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    What one thing (or two) that we all know we should be doing in 2015 but aren’t?
    Monday, January 19th, 2015

    ♫ If I could do it all again I’d take it a little slower
    make a few more memories I could keep
    crawl in bed beside my child, just lay down and watch her
    soaking up the beauty while she sleeps

    I’d work less hours
    buy more flowers
    make more love on rainy afternoons
    I might make less money
    but I’d make a better friend
    if I could do it all again…

    Music and lyrics by Rivers Rutherford and George Teren, recorded by Gretchen Wilson.


    I thought that, rather than do a New Year’s Resolution-type post, that I would reach out to my friends and colleagues and pull together a collection of  ideas all on the theme of: “What one thing (or two) that we all know we should be doing in 2015 but aren’t?”  

    We all know that there are things that we should be doing but always we don’t seem to find the time to do them.  Like exercising more, eating less and laughing…like getting out and enjoying the company of friends, reading a good book or playing that guitar.  But this also applies to our law practices as well.  Turn on encryption!  Be attentive to security concerns.  So here goes – the best advice for making the most of 2015:


    Roger Smith OBE:

    roger smith

    What one thing (or two) that we all know we should be doing in 2015 but aren’t?

    Look up as well as down

    Here is what a Brit would recommend to a Canadian – make of that what you will. Resist the pull of the provincial – with a big P and a small one. Remember that law is supremely national but that technology is international – and values are eternal. Of course, everyone sees life through the eyes of their home jurisdiction and circumstances. Here in London, this is just downright depressing. Cuts to legal aid are as big as BC faced a decade or so ago. Practitioners and activists are exhausted by the fight to maintain any level of effective legal aid. Few – particularly in the traditional legal aid community – have the energy to lift their eyes to the horizon. As a result, innovation is slow, scattered and even somewhat disparaged.  So, what should we be doing that we might not? Combining an excitement about the new approaches developed in other jurisdictions (like BC) with a commitment old values – like a commitment to access to justice for all (even those currently excluded from the new digital world) and the right to appropriate independent legal advice (which must not be fudged in the rush to mediated and mechanised approaches).

    Roger Smith is a London-based researcher, journalist, activist and consultant on access to justice and human rights. Editor bimonthly newsletter on latest developments for International Legal Aid Group. Author of  the global survey, ’Digital Delivery of Legal Services to People on Low Incomes (thelef.org). Former director of JUSTICE and the Legal Action Group. Visiting Professor, London South Bank University. Awarded an OBE in 2009.


    Andrea Cannavina:


    I think the one thing we ALL should be doing more of and are not is MOVE.  Get up at least once per hour and move around – get the blood flowing.  Don’t forget about proper posture while computing – feet flat on floor, monitor eye level, arms perpendicular to work surface and wrists resting.

    For over 13 years Andrea has been helping practicing attorneys, law firm administrators, consultants and business owners with the selection and integration of processes, systems and technologies to get the paying work done. She answers questions regarding telephone/reception, client, file and email administration, time and billing; achieving and maintaining a professional web presence; getting paid; and setting up/maintaining many web based services and technologies aimed at attorneys and “legal”. Andrea is recognized as the CEO of LegalTypist, Inc. a NY based legal transcription and secretarial service and founder of The Legal Connection Community. You can learn more about Andrea at: http://www.andreacannavina.com and the Community at: http://www.thelegalconnection.com


    Michael McCubbin:

    michael mccubbin

    All great objectives to aspire to – I have a hard time choosing one, but I think that the #1 thing we should focus on is digitizing information and building our practices around that as “the file” as opposed to just a complement to “the file” or something we need to do before emailing/uploading a document from “the file”.

    The reason? It is just the most basic thing underlying so many of our progressive legal technology practices. I am seeing fewer and fewer email attachments show up with a default scanner-assigned file name that it suggests to me that more users are getting organized.

    Of course, many of your readers will be here already, but I do not think that we have crossed the chasm in the adoption curve yet, which some writers suggest only happens after about 16% of consumers adopt a new technology or practice (although I have no idea how such general stats might apply to the legal profession).

    Michael draws on a broad variety of life experience that allows him to understand and relate to most clients that walk in the door.

    He opened his office with the view that there was a better way to practice law, one that avoids the needless expense of conventional law firms and focusses on client outcomes. Today, his clients value things like not being charged for printing and file storage fees, as well as the responsive, efficient service associated with a digital practice that still has a bricks & mortar office in a Vancouver heritage building.

    Michael frequently speaks on legal technology issues and participated in one of the first paperless Court of Appeal hearings in British Columbia. He is an active member of the Trial Lawyers Association of BC and sits on its Legal Aid Action Committee.


    Sharon Nelson:

    Sharon Nelson 2


    1. Moving to an encryption by default world with the client data we hold.
    2. Making sure that all third party vendors that hold our sensitive data are also encrypting it.

    Sharon D. Nelson, Esq. Sharon D. Nelson, Esq., is the President of Sensei Enterprises, Inc, a digital forensics, information security and information technology firm in Fairfax, Virginia. Ms. Nelson is the author of the noted electronic evidence blog, Ride the Lightning and is a co-host of the Legal Talk Network podcast series called “The Digital Edge: Lawyers and Technology” as well as “Digital Detectives.” She is a frequent author (twelve books published by the ABA and hundreds of articles) and speaker on legal technology, information security and electronic evidence topics. She was the President of the Virginia State Bar June 2013 – June 2014. She may be reached at snelson@senseient.com.


    Mitch Kowalski:

    Mitch Kowalski

    I was recently told the story of Lord Hailsham’s response to a question from a young law student.

    “My Lord, what is the best advice to a young lawyer starting out?”

    There was a moment of contemplation before Lord Hailsham responded.

    “Take lots of baths.”

    At first blush, he could have been referring to the general lack of hygiene among students, but Lord Hailsham went on to explain that everyone, young and old, should take time out from practice to look ahead and plan your future – one musn’t get so busy making a living, that you forget to make a life.

    So this year, I will take lots of baths.



    Mitch was recognized as a Fastcase 50 Global Legal Innovator in 2012, and he is the author of the critically acclaimed American Bar Association best-seller, Avoiding Extinction: Reimagining Legal Services for the 21st Century. The American Bar Association will be publishing his forthcoming book, The Great Legal Reformation, in the Summer of 2015. Mitch is a principal of Cross Pollen Advisory which redesigns how in-house counsel deliver and buy legal services. He is also a visiting professor at the University of Calgary Law School where he teaches worldwide trends in the legal services market, and what they mean for lawyers and clients.


    Nikki Black:
    ABA Editorial
    1) In 2015, lawyers should make an effort to selectively use technology tools to streamline their work processes, thus saving time and leading to a happier, less stressful law practice.
    2) Lawyers should also ensure that they use two-factor authentication as much as possible in order to secure their online presence and any web-based software platforms that they use in their law practices.

    Nicole Black is a Rochester, New York attorney and the Legal Technology Evangelist at MyCase.com, a law practice management software company. She is the author of “Cloud Computing for Lawyers” (2012) and co-authors “Social Media: The Next Frontier” (2010), both published by the American Bar Association. She also co-authors “Criminal Law in New York,” a Thomson West treatise. She writes a weekly column for The Daily Record and has authored numerous articles and has spoken at many conferences regarding the intersection of law, mobile computing and Internet-based technology. 


    Garry J. Wise:

    Garry Wise

    Get a digital checkup.

    Like it or not, law firms are increasingly vulnerable to malicious actors online; we are also perpetually vulnerable to the consequences of our own neglect within.

    One solution to these very real threats is to institute an Annual Digital Checkup for your firm.

    Have a qualified professional inspect your systems to identify any potential vulnerabilities, and to provide recommendations as to any necessary steps your firm should be taking to protect its data.

    In an era where it has become predictable that hackings and security breaches will regularly affect even the largest and most secure of our nation’s institutions and enterprises, lawyers need to become more proactive in fulfilling our basic ethical duty to protect our digital data through appropriate security safeguards, backup procedures and in-house computer-use policies.

    Garry J. Wise was called to the Ontario Bar in 1986, and practices with Wise Law Office (www.wiselaw.net), a Toronto litigation firm with focus on Employment Law, Family Law and Civil Litigation.

    He is primary contributor to the award-winning Wise Law Blog, and is also developer of WISELII, Canada’s Mobile Legal Research Tool, a free iPhone application enabling users to research Canadian case law, statutes and regulations via CanLii.

    Garry has contributed to Bar-eX News, SlawTips, Huffington Post, CCH Labour & Law Newsletter, Canadian Bar Association’s Solo and Small Firm Addendum, Divorce Magazine and CCH Canadian Family Law Guide.

    He has been a Continuing Legal Education presenter for organizations including the Law Society of Upper Canada and the Ontario Bar Association on social media, legal ethics, Web 2.0, cloud-related security issues and legal innovation.

    Garry has been featured in the National Post, Toronto Star, LawPro Magazine, Lawyer’s Weekly, Canadian Lawyer Magazine, CCH Student E-Monthly and Toronto’s Now Magazine.

    In addition to his professional and blogging activities, Garry dabbles as a writer and musician.

    Garry can be reached by email at gwise@wiselaw.net. Follow Garry J. Wise on Twitter: @wiselaw


    Andrew Clark:

    Andrew Clark

    I went to a World Religions Conference on the weekend that had representation from the Buddhist, Christian, Islam, Jewish and Sikh faiths addressing the world wide problem of radicalism.  One of the key take aways for me, and that all speakers appeared to agree with, is that it starts with us as individuals.  How do we change our own thinking about other people, other beliefs, other cultures?  Let’s stop our own thinking that goes down the wrong path of how we think of others who are different or think differently.  Then maybe we can influence others to do the same.  I can apply that same concept to technology projects that introduce change.  Many of us resist change ourselves, and we are critical of others who resist change.  So the one thing I need to be doing in 2015?  I need to start with myself, to be more adaptable to change, and more understanding and acceptable of others who resist change.

    Andrew Clark is an independent consultant specializing in management consulting and project management in the Justice Sector.  Andrew has spent the last ten years providing management consulting for a number of clients worldwide.  Andrew started his career over 20 years ago in software engineering as a specialist in user interface design.  Andrew worked as an IT Director for the BC Ministry of Attorney General where he was the project director for the JUSTIN project, BC’s criminal case management system.  After managing a software company for 8 years, Andrew started his own consulting company.    Throughout his career, Andrew has focused on Project Management and Team Building within an organization.  He is a UVIC graduate with a B.Sc. and an MBA.  Andrew is also a Project Management Professional certified by the Project Management Institute and an associate faculty at Royal Roads University where he has taught project management education within the MBA program for 6 years. 

    For the past nine years, most of Andrew’s work has been in the Courts, highlighted by his work in British Columbia.  He’s also had the opportunity to work with the Courts in Vietnam, Rwanda and the Yukon.   Currently Andrew is managing the BC Provincial Court Scheduling Project.

    Andrew has spoken at several conferences including the Court Technology Conference (CTC), the Canadian Forum on Court Technology, the Center for Legal and Court Technology Affiliates Conference and the Pacific Legal Technology Conference.

    Email:  andrewclark.willowtree@gmail.com

    URL:  http://www.linkedin.com/pub/andrew-clark/4/247/937


    Karen Dunn Skinner:

    Karen Skinner

    Here are our top three things lawyers should do in 2015 but probably won’t.

