Virtual Law Practice

Tag: Legal OnRamp

  • Online Drafting Resources for your Virtual Law Practice

    One of the most useful methods of teaching yourself how to draft legal documents is to read a variety of samples.  If you’re a virtual solo, you may not have had the previous experience of a traditional firm’s files to learn from.  And let’s face the truth — your client has most likely gone online and searched through a variety of free online forms first to figure out 1) how hard it would be to do themselves, or 2) to compare the pricing of the many cheap, online legal forms for sale without attorney review.  With a virtual law practice, you will be better equipped than most traditional attorneys to compete with these companies, but it’s always good to know what your clients are investigating as alternatives to your services.

    I’m posting below a short list of sites that provide samples of legal documents.  It’s always an option to purchase state-specific documents for use in your own virtual law practice.  However, as we all know, not every client’s legal situation is going to be the same so learning to build on those drafting skills is key. 

    Once you have drafted a collection of legal forms and documents, you can keep them in your virtual law office for future editing and use with new clients who have similar legal matters.  This helps to streamline the delivery of legal services online.

    As another option to collecting samples, many state bar associations will have practice area specific or GP/Solo/Small Firm online forums to help you connect with mentors.  Just ask on the listserv if anyone is willing to share a sample legal document and see what you can collect. 

    Listed below are several online resources that let you access and review sample legal documents.  When I first opened my virtual law practice, I used some of these sites to find items, such as client intake forms, sample engagement letters and different small business contracts.  The best samples are not the blank forms, but the many business legal documents that have been made public. 

    I’m absolutely not saying you should copy and paste any of these free legal documents to create your own, but it does help the drafting process if you have the chance to read a variety of different samples and get a feel for the language used with different legal circumstances.   

    JD Supra:  Part marketing and networking opportunity, part repository of form documents.  JD Supra hosts thousands of legal documents submitted by the lawyers who drafted them.

    Legal OnRamp:  This is a lawyer networking site where attorneys contribute content and participate in online forums and groups. 

    OneCLE:  This is a great site for reviewing sample business contracts.  Contracts that have been made public are posted and categorized by area of business law.

    Findlaw’s Free Sample Legal Documents

    Get Free Legal Forms site

  • Top Ten 2008 Developments in Virtual Law Practice

    Happy New Year!  The following is my list of the top ten developments in the delivery of legal services using technology that have happened in the past year.  Please feel free to expand on this list in the comments.  I’m also including at the end my predictions for virtual law practice in the new year.

    1.  Richard Susskind’s book, The End of Lawyers? Rethinking the Nature of Legal Services, is published.  The book discusses “disruptive technologies” that allow attorneys to provide legal services online.  Susskind predicts that attorneys who adopt rather than resist these changes in the technology used to deliver legal services will prosper as the profession adapts to marketplace changes.  The public’s need for affordable and accessible legal services will drive the legal profession’s use of technology to meet this demand.

    2.  State bars and other professional legal organizations offer CLEs and sessions geared at teaching attorneys best practices and security standards for using technology in their law practices.  Popular topics include email security, online backup solutions for law office data, minimizing metadata and using scanners to decrease the use of paper.  See the ABA’s Legal Technology Resource Center’s website for a list of 2008 articles.  In addition to increased law and technology management education in the profession, several state bars provide specific ethics decisions with approval for virtual law offices (VLOs) and/or allow for attorneys to provide unbundled legal services online.

    3.  More attorneys turn to piecemeal technologies and free online apps to collaborate with each other and their clients online.  Basecamp, Google Docs, Adobe ConnectNow, Webex, GoToMeeting, and Dimdim are a few of the popular web-based tools.  

    4.  New web-based, software as a service (SaaS) law practice management products launch, including Rocket Matter and Clio.  Popular legal blogs and listservs discuss the pros and cons involved in the use of “cloud computing.”  The discussions center on the security and backup concerns with a hosted system.

    5.  VLOTech sets up web-based, virtual law offices (VLOs) in Alabama, Maryland, South Carolina, Texas and Virginia with more VLOs planned in Alaska, New York, Pennsylvania, Tennessee and North Carolina for the upcoming year.  The technology aims to provide attorneys with the flexibility to operate a completely online law office or to combine the technology with a traditional law practice and offer unbundled legal services online.  “VLO” becomes a more recognized term for a web-based virtual law practice and elawyering.

