ideas are as clear as the words, grammar, syntax and tone that we use to communicate our thoughts.
Other than hiring an editor to go over your work, we are pretty much on our own to do our own editing and proofreading.
That is, until WordRake. As Gary Kinder, the developer states, the secret to writing well is rewriting. WordRake will take your writing and suggest edits to remove unnecessary words, improve phrasing, improve your grammar and make dull sentences sparkle.
It allows you to write clearly, be understood and make things happen with your written communications.
If nothing else, you can improve your writing by subscribing to Gary Kinder’s Wednesday Writing Tips.
WordRake works in Windows and with MS Word and Outlook. Alas, it doesn’t work on a Mac or I would be using it to help tighten this column. There is a 7 day free trial at www.wordrake.com. So let me get right to the point, spend a little time with WordRake; it may be the best $199 (Word and Outlook for 1 year) that you spend this year.
(cross-posted to tips.slaw.ca)
Lyrics and music by Seth Olinsky (Akron/Family).
Who knew that keeping track of your fitness could be addictive – and fun? Welcome to the world of wearable technology and in particular, the Fitbit.
The FitBit Flex is a wearable fitness wristband that helps you track your daily activity in terms of steps, distance, calories burned and active minutes.
It tracks how long you slept and the quality of your sleep. It buzzes when you have achieved 10,000 steps in a day (the first time mine did this I almost jumped out of my skin!).
It synchs wirelessly to your computer and smartphones. You can log additional activities such as biking, skiing, running and more.
As you achieve your fitness goals, you get email reminders and badges that reinforce your progress. You can also track drinks of water and calories eaten in the food log section.
If what gets measured gets done, the FitBit is a fun and novel way to keep on top of your fitness goals and see how you are doing.
There are different devices ranging from the Flex (above) to the Surge that incorporates a heart monitor and is classified as a ‘Fitness Super Watch’ with GPS, notifications, music, Auto Sleep monitoring and alarms.
Since keeping fit is something that all of us need to do more of, it is good to know that the Fitbit can be a great little way to get that little bit of motivation to achieve your goals with a tiny bit of wheeeeeeeeee….
(cross-posted to tips.slaw.ca)
♫ To boldly go where no one has gone before…♫
Narration to the music by Alexander Courage.
In Chicago for ABA TECHSHOW I heard a presentation to my fellow Practice Management Advisors from Daniel Martin Katz on the future of law and legal eduction. Daniel’s thesis, as I understood it, is that law schools should no longer be liberal arts oriented. Rather they should be Polytechnic Law Schools. The reason for this change is that the future of lawyers is to combine analytics (i.e. computer reasoning) with a lawyer to produce better outcomes. And you can’t apply something that you really don’t understand. Lawyers need to have a solid grounding in legal technology, analytics and computer modelling to be better lawyers.
According to Daniel Katz, an associate professor of law at Michigan State University, computer modeling has proven “able to predict 70 to 75 percent of the cases correctly” in a given year. That compares to a 60 percent rating for legal experts who also predict outcomes.
We all know that IBM is working on Watson, which is “a cognitive system that enables a new partnership between people and computers that enhances and scales human expertise.”
But what you may not know is that IBM’s Watson is not alone. Microsoft and Amazon are undertaking similar research. Pretty soon every Tom, Bill and Jeff will have their own in-house cognitive learning system.
Furthering these ideas will be an exciting event held in conjunction with ABA TECHSHOW:
There will be a Legal Technology and Innovation Meet-up at Sadden Arps being held concurrently during TECHSHOW week. I expect to hear mind-expanding ideas from such speakers as:
- Jeffrey Carr, former GC at FMC Technologies (and one of the innovators in alternative billing systems for lawyers),
- Casey Flaherty, former in-house counsel (Kia Motors America) and creator of the Legal Technology Audit who will be speaking on: A Piece in the Metrics Puzzle: How Well do we Utilize Technology to Deliver Value and Quality?
- Ron Dolin, of the Stanford Center on the Legal Profession, legal technology consultant and investor and legal technology and informatics instructor speaking on The Importance of Measuring Quality
and many others.
Daniel is not alone in thinking that information technology is changing the face of law. Human enterprise and machine learning is taking the legal profession where no one has gone before.
♫ I’m gonna kick tomorrow
I’m gonna kick tomorrow…♫
This is a guest post from an anonymous author that was published in the March 2015 Newsletter In Sight by the Oregon Attorney Assistance Program. It is reprinted here with the kind permission of OAAP and the author. The most powerful messages are personal ones and this one struck a nerve. It takes a special kind of honesty to face up to a personal issue, look at it critically in the harsh reality of day and eventually stare it down through personal strength and persistence. I hope it resonates with you.
I could start my story about my addiction to prescription drugs with the day I was fired from my job. Or I could begin with the day several months later when the clerk at the posh store where I was shopping called the police because she thought I was too impaired to drive. Or should I begin with the worst day – the day my husband told me if I didn’t go to rehab, he would take my 12-year-old daughter and leave?
My addiction was fueled by physical pain and fear of pain. The event that sticks out in my mind as “the beginning” is struggling in pain through a client’s daylong deposition. An MRI two days later showed I had a herniated cervical disk. Neurosurgeons recommended I get a fusion immediately due to spinal cord compression, but I waited for six months because of fear and uncertainty. The cloud of pain and anxiety that descended over me was ripe for addiction. I catastrophized – and started taking prescription Vicodin. At first I took it only occasionally, as needed, but soon it seemed like I needed it three times a day, every day, like clockwork.
The spinal fusion surgery I eventually underwent did not seem to stop the pain. The surgeon theorized that the injury had been there so long that a pain pathway had been established. Even though the offending disk was repaired, the tissues and nerves were still sending pain signals. The neurosurgeon referred me to a pain specialist.
My experience under the care of a “pain specialist” was the beginning of a nightmare roller-coaster ride. I became trapped in a web of prescriptions, appointments, and tests. I felt chained to the doctor and the pharmacy. The doctor put me on a permanent narcotics maintenance program. Soon I graduated from Vicodin to Percocet, and then to Morphine, Oxycontin, and Fentanyl. When I became depressed, they added an antidepressant. When I couldn’t sleep, they added Ambien. Every morning I had to take an antinausea drug to keep it all down. The doctor told me I should accept that I would be on medications for the rest of my life. I felt I had two terrible choices – addiction or constant pain.
I kept trying to work, but I constantly felt sick, tired, and depressed. I imagined I had a giant raptor perched on my back, its claws embedded in my shoulder blades. Sometimes I shut the door for a few moments and lay on the floor, praying for the physical and emotional pain to go away. I was frequently late to work and used all my sick time. I became increasingly fragile, and I could not handle any criticism. I was deeply ashamed, and at the same time I blamed everyone else for my problems.
I tried to care for my 12-year-old daughter, my husband, and my 80-year-old mother, but I had nothing left for them. After work I would come home and lay on the couch. Usually, I would fall asleep there. My daughter didn’t invite friends over for a year. I felt like an embarrassment to my family. I thought I was a terrible mother, wife, daughter, friend, and employee. I wanted to disappear.
At some point I started abusing the medications. I would take too much and run out before my prescription was due. Many months I made up excuses about why I needed to fill the prescriptions early. I would wait for the hour, the minute, my prescriptions could be filled, and would rush to the pharmacy to pick them up. The anxiety and shame created by dependence on narcotics were crippling.
One Saturday I woke up in the hospital. The doctor said I had overdosed and was down to three or four respirations per minute. That afternoon my husband called a treatment center and arranged for my 30-day in-patient admission. I did not want to go, but I had hit bottom. Of all the terrible choices I had, treatment seemed like the least horrible option.
Of course, the first few days of treatment were tough. The back pain initially increased, but not as much as I feared it would. I couldn’t sleep for a few days, and the anxiety from withdrawal was very uncomfortable. But I was in the company of people going through the same thing, and that helped a lot. It also helped that I was free to collapse, cry, and sweat without fear of disappointing anyone. I no longer had to pretend everything was okay. It took a lot of energy to keep everything going when I was addicted to painkillers, but finally I could just stop and let all the balls in the air crash to the floor. There were a lot of things I disliked about treatment, but it saved my life, my family, and my career.
Within a couple of days, I was grateful that my husband had given me the ultimatum that forced me into treatment. At first, he held me at arm’s length and did not promise that he would be there when I got out. My daughter also kept her distance. I was so sorry for all the pain I had caused them, but I tried to be hopeful they would trust me again.
I was placed in the chronic pain group, and we read a book that argued that pain and suffering are two separate things. Maybe you can’t control the pain, but you can control your response to it. That concept was revolutionary to me. For the first time, I recognized that I was not actually trapped and that I did have choices. Instead of worrying that the pain was only going to get worse, I chose to think it would get better. This choice helped me break the cycle of pain – fear – pain – fear. When I assumed the pain was temporary, I was able to ignore it and think about something else. My shoulders relaxed, and the pain decreased. Within a couple of weeks, I could go for hours without thinking about pain. I began to apply this newfound power to choose my thoughts to other areas of my life. If I woke in the middle of the night, instead of darkness, I chose a more positive option from the thought menu. It was liberating to learn that I could choose what I spent my time thinking about.
Also key were the daily lectures about addiction and neurochemistry from scientists and doctors. I learned that drugs and alcohol alter the brain’s neurochemistry and inhibit the body’s natural ability to respond to pain and stress. I learned that if I could hold on long enough to get the chemicals out of my system, my own endorphins, serotonin, and dopamine would kick in. Eventually I found out that my own body handled pain as well as or better than narcotics had.
I accepted, and eventually embraced, the idea that in order to be healthy and sane, I had to completely eliminate narcotics and other addictive substances from my life. Instead of wondering if I am having too much, I simply have none. I followed the recommendations of my support group, and I tried to apply the principles in all my affairs. I also started making healthier choices in other areas of my life – I started jogging again and changed my diet.
Today I have been clean and sober for more than seven years. My life is so much easier to manage. I am responsible, organized, and reliable. If I say I am going to be somewhere or do something, I do it! I don’t have to worry that I may feel too sick or that I will forget. I have my old job back, and I have regained the trust of my husband, daughter, friends, and coworkers. I am nearly pain-free, except for normal temporary aches and pains. I practice choosing how I respond to situations and people, and I try to take responsibility for my own emotions. Fortunately, the legal profession and life in general provide many opportunities to practice. Sometimes I do not succeed at first, but I keep trying and eventually I can steer my thoughts in a positive direction.
I regularly attend community support meetings to maintain my sobriety. I welcome the authenticity that I find in these meetings. People talk about real things in a genuine way. It is refreshing to connect with people in this way. It is comforting to know that anything I say or feel is acceptable and will be understood. And it is good to see newcomers, have the opportunity to share my experiences, and be grateful for how far I have come.
Choosing Positive Thoughts
Thank you to the author, Barbara Fishleader and the others at the OAAP for sharing this story of how all of us can kick tomorrow.
♫ Get back, get back.
Get back to where you once belonged…♫
Tuesday March 31, 2015 is World Backup Day. I think it is important to focus on this often neglected task as it is often lost in the hustle and bustle of getting the work out. But with the recent attacks of ransomware on all types of businesses, law firms included, having a proper back up that is not infected has assumed increasing, if not vital, importance.
Furthermore, having a proper backup is not just for your business. Consider all your digital photographs and personal files..how would you feel if they were lost?
So the focus of this article is to motivate you to implement backup solutions at your office and at your home.
Why back up?
- Protection against malware, viruses and trojans including Cryptowall and other ransomware (1 in 10 computers infected with a virus each month, according to ICSA Labs/TruSecure, 2002)
- Protection against disasters, either man-made (pipes bursting and the like) to natural disasters such as storms, lightening and such.
- Preservation of precious memories that once gone, are gone.
What are the best practices when it comes to back ups? Here is a list of some things to consider.
- Have a data retention plan
- Without a plan, you are left to haphazard backups. The worst time to realize that you don’t have a current backup is precisely when you need it most.
- Plan for increasing amounts of data
- Your storage should be scalable since you will be generating increasing amounts of data in the future.
- Ensure that your current system can be scaled up to handle greater and greater amounts of data without any disruption in your office.
- Have a redundancy plan – backup your backup
- What if the same disaster hits your backup as well as your systems?
- Consider having both a physical backup in your office and a cloud based backup that is unaffected if your office is hit with a disaster.
- Have your data readily available
- Cloud backups are wonderful as a ‘last resort’ but they do take time to download.
- Consider having a local NAS or other device in the office just in case your servers fry and you need a fast locally accessible copy of your data.
- Data security and integrity are priorities
- Always consider physical security and data security.
- Follow best practices in data security.
- Consider backups and archival copies
- Backups are snapshots at any point in time
- Archives are historical records – unalterable and therefore important if you need to go back and show what happened when.
The important thing to consider is your risk management position. Have you considered the cost of restoring your data and the potential of losing vital data and having to explain that to your clients? You may perceive the incidence of loss to be low, but the cost of recovery can be very high indeed. In fact not having a proper backup may result in a significant disruption of your business or even its failure.