    1. Overcome improvement inertia. More and more firms are talking about process improvement and project management. But they need to do more than just talk. Firms should be working hard to improve their legal and business processes so they can deliver better value to their clients (and become more competitive and profitable at the same time). We suspect most will talk and few will do.
    2. Stop jumping to solutions. Firms large and small often look for quick fixes and new technologies to solve problems, without looking for the root causes of those problems. It’s a Ready, Fire, Aim approach that risks wasting time and money on the wrong things.
    …and finally:
    3. Floss more. Because everybody should, and most people won’t.
    Karen Dunn Skinner is a certified Lean Six Sigma Sensei with over 18 years of practical legal experience in Canada and Europe. Working with large and small clients in law firms, as a solo practitioner and a legal process outsourcer, Karen has been part of the new legal landscape. Her diverse experience includes major privatization work and development of regulatory frameworks for the energy industry in Eastern Europe, as well as doctoral studies on corporate governance at the London School of Economics and Political Science in London, England. She combines this experience with her training in Lean Six Sigma to provide practical solutions to the competitive and budgetary pressures on practitioners and clients alike.


    Brian Mauch:

    Brian - Linkedin photo

    Passwords are our main protection for our online life, but most people use simple passwords with minimal variations and keep the same password forever.  We should all be using strong passwords (at least 8 characters long, including mixed case, numbers and symbols) and change them on a regular basis.

    Brian Mauch is President of BMC Networks, a Vancouver-based outsourced IT provider that specializes in law firms.  Brian obtained both law and commerce degrees from the University of British Columbia, and then combined his education with his passion for computers to form BMC Networks in 1997.
    E-mail:       bmauch@bmcnetworks.ca


    Ross Fishman:

    Ross Fishman LAW headshot 2012

    Drink more water!  Get more exercise!  Walk 10,000 steps daily!

    Or, wait, was that drink 10,000 glasses of water?  Exercise in the water?

    Aw heck, I can’t remember.  I guess I’ll just go sit back down on the couch.
    Ross Fishman, JD, is the CEO of Fishman Marketing, one of the legal profession’s leading branding and website-development firms.


    Joe Kashi:

    Joe Kashi
    1.  Encrypting everything from office server to cloud data
    2.  Using more audio/still photo/video evidence
    3.  Returning critical data from “nebulous” cloud vendors to our own control and

    Joe Kashi received his BS and MS degrees from MIT in 1973 and his law degree from Georgetown University in 1976.  He has been a full-time litigator since 1977.  Since 1990, he has published in excess of 200 articles and made dozens of presentations about legal technology on behalf of various bar associations and private publishers. Between 1990 and 2000, he also owned and operated a small computer store.


    Bjorn Christianson:

    Barney Christianson

    Treating with respect the power to form an opinion.

    Bjorn is the managing partner of the Christianson TDS offices in Portage la Prairie, MacGregor and Gladstone, offices which have operated with the Christianson name since 1970. His current practice is focused principally on transactional matters in the areas of Farm Real Estate, Corporate, Commercial, Estates, Municipal Law, and litigation relating to those matters.

    Born and raised in and around Westbourne and Portage la Prairie, Bjorn has spent his working career in South Central Manitoba. His clients are the individuals, businesses and institutions who live, work and shape the communities in the area. The concerns his clients bring him involve the acquisition, growth, and protection of their family, farm, and business assets.


    David J. Bilinsky:

    2013 20 years with bartalk


    Well I hope you have enjoyed reading the ideas put forward by our colleagues! Here are my thoughts on what we all know we should be doing in 2015 but aren’t (or perhaps could do a bit more…):

    1. Look after our world. Be a part of a group that is trying to make the world a better place.  We all say that ‘someone should be doing …X…” well that someone is really each of us.  We can’t to everything but we can help out in some way, at some level, by being in some group that is trying to do things better.  Someone once said that the best thing you can do for yourself is to help someone else.
    2. Look after those closest to you.  Time slips between our fingers all too quickly.  Hilary Cooper said “Life is not measured by the number of breaths we take, but by the moments that take our breath away.”   Set time aside to catch as many of those breath-taking moments as you can with those you love.
    3. Take time to look after yourself.  The fact is that if you don’t, no one else will.  You have a gift of life, time and intelligence.  Use these gifts well to not only look after others but look after yourself, too.

    So buy more flowers!  Be a better friend!  Play that guitar that gets lonely sitting in its case! We have the incredible advantage that there is still time ahead of us…

    Posted in Adding Value, Budgeting, Business Development, Change Management, Firm Governance, humour, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, personal focus and renewal, Technology, Tips, Trends | Permalink | No Comments »
    2014 Merry Christmas and Happy New Year!
    Tuesday, December 30th, 2014

    ♫ Have a holly, jolly Christmas;
    It’s the best time of the year
    I don’t know if there’ll be snow
    but have a cup of cheer
    Have a holly, jolly Christmas;
    And when you walk down the street
    Say Hello to friends you know
    and everyone you meet..♫

    Lyrics and Music by Johnny Marks, recorded by Burl Ives.

    As in past years we would like to (finally!) take a moment from the hustle and bustle of the holiday season and wish everyone the Best of the Holidays and a Happy New Year!  This year in particular I would like to thank all my guest contributors who have enriched this blog with their wonderful and thought-provoking ideas.

    2014 screen shot


    Our gift to everyone is a few minutes of images set to music.  To see this year’s complete slide show to music (turn up your speakers!) click on the link below (please be patient it may take a few minutes to start):

    For those with a photography bent, most images were taken with either a Panasonic DMS-G3 camera with the 14-42mm Lumix G VARIO f/3.5-5.6 lens or an Olympus TOUGH with an Olympus 4.5-15 mm f/2.0-4.9 lens.  A few were taken on cell phones.  All were taken within the last 12 months.

    The music is “A Holly Jolly Christmas” which is a Christmas song written by Johnny Marks and most famously performed by Burl Ives (per Wikipedia).  It is performed by the Argyle Alumni Choir, Argyle Senior Secondary School, North Vancouver, British Columbia, Canada, copyright Frances Roberts, Director. Used with permission.

    We hope you enjoy the images and the music. Best wishes for the holidays and all the best in the New Year!

    Prior Seasons Greetings slide shows can be viewed here:

    2013 Christmas Greeting

    2012 Christmas Greeting

    2011 Christmas Greeting

    2010 Christmas Greeting

    2009 Christmas Greeting

    2008 Christmas Greeting

    2007 Christmas Greeting

    Posted in humour, Law Firm Strategy, personal focus and renewal | Permalink | 3 Comments »
    2015 Predictions – Part 1!
    Friday, December 19th, 2014

    ♫  I can see clearly now, the rain is gone,
    I can see all obstacles in my way
    Gone are the dark clouds that had me blind
    It’s gonna be a bright (bright), bright (bright)
    Sun-Shiny day…♫

    Music, lyrics and recorded by Johnny Nash.



    This is the best time of the year in terms of being able to ask so many dear friends to put on their thinking caps, gaze into the future and share with us their vision for what is in store for the legal profession in 2015!

    We received so many great ideas that this post is going to be published in two parts.  Part 2 will be published on Monday Dec 22, 2014.

    Thanks to all these thought leaders whose visions will be here in Part 1 or Part 2:

    • Sharon Nelson
    • Nicole Garton
    • Ross Fishman
    • Dr. Frank Fowlie
    • Michael McCubbin
    • Nikki Black
    • Andre Coetzee
    • Simon Chester
    • Jordan Furlong
    • Andrea Cannavina
    • Ann Halkett
    • Garry Wise
    • John Tyrrell
    • Mitch Kowalski
    • Stephen Gallagher
    • Roger Smith
    • Andrew Clark
    • Joseph Kashi
    • and yours truly!


    And without any further ado, here are the predictions!

    Sharon Nelson:

    Sharon Nelson 2


    1. Cybersecurity is now universally the chief worry of large firms. We have already concluded that we cannot keep determined intruders out. While law firms will continue to try to keep them out, 2014 showed the mantra shifting to “detect and respond.” My prediction for 2015 is that those who hack into our systems will spend a lot of time and effort to make detection harder. What do you do when breaches are all but invisible, even to the best of the best? I suspect we’ll find out.
    2. The popularity of tablets that can really take the place of a laptop (I wouldn’t travel without my Microsoft Surface Pro 3) will soar.
    3. Now that IBM has announced that Watson will enter the legal market, you can bet that Watson will replace humans at an ever-increasing rate. Watson can do the legal research and analysis in near real-time, can predict outcomes (should you settle or go full steam ahead?) and search data to determine the probable budget for a case. The list goes on and on, but I believe Watson is a much greater danger to legal jobs than Legal Zoom and its brethren.

    Sharon D. Nelson, Esq. Sharon D. Nelson, Esq., is the President of Sensei Enterprises, Inc, a digital forensics, information security and information technology firm in Fairfax, Virginia. Ms. Nelson is the author of the noted electronic evidence blog, Ride the Lightning and is a co-host of the Legal Talk Network podcast series called “The Digital Edge: Lawyers and Technology” as well as “Digital Detectives.” She is a frequent author (twelve books published by the ABA and hundreds of articles) and speaker on legal technology, information security and electronic evidence topics. She was the President of the Virginia State Bar June 2013 – June 2014. She may be reached at snelson@senseient.com.


    Nicole Garton:

    Nicole Garton


    1. There will be continued uptake of mobile devices, cloud computing and social media by lawyers in small, mid-size and large firms alike.
    2. In an age of decreasing loyalty, ubiquity of information and outsourcing, technological advances will permit smaller firms to outperform their large and mid-sized competitors as more efficient, cost-effective deliverers of legal services.
    3. And the billable hour is not dead and has no chance of extinction anytime soon, despite what pundits may say on www.slaw.ca and otherwise!


    Nicole Garton is a lawyer, mediator and parenting coordinator and practices in the areas of wills, estates and family law matters.

    Nicole is the principal of Heritage Law, which has been described in the media as “one of the most streamlined, automated and forward thinking legal business models in Canada.” Nicole has won awards in recognition of Heritage Law’s innovative structure and effective use of technology, including the Canadian Bar Association BC Branch Work Life Balance Award and the Business in Vancouver Top Forty Under 40 Award. Nicole is also the principal of Heritage Trust, which will provide executor, power of attorney, trustee and escrow services, commencing sometime in mid 2015.


    Ross Fishman:

    Ross Fishman LAW headshot 2012



    1. IBM’s Watson technology will become the legal profession’s game-changer technology. 

    It may take a while, but it will ultimately provide every small-town solo generalist with the same insight and expertise possessed by the highest-level, most narrowly focused specialist at the world’s largest law firms.

    2. WordPress will become the preferred website platform for sophisticated law firms.  
    2015 will be the year major law firms seriously decide to move their websites away from the closed, proprietary software owned by a single website-development company, and toward powerful, flexible, open-source platforms like WordPress.
    Ross Fishman, JD, is the CEO of Fishman Marketing, one of the legal profession’s leading branding and website-development firms.


    Dr. Frank Fowlie:

    Frank Fowlie


    I’d like to offer prediction that one of the areas ripe for the adoption of ODR is with  Sport.  In Canada we have a very well developed and respected technology assisted ODR system with the Sport Dispute Resolution Centre of Canada.  The SDRCC is established in the Physical Activity and Sport Act, and has been in existence for over 10 years.

