SEMINAR AGENDA

LAW OFFICE MANAGEMENT SEMINAR SERIES:
Course VII - LAWYERS & COMPUTER TECHNOLOGY:

Seminar Sponsor:
Technology 4 Attorneys, LLC

THIS PROGRAM HAS BEEN APPROVED FOR CLE CREDIT IN THE FOLLOWING STATES:

FLORIDA BAR (7.0 General CLER Credits / 1.0 Hr Ethics)

VERMONT BAR (6.0 CLE Credits / 1.0 Hr Ethics)

WEST VIRGINIA STATE BAR (7.2 CLE Credits / 7.2 Hr Ethics / Office Mgmt)

FACULTY

Kenneth O. Kreis, J.D., a former Assistant Attorney General, State of Illinois, and a former Assistant District Attorney, 47th Judicial District, State of Texas, has also engaged in the private practice of law in Idaho for more than 20 years, and is the General Manager of Technology 4 Attorneys, LLC, which has presented over 90 CLE seminars in 10 states during the past 4+ years.  All prior courses have been approved for CLE or MCLE accreditation by the various states. He has also undertaken specific training and research into web page design issues, html coding, computer hardware, and software issues. He has developed a prototype law firm web page which is nearly completed and a wireless mobile law office for frequent traveler or trial attorneys, all of which ideas are being incorporated into a simple, yet technologically advanced law office format, with particular reference to solo and small firm practitioners, in order to incorporate many of the technology ideas and concepts being presented at our seminars.

AGENDA TIMELINE: 6.0 CLE CREDIT HOURS

08:15am - 08:45am
Registration

Morning Session: "Understanding Technology's Huge
Impact on Legal Discovery, Client Security, and Ethics"

08:45am - 10:15am
Section I: Major Discovery Issues Associated with Computer Data

• A. Drafting or Reviewing a Records Management Policy
• • 1. Legal issues to consider for your clients

• B. Discovery Problems directly related to Computer Data
• • 1. Data storage & retention issues
• • 2. Data deletion & recovery issues
• • 3. Searchable database issues & risks
• • 4. Other data discovery problems

10:15am - 10:30am
MORNING BREAK

10:30am - 11:00am
Section II: Avoiding Malpractice: Client Data Security Issues
• A. Transmitting your clients data electronically
• • 1. Review of email risks & problems to avoid

• B. Securing & storing client computer data

• • 1. Out of the office and in the office

11:00am - 12:00pm
Section III: Ethics & Computer Data Discovery: Major Cases & Issues

• A. Significant ethics issues in electronic discovery: Zubulake I-VI

• B. Hidden costs of electronic discovery: Rowe, Wigington, et al
• C. Federal rule changes affecting electronic discovery & impact on the states
• D. Other important ethical cases & issues in electronic discovery

12:00pm - 01:00pm
LUNCH BREAK

Afternoon Session: "A Day in the Life: Simplify Your Law
Practice by Using Technology to Avoid Malpractice"

01:00pm - 01:45pm
Section IV: Get a Life: Organizing & Managing Your Case Files
• A. Suffering fron the disorganized client file syndrome
• • 1. Creating one simplified system merging electronic & paper documents
• B. Locating hard to find computer files
• • 1. Using searchable database tools in your office
• • 2. Exploring other search options

01:45pm - 02:00pm
Section V: Unifying Client Communications: Voice, Fax, & E-Mail
• A. Combining multiple format client messages into one client file

02:00pm - 02:45pm

Section VI: Improving Law Practice Management

• A. Drafting client documents: better, faster, smarter, with less risk

• B. Using voice over internet protocol (VOIP) in your office & on the road
• C. Using "Elmo" for document and exhibit presentations in the office or at trial

02:45pm - 03:00pm

AFTERNOON BREAK

03:00pm - 03:15pm

Section VII: Taking Your Office Outside of the Office
• A. Making your office completely portable in one carry on bag
• B. Using portable drives to augment & secure your practice

03:15pm - 04:00pm
Section VIII: Information = Power: Using the Web to Augment Your Law Practice

• A. Three ways to significantly improve web legal research

• B. Ten newer law related web sites that every lawyer should utilize

• C. Analyzing lawyer web sites

04:00pm - 04:15pm

Section IX: Online Billing for Fun & Profit: Just Kidding about the "Fun" Part
• A. Improving your practice & limiting malpractice using online billing