Attorney’s Guide to Securing Client Communications

attorneys-guide-securing-client-communicationsThe rise of the smartphone has given everyone a powerful mini-computer in their pocket. That means communications that were once confined to the office are now with us wherever we go: at home, restaurants, the airport, and unfortunately, even on vacation.

Between email and text messages, our phones potentially contain every piece of communication we have with clients outside of face-to-face conversations. The possibility of a confidentiality breach brings up new security concerns. Texts and emails need to be kept from prying eyes that could have a negative impact, particularly for sensitive client communications.

There are ways for attorneys to encrypt both of these types of mobile communications. Some are easily accomplished with tools that most businesses have readily available, while others may require the download of third party apps or the assistance of a company versed in online and mobile security. Which method you choose will depend on your type of practice and the level of sensitivity of your client communications.

Email

Use Adobe Acrobat

When it comes to email, it’s imperative to encrypt any communication with clients. This is good practice not only because the ubiquity of our mobile devices, but also because of the possibility that email accounts will be hacked or otherwise compromised remotely.

The most common way to encrypt an email is to copy and paste the content of the email, letter or document into Adobe Acrobat Pro and save it with password encryption. In more advanced orientations, it’s possible to automate the copy and paste process so that your email server can perform this operation. Adobe’s latest Acrobat version has the ability to apply 256-bit encryption. This is one of the best ways to encrypt basic communication with clients using tools that the firm probably already has on hand, and which the client can download for free (Adobe Reader, a free download, is all that’s required to view the encrypted documents).

For more detailed instructions on using Adobe Acrobat to encrypt documents, click here.

Implement Key-Based Encryption

For a more advanced security to protect your email, use key-based encryption, this generates unique mathematically-linked keys for the sender and the recipient to decipher the sent document. At any point, you can revoke the other party’s ability to view an encrypted document, making it a more secure choice. Users also don’t have to enter a password every time they want to enter a shared folder on the network.

Key-based encryption provides additional security above and beyond password-based systems. Firms should upgrade to key-based encryption when dealing with more sensitive matters. It’s highly secure and provides an extra layer of centralized security. Legal Workspace, a pioneer in cloud services for law firms, works with firms to implement these types of solutions.

Texting

Safeguard Text Communications

Clients and attorneys alike increasingly use texts to communicate more efficiently. Texting is particularly useful when clients are at work but the attorney needs a quick answer – or simply because the client is more comfortable texting rather than talking on the phone or sending/receiving email. As our devices become more capable, there are fewer functions that cannot be accomplished via text message.

Therefore, it’s important to know how to secure these messages as well. There are several third-party applications that you can download to keep text messages encrypted while in transit as well as at rest on the device.

These apps require you to enter a password to access the encrypted data each time you view it. Therefore, there’s little chance that someone other than you can see what has been communicated through texts.

Utilizing these apps provides peace of mind knowing your communications remain confidential if your phone is ever lost or stolen.

Here’s a list of some of the more functional and popular third party apps for securing your texts:

When deciding on the best app for your firm, consider your type of mobile device and the level of security required to provide the appropriate confidentiality.

If you worry a bit each time you press send, it may be time to take a look at the security of your client communications. Legal Workspace can help your firm address the security concerns surrounding your mobile communication platforms. It’s what we do every day, and we know how to leverage technology for different practice areas and law firm needs. Contact us to find the right solution for keeping your smartphone communications smart.

 

Resolve to Simplify your IT Budget

law-firm-IT-resolutions-in-2015As we say goodbye to 2014, we say hello to a new year. The New Year is all about changing old ways and starting fresh. Some of the first items to reevaluate are your law firm’s IT operations and budget.

For instance:

What did you spend on IT support in 2014?
Will you need to replace hardware to keep things running smoothly?
What software are you going to be required to upgrade?
Have you considered moving your law firm to the cloud?

With so many questions to consider, your IT challenges can be overwhelming.

That’s why we’ve put together this infographic to show how cloud services for law firms stack up against a traditional on-site IT solution. (Spoiler: The cloud can offer increased flexibility, security and legal industry support.)

resolve-to-simplify-it-budget-infographic

Technology That Can Increase Profit for Busy Solos

eliminate-law-firm-growing-pains-with-technologyAs solos ramp up their billable hours, a one-laptop solution can still work. However, busier solos have additional needs. Time becomes precious when solo firms bill more than 1,000 hours a year. Active solo attorneys have to take advantage of technology to increase efficiency and optimize their time.

Step One: Save Time with Document Generation

A lot of time can be lost in repetitive document generation. If attorneys take advantage of technology, that time can be put to better use.

Anymore, most attorneys aren’t writing each new contract (or other frequently used document) from scratch. Many lawyers attempt to save document creation time by using templates within Microsoft Word, as well as taking advantage of Word features, such as Quick Parts, which allows users to store and insert commonly used text blocks. That can work up to a point.

Document generation application options, such as market leaders HotDocs and ProDoc, are a more robust solution. HotDocs allows attorneys to automate documents they use repeatedly, regardless of complexity. By inserting what they call “business logic” into templates, users can customize documents in a wide variety of ways. ProDoc is a document assembly program that offers document generation packs for specific practice areas, such as family law and administrative law. It provides national systems, as well as those specific to California, Florida, and Texas.

Joe Kelly, CEO for Legal Workspace, says that the use of automated document generators is especially prevalent in real estate and personal injury practices. “In some cases, it’s possible for nearly all documents to be totally automated,” he says. That’s a lot of saved time.

Step Two: Save Time by Tracking Time

Busy attorneys need to make sure they have a process in place to accurately capture time and bill clients promptly. Lawyers that have a lighter work load might be able to log time in Excel or on a legal pad, but capturing time more effectively becomes a priority for any solo ramping up its billable hours. That’s where timekeeping software comes in.

Tabs3 and Sage Timeslips are good options for accurate, efficient timekeeping. Tabs3 integrates with QuickBooks and PracticeMaster, a practice management software that is included as a bonus with its license, and it tracks time and accounts receivables. Timeslips integrates with a number of different software options, such as QuickBooks, Outlook, Excel, and Amicus Attorney, and it allows users to track time and accounts receivables, as well as syncing to a user’s calendar.

Step Three: Save Time by Protecting Data

You’ll be able to run whatever document-generation application or time-tracking software you choose on your laptop, thereby upping your practice’s efficiency. But another time-waster for busy attorneys is back-up—something that needs to be done regularly.

Kelly says that a laptop’s two greatest enemies are “gravity and Diet Coke.” His joke emphasizes that anything can happen to a laptop, and if an attorney’s whole practice is primarily run on one device, he/she needs to have back-up in place just in case something happens.

That’s where a solution like Legal Workspace helps out busy solo attorneys. Not only does Legal Workspace automatically back up data on a daily basis, but it keeps that data secure. It also offers hosting for the top legal applications, including those time-saving document generation and time and billing application options mentioned above. Legal Workspace can accommodate a practice’s changing needs as it grows.

Busy solo attorneys need to optimize their time. Taking advantage of technology will streamline administrative work and increase accuracy and protection, creating the time they need for the more rewarding aspects of the practice of law.

Legal Software 101

legal-software-101Whether you’re getting ready to hang your own shingle or managing an established law firm, implementing a suite of legal software can seem like a daunting task. You might have been intimidated by the cost, the time to put the new procedures and tools in place and possibly the change from familiar processes. However, even with those hurdles, it pays (literally – it saves money) to improve your practice by adopting technologies that work best for you and your firm.

Software Categories

The four categories of applications commonly used by law firms include:

  • Practice Management Software
  • Document Management Software
  • Time and Billing Software
  • Legal Document Generation Automation Software

Practice Management

Practice management applications allow attorneys to streamline their workflow and business processes, thereby enabling them to spend more time generating revenue and less time doing tedious, unproductive tasks. These applications, at their core, offer fundamental matter-centric organization of contacts, calendaring, and management.

The use of practice management applications helps attorneys and staff with organization and quick reference to vital information, no matter the practice. These tools often integrate with other applications that allow for easier manipulation of that data as well as increased mobility.

Common practice management applications include:

  1. Amicus Attorney®
  2. Needles®
  3. Practice Master®
  4. Thomson Reuters ProLaw®

Document Management

Document management software applications are powerful tools in any law firm’s workflow. These applications provide the firm with a centralized and searchable depository of documents, emails and other matter-related items. Law firms deal with volumes of data in a variety of forms and formats. With the billable hour in mind, the ability to quickly search and recall documents or emails is essential for optimizing the firm’s workflow.

With paper documents converted to electronic files, less physical storage space is needed. It becomes easier to take or access documents off-site and audit trails become easier to maintain.

Two popular document management solutions are:

  1. Worldox®
  2. Microsoft SharePoint®

Time and Billing

Two of the most common struggles with any law firm, regardless of the size, is capturing billable time and getting bills out in a timely fashion. The right time and billing application can assist a timekeeper with these tasks and can even help capture more of their billable time. Used correctly, time and billing applications easily pay for themselves with more hours billed and more efficient billing practices.

Your accounting software can also be linked to your time and billing solution in order to facilitate invoicing and tracking accounts receivable and trust account transactions.

Popular time and billing software for law firms includes:

  1. Timeslips®
  2. Tabs3®Billing Software
  3. QuickBooks®

Legal Document Generation Automation

With law firms often collecting data for cases from a variety of disparate sources, assembling a single document from that data can be a challenge. Document generation software allows firms to streamline and automate that process.

These applications use templates and interview questions to help assemble the documents for attorneys. Firms can quickly automate the generation of releases, letters, government forms and other frequently needed documents.

Some applications that help law firms quickly generate these documents are:

  1. Hot Docs®
  2. ProDoc®
  3. Amicus Attorney®

Benefits of Integrated Legal Software Applications

Correctly implemented, these integrated technology solutions can save you time and money in billings, document generation and effectiveness – all while reducing risk.

  1. Increase profitability – capture billable time
  2. Increase productivity – automate documents
  3. Increase effectiveness – build templates
  4. Reduce risk – identify malpractice and disciplinary milestones

These benefits are reached not only through the efficiency of using each individual application, but also through reduced redundancy as the various products share information with each other.

The Legal Workspace Solution

Legal Workspace provides a cloud-based legal work environment with licensing options for all the software applications mentioned in this article. The platform was created just for lawyers and law firms. Our base package includes the complete Microsoft®Office suite, as well as the latest anti-virus and anti-spam protection and nightly backups of your data.

You can also customize your environment to add any specific legal applications your firm already uses or wants to offer, including the unique e-filing software used to submit documents to your local court. We allow you to move existing licenses to the cloud or take advantage of our SaaS (Software as a Service) licensing model for many legal software applications.

Our solution can be implemented in less than a week, often with most of the process happening over the course of a weekend, meaning little disruption to your workflow.

No matter how new or well-established your firm is, you can discover time savings and return on investment by implementing the right legal software solution.

Thank You To Our Loyal Customers

Giving Thanks

What a wonderful concept Thanksgiving Day is – an official day set aside to reflect on all we’re thankful for in our lives. Gathering together with family and friends – pausing to reflect before the holiday rush and onslaught of the New Year – can only be healthy for all of us. This is true for companies as well as individuals.

In that spirit, Legal Workspace would like to take this opportunity to say “Thank You” to our loyal customers. We are not only grateful for the business our clients bring us, but also simply for the opportunity to do what we love. Most importantly, we are thankful for the relationships we’ve built. After all, while we may deal with remote servers, bits of data and virtual applications, what it all boils down to is each person who we’re privileged to work with every day.

We’re especially thankful that so many of our clients have shown an ongoing loyalty to Legal Workspace, which makes these relationships even more rewarding. Whether you’ve been with us for years, months or only weeks, we appreciate the fact that you chose Legal Workspace to manage your technology needs.

We hope the holiday season and the New Year are joyful and prosperous for you and your firm. We’re looking forward to continuing to do what we’re passionate about, and building our much-valued relationship.

Thank you,

Your Legal Workspace Team

Cloud Computing Is the Number One Technology Trend of 2015

Business Insider recently listed nine technologies that companies will be turning towards in 2015 and cloud computing is number one. Here is why:

For the past few years, enterprises have been slowly shifting away from buying software and hardware. They want to rent it from someone else, hosted elsewhere, paying only for what they actually use. This is known as cloud computing.

By the end of 2014, this trend has turned from a trickle to a stream. In 2015 it will become a waterfall.

IDC predicts that in 2014, companies will have spent $56.6 billion on the cloud, and that the cloud market is growing 22% a year, six times faster than the growth of the whole IT industry. By 2018, companies will be spending $127 billion on the cloud.

Read the whole list here

Are you considering moving your law practice to the cloud? Look no further than Legal Workspace.

How the Cloud Cuts Your IT Overhead

What if your workday was more about practicing law and less about running an office? It can be with Legal Workspace – your law office in the cloud. Watch this video to see why law firms are switching to the cloud:

legal-workspace-video2

Legal Workspace is a cloud-based IT solution for law firms. Our turnkey solution means you won’t need to hire an IT person, invest in equipment and hardware, or worry about managing IT issues. Legal Workspace gives you 24-7 support from legal IT experts who know your programs and the software you are running.