    The SDRCC deals with disputes ranging from doping discipline cases, to team selection, athlete carding, or general dispute resolution.  The SDRCC does technology assisted mediation and arbitration.  I am a mediator with the Court of Arbitration for Sport (CAS) out of Lausanne, Switzerland.  My view is that Sport, either through National Sports Organizations, National Olympic Committees, Multisport Games, or International Sport Federations will increasingly turn to ODR.

    I foresee that the SDRCC Canadian built technology will serve as a model for the above noted sporting bodies.   Presently, for example, CAS opens an Ad Hoc court at the site of an Olympic Games some two weeks before competition to be able to deal with athlete or team accreditations.  ODR would allow for a longer window, with the Ad Hoc members still in  their home locations.  I think that ODR can also be helpful to CAS when it potentially dealing with participants from across the globe who now must convene in Lausanne for mediations or arbitrations.  For example, a sport dispute could involve activity in a multisport games in South America, with competing team from Oceania and Africa, with a named mediator from North America, and a court registry in Switzerland.  There is great complexity and expense in drawing all of these parties to one spot at one time for a mediation.

    ODR provides an opportunity for prompt, cost effective and relevant dispute resolution.



    Happy New Year!

    Dr. Frank Fowlie is presently the Ombudsman at the International Organization for Migration in Geneva. He was previously the inaugural CEO of InternetOmbudsman.Biz. In addition, Frank Fowlie was the inaugural Ombudsman at the Internet Corporation for Assigned Names and Numbers(ICANN).

    ICANN is the agency which administers the global domain name system which serves as the backbone for the Internet. He served as the Ombudsman from November 2004 to January, 2011.


    Michael McCubbin:

    michael mccubbin


    I will step out on a limb and join those whose names can go down in history for the inaccuracy of their predictions. Let me toss out a few and hope that I hit on one of them:

    1. All clients will begin asking questions about data security as concerns proliferate and more lawyers become digital. Lawyers are reasonably good about it, but the problem remains that most of our efforts are frustrated by the insecurity associated with services like Gmail which our clients often use. I have only had 2-3 clients who even bothered using my secure client portal in Clio – I think the insistence on this kind of option will appeal more to clients now that we see how Jennifer Lawrence and Sony feel about weak data security.
    2. We are going to start seeing larger tablets and way more touchscreens (touchscreens will become the norm in new devices in 1-2 years)it only took 5-6 years for colour screens to take over in the cell phone market). Why is the standard tablet not 8.5×11”? People think I have a large, ancient laptop with my 17” screen, but the reality is that I want the screen space to read and work with multiple documents. I was just speaking to my dad this morning, who is raving about my mom’s new Microsoft Surface Pro 3. It looks great and its features are those of future devices, but I want a bigger screen. In the office, I set my 17” laptop next to a 24” external monitor for an extended desktop, and I still would like my laptop screen to be bigger.
    3. Courts will continue to move (far too slowly) toward digital practices and not just in the admission of digital evidence…PPT in court, paperless communications, etc. I did a Passenger Transportation Board hearing last week. Virtually all pre-hearing matters and even the exchange of much of the evidence during the hearing, occurred via email. It was much easier and more convenient for all involved, particularly as it involved over 20 different parties (lawyers, clients, and Board members/staff included) spread around the province.
    4. Apps geared toward delivering tangible value to clients and not just making lawyers’ lives easier. There have been a few launched and crashed (like Launch Lawyer), but there is room for someone to make a move in this market in a substantive way. There are many ways in which apps could be rolled out to the client’s benefit, but lawyers are not getting into this, likely for the same reason that many of us do not even know how to type.
    5. We will find out if Ross is the real dealhttp://www.theglobeandmail.com/report-on-business/industry-news/the-law-page/university-of-torontos-next-lawyer-a-computer-program-named-ross/article22054688/. OK…maybe we’ll only get a taste next year, but if this is the kind of product that can be scaled and rolled out to the legal profession for a subscription fee similar to that of Clio, Quicklaw, etc., then it will change things. It will take the grunt work out of lawyering, mean that the quality of research conducted will not be nearly as important as actual human judgment and analysis once that research is done. That will mean that a lot of large law firms will not need to hire droves of articled students, junior associates, and paralegals. It will also mean that productivity will dramatically increase, so clients will get more bang for their buck.
    6. Increasingly user-friendly lawyer software. This will include integrating DMS, chronology generators, discovery documents (including XFD transcripts) and making it really usable with tools like hyperlinking etc. Software like PC Law or Worldox is not nearly as user-friendly as Clio or the kind of simple, effective UIs we see in most mobile apps. The fact that a device as complex as a smartphone comes without a user manual should tell you just how user-friendly our software should be.


    Michael draws on a broad variety of life experience that allows him to understand and relate to most clients that walk in the door.

    He opened his office with the view that there was a better way to practice law, one that avoids the needless expense of conventional law firms and focusses on client outcomes. Today, his clients value things like not being charged for printing and file storage fees, as well as the responsive, efficient service associated with a digital practice that still has a bricks & mortar office in a Vancouver heritage building.

    Michael frequently speaks on legal technology issues and participated in one of the first paperless Court of Appeal hearings in British Columbia. He is an active member of the Trial Lawyers Association of BC and sits on its Legal Aid Action Committee.


    Niki Black:

    ABA Editorial


    In 2015, lawyers will become more comfortable with the concept of web-based computing and will increasingly utilize cloud computing software to help manage and streamline their law practices. Similarly, wearable technology will make its mark on the legal profession and upon the release of Apple’s Watch in early 2015, you’ll see more lawyers incorporating smartwatches into their daily workflow.

    Nicole Black is a Rochester, New York attorney and the Legal Technology Evangelist at MyCase.com, a law practice management software company. She is the author of “Cloud Computing for Lawyers” (2012) and co-authors “Social Media: The Next Frontier” (2010), both published by the American Bar Association. She also co-authors “Criminal Law in New York,” a Thomson West treatise. She writes a weekly column for The Daily Record and has authored numerous articles and has spoken at many conferences regarding the intersection of law, mobile computing and Internet-based technology. 


    Andre Coetzee:

    andre coetzee


    Here are some of my predictions:

    1. The amount of data that is produced and stored has increase exponentially over the years. Having one centralized search tool that can search any data a user has created or has access to both on their local network as well as data that is stored on the Web i.e. a user can search and get quick access to their data whether it be an email, in a proprietary database or in a Word document is going to be a trend.
    2. The ability to be able to integrate legacy legal applications therefore getting rid of duplicate data entry and preserving data integrity.
    3. More people want to use whatever device they want at work. The trend of bring your own device (BYOD) will therefore continue and is becoming the norm. This BYOD trend will also drive more firms to seek online services and products so as to simplify integration.
    4. Bigger focus on going paperless and being more efficient process wise. This will reduce costs and increase efficiency.
    5. More and more lawyers starting smaller boutique firms. The smaller law firms will be leverage technology and internal processes and practices to be more efficient which will impact their bottom line. They will also change and be more creative the way they bill their clients. They will also be innovative the way they practice law (depending on the law they practice) by coming up with products and services that can be quickly and more easily produced and customized.
    6. PC sales will continue to decrease and mobility devices such as tablets, smartphones, Ultrabook’s will continue to increase – this is driven by BYOD
    7. The hype is over and hence more firms will move from on premise IT infrastructure to hosted products and services. Security, disaster recovery and backup, management costs and standardization being the biggest drivers for the move.
    8. A heighted awareness regarding compliance and security for Canadian law firms using Cloud Services.
    9. Firms who are have on premise PCs don’t move to Windows 8 and wait for Windows 10. The start button is back in Windows 10 and hence be an easier transition for firms.
    10. The Canucks will win the Stanley Cup – we can always live in hope :-)

    Andre is a director of i-worx. i-worx is a premium managed service provider focusing on enhancing productivity through virualization infrastructure solutions. OfficeOneLive i-worx’s flagship solution affords companies the ability to access virtual desktops in the data centre

    Specialties:Project Management, Business Analysis


    Simon Chester:

    simon chester


    1. The Ipad becomes the device of choice in law firms. So long PCs.
    2. Blackberry’s revival sputters. Lawyers are among the last to abandon their beloved devices.
    3. The first significant external investments in Canadian law firms happen in Halifax and Winnipeg, when Slater & Gordon establishes a bridgehead in North America. Toronto firms are still waiting for their Law Society to make a decision, and to figure out the fine print of regulating entities not individuals. Or rather both individuals and their firms.
    4. Another Canadian firm follows Heenan Blaikie over the cliff. Could it be in the oil patch?
    5. Other Canadian Law Societies follow the leads of the Nova Scotia Barristers Society, the Law Society of Manitoba, the Barreau du Québec and the Canadian Bar Association’s Futures Report in completely rethinking their regulatory stance, encouraging innovation unless there is an obvious threat to consumer interests or professional values. American observers are horrified. English and Australian commentators see Canada as just playing catch-up.
    6. Privacy Commissioner lambastes law firm security precautions in light of major data leaks from hacking attacks.
    7. Biometric password protection becomes a standard precaution. And firms no longer hand out unencrypted flash drives.
    8. TWU Law School sets up to train paralegals and legal technologists. Unless it can become a faculty of dentistry.
    9. Supreme Court of Canada further constitutionalizes the status of the legal profession in its decision on the application of money-laundering laws to the profession.
    10. A major Bay Street law firm will discover Twitter.


    The Seventh Pacific Legal Technology Conference is a huge success – not much of a prediction that one.

    Simon Chester is a law firm general counsel who has spent most of 2014 helping manage the largest law firm dissolution in Canadian history. His earlier career included law teaching, government service, senior positions in bar associations and organisational consulting.

    For twenty years, he has helped law firms navigate the complex and shifting landscape of professional regulation and solve an array of professional crises that threaten regulatory compliance, liability risk and reputational harm. He is one of Canada’s leading experts on conflicts of interest. With roots in three continents, he is a global lawyer, qualified in both Europe and North America. 

    Simon is a frequent commentator, writer and master presenter, delivering high-energy, provocative presentations to legal conferences around the world about change in the law and the pressures that firms face.

    A technological innovator throughout his career, he has earned an international reputation for his insights into the future of legal practice.


    Thanks to everyone who contributed and helped all of us part the clouds of the future so we can see clearly now!  Stay tuned gentle reader…Part 2 will be published on Monday!


    Posted in Adding Value, Budgeting, Business Development, Change Management, Firm Governance, humour, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, Make it Work!, personal focus and renewal, Technology, Tips, Trends | Permalink | 2 Comments »
    Call for Predictions!
    Friday, December 12th, 2014

    ♫ If you should see me walking
    Through your dreams at night
    Would you please direct me
    Where I ought to be
    I’ve been looking for a crystal ball
    To shed the light
    To find a future in me…
    To find a future in me…♫

    Lyrics and Music by: Tommy Shaw, recorded by Styx.


