Todd C. Scott VP Risk Management

1. Minnesota Lawyers Mutual Ins. Co. Practice Management Webcast SeriesBack to School With The MSBA: Your Primer on Case Management & Client Organization Tools Todd C. ScottVP Risk Management Michael Carlson Joe Kaczrowski Minnesota State Bar Association Lawyer Services

3. Certificate of Attendance For webcast viewers in allstates: • Write down this code and save it. • At end of program, you can click on “Get Certificate” • Enter the full code and download your certificate. 3 2VJ87

4. ChoosingCloud-basedCase Management That is Best for You

5. Cloud-Based Case Management • Why cloud-based case management? • Top contenders • What you get for your $$$ • Important decisions when choosing a vendor • Top Tech Tools

6. Cloud-Based Case Management • Why cloud-based case management? • Top contenders • What you get for your $$$ • Important decisions when choosing a vendor • Top Tech Tools

7. Case ManagementAdvantages Advantages of case management system: It centralizes important client information so that it is accessible by everyone in the firm. Centralized data is more secure because the firm can more easily protect the information. Since it is created for lawyers, the system will have features that are essential for a law firm’s needs.

8. Case ManagementAdvantages Advantages of a cloud-based case management system: All of the above plus… Cloud-based is safer data storage solution from accidental loss or destruction. Cloud-based solutions are more likely to integrate with other essential law office applications.

9. Case Management - SaaSCentralization still happens but at a hosted service

10. Cloud-Based Case Management • Why cloud-based case management? • Top contenders • What you get for your $$$ • Important decisions when choosing a vendor • Top Tech Tools

11. Case Management - SaaSTop contenders 1 2 3

12. Case Management - SaaSTop contenders 4 5 12

13. Case Management - SaaSCentralization still happens but at a hosted service

14. G2.com

15. Let’s talk ethics…

16. Rule 1.4 (abridged) Part (a) The basic rule Consult with the client and keep them up-to-date. ABA Model Rule 1.4 Communication (a) A lawyer shall: • promptly inform the client of any decision or circumstance with respect to which the client's informed consent… • reasonably consