Andres Hernandez 2015-06-27 12:43:06
Straight From the Cloud Five top tools for lawyers in 2015. It’s in your best interest as a professional to be aware of the cloud-based tools available to lawyers. Attorneys who have previously shunned the cloud may discover a new tool that changes their minds. And firms already using cloud-based systems might uncover developments that can help their practices become even more agile, efficient, and cost-effective. Here are five cloud-based tools that every lawyer should consider using in 2015. Lexicata. While new to the scene (it’s still in beta form), this application has already made a big splash. Lexicata is a client-intake system that allows you to drastically reduce the need to interview prospective clients over the phone or in person— and may even let you phase out these tasks altogether. Lexicata’s goal is to save firms both time and money. Instead of wasting billable hours by having to physically interact with every person who contacts the firm, attorneys who use Lexicata have a more streamlined process. With the system, you can quickly create intake forms for prospective clients, so you can determine whether you want to take on their case. Additionally, the program tells you where your leads are coming from, stores contact information and notes, lets you send automatic reminders telling prospects to submit their forms, and even helps you create and send engagement letters and request e-signatures. Bottom line: tasks that used to require your personal, physical attention can be completed with just a few clicks of the mouse so you can easily focus on the things that truly need your attention. Pricing: This tool is still in beta, so pricing is currently unavailable. However, you can request private access for your company at lexicata.com/request-access. Clio. With this single piece of practice management software, your firm can easily track billable hours, keep documents and files in a centralized place where they are always accessible, assign tasks and monitor progress, collaborate from multiple places, schedule appointments, create and send invoices, and more. According to research done by the company, Clio saves firms about eight hours of work a week. Clio provides functionality that allows clients and staff members to share matters on a desktop PC, laptop, smartphone, or tablet, as well as state-of-the-art security, so you know that your valuable files are safe. Best of all? There are no setup fees. Pricing: From $39 per user/month to $99 per user/month. Clio offers a free seven-day trial. More information at goclio.com. Nextpoint. This evidence management software allows lawyers to be more predictable at every stage of the legal process—from collection to discovery and on through the trial. It can be used with matters of any size and is designed to sync with the way your legal team works, regardless of whether it includes partners, associates, or paralegals. And like most of the software on this list, Nextpoint can be accessed anywhere from an Internet-connected device. Note: Clio and Nextpoint recently announced that they are integrating their software. Pricing: $965/month for up to 50 cases per year and $2,650/month for up to 200 cases. You can also request a custom package tailored to your firm’s needs or try a two-week free trial. For more information, go to nextpoint.com. ZixCorp. Sometimes you need an extra layer of security, especially when you have a duty to protect sensitive client information. At no time is this truer than when you are sending messages back and forth with coworkers and clients. With this program, anyone at your firm can send someone an encrypted email simply by hitting “send.” There are no additional steps—no setup once the program is running and no training. Everyone keeps sending emails the way they always have, and Zix- Corp automatically makes them more secure. Clients appreciate this extra precaution and that ZixCorp keeps things simple for the receiver as well. Those with ZixGateway receive automatically decrypted emails; those with ZixMail have encrypted emails come right to their inboxes; and anyone who lacks those two programs will be redirected to ZixPort or ZixDirect to receive their message. Pricing: Up to $120 per user/year. For more information, go to zixcorp.com. Carbonite. This is one program that hasn’t changed much recently, but then why fix what’s already working? Perhaps the two best Carbonite features are that it continuously backs up your files—even Outlook emails— in real time and that it comes with a remote backup tool. In practice, this means that if one of your attorneys is heading to a meeting, a paralegal can make changes to documents and the updates will automatically show up on every device that has the app. Firms who use Carbonite aim to ensure they will never lose important documents and that they are following all major data security regulations because Carbonite is compliant with the Health Insurance Portability and Accountability Act, Service Organization Control 2, and the Massachusetts Standards for the Protection of Personal Information of Residents of the Commonwealth (201 CMR 17), one of the most stringent data security laws in existence. Pricing: From $269.99/year to $1,199.99/ year. One-month free trial available. More information at carbonite.com. ANDRES HERNANDEZ is the owner of Wingman LegalTech, which specializes in technology for law firms. He can be reached at email@example.com.
Published by State Bar of Texas. View All Articles.
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