All of your software programs are hosted along with all your files on a virtual cloud server. The applications and software you need to run your practice can be accessed anytime, anywhere on any device. Co-workers can access documents and programs seamlessly and simultaneously for efficient collaborative work, whether they’re in the office next to you or somewhere town or anywhere around the globe.

If you’re ready to learn more, contact us for a free demo to see how Legal Workspace can change the way that you manage your practice.

Why Law Firms Should Use the Cloud

why-law-firms-should-use-the-cloudWhy the cloud? In short: security, accessibility and savings. If you’re surprised by any of these reasons, it’s time to learn more about today’s cloud computing options for law firms.

As the Internet has become ingrained in our daily lives and online security has increased, the use of web-based services –from shopping to file sharing to project management –has become routine. Still, one of the prevailing misconceptions regarding the cloud is that it puts your data at risk. Never mind the fact that we all feel comfortable enough with online security and encryption to share credit card numbers, addresses and other personal information almost daily.

Files Stored in the Cloud Are Actually More Secure

Many attorneys have trouble believing that their data is more secure on a server they may never see or touch than on a computer in their office. The truth is, servers run by professionals and backed by an established IT firm are going to provide more data security than most small to mid-size law firms can provide.

According to the ABA website,“a legitimate argument can be made that files stored on the vendor’s servers are more secure than those located on a typical attorney’s PC, as the vendors often employ elaborate security measures and multiple redundant backups in their data centers.”

Despite the name, “The Cloud,”which brings to mind an amorphous, shifting entity, it’s important to remember that files are stored on physical servers in a real-world, secure location with remote, secure backups at additional locations. The servers may not be located on-site in the firm’s own server room, but they exist physically, albeit remotely, in the vendor’s data centers.

This is key for law offices in disaster-prone areas. In the event of a hurricane, flood, tornado or fire, if your office suffers catastrophic damage, you still have access to the important documents and tools that allow the firm to operate.

Files are Accessible Anytime, From Any Computer

Similarly, if an attorney loses a laptop on which he has locally-stored, vital information –case files, legal documents, time tracking or appointment information –that data is gone. If he were using cloud-based tools, he could simply log in from a different computer and not miss a beat.

This ubiquitous access also translates into convenience. Attorneys can access the same files and software from home or on the road as they do in the office. They don’t have to settle for a downgrade to a lesser web-based portal or slow-running mirroring program to do so. What they experience at the office is what they experience when they log in remotely.

Cloud-based Software License Bundles Save Money

Legal Workspace provides seamless IT solutions for almost every aspect of managing a law firm, so the cloud translates into cost savings. We allow the firm to create the perfect suite of software in order to run their practice:

• Practice Management Software
• Document Management Software
• Time & Billing Software
• Legal Document Generation Automation

By bundling licenses for programs such as Amicus Attorney, Timeslips, Worldox, Quickbooks, Windows, Microsoft Office and more into one cloud-based access license, firms find savings compared to individually buying and renewing multiple software licenses.

As Nick Pournader points out in his article for the ABA’s Law Practice Today, “Embracing Technology’s ‘Cloudy’ Frontier,”making the necessary infrastructure upgrades to stay functional can also add up. “[I]n most law firms, the demands for feature-rich, robust technology solutions often outpace the appetite and/or ability to invest the required capital for traditional, internally deployed and managed solutions. When faced with these circumstances, cloud computing solutions can provide effective alternatives.”

With Legal Workspace’s cloud-based solution, these server upgrades fall to us, and since it’s the backbone of our business, it’s in our best interests (and yours) to stay up-to-date. For small to mid-size firms, this means focusing more time on running your law firm and almost no time dealing with expensive, time-consuming infrastructure upgrades.

So – Why the cloud? For new firms looking to start with a competitive edge, attorneys branching out on their own on a limited budget and existing firms assessing the cost of upgrading their current infrastructure, perhaps the question shouldn’t be “Why?”but rather, “When?”

 

Legal Workspace is a pioneer in cloud-based work environments and data storage designed specifically for law firms. Learn more or arrange a free demo at legal-workspace.com.

Legal Workspace Receives 2014 Denver Award

DENVER April 25, 2014 — Legal Workspace has been selected for the 2014 Denver Award in the Legal Service Providers category by the Denver Award Program.

Each year, the Denver Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the Denver area a great place to live, work and play.

Various sources of information were gathered and analyzed to choose the winners in each category. The 2014 Denver Award Program focuses on quality, not quantity. Winners are determined based on the information gathered both internally by the Denver Award Program and data provided by third parties.

About Denver Award Program

The Denver Award Program is an annual awards program honoring the achievements and accomplishments of local businesses throughout the Denver area. Recognition is given to those companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value.

The Denver Award Program was established to recognize the best of local businesses in our community. Our organization works exclusively with local business owners, trade groups, professional associations and other business advertising and marketing groups. Our mission is to recognize the small business community’s contributions to the U.S. economy.

SOURCE: Denver Award Program

CONTACT:
Denver Award Program
Email: PublicRelations@localawards.org
URL: http://www.localawards.org

Is Law Firm Data Safer in the Cloud?

is-law-firm-data-safer-in-the-cloudLumen Legal features the benefits of using the cloud in the post below with insight from our founder and CEO Joe Kelly.

The benefits of law firms using the cloud—including increased mobility, access, and functionality—often stand in contrast to fears surrounding security and ethics. However, increasing acceptance of the new technology seems to indicate that cloud-based solutions will soon become commonplace for law firms.

Why worry?

The ABA says on its website that “…the [ethics/security] issue extends beyond just confidentiality: attorneys [considering a cloud-based solution] must be sure that the files will be secure from destruction or degradation…and they must be able to retrieve the data in a form that’s usable outside of the vendor’s product.”

Jonathan I. Ezor, in his January article in Law Practice Today, worries that “an attorney has no easy way to independently verify” software company claims of “security and confidentiality” and has misgivings that “relying on cloud storage as the primary location for client files may put the attorney at risk of breaching record retention requirements” should something go wrong with the business hosting the data.

Despite those types of concerns, research shows that law firms are moving toward embracing the technology. Erin E. Harrison in Inside Counsel cites a recent LexisNexis study, which reveals that “about 40 percent of practicing attorneys in independent U.S. law firms are already using cloud-based tools.”

Is the cloud actually safer?

Joe Kelly, CEO of Legal Workspace, a “cloud-based work environment designed specifically for law firms,” says a cloud solution can actually be safer than the way law firms store their data on-site. In comparison to most law firms’ technology set-ups, “We have enterprise-grade firewalls. Our data centers are ultra-secure with multiple barriers to pass to get physical access to servers. And, all of our clients’ data is encrypted while in transit and at rest.” Legal Workspace is also backed by “a larger IT company and more than 30 engineers.”

The ABA website backs up Kelly’s point: “a legitimate argument can be made that files stored on the vendor’s servers are more secure than those located on a typical attorney’s PC, as the vendors often employ elaborate security measures and multiple redundant backups in their data centers.”

Solo and small firms adopting first

Solo and small law firms seem to be most eager to embrace the trend. According to the ABA’s 2013 Legal Technology Survey, 40 percent of solo firms are already using the cloud; 36 percent of firms with 2-9 attorneys are using it, too.

Why might small firms be especially eager to accept the new technology? According to Ellen Freedman, author of “Moving to the Cloud,” issues such as tight finances but “necessary infrastructure upgrades” and “a need to provide remote access on a secure basis” have pushed smaller firms toward the cloud, whereas “[l]arge firms definitely have the advantage in remote access options without having to move to the cloud.”

Kelly says that’s in line with Legal Workspace’s experience: Most of the firms that adopt their system are in the 2-40 employee range. “We can eliminate a lot of headaches for smaller firms. They don’t need to have a local IT guy or manage IT; they gain mobility because they can work anywhere from any device, and they save money because they don’t need to buy all the servers and software,” he says.

And, he emphasizes that because the employees at Legal Workspace have prior legal expertise, they understand workflow and the applications for different types of legal practices.  From the beginning, they have been able to quickly deliver to firms a “clean solution that’s easy right out of the gate. Most conversions can happen over a weekend.”

What does the future hold?

“Firms that have multiple applications they need to integrate (which can be as basic as integrating practice management with their accounting system) or firms that have documents they need to collaborate on—it makes sense to go with a cloud-based solution,” Kelly says.

Ethics opinions continue to emerge permitting cloud computing as long as reasonable care is taken, and LexisNexis results show that 72 percent of those surveyed are “more likely…to consider a cloud service in 2014.” As law firms learn more about cloud-based solutions, it seems they are finding that the benefits outweigh the fears.