    6.  Virtual Law Partners opens its doors as the newest example of BigLaw using technology to allow its attorneys to work remotely and collaborate on legal cases.

    7.  LegalZoom comes under fire over filing fees that the legal document service company charges to online clients, in particular in relation to the filing of trademark applications with the USPTO.  Critics of invention submission companies and of companies that provide form-generated legal documents in general spoke out about what they saw as the potential misleading of the public by online companies offering legal services where an attorney was not involved in reviewing the final legal product. 

    8.  With more attorneys practicing law using mobile devices and relying on electronic forms of communication with clients and other attorneys, management of electronically stored information (ESI) became more of a concern.  Solos and small firms are expected to understand e-discovery and ESI management in their daily practices.  Check out the archives of the EDD Blog co-authored by Bob Krantz and Jeffery Fehrman.

    9. Larger numbers of attorneys adopted popular online social networking tools to meet up with others in the legal profession.  Twitter, Facebook, LinkedIn, Legal OnRamp, JD Supra and other sites connect attorneys with each other and prospective clients. 

    10. Some useful law and tech/practice management blogs came online this year, including Law 21, Above and Beyond KM, 3 Geeks and a Law Blog, and Law Practice Matters, among others.  Blogging continues to grow as an attorney marketing tool and is used as a method of providing the public with basic legal information and resources. Law blogs remain a method for attorneys to educate themselves and network in their individual practice areas.  The Louisiana State Bar’s proposed rules of professional conduct touch on attorney blogging, social networking and other forms of online attorney communication causing some concern and originating in a lawsuit from attorneys in that state. 

    My predictions for virtual law practice in 2009:

    1.  Attorneys will continue to question web-based, hosted software providing law practice management tools. However, companies providing SaaS legal products will band together to establish standards regarding the security of their products for the benefit of the legal profession and the reputation of the companies and the saas business model. 

    2.  The ABA will move forward with proposing standards or policies for the delivery of legal services online. The eLawyering Task Force as well as the Standing Committee on the Delivery of Legal Services will both play a critical role in establishing these guidelines.

    3.   Attorneys hit hard by the downward economy will seek out ways to minimize their law practice overhead using technology.  Some will use piecemeal software solutions to minimize overhead in law office administrative tasks. Others will consider opening completely web-based VLOs to get rid of the law office lease and expand their client base statewide or nationwide depending on their practice areas.  

    4.   More attorneys will realize that customer service is the key to growing a successful practice and that the public is demanding more efficient and convenient legal services through the use of technology.  This will prompt more attorneys to provide unbundled legal services online to clients either as the sole form of virtual law practice or in addition to their traditional law office practice.

  • Attorneys Scared of Web 2.0? ABA Journal Article Says Yes.

    The September issue of the ABA Journal ran an article entitled Web 2.0 Still a No-Go: Lawyers Slow to Adopt Cutting-Edge Technology. I’ve been wanting to blog about this article for a couple weeks now because I think any virtual attorney should find it interesting. The article consisted of three pages of charts showing that attorneys are starting to use more technology in their daily law practices, but they are not jumping to it at the rate that the general public has been over the past five years.

    Only 2% of attorneys maintain a law blog and only 15% of lawyers have joined a social network. Attorneys use technology to receive information, but its primarily through news websites (79%) or by email newsletters (59%) and discussion lists (40%). Only 10% use RSS feeds and 6% use podcasts. Even more disturbing, only 30% use their firm’s intranet, extranet or website to communicate and receive information.

    What are you folks using? A phone, a fax machine and snail mail?

    Did these statics surprise me? A little, but they shouldn’t have. Attorneys are by training a skeptical bunch. Nevertheless, the statistics in this ABA Journal survey make our profession seem like a close-minded and archaic bunch compared to the general public. And this is at a time when we should be working to improve the image of attorneys as progressive professionals who are ready to serve the public and stand for justice in the legal system.

    Yes, my perspective is a bit skewed considering how I operate my own solo law practice. I run a virtual law office from my home and work with other attorneys and clients who make the most of the technology that is available to us. So it is difficult for me to understand why an attorney would not make use of the evolving Web 2.0 applications that are now available to them. Check out the list of useful websites from my last post and the CLE presentation last week. Many of these sites are for useful Web 2.0 apps that can have an impact on your practice.

    It doesn’t make practical sense to hold back on Web 2.0.  Why?