If you suffer such a loss, you certainly want to be able to go back to where you once belonged.
(posted concurrently on tips.slaw.ca)
♫ How can i go forward when I
don’t know which way to turn?
How can i go forward into something
I’m not sure of? oh no, oh no…♫
Lyrics, music and recorded by John Lennon.
2015 ABA book Solo and Small Firm Legal Technology Guide has just been published.
John Heckman, a long-standing and highly acclaimed legal technologist, has published a review of the book. I felt the review was a good one and here it is with his consent:
Does It Compute?
John Heckman’s Take on Practice and Document Management, and Other Legal Technology
February 23, 2015
Solo and Small Firm Legal Technology Guide
This is the eighth yearly edition for the Solo and Small Firm Technology Guide by Sharon Nelson, John Simek and Michael Maschke. There are also very useful chapters by Jennifer Ellis on social media and in particular security, privacy and ethics considerations in using them and on the “iPad for Litigators” by Tom Mighell and Paul Unger.
Why should you read this book? There are two reasons. Obviously if you are starting up a small firm or considering upgrades it provides invaluable advice. There is a second reason, perhaps even more important. As Jim Calloway notes in his introduction, the ABA revised its Model Rules to require that lawyers be competent with the technology tools they must use today. If you sometimes wonder whether the technology you use is actually productive for your firm or if you are losing ground to competing firms, reading this book will bring you up to speed and give you a pretty good idea of where your firm stands from a technology point of view, even if you choose not to make changes. Once, when I was working a law firm I proposed to one of the name partners that the firm adopt a particular program. He thought about it, and then said, “no, I don’t think we can do that at this time, but keep the suggestions coming because every program I don’t use represents a potential competitive advantage for competing firms.” Good advice.
Sharon Nelson sums it up even more harshly:
“The raw choice is that lawyers must choose between adaption and extinction. They will no doubt choose the former en masse, but reluctantly. The slower lawyers are to adapt to the digital age, the harder it may be for them to survive as events overtake them.”
This is particularly important in the rapidly-changing area of social media and dealing with the implications of the fact that there is no privacy any more (the combination of Google, Facebook and the NSA has effectively eliminated privacy). Be sure to read Jennifer Ellis’ chapter attentively.
As the authors note, since the book comes out at the beginning of every year many chapters remain current, other items are only a few months behind (although it seems longer than that in Internet time).
The thing I have always appreciated about this book is that the authors actually have opinions and are not afraid to express them. Of course, it also helps that by and large I agree with them, although with the occasional caveat. In addition, they cover what is necessary for a complete office starting from scratch – hardware, operating systems, peripherals, printers, scanners, monitors, etc. If you follow their recommendations you may not make the best decision possible, but you won’t make a bad one. The perfect is the enemy of the good.
The only point I have a serious problem with this year is their recommendation of Kaspersky internet security. I switched to Kaspersky last year and when it came to upgrade to the 2015 version it was a disaster. It regularly choked on downloading Outlook messages (I am not using Exchange) and would not release the memory. As a result I had to reboot my computer two or three times a day. A call to the paid Kaspersky support (which was very good) wound up with their saying “nothing we can do about it.” So I had to switch to a different program.
A friend of mine used to say “every year I know 10% more and fall 15% further behind.” Reviewing software is like that. The book simply cannot provide detailed reviews of software, so the authors stress the need to get trial versions of anything you are planning to use and “kick the tires” a bit.
The book rightly pays a lot of attention to security issues, especially for mobile devices. They quote the rather amazing statistic that 12,000 laptops were stolen in U.S. airports every week in 2011 (with Chicago in the lead). At the same time, they are realistic (“we know so many lawyers will ignore our advice…”) and offer fall-back options that may at least deter casual hackers or simple thieves who grab your laptop or smartphone. They strongly recommend against using iPhones based on its woefully inadequate security provisions. They rightly insist that the main way to protect your data is to encrypt your entire hard drive. If you do any substantial traveling not to do this is like never locking your door. You should definitely change passwords periodically (they refer to a judge who has had the same password for 10 years!!) or use a password manager or program such as eWallet. I just bought eWallet based on their recommendation and so far have been very happy with it.
I thought the section on Time & Billing applications was somewhat weak (although I certainly agree that QuickBooks is not a good choice for lawfirms). You might want to consult the “Buyer’s Guide to Legal Billing Software” published by Technolawyer for more choices (you need to subscribe to Technolawyer to get it, but subscriptions are free). I agree with their assessment of the decline of LexisNexis products, first and foremost Time Matters. They note that they have not done a single new installation in about 10 years.