    The Swami


    To say that we have been thru a tremendous time of change in the legal profession is a wee bit of an understatement. Furthermore I believe that the rate of change is accelerating. This means that the changes that are coming at us like a Tsunami are totally unprecedented.  New competitors, new business structures, new technology, new ways of resolving disputes, new ways of communicating, new devices and services…there is hardly a corner of the legal profession that will not be impacted.  Then there are all the pressures from outside the legal profession to increase access to justice and bring the legal system within reach of the man on the Clapham Omnibus.  Of course a tremendous time of change is also a tremendous time for opportunity.

    Last year we heard from:

    • Jordan Furlong
    • Ross Fishman
    • Sharon Nelson
    • Ann Halkett
    • Richard Granat
    • Nicole Black
    • Colin Rule
    • Brian Mauch
    • John Zeleznikow
    • Michael Downey
    • Robert Denney
    • Mitch Kowalski
    • Buzz Bruggeman
    • Andrew Clark
    • UnitedLex
    • and yours truly!

    It is precisely at this juncture that I am calling on my friends, colleagues and readers to submit their predictions for 2015 in order that all of us can benefit by the collective thoughts and gaze into the crystal ball to shed the light ..and see where we stand …in order to find a future in all of us..

    Posted in Adding Value, Budgeting, Business Development, Change Management, Firm Governance, humour, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, Make it Work!, personal focus and renewal, Technology, Tips, Trends | Permalink | No Comments »
    The High Note
    Monday, November 3rd, 2014

    ♫ Boy, you’re going to carry that weight,
    Carry that weight a long time
    Boy, you’re going to carry that weight
    Carry that weight a long time…♫

    Lyrics and Music by Lennon & McCartney recorded by The Beatles.




    This is a guest post from Ann Mehl and originally appeared in her Newsletter and blog under the title “The High Note“. To say that it struck a note is putting it mildly.  I hope you find it to be as moving and reflective as I did.  It is reproduced here with her approval and consent.

    While scanning the radio in my car for a good song, I stumbled upon an interview with Paul McCartney. He was funny and engaging, so I stopped to listen for a while. He was asked about his voice, and if, at age 71, he could still sing all those old Beatles songs. His answer was honest and revealing. “Well,” he said. “I can’t hit all the high notes like I used to, but I’ve probably got better technique now, and you learn ways around that.” Some of those techniques? Changing the melody ever so slightly, letting his back up singers hit the high notes for him, or simply calling upon his audience fill in the blanks. Music legend Sir Paul McCartney has had to learn that even he has musical limitations.

    This got me thinking: How much of our lives are spent trying to chase a high note that we are no longer capable of hitting? And what does this cost us in terms of health and happiness? In my own life, I know I hit a high note when I ran my first marathon at 3:26, a personal record for me. It’s unlikely I will ever do it again, and that’s okay. I’m interested in different goals now. But it can be very hard to let go of who we used to be, or who we imagine we still are. We see it all the time in professional sports: the athlete who retires, only to “unretire” six months later. The boxer who wants “one more fight” when everyone around him knows he should have quit years ago.

    Most of us are not athletes or professional performers, but we do know what it’s like to chase our former glories, and to hunger for that intoxicating high note. Maybe it’s the version of ourselves that is 10 years younger, or 20 pounds lighter. Maybe it’s the earlier excitement of a new job, or the rush of a new romance. Most of us yearn for these peak experiences, and once experienced, seek to recreate them.

    That’s not necessarily a bad thing, but it can lead to a lot of frustration and heartache in the present. The problem with chasing only these moments, is that they are generally very fleeting, if they exist at all. And we can miss out on some of the really great moments happening in between. Martina Navratilova said it best: “The moment of victory is much too short to live for that and nothing else.”

    I knew of one serial entrepreneur who made a killing on his first venture, to the tune of almost $10 million. He went on to create several other successful companies after this, but none as big as the first. Measured against this impossible standard, he felt he was constantly failing, even when, by all outward signs he was a massive success. To his family and work colleagues, he had become a bitter pill who could not enjoy his own success. He was enslaved to the high note, in his case, some arbitrary number below which anything spelled failure. He was Sisyphus, compelled to roll an immense boulder uphill, only to become demoralized every time it rolled back down on top of him.

    There are two basic roads that we can travel: one is the road to freedom, and the other is the road to tyranny. The road to tyranny is based on always hitting the high note, and a refusal to accept anything else. It enslaves us to the past, and blinds us to new opportunities in the present. After all, who are we if we can no longer hit the high note? The road to freedom, on the other hand, accepts that all things are in a constant state of flux: our bodies, our minds, our relationships. What we are able to do in our 20s and 30s is very different from what we can do in our 40s, 50s and beyond. And not only is this okay, it is natural.

    At the root of all unhappiness is our refusal to accept that all things eventually must end: our youth, our beauty and eventually even ourselves. What we are really fighting against is our own mortality, and that is one battle we will never win. But like Paul McCartney, maybe we can learn some new techniques. We can accept that while a relationship has changed, it does not necessarily have to end. We can accept that while a job is no longer as exciting as it once was, it may offer its own kind of reward in the people we meet. We can accept that through age or infirmity, a parent is no longer the person we once knew, and try to develop a new connection based on who they are now.

    I’m not suggesting we give up or don’t stretch ourselves, only that we don’t have to be slaves to our past successes (or failures). Graceful surrender to the here and now is always preferable to screeching, or God forbid, ruptured vocal chords. Paul McCartney may not be able to hit the high notes like he used to. All he can do is make friends with the voice he has now, and the many beautiful notes he still can sing. And when the voice cracks, or won’t go where he wants it to go, he invites the audience to sing along.

    Thanks Ann for reminding us that unless we learn to gently acknowledge and adjust to the fact that we may not be able to hit the high notes like we used to, we will be carrying that weight a long time…

    (Hat tip to Stewart Levine for originally drawing my attention to Ann’s article).

    Thought for the Day: “In the end, the love you take is equal to the love you make” – Paul McCartney.

    Posted in Adding Value, Business Development, Change Management, Firm Governance, humour, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, Make it Work!, personal focus and renewal, Tips, Trends | Permalink | No Comments »
    A Lesson From a Deli?
    Thursday, October 30th, 2014

    ♫ You’re a leftover
    Pastrami on rye
    Succulent and delicious
    Yes, the sandwich of my eye…♫

    Lyrics, music and recorded by Hot Soda Apparatus.

    Katz's Deli.I read an article today in Slate Magazine entitled “The UR-Deli – How Katz’s stays in business against the odds by Jordan Weissmann.”  This article is about how Katz’s deli in New York City has remained in business in the lower east side of New York since 1888 while its competitors have failed.

    The business model is to deliver a hefty pastrami on rye for $19.75.  Believe it or not, that sandwich is not much of a moneymaker.  The old-style delis are facing a conundrum: the very thing that makes them loved..those wonderful stacked pastrami and corned beef sandwiches – is the thing that makes it hardest from an economic standpoint.  They don’t make much money.

    Compare and contrast that with law firms:  the very thing that makes us loved – delivering bespoke legal services – is the very thing that makes it hardest from an economic standpoint.  We can’t seem to deliver legal services at a lower cost. We are facing a basic economic issue similar to these old delis…

    How does Katz’s deli survive?

    The reason Katz’s was able to live on while its competitors disappeared largely boils down to real estate. As Sax writes in Save the Deli, New York’s delicatessens can basically be divided into two groups: those that rent their buildings and those that own. Famous renters, like the Stage Deli and 2nd Avenue Deli, have closed in the face of rent hikes. Famous owners, like Carnegie and Katz’s, have lived on. (And when 2ndAvenue Deli reopened, it bought a building … on New York’s 3rd Avenue). If Katz’s had to deal with a landlord, it would likely have disappeared or moved long ago.

    Is there a lesson here for law firms?  Could – possibly – part of the solution to the access to justice issues be that law firms start owning their own office buildings? There are a number of advantages arising from this model.  The partners of such a firm would be building equity in the property over time; that same equity could be used to retire older partners when newer partners purchase an interest in the business as well as the real estate asset.  Keeping ownership of the office space may reduce the overhead costs that could help the firm render legal services to a broader base of clients.

    Certainly the issue of trying to broaden the ability of existing law firms to deliver legal services economically to a wider group of society does not have any easy solutions.  However, perhaps Katz’s and similar survivors have lessons for us today. Notwithstanding we are a leftover, perhaps we can still be the sandwich in a client’s eye…

    Posted in Adding Value, Change Management, Firm Governance, humour, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, Tips, Trends | Permalink | No Comments »
    The Einstein Principle!
    Tuesday, May 27th, 2014

    Albert Einstein
    I got an idea and it’s really bright
    Somebody in my brain just turned on the light…

    Lyrics, music and recorded by Avias.


    This is another great leadership post from Beth Flynn at the THE OHIO STATE UNIVERSITY LEADERSHIP CENTER (www.leadershipcenter.osu.edu).

    This post highlights the principles that helped shaped Albert Einstein into a leader and successful scientist. They are taken from Smithson, D. (2014). What managers don’t know: how to be a better manager, leader, and entrepreneur?  Theinformbook.com

    “Many people think that Einstein was just a simple scientist who went about formulating the laws that govern the Universe, but he was so much more than that.

    Apart from being the man who had the greatest single impact on the advancement of our understanding of the laws that govern the physical universe, Einstein was also a philosopher king!  Following are some of his musings (ESP), along with how they can relate to your business.

    ESP 1: ‘The search for truth is more precious than its possession.’ This of course links back into the idea that you should never stop learning, asking questions so that you can learn.

    ESP 2:  ‘Imagination is more important that knowledge.’ This ESP is one of those ideas that has no direct application, but is such a powerful belief to install within your psyche; it can influence everything you do.

    ESP 3: ‘No amount of experimentation can ever prove me right; a single experiment can prove me wrong.’  In science, nothing is ever 100% true.  Think about that axiom.  True science merely posits a theorem that should be successful tested and validated by other independent scientists, raises up a ranking to being a theory.  This relates to the ideas of leadership.  A leader is often only ever as good as his or her last successful decision.

    ESP 4: ‘Most people say that intellect that makes a great scientist.  They are wrong: it is character.’ Apart from having a brain the size of a planet, Einstein was a man of constant inquisition, determination and almost child-like playfulness.  So whilst you are getting your business qualifications, do so without sacrificing your social and thinking skills.  If you are lacking in some areas, then go outside your comfort zone and learn how to gain those skills.

    ESP 5: ‘It’s not that I’m so smart, it’s just that I stay with problems longer.’ Einstein was an amazingly humble man, but this typical self-effacing statement reveals much of the secret of his success.  He simply refused to give up.  In everything he did, Einstein took the approach of an outstanding man who wanted to achieve outstanding things.

    ESP 6: ‘You learn the rules of the game.  And then you have to play better than anyone else.’ If you want to become a success you have to first get into the game, and to do that you have to understand what the rules are.  Once you’ve got that locked down, you have to practice and compete constantly – and if necessary, push for a change in the rules!!!

    ESP 7: ‘Anyone who has never made a mistake has never tried anything new.’

    I have made (and continue to make) mistakes, ranging from minor inconveniences to absolute oh my lord pass me on a gun now! But I never stop trying because I have a very simple philosophy: I never fail, so long as I learn something new (even, as I said, if that something new is a mistake - I won’t ever do that again.

    ESP 8: ‘To stimulate creativity one must develop childlike inclination for play and childlike desire for recognition.’ My outlook on life is simple, I want to experience everything I can before I get to the final destination.

    ESP 9: ‘Great ideas often receive violent opposition from mediocre minds.’ It is said that we go through three stages of development. First it is met with derision.  Then it is confronted with hostility and aggression.  Finally, it is accepted as playfully self-evident.  This is especially true when your great idea is a challenge to the established way of doing things, or contrary to the idea of the one who sits above you (p. 211-291).”

    Go to the Ohio State Leadership’s blog and share your thoughts, ideas, or answer the questions below.

    • Which of these ESP principles had the biggest impact on you?
    • What are some ways  you can integrate these principles into your work life?

    Thanks Beth for helping us all turn on the light in our brains!

    Posted in Adding Value, Business Development, Change Management, Firm Governance, humour, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, personal focus and renewal, Tips, Trends | Permalink | 1 Comment »
    2014 Predictions!
    Monday, December 30th, 2013

    ♫ One of these things
    Will tell you something.
    Let`s tell the future
    Let`s see how it`s been done.
    How it`s been done…

    Lyrics, Music and Recorded by Serena Ryder.

    2014 gold on black

    (image used per licence from VectorGems)

    I so look forward to this time of the year when so many friends contribute their ideas for what the future will hold for us in the New Year!  This  year we have predictions from:

    • Ross Fishman
    • Richard Granat
    • Nicole Black
    • Sharon Nelson
    • Colin Rule
    • Ann Halkett
    • Brian Mauch
    • Jordan Furlong
    • John Zeleznikow
    • Michael Downey
    • Bob Denney
    • Mitch Kowalski
    • Buzz Bruggerman
    • Andrew Clark
    • UnitedLex
    • David J. Bilinsky

    It is great fun to see what others are thinking in terms of where the legal profession is heading.  So without further ado, let’s see how it’s been done:

    Ross Fishman

    Ross Fishman LAW headshot 2012

    My predictions:

    #1 Post-merger local-firm marketing will increase:

      • Today, more than five years into the legal profession’s Merger Frenzy, the smaller acquired firms are realizing that many of the promised benefits of the mergers, e.g. cross selling new legal services from The Mothership, haven’t materialized — they’re on their own. Further, they’re actually in a negative position regarding visibility in their local markets because they traded their hard-earned local name recognition for a big-firm brand.
      • Unfortunately, although you are now part of a 1000-lawyer national firm’s proud 100-year tradition, it doesn’t help you generate business if no buyers near you have heard of the firm.  Frustrated that The Home Office doesn’t feel their pain (or acknowledge the problem), and tired of waiting, they’re starting to hire their own marketers to build the new brand in their local market.

    #2 Significantly more mid-sized and large firms will build their new websites in open-source technology like WordPress or Drupal than any particular web developer’s proprietary software.

    #3 I predict that nearly every single law firm in an entire geographic region will proudly showcase their “unique culture and differentiation” by rotating a collection of smiling photos of their lawyers on the home page of their new websites.

    The CEO of Fishman Marketing, Ross Fishman has an international reputation as one of the legal profession’s most-effective branding experts, web developers, and marketing strategists. His creative online and traditional marketing campaigns help law firms dominate their markets and drive millions of dollars of additional revenue.Fishman Marketing has designed campaigns for upwards of 200 law firms worldwide, and presented nearly 300 marketing programs, firm retreats, and CLE/Ethics presentations. A former litigator, marketing director, and marketing partner, he has received dozens of marketing awards, including the Legal Marketing Association’s grand prize, the “Best of Show” honor, five times.

    A Fellow of the College of Law Practice Management, in 2006, Ross was the first marketer inducted into the LMA’s Hall of Fame.

    Richard Granat


    Richard’s Predictions:
    • I predict that some, not all, law schools will continue to reinvent legal education by incorporating training in legal technology and legal education.
    • New courses in document automation, legal project management, legal services redesign, legal expert systems, and ediscovery management will infiltrate the law school curriculum to train law students for 21st century law practice.
    Richard developed one of the first virtual law firms in the United States and is the founder, DirectLaw, a company that provides a web service to solos and small law firms that enable them to deliver legal services over the Internet. He is also Co-Director and of the Center for Law Practice TechnologyFlorida Coastal School of Law and Co-Chair of the eLawyering Task Force of the Law Practice Division of the American Bar Association.  He is the recipient of the 2013 ABA Keane Award for Excellence in eLawyering, the 2010 ABA Louis M. Brown Lifetime Achievement Award for Legal Access, and was named a “Legal Rebel” by the American Bar Association Journal in 2009.  Richard is a Fellow in the College of Law Practice Management.


    Nicole Black

    ABA Editorial


    2013 predictions by Nicole Black:

    1)  Mobile computing will continue to transform the way that lawyers practice law and manage their practices. Of all emerging technologies, mobile computing has been the  one technology that was most quickly embraced by most lawyers. Most lawyers now use mobile phones in their law practices and even federal court judges in their 80s now use iPads while on the bench to conduct legal research and view briefs with hyperlinked case citations. With the increase in the use of mobile devices, more and more attorneys will utilize mobile apps or software with mobile integration, such as PDF annotation apps, law practice management software, and legal research products. Lawyers will use mobile devices to increase their productivity and will be able to practice  law and run their practices no matter where they happen to be. There will also be a continuing tension between the convenience of 24/7 access and finding the right balance between work and home life.

    2)  2014 will be the year that lawyers begin to move to the cloud at rates never before seen. In 2011 I predicted that by mid-2013 the mindset of lawyers regarding the cloud would finally change and lawyers would begin to view the cloud as a secure, more convenient and affordable alternative to traditional server-based systems. Based on results from surveys such as the 2013 ABA Legal Technology Survey and anecdotal evidence, I believe that occurred. But Snowden’s revelations regarding NSA’s spying certainly had a stifling effect on lawyers’ views toward cloud computing. Even so, the proliferation of cloud computing software can’t be denied and lawyers are increasingly realizing that the benefits outweigh the risks. I expect that trend to continue in 2014 and that the legal cloud computing market will really open up and move ahead at a fast pace by the year’s end.

    3)  The need to understand social media and the major platforms will become a much higher priority for many lawyers–especially litigators–as the impact of social media on their cases continues to rise. There will be a push by most law firms–large and small alike–to educate their attorneys about using social media both in their cases and to promote their practices. Lawyers will actively seek out information about social media with the goal of using it as a tool in their cases, both during the discovery phase as a tool to obtain useful evidence to support their clients’ cases and also at trial when researching jurors.

    4)  While practicing lawyers will continue to embrace new technologies and take steps to educate themselves about the ways that new technologies can help their practices, most law schools will, unfortunately, take the opposite tack. Enmeshed in institutional patterns with little to no incentive to change, the majority of law schools will continue to teach law as they’ve always done. Very few will change their curriculums to incorporate teaching law students about new technologies or the practicalities of running a law practice. Preparing students with the skills needed to practice law in the 21st Century will take a back seat to the desires of law school decision-makers to increase short-term monetary gains rather than invest in the future of law students and the legal profession as a whole.

    Nicole Black is a Director at MyCase, a cloud-based law practice management platform. She is an attorney in Rochester, New York, and is a GigaOM Pro analyst. She is the author of the ABA book Cloud Computing for Lawyers, co-authors the ABA book Social Media for Lawyers: the Next Frontier, and co-authors Criminal Law in New York, a West-Thomson treatise. She speaks regularly at conferences regarding the intersection of law and technology and can be reached at:

    Email: niki@mycase.com
    URL: http://www.mycase.com


     Sharon Nelson 

    sharon nelson


    2013 Predictions by Sharon Nelson:

    • Smart entrepreneurs (like those who founded Novus Law)will siphon business that used to belong to large law firms.
    • “Encryption by default” will spread throughout the Internet – a good thing and thank you to the National Security Agency, which provided much of the motivation for the trend!

    Sharon D. Nelson, Esq.

    Sharon D. Nelson, Esq., is the President of Sensei Enterprises, Inc, a digital forensics, information security and information technology firm in Fairfax, Virginia.   Ms. Nelson is the author of the noted electronic evidence blog, Ride the Lightning and is a co-host of the ABA podcast series called “The Digital Edge: Lawyers and Technology.”  She is a frequent author (ten books published by the ABA and hundreds of articles) and speaker on legal technology, information security and electronic evidence topics. She is the President of the Virginia State Bar June 2013 – June 2014.


    Colin Rule

    Colin Rule


    Colin’s predictions:

    #1 – The US Affordable Care Act website will finally work seamlessly, and government contracting of web services will shift firmly to outsourcing instead of insourcing.

    #2 – We’ll see the first US law call for Online Dispute Resolution.
    #3 – Five courts around the world will launch wholly online court processes, end to end.
    #4 – The EU ADR and ODR Regulation deadlines will be extended one more year, to 2015 and 2016.
    Colin Rule is COO of Modria.com, an ODR provider based in Silicon Valley.  From 2003 to 2011 he was Director of Online Dispute Resolution for eBay and PayPal. He has worked in the dispute resolution field for more than a decade as a mediator, trainer, and consultant. He is currently Co-Chair of the Advisory Board of the National Center for Technology and Dispute Resolution at UMass-Amherst and a Non-Resident Fellow at the Center for Internet and Society at Stanford Law School.
    Colin co-founded Online Resolution, one of the first online dispute resolution (ODR) providers, in 1999 and served as its CEO (2000) and President. In 2002 Colin co-founded the Online Public Disputes Project (now eDeliberation.com) which applies ODR to multiparty, public disputes. Previously, Colin was General Manager of Mediate.com, the largest online resource for the dispute resolution field. Colin also worked for several years with the National Institute for Dispute Resolution (now ACR) in Washington, D.C. and the Consensus Building Institute in Cambridge, MA.
    Colin has presented and trained throughout Europe and North America for organizations including the Federal Mediation and Conciliation Service, the Department of State, the International Chamber of Commerce, and the CPR Institute for Dispute Resolution. He has also lectured and taught at UMass-Amherst, Stanford, MIT, Creighton UniversitySouthern Methodist University, the University of Ottawa, and Brandeis University.
    Colin is the author of Online Dispute Resolution for Business, published by Jossey-Bass in September 2002. He has contributed more than 50 articles to prestigious ADR publications such as Consensus, The Fourth R, ACResolution Magazine, and Peace Review. He currently blogs at Novojustice.com, and serves on the boards of RESOLVE and the Peninsula Conflict Resolution Center. He holds a Master’s degree from Harvard University’s Kennedy School of Government in conflict resolution and technology, a graduate certificate in dispute resolution from UMass-Boston, a B.A. from Haverford College, and he served as a Peace Corps volunteer in Eritrea from 1995-1997.


    Ann Halkett

     Ann Halkett

    Ann Halkett‘s Predictions:

    • We will see more education with Canadian content on the eDiscovery process targeted towards lawyers and paralegals. This will likely originate in eastern Canada, but will be available across the country via webinars.
    • More firms will obtain software to assist in dealing with eDiscovery files or update existing software to take on eDiscovery.
    • More firms will recognize that they require best practices, established processes, staff, and lawyers dedicated to the specialized area of eDiscovery to avoid costly mistakes, keep up with competitors, and meet client demands.