    1)  The general public is not holding back. These are your clients. Attorneys serve their clients. In the end, it is all about customer service. Your clients use these technologies to communicate with co-workers, family and friends across the nation. They enjoy the convenience and affordability that the technology provides for them. Ignoring these trends in the general public will keep your law practice in the dark ages. You may retain a clientele that enjoys receiving snail mail and can’t use email to save their life, but don’t expect that clientele to hang around forever.

    Can you be efficient, convenient and affordable? Will you work with me using the technology that I use on a daily basis and not talk down at me just because you are a professional?

    This is what your clients want. Instead of buying a lovely new set of chairs for your reception area, invest in the technology that will make your practice run smoother. Start simple. Learn to use your email, buy a scanner and start storing your docs online, learn basic backup techniques for your systems. Learn about encryption and security. Try setting up a virtual law office, using web conferencing, hiring a virtual paralegal, connecting with others on Twitter, Skype, LinkedIn, Facebook, Legal OnRamp, etc. Find ways to connect with other attorneys through the technology. It will benefit your clients and your law practice.

    2)  In this dark economic climate, why wouldn’t you want to lower your law office overhead? Not only can some of these Web 2.0 applications make your practice more efficiently, many of them are free or the cost is low enough to receive a fast return on investment. Lower your overhead and pass the savings along to your clients.

    3)  Take a second look at the life of a typical attorney. Do you have a life outside of your practice? One positive statistic in the article was the indication that more attorneys are using mobile devices. In two years the number of firms providing attorneys with BlackBerrys or iPhones has increased from 49% to 76% in two years. 72% of attorneys under the age of 40 are using mobile devices.

    That’s perhaps positive progress. It’s either being used to bill more hours while on the go or to make more time for a personal life by using the flexibility of not having to be tied down to a physical office. That work/life balance detail wasn’t in the survey, but at least the option of more flexibility is there to those attorneys through the use of mobile devices and Web 2.0 apps.

    That said, I recognize that change is never easy, and for a solo practitioner it can be a scary leap. But in my opinion, not understanding Web 2.0 and keeping up with current technology is a much bigger risk. Here’s looking forward to an ABA Journal Article that shows other attorneys agree with me.

  • 60 Websites to Check Out – From the Practical Skills CLE

    Last week I co-presented a CLE session at the NC Bar Center with Lee Rosen, of Rosen Divorce Law fame, and Erik Mazzone, the Director of the Center for Practice Management at the NC Bar. The conference was the Bar’s Annual Practical Skills CLE which is geared towards newly minted attorneys and others wanting to brush up on practical lawyering skills. The presentation was titled 60 Websites in 60 Minutes, and the goal was to share useful websites with the attorneys in the audience along with throwing in some fun, stress-relieving sites.

    My 20 websites focused on open source or shareware applications that could be useful to an attorney opening a solo or small firm practice and wanting to keep their overhead down. I also tried to focus on security for the mobile attorney, such as Truecrypt or PCTool’s free, secure password generator. Here is the list of websites that were presented. I’ve thrown in brief descriptions under the ones that I covered.

    60 Websites in 60 Minutes – 2008 NC Bar Practice Skills CLE

    Google Maps

    Jott

    Truecrypt
    Truecrypt is free, open-source disk encryption software. There are multiple uses for this software, especially for the mobile attorney. For example, create an encrypted drive containing sensitive data and place it and Truecrypt on a USB key. When you use a laptop to practice law remotely, mount the encrypted file as a drive on your temporary computer and use the file system like a normal drive. When you are done, unmount the drive and the only thing visible left on the USB key will be the encypted file. So if you loose your USB key or it is stolen, all they will be able to see is the encrypted file.

    Cornell Legal Research Engine

    iStockPhoto

    Firefox 3+ No Scripts
    Firefox 3 is the safest web browser to use. Add NoScripts to the program and it’s even better. If you are using web-based apps to practice law, I recommend switching from Internet Explorer to Firefox 3 with add-on security.

    VLOTech

    SugarSync

    Thunderbird
    Thunderbird 2 email application has superior security and privacy features, including phishing protection, industry leading junk mail filters, and support for user privacy and remote image protection.

    Grand Central

    PB Wiki

    Open Office
    OpenOffice.org is the free open source version of Microsoft Office. It includes word processing, spreadsheets, presentations, graphics, databases and other applications. It runs on PCs and Macs which makes it useful if you are collaborating with others. It has easy to use applications, great compatibility with other programs and you don’t have to buy a new version to install each time it has an update.