Lastly, the book contains a chapter on “favorite utilities” which can be useful. Note however some more industrial strength programs may include functionality provided by single-function utilities. Thus for example, the using Worldox document management system would eliminate the need for a separate indexer or viewer.
The book is available from the ABA store. If you are starting an office, are at a point where you need to make a decision about where to go next, or just to want to keep up to date on what is currently available, this will be an invaluable primer.
Thanks John for a great review! Full disclosure: I wrote the chapter on Going Paperless.
This is a great book for anyone looking at upgrading their current office technology and are not quite sure which way to turn.
-cross-posted to tips.slaw.ca.
-cross-posted to tips.slaw.ca.
♫ Look at that sky, life’s begun
Nights are warm and the days are young
Come get up my baby
Golden years, gold, whop whop whop
Golden years, gold, whop whop whop…♫
Lyrics, Music and recorded by David Bowie.
So many articles on retirement all deal with the issue of finances and how to plan so you are not caught off guard on the money side. Since that aspect has been explored in detail, this article is going to take us in a totally different direction. As lawyers, we get so much of our personal identity from simply being lawyers that the idea of hanging up our robes and walking out the office wearing the title “Retired Lawyer” causes us panic and a sense of dread. Just *what* would we do with all that….time?
Furthermore there is the fact that as a lawyer, you are accustomed to spending large amounts of time at the office. After retirement, you are now faced with spending the rest of your life with someone that you may have only been seeing on a limited basis for the last while. You now need to start living life together and not in parallel.
Not surprisingly, according to A Satisfying Retirement Blog “[F]or married people over 50, the divorce rate has more than doubled in the last 20 years. Some lawyers report up to 25% of their clients are men and women over 65.”
Accordingly, I think that a good place to start is by asking ourselves “What is the vision that we (you and your spouse or loved one) have for our retirement?” Do you see lots of travel ahead? Spending time with family and grandchildren? Playing sports and being active? Getting to know one another…again?
Another aspect to think about (and sorry for the dark undertones): What would you want people to say at your funeral about you? Have you spent time on the activities for which you wish to be remembered? Now is the best time to start working on the legacy that you wish to leave.
Start a list of all the things that you (and your spouse or loved one) would like to do with the rest of your lives together. Use that to start a conversation on how to plan to check off as many of these as you can together. It is much better knowing that both of you are working in the right direction than to find yourselves at cross-purposes and disappointed about the turn of events in your ‘golden years’.
Retirement can have a very stressful effect on a relationship and when you add in possible health-related issues related to aging and the diminishment of income, you can see that you have the potential for a perfect storm. Like most challenges, dialogue and preparation can help you deal with complications if, and when, they arise. You want to craft a life together that meets each partner’s physical, emotional and other needs and that allows you to take each partner’s feelings, desires and dreams into account.
The other factor to consider is the activities that you plan on enjoying in retirement. You don’t just start doing them on day 1. You need to ease into them by taking the time ..now..to build a base and look forward to getting better at them in retirement. Whether it is golf, tennis, playing a musical instrument, pursuing photography, travel – you need to start enjoying them while you are working in order to really get the benefits of them in retirement. After all you don’t want to look forward to playing the guitar only to find out that your hands are just not working the way you wished at this point in your life.
You also need to establish boundaries – there are still activities that you will want to enjoy with a group of friends that may not include your spouse….and visa versa. Respecting that each of you need and desire this ‘apart’ time makes the situations more bearable when one person goes off to have lunch with the girls or a golf game with the guys.
One final issue for this column (but certainly not the final issue you will face in retirement) is the readjustment of tasks around the home. If one spouse has been working full-time and the other perhaps has been taking a bigger share of the home chores to accommodate, this allotment of chores needs to be adjusted after retirement. Set up ‘blue jobs’ and ‘pink jobs’ (our designation around our home) with expectations of how and when these will be done. To keep the magic happening, if you are the one who does the ‘blue’ jobs, do a pink job occasionally in addition. Believe me, it will be noticed..and appreciated in your golden years. Of further note, “blue” and “pink” jobs depend on your individual circumstance, background and understandings. The underlying understanding is that we support our spouse in whatever ways we can when we are looking up at the sky and saying life has begun.
(jointly posted to tips.slaw.ca)