    Ms. Halkett is a senior paralegal with 19 years of experience. She is the Litigation Support Coordinator with Alexander Holburn Beaudin + Lang LLP.  She has a bachelor’s degree in History from the University of Victoria, a certificate in Journalism from Langara College, paralegal certificates in Litigation and Conveyancing from Vancouver Community College, is certified in Summation and LAW PreDiscovery and works with a number of litigation support programs. Ms. Halkett is also the past chair of the BC Legal Management Association Litigation Support Subsection and has written and presented at numerous CLEs.



    Brian Mauch:

    Brian - Linkedin photo


    Brian’s Predictions:
    • I predict that more law firms will adopt secure forms of cloud computing.  This will complement the recent trend of lawyers using multiple mobile computing devices to access their data from anywhere.
    • I also predict that more small law firms will implement document management systems, in order to manage the massive quantities of email sent and received by each member of the firm.
    Brian Mauch is President of BMC Networks, a Vancouver-based outsourced IT provider that specializes in law firms.  Brian obtained both law and commerce degrees from the University of British Columbia, and then combined his education with his passion for computers to form BMC Networks in 1997.
    E-mail:       bmauch@bmcnetworks.ca


    Jordan Furlong:
    jordan furlong

    Jordan’s Predictions:

    Batter up! Last year in this space, I made five trips to the plate, offering predictions about the Canadian legal market in 2013. Let’s see what the scoresheet shows.

    1. Two more Canadian firms will join global law firms through merger. In the event, one did: Fraser Milner Casgrain joined Dentons in March 2013. Double.
    2. Ontario’s introduction of a Law Practice Program to complement articling will lead two other provinces to follow suit. Nothing at all happened here. Strikeout.
    3. The Canadian economy will start really slowing, leading to retrenchment and cuts at big firms. I’m hearing reports and seeing evidence of this retrenchment all over the place, although no major firm announcements have come yet. Single.
    4. Canadian firms will accelerate lateral hiring efforts. The latest import from the U.S., overpaying free-agent partners to produce quick revenue fixes, is still growing, but not as dramatically as I expected. Call this a Walk.
    5. Quality Solicitors will expand its operations from the UK to Canada, offering franchise business support to solo and small-firm lawyers. I swung for the fences here, and came up empty. Strikeout.

    So in the result: no runs scored, but the bases are loaded with two outs. Let’s see if I can get something across the plate in 2014.

    1. At least one law society will announce plans to relax restrictions against non-lawyer ownership of law firms. I’d be pleasantly surprised if a law society went so far as to approve full-scale Alternative Business Structures — that would be a Shot Heard ‘Round The Country — but at the least, I do think we’ll see the first serious crack in lawyers’ monopoly on law firm equity ownership.
    2. New lawyer employment will fall off drastically. A slowdown in business, a squeeze in profits, and a growing unwillingness of clients to pay for unskilled lawyer talent, will all combine to drive articling and associate hireback numbers to their lowest levels in recent memory. Combined with huge challenges encountered by new graduates trying to hang out their own shingles, this will help accelerate the next trend:
    3. Canadian law schools will be galvanized to provide skills training and legal career preparation. Led by forward-looking schools like Calgary and Queen’s, clinical legal education programs at several other faculties, and the new Integrated Practice Curriculum at Lakehead, law schools under huge pressure from students to counteract diminishing job prospects will start adding new credit courses that provide a “practical” element to their curriculum.
    4. A second provincial law society will follow Ontario’s lead and prepare to formally license independent paralegals. The actual process of approving and setting up a paralegal licensing and education system will take some time, as Ontario has demonstrated; but one law society will signal its intention to expand access to justice by granting at least partial autonomy to non-lawyer paralegals.
    5. And finally, my annual long shot: LegalZoom or RocketLawyer will launch full-scale Canadian operations, either in B.C. or Ontario, offering online interactive legal document services and throwing down the gauntlet to both regulators and the solo and small-firm lawyers they intend to either co-opt as partners or take on as competitors.

    Change is unquestionably accelerating in the Canadian legal marketplace. The question is no longer whether we’ll see shifts in the structure and behaviour of the market for legal services here. The questions are when, how fast, and how far.

    Jordan Furlong is a principal with Edge International and a Senior Consultant with Stem Legal Web Services. He has delivered dozens of dynamic and provocative presentations on the future of the legal market to law firms, law societies, state bars, legal organizations, law schools, judges, and a wide range of legal professionals in Canada, the U.S., and Australia. His blog, Law21, has been named six straight years as one of the best 100 law blogs by the ABA Journal, the only Canadian entry to be so honoured. A Fellow of the College of Law Practice Management, he is a guest lecturer at Queen’s University Faculty of Law in Kingston, Ontario, and the Legal Innovation Strategist in Residence at Suffolk University Law School in Boston.

    Email: jordan@law21.ca 

    Blog:  Law21


    John Zeleznikow

    john zeleznikow

    John’s Predictions:
    • Rather than concentrate upon developing new technology, our efforts will be focused upon governance, ensuring our children are secure and happy and use the technology appropriately


    Michael Downey
    Michael Downey photo 2


    Michael’s Predictions:
    • One US law school will announce a masters (LLM?) in Legal Process Management
    • Some insurer will announce that it is automating its process for obtaining an initial offer to settle claims, using a virtual server
    • The largest law firm in the world will surpass 4500 lawyers (a 10% increase in one year), and probably 5000 lawyers
    • Law firm mergers will continue to increase, and at least three major US law firms will fail
    • One large law firm will suffer a major data breach
    • Five more jurisdictions will adopt the Uniform Bar Exam, effective by mid-2015
    • By this time next year, I will be removed from the chair position of the Law Practice Division . . . .” At least then I know that one of my predictions will be accurate.
    Michael Downey is a legal ethics lawyer and litigation partner at Armstrong Teasdale LLP in St. Louis, Missouri. He teaches legal ethics at Washington University and St. Louis University, and chairs the ABA Law Practice Division.
     Michael Downey | Attorney at Law | Armstrong Teasdale LLP


    Robert Denney
    Bob Denney


    Bob’s Predictions:
    • The over-supply of lawyers, at least in the United States, will work its way down.
    • Big firms will continue to discuss mergers, including more international ones, but some of these will not happen and a few of the completed mergers of the last few years will fail.
    • While the number of lawyers may not increase, the total market for legal services will continue to grow because new laws and regulations will be passed and there will be more non-lawyers and entities that can and will provide them.

    President Bob Denney is the founder of Robert Denney Associates, Inc., a firm that has provided management, marketing, and strategic planning expertise to over 900 law firms, offices and legal organizations throughout the United States and in parts of Canada and the Caribbean. Twice a year his firm publishes the highly regarded reports on “What’s Hot and What’s Not in the Legal Profession” around the world.

    Email: bob@robertdenney.com

    URL:   http://www.robertdenney.com


    Mitch Kowalski

    mitch kowalski

    Kowalski’s Predictions for 2014:

    I have learned many things over the past 24 months, one of which is that I’m terrible at making predictions! Check that, I’m terrible at making short-term predictions. Because all of the things that I have predicted in the past on this blog will come true, just not as quickly as I had hoped. So, what to do for 2014? Keep on predicting….

    1. Cognition LLP and Conduit Law will continue to expand in the marketplace at a growth rate significantly higher than that of any other firm in the country. By 2025, both firms will be among the top 5 Canadian law firms by number of lawyers.
    2. I still believe that one well-known mid-sized or large-sized Canadian law firm will disband. Note that I say “disband”, rather than “explode”. Disbanding will occur when enough key partners at the firm decide there are greener pastures elsewhere and the firm disintegrates thereafter.
    3. The forward-thinking remainder of the disbanded firm in number 2 above, will rise from the ashes in the form of a new model law firm.
    4. No Canadian law firm will merge with a US or other international law firm.
    5. I am still calling for one law society to approve the adoption of Alternative Business Structures (“ABS”) for law firms. Look to Nova Scotia as the leading light in this matter.
    6. Benchers of the Law Society of Upper Canada will receive the report of its committee on ABS and will vote that more study needs to be undertaken.
    7. The 2014 Law Practice Program in Ontario will flop badly at both schools offering it. This is due mostly to the last minute nature of how it was sourced by the Law Society of Upper Canada which does not give the successful proponents enough time to create a coherent and well-run program for 2014.

    Mitch Kowalski is an innovative thinker, writer, speaker and lawyer. He is the author of the critically acclaimed, ABA best-seller, Avoiding Extinction: Reimagining Legal Services for the 21st Century. He speaks regularly on legal service innovation as well as blogging on legal matters for the National Post’s blog, The Legal Post and on innovation in legal services for Slaw.ca. Mitch’s print articles have appeared in Lexpert Magazine, The National, The Advocate, The Hong Kong Law Journal, The Globe and Mail, and the National Post. He teaches innovation in law at the University of Calgary Law School and at the University of Ottawa Law School. Mitch is one of the co-founders of lawTechcamp Toronto, a co-ordinator of LawSync and was selected as one of the Fastcase Top 50 Global Legal Innovators in 2012. Follow him on Twitter @mekowalski for information about innovation and law.

    Email: mekowalski@rogers.com

    URL: http://kowalski.ca/



    Buzz Bruggerman:

    Buzz Bruggeman bio pic

    Buzz’s Prediction:s

    • Within 5 years, big screen TVs will be free. They will be sponsored by advertisers and will include chips that will make it impossible to change channels during commercials.
    • The ROI is very simple, say a set costs get driven down to say $400 for a 42” set. Assuming say a 4 year useful life, then cost per year is $100, or $.27 per day. This cost of acquisition for a commercial sponsor will be peanuts, and something that the advert world will be all over.

    Buzz Bruggeman is one of the co-founders of ActiveWords. He graduated with honors from Coe College and from Duke University Law School. He runs all of the outward facing aspects of ActiveWords, including marketing and partnering, and as such is responsible for evangelizing ActiveWords to everyone he meets. Buzz has spoken at many tech industry events, has been on the advisory board of the Demo Conference, won a Demo god award, and has been featured in books by Dan Gillmor and Robert Scoble. Buzz has been a long time participant in the startup and blogging community, and routinely speaks and consults on using new media tools to market and evangelize software. Buzz is an active mentor in the Techstars program.

    Email: buzz.bruggeman@activewords.com

    URL:  http://www.activewords.com/company.html


    Andrew Clark:


    andrew clark 2


    Andrew’s Predictions:

    • Could this be the year that enough lawyers want to do e-trails (not just electronic evidence presentation) that the judiciary and the courts really embrace technology in the courtroom? Here’s hoping.
    • This is the year – wireless access in courthouses.
    • Uptake of civil e-filing to BC courts tops 40%.
    • Why not – lawyers and judges embrace a new assignment court model in 2014 and make it a success for the courts.

    Andrew Clark is an independent consultant specializing in management consulting and project management in the Justice Sector. Andrew has spent the last nine years providing management consulting for a number of clients worldwide. Andrew started his career over 20 years ago in software engineering as a specialist in user interface design.

    Andrew worked as an IT Director for the BC Ministry of Attorney General where he was the project director for the JUSTIN project, BC’s criminal case management system. After managing a software company for 8 years, Andrew started his own consulting company.

    Throughout his career, Andrew has focused on Project Management and Team Building within an organization. He is a UVIC graduate with a B.Sc. and an MBA. Andrew is also a Project Management Professional certified by the Project Management Institute and an associate faculty at Royal Roads University where he has taught project management education within the MBA program for 6 years.