    Wakerupper

    Jing

    Zaba Search
    ZabaSearch is a website that provides contact information for just about anyone you are trying to locate. The site claims to contain three times more telephone numbers and addresses than the White Pages Directory. Good for investigating.

    Evernote

    Elance

    PCTool’s Password Generator
    PCTools.com provides a secure password generator. You can specify password length, phonetics, letters, mixed case, numbers and punctuation.

    WordPress

    Google Analytics

    7 Zip
    7-Zip is open source software you can use to compress large files. A useful tool if you need to email or upload a larger file to a client or counsel.

    LinkedIn

    Comodo

    Product Wiki
    Productwiki is a free product review site written by consumers. Includes software, computer, electronics products reviews and more. Shows competing products and pros and cons for each.

    Google Docs

    TinyURL

    DaFont
    Designing a logo or letterhead for your law practice or looking for an eye-catching font to use in a presentation? Dafont.com has a large directory of free fonts for install on your Mac or PC.

    Alltop

    DimDim

    Twitter
    Twitter has become a popular social networking site for attorneys. You can follow individuals as well as different news and business organizations, such as the ABA Journal or Legal Voices, which follows twitter commentary from the legal industry.

    Public Library of Law

    Project Draw

    Second Life Bar Association
    If you are interested in learning about the developing legal system in the virtual reality world, Second Life, or if you just want to meet up with other tech-savvy lawyers from across the world, consider attending a meeting of the SLBA at the Second Life Justice Center. Free CLEs and other legal conferences are being held at the center on a regular basis with speakers who are in the top of the IP and Cyberlaw fields.

    Todoist

    Soocial

    Uncyclopedia
    Strictly for stress relief, Uncyclopedia is a parody of Wikipedia with over 100,000 humorous encyclopedia-style entries created by users. Check out the entries related to the legal profession or feel free to edit an entry for a creative writing break.

    Google Calendar

    37 Signals

    Solo Practice University
    Solo Practice University is a new web-based educational community for attorneys that teaches the “practice of law” and fills in the gaps that law schools tend to ignore, such as the practical, how-tos of running a law practice. Teachers will include law professors and legal professionals and the courses will be a combination of media from web conferences to podcasts and ebooks.

    Goog 411

    Pandora

    Home Office Lawyer
    Home Office Lawyer is a popular law blog written by Grant Griffiths, a Kansas Family Law Attorney, who runs his law practice from a home office. Home Office Lawyer as well as Grant’s other blog, Home Office Warrior, have great information on the latest technology and other law practice management tools that can help an attorney run a home-based law practice or lower their law office overhead.

    Chrome

    Manager Tools

    Legal OnRamp
    Legal OnRamp is a lawyer networking site where attorneys contribute content and participate in online forums and groups. Members may use the site to meet other attorneys worldwide who specialize in a particular area of the law or join in the OnRamp marketplace to find out about new client opportunities.

    Lojack for Laptops

    Duct Tape Marketing

    Adobe Connect Now
    Adobe ConnectNow, currently in Beta, is a great way to interact with other professionals from your computer. The application is free and you may use screen sharing, chat, notes, audio and video to hold online meetings. If you are planning on using a virtual or remote legal assistant, this might be a great way to handle an orientation or training. The security may not yet be there with this application, so I would not recommend using it for communicating with clients at this stage in its development.

    JD Supra

    NewsGator

    Open Congress
    OpenCongress combines official government information with related news and blog coverage. If you want to find out the story behind a bill, this is the place to go.

    Clipperz

    Law Practice Matters

    ABA eLawyering Task Force
    ABA’s Elawyering Task Force is part of the ABA Law Practice Management Section and provides an introduction to the increasingly popular trend of using technology to provide legal services online. Even if all you are doing is setting up a web site for your law office, this is a good site to visit for practice tips.

    Delicious

    Presentation Zen

    Techmeme
    Techmeme is popular website that can keep you up to date with technology and trends that can help you run your law practice and your life. Focusing on the practical application of technology in daily life, it combines the best tech stories of the day into an easy-to-scan page with 24/7 updated content.

    Stay Happily Married

    Kiva

    Major Geeks
    MajorGeeks is a trusted website that provides downloads for your computer that will repair, back-up, and protect your system. Check out the anti-virus and backup downloads.

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