    For the past eight years, most of Andrew’s work has been in the Courts, highlighted by his work in the British Columbia as well as work in the Vietnam Courts. Andrew has been the Project Manager for the British Columbia eCourt program, a portfolio of projects co-sponsored by the Judiciary and Court Services Branch. He also worked on the JUDGE Project – a CIDA funded project working with the courts in Vietnam – where he was responsible in overseeing the design, procurement and implementation of Digital Audio Recording in 3 courtrooms. A highlight in this project for Andrew was the establishment of a users group, without any senior officials, and creating a culture of users able to express their views in order to improve the solution for audio recording in the courtroom.

    He is currently working with the Yukon Courts as well. Andrew has been and continues to be a member of several national committees and working groups for the Canadian Centre for Court Technology and the Association for Canadian Court Administrators. He has spoken at several conferences including the Court Technology Conference (CTC), the Canadian Forum on Court Technology and the Center for Legal and Court Technology Affiliates Conference.Email

    Email: andrewclark.willowtree@gmail.com

    URL:  http://www.linkedin.com/pub/andrew-clark/4/247/937




    UnitedLex Market 2014 Predictions:

    UnitedLex predicts an increase in outsourcing as law firms recognize its intrinsic value and cost-cutting capabilities and as corporations begin to implement fixed fee budgets for law firm services.

    They include insight on:

    1. Outsourcing on the rise and the need for managed services
    2. Law firm innovation
    3. Law school innovation
    4. Cybersecurity
    5. GC priorities and the budgeting process


    Law Firm Innovation

    Law firms increase their partnership with Outsourcing providers. With GCs moving to a fixed-fee model for law firm services, we see law firms giving up the specialized services that they used to perform – such as eDiscovery, document review, legal research, etc. — and relying on LPOs to perform these functions. They are consolidating these services vs. having these services in-house. In the age of bigger cases, heavier workloads and demand for faster outcomes, law firms are beginning to realize that they cannot possibly meet the desired client service levels while maintaining profitability. Further, more and more case studies are demonstrating the ability of LPO/LSO to revamp business models resulting in cost savings of 50%. In 2014, they will pursue more long-term, strategic engagements – as opposed to using different vendors on a case-by-case basis for tactical, transactional work. This pay-as-you go consumption model will help firms control costs, improve quality and efficiencies, and increase profitability.

    Attitudes change towards lower-level associates or non-practicing lawyers. Due to increased costs and declining billability, firms are cutting non-practicing lawyers, such as litigation support personnel, who are typically under-utilized and under-qualified. In addition, job functions typically held by lower-level associates (which include doc review, contract management, legal research, etc) at law firms will be outsourced to managed services providers.
    Law firms slash IT budgets. As part of this trend, we’ll continue to see more and more law firms slash their IT budgets as they realize that increased overhead costs (high rents, salaries) and inaccurate risk/exposure forecasting is leading to lower revenue per hour. We are seeing law firm CIOs are faced with two critical tasks: How to reduce spend while increasing security. This is driving law firms to adopt cloud-based services that can be managed more efficiently and cost-effectively by outside providers as if they were managed internally.

    Law firms begin to focus just on offering core services. As corporations look to reign in legal costs, there will be a focus on law firms who just practice law and offer subject matter experts. We’ll also see some innovative firms take steps to eliminate unnecessary spending by proactively reducing the amount of data being processed for e-discovery, resulting in a six- to seven-figure cost reduction per case which will help firms more accurately forecast total legal costs after e-discovery.

    Cybersecurity and the legal industry

    Increasing attacks on the corporate “soft underbelly”: More corporations will follow Google’s lead in 2014 and beef up their internal and network security protocols to prevent external attacks (e.g., hacking, social engineering), but also to prevent internal compromise (e.g., disgruntled employee leaving a firm and taking info with them). This increased focus on corporate security will cause hackers to seek out a corporation’s “soft underbelly” – including service providers like law firms – and concentrate attacks there. In 2014, UnitedLex predicts more law firms will increase security spending – both at the IT level and on employee training – to better detect and protect against an increase in attacks.

    BYOD attacks will increase: As personal mobile devices proliferate within the workplace, 2014 will see an increased number of attacks on iOS and Android devices, which are used by lawyers to access secure corporate email and data networks, and which could have valuable information stored on them by note-taking or voice-recording apps. We saw numerous attacks in 2013 affecting law firms and corporations. BYOD-specific security software has been created to address this problem, however hacker attacks evolve faster than security. Law firms will have to develop and implement strict BYOD policies and procedures, setting aside convenience for better security.

    Efforts to minimize risk and exposure from third-party vendors: We see a consolidation in the number of third-parties with whom law firms contract to provide services. In order to minimize the risk of a breach, we believe that more firms will strategically partner with end-to-end solutions providers, as opposed to using multiple-point solutions on a tactical, per-case basis, so they can limit who can access, store or otherwise manipulate sensitive data.

    How firms can protect themselves and ensure strict vendor security compliance

    · Vendor contract: Ensure contract has protections and assurances firms need regarding information access, what happens if there’s an incident, what access the firm would have to the vendor’s network to conduct its own investigation, etc.

    · Hire consultant to physically inspect physical and IT security controls, evaluate policies and procedures, conduct frequent audits before sharing data

    · Be aware of what information is actually being shared with third parties before it is shared

    · Ensure that a vendor’s security protocols equally address people (training, internal security), processes and technology

    GC Budgeting and Spend

    GCs begin to maximize ROI from e-discovery projects. In 2014, we’ll begin to see organizations start to understand how to maximize ROI from their e-discovery projects as they understand the financial risk and potential exposure of e-discovery, and take proactive measures to manage spend. Already, GCs are realizing that the key to managing spend is enterprise data management, which starts at the corporate level and with inside counsel, and working with providers who can help reduce data volumes and more accurately predict TCO of e-discovery.

    GCs keep a more watchful eye on costs to optimize their legal budgets. We’ll begin to see GCs look at internal spend vs. what they outsource as budgets tighten. They will focus on optimizing spend with outside counsel—only spending for counsel while outsourcing more and more lower level associate work to LPOs. GCs more than ever are looking at the internal vs. outsourcing perspective.

    The shift from per-gig model to a fixed-fee model for e-discovery services. From a budgeting perspective, per-gig pricing will still play a heavy role in purchasing decisions in 2013, but will begin to move to a fixed-fee model in 2014. GCs are beginning to realize that this type of pricing model is a short-term fix (12 months) and does not address larger issue of enterprise data management. There is little cost savings for GCs because the large data volumes negate any potential savings from low per-gigabyte costs. In 2014, we’ll see GCs look at ways to strategically manage data volume and larger data management issues, which will greatly lower costs, and communicate this to procurement.

    In the past, GCs focused just on legal strategy and litigation management but in 2012 and 2013, we began to see GCs focus on compliance, security, information governance, strategy areas that GCs had less responsibility a few years ago. There are now a multitude of issues in a GCs budget that a GC focuses on and we’ll continue to see this into 2014.

    The rise of the LSO. We’ll begin to see more GCs outsource more and more services to legal services outsourcing providers vs. firms who just do legal processing. GCs are not just outsourcing their processing to today’s legal services providers. They are outsourcing a variety of functions including eDiscovery, document review, legal research, etc. that would normally be reserved for law firms to providers that can perform these functions. As GCs look to optimize spend, we’ll begin to see a shift towards services directed to these managed services providers (LSOs), as GCs begin to realize the strategic value that these LSOs have.

    Law School Trends

    Consolidation of law schools. LSAT applications will continue to decline in 2014. This will have a significant financial impact on law schools who must continue to pay for tenured professors and adhere to ABA requirements for a large, resource intensive library. As 80-85% of the law schools in the US are operating at a deficit, we’ll begin to see a consolidation of law schools that are not able to make their numbers.

    Externships decline. Because Law schools are operating at a deficit, we’ll begin to see fewer and fewer externships as law firms strapped by corporations tightening their budgets begin to refuse to pay for these externships.

    We’ll continue to see fewer jobs available for graduates. Corporations will refuse to pay the high rates that law firms charge for low to mid-level legal work normally handled by junior associates. This will force law firms to find a more cost-effective way of doing the work, such as outsourcing, which leaves fewer entry-level law firm jobs for graduates. Those that do get hired will not benefit from having learned these tasks, and therefore will have limited understanding on how they are done – creating inefficiencies.

    Law Schools partner with services providers to help with job skills for after law school. In 2013 we saw law schools partnering with services providers to expand training for students in skills and technologies they would not normally learn on the job. We’ll continue to see this in 2014. Like a medical residency program, this gives law students real-world practical experience, exposure to actual legal matters, and hands-on experience of working in their field.

    UnitedLex is a global company with a singular mission to improve the performance of law departments, law firms and academic institutions. We provide unparalleled solutions to address the risk, efficiency and effectiveness goals of our clients in North America, Europe and Asia. Our more than 1,500 attorneys, engineers and consultants drive economies of scale and knowledge in the areas of litigation, contracting, intellectual property, general legal and operations to deliver seven and eight figure benefit to our clients. Founded in 2006 and with more than $250 million in assets, UnitedLex deploys the right blend of service and technology in supporting the world’s leading corporations and law firms. UnitedLex is the only full service LSO recognized by Chambers & Partners as a Tier One/Band One legal service provider.

    Email: information@unitedlex.com

    URL: http://www.unitedlex.com



    David J. Bilinsky

    2013 20 years with bartalk


    Like Jordan, I am going back to my predictions for 2013 to see how well I did …so here goes. Here is a short list of last’s year’s predictions with comments (Came True, Coming True, Still Waiting or Strikeout):

    #10 Law Schools will embrace distance education as a way to expand their market and to bring in sessional lecturers that ordinarily would be cost-prohibitive:

    Still Waiting: I haven’t seen a big uptake in distance education in 2013 with perhaps the University of Toronto Law School being a positive exception.  However, I think that this will come true in time.

    #9 Education in Law Schools will incorporate greater MBA-related training:

    Coming true: I think with the new Law Practice Program in Ontario we are moving to more of a skills-oriented legal education that will incorporate more of an emphasis on practising law including required business management skills.

    #8 Non-lawyers involved in the delivery of legal services:

    Coming true: Ontario and BC are currently expanding the ability of paralegals to render legal services. I believe this will be matched in other Canadian and American jurisdictions. I also believer that other near-legal professions will call for greater powers to render legal-type services in order to match the increasing need for affordable access-to-justice (such as Notary Publics in BC).

    For example, the Benchers of the Law Society of BC in December, 2013 approved the following task force recommendations:

    • The Law Society and the Society of Notaries Public of British Columbia seek to merge regulatory operations.
    • That a program be created by which the legal regulator provide paralegals who have met specific, prescribed education and/or training standards with a certificate that would allow them to be held out as “certified paralegals.”
    • That the Law Society develop a regulatory framework by which other providers of legal services could provide credentialed and regulated legal services in the public interest.

    See more at: http://www.lawsociety.bc.ca/page.cfm?cid=3845&t=Law-Society-governors-approve-joint-task-force-recommendations-on-the-future-of-legal-service-regulation#sthash.tbvH1w8t.dpuf

    #7 Lawyers as Leaders:

    Coming True: The CBA with its Future’s Initiative is starting the dialogue on having the profession consider its role in society including a greater emphasis for lawyers to take on a future interest in leadership.

    #6 Effect on Judiciary / Court services:

    Coming True: The new Online Dispute Resolution / Alternative Dispute Resolution Model is working its way to becoming reality in BC  in the new Dispute Resolution Tribunal as an alternative to Small Claims Court.   I think other provinces are taking a ‘wait and see’ approach before implementing their own versions of this initiative.

    #5 Access to Justice:

    Still Waiting: While there are increasing calls for better access to justice, there is still no clear path forward.

    #4 Globalization Effects will continue to be felt:

    Fail:  At least for the moment, we haven’t really felt any of the big effects of globalization (yet) in the Canadian legal market.  Time may change this…

    #3 Alternative Business Structures:

    Still Waiting: ABS’s are still not a reality in Canada with some very limited exceptions in BC and Ontario.  However, I think this is just a matter of time before this dyke breaks and we see greater innovation in terms of how legal services can and will be delivered in Canada.

    #2 Greater Uniformity across Jurisdictions:

    Coming True: Canadian law societies are moving towards adopting a common model code (for example, The new Code of Professional Conduct for British Columbia which came into effect on Jan 1, 2013 and which is based on the Federation of Law Societies’ Model Code of Professional Conduct). Furthermore all provincial law societies are moving towards adoption of the new National Mobility Agreement with the northern territories expected to follow in 2014.

    #1 Technology will continue to reform Law and Legal Practice:

    Coming True:  The fact that iPads are carried to court by approximately 1/3 of lawyers today (per the latest ABA LTRC survey) shows that technology is on a perhaps slow but steady pace to reform how we practice law.  The bigger change is yet to occur: namely not just using technology to practice faster and more efficiently but looking at how technology can rework how to deliver justice and legal services, such as adopting Online Dispute Resolution.

    So with my past history as a backdrop, here are my predictions for 2014:

    #1  There will be continued calls for greater pro-bono work by lawyers to try to address the access to justice problem.  The problem is, as I see it, that to achieve real change and real access to justice we have to change the structure of how justice is delivered. This would mean looking at one big sacred cow in the Canadian legal establishment, and that is to access justice you have to go to court.  My prediction is that cash-strapped governments across Canada will be looking at lower cost ways to provide justice such as through Alternative Dispute Resolution and in particular, using Online Dispute Resolution methods that will leave judges (and perhaps lawyers) out of the process.

    #2  At least one Law Society in Canada will start the dialogue on truly implementing Alternative Business Structures in the legal profession.  This will not be done for any other reason but out of a realization that near-legal service providers (such as LegalZoom) are much more competitive than initially thought and ABS’s are seen as a way to allow law firms to innovate and access capital markets that are presently unavailable to them in order to be able to mount a real competitive response to the LegalZooms of the world.

    #3  Security and Privacy will assume a much greater importance in law firms.  Lawyers will be under greater pressures from corporate clients to step up their security and privacy policies and communication technology to ensure that client confidences are as fully protected as possible.   Corporate clients will be calling on their legal providers to move to secure webmail, secure client portals and other methods of secure and perhaps encrypted communication aside from unencrypted and insecure email.

    #4 The Snowden revelations will renew calls by law firms to use only on-line backups and cloud services that are fully hosted and protected in Canada.  As a result we will see a move away from USA and other foreign-based cloud services.

    #5  We will reach a tipping-point where a critical mass of lawyers realize that the legal profession needs to seriously examine how the profession is  regulated in order to ensure its continued relevance.  While the profession is very conservative and careful in making any changes, the environment in which it operates is increasingly volatile and changing.  These two factors will come increasingly into conflict, forcing the profession to confront that it needs a much more flexible method to really implement change.

    #6  Application numbers for law school will start to fall. With the difficulties for new grads to find articling positions and new lawyers to find jobs, students that may have looked to law as a career will look elsewhere.    This will be a major shakeup for law schools and a wake-up call for the profession.

    #7   The retiring of the XP operating system by Microsoft in April 2014 will cause law firms across Canada to scramble to update their software and hardware.  There will be a hue and cry as lawyers will have to increase their tech spending and learn how to use the new systems.

    #8  Mobile  devices will become increasingly integrated into the legal enterprise.  Lawyers will want to take their iPads, phablets, and other mobile devices to court, to the ski cabin, to the cottage and to home to work on their files – seamlessly.  This will only increase the demand for secure Canadian-based cloud services to support these mobile devices.

    #9  Document Management will (finally) come front and centre in law firms.  No longer will law firms have their files and documents strewn across email, webmail, email attachments, cloud services, laptops and home computers and portable devices.  IT departments will implement enterprise-wide document management applications  to ensure that all information on a client and their file can be found in one place – easily, securely and in a way that can be backed up and protected against disasters.

    #10  Lawyers will (finally) realize that they need to develop skills to deal with change.  No longer will it be able for a skilled and competent lawyer to be able to say that they are a luddite when it comes to technology.  Our client’s matters are so increasingly entwined with technology that it will be an increasingly important skill to be able to understand technology and its interplay in our client’s issues in order to deliver competent legal advice.  But dealing with technology is only part of the situation.  Change is happening so fast that law firm leaders must be increasingly able to lead change in their environments in order to remain competitive.  New challenges demand new skills – and dealing with change will be front and center.


    David J. Bilinsky is a Practice Management Consultant and lawyer for the Law Society of British Columbia. He has recently been named a Fellow of the National Center for Technology and Dispute Resolution (NCTDR) at the University of Massachusetts.  He is also a Fellow of the College of Law Practice Management and past Editor-in-Chief of ABA’s Law Practice Magazine.

    David is an adjunct professor at Simon Fraser University teaching a totally online, graduate level course in the Masters of Arts in Applied Legal Studies program.  This MA program received the 2011 Award of Excellence from the Canadian Association for University Continuing Education. He has designed and is presently  teaching a course on legal technology for the University of Toronto Law School.

    Dave’s mission in life is to empower lawyers to anticipate the changes, realize the opportunities, face the challenges and embrace the expanding possibilities of the application of practice management concepts to the practice of law in innovative ways that provide service excellence.

    Dave is the founder and Chair of the Pacific Legal Technology Conference and a past Co-Chair of the American Bar Association’s TECHSHOW.

    Dave writes regularly for many publications in the USA and Canada including being a contributor to the award-winning blog www.slaw.ca and  tips.slaw.ca as well as his own blog: www.thoughtfullaw.com.  His articles have been translated into several languages and republished across the globe.

    Email:  daveb@thoughtfullaw.com

    URL: www.thoughtfullaw.com

    The views expressed in this blog are those of the writer and should not be inferred as those of the Law Society of British Columbia.

    Well there you have it!  We have had a huge response to the call for predictions for 2014.  One of these things will surely tell you something about what 2014 will hold in store!


    Posted in humour, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, Make it Work!, personal focus and renewal, Technology, Tips | Permalink | No Comments »
    2013 Season’s Greetings!
    Tuesday, December 24th, 2013

    ♫ Silent night, Holy night
    All is calm, all is bright..

    Music by Franz Xaver Gruber, lyrics by Joseph Mohr, recorded by the Argyle Alumni Choir.

    As in seasons past, I would like to pause from the hustle and bustle of our  busy lives we all lead and warmly wish each and everyone the Best of the Holiday Season, Merry Christmas and a Wonderful and Happy New Year.  With each passing year I feel it is even more important to reach out to friends and all those dear to us and remind them that they are the ones who truly bring meaning to our lives.

    To all I wish for Peace, Hope and Happiness. For now and always, may your dreams become hopes, your hopes become plans and your plans become realities in the New Year.

    My gift to you again this year is a few minutes of music and images, a time of joy and reflection in looking back at the year’s past events. This musical slide show combines two of my loves: photography and music. With some exceptions, most images have all been taken during the last 12 months with a Panasonic DMS-G3 camera with the 14-42mm Lumix G VARIO f/3.5-5.6 lens or an Olympus TOUGH with an Olympus  4.5-15 mm f/2.0-4.9 lens.

    I hope this slide show and music (please turn your speakers on) brings to you a time of calm, joy and peace. The music is of course perhaps the most well-known Christmas hymn: “Silent Night”;  from Wikipedia: “(German: Stille Nacht, heilige Nacht) is a popular Christmas carol, composed in 1818 by Franz Xaver Gruber to lyrics by Joseph Mohr in the small town of Oberndorf bei Salzburg, Austria. It was declared an intangible cultural heritage by UNESCO in March 2011.”  It is performed by the Argyle Alumni Choir, Argyle Senior Secondary School, North Vancouver, British Columbia, Canada, copyright Frances Roberts, Director. Used with permission.

    I hope you enjoy the combination of the music and the images. Please be patient – they do take a bit of time to load.  The time between slides has been extended just a wee bit since last year some people said there wasn’t enough time per slide to really see the image.   I hope this works better!

    Best wishes for a safe holiday!

    (For those interested, the slide show was created originally in PowerPoint, converted to Keynote and converted into a Quicktime file on a MacBook, then uploaded to ScreenCast.com).

    Prior Seasons Greetings slide shows can be viewed here:

    2012 Christmas Greeting

    2011 Christmas Greeting

    2010 Christmas Greeting

    2009 Christmas Greeting

    2008 Christmas Greeting

    2007 Christmas Greeting


    Posted in Adding Value, Change Management, Firm Governance, humour, Law Firm Strategy, Leadership and Strategic Planning, Make it Work!, personal focus and renewal, Technology, Tips, Trends | Permalink | 3 Comments »
    A Mary Poppins Moment
    Friday, November 29th, 2013

    ♫  If you reach for the heavens
    You get the stars thrown in
    Anthing can happen
    … go and chase your dreams
    you won’t regret it
    Anything can happen
    Anything can happen…♫

    Music and Lyrics by Richard M. and Robert B. Sherman.

    mary poppins


    Mary Poppins!  Now just what does she have to do with law practice management?  The Broadway Musical version is currently playing at the Stanley Industrial Alliance Stage in Vancouver and if you are looking for an absolutely charming show this holiday season that will sweep you and everyone that you bring along into its magic that is practically perfect in every way, this is it.  The acting is simply superb – the challenge for the actors on in taking such a well-known production to the stage is for them to place their own stamp on the characters and make them distinct enough from the 1964 movie which starred Dick Van Dyke and Julie Andrews to make it come alive and take you along with them. This production excels in that regard and the story unfolds before your eyes, assisted by clever sets, imaginative moving backdrops and some incredible special effects.  The Stanley doesn’t have an orchestra pit yet the musical director has managed to fit the musicians somewhere backstage and have the story flow to their wonderful score.

    So how does all this relate to law practice management?  Managing a law practice is all about leadership, vision and change.  As Bill Millerd, the Artistic Managing Director of the Arts Club says in his message about the production:

    “Theatre can effect change …..and although we often go to the theatre for its ability to entertain us, the incredible history of theatrical writing has given us works that transform the way we look at life.  Great works of art do that, and theatre, because of the special nature of the live medium, can transform us in more provocative ways.”

    The message is a strong one – reach for the heavens and go and chase your dreams.  Anything can happen!

    Just remember to look for the Hidden Mickey!

    Posted in Change Management, humour, personal focus and renewal, Tips | Permalink | No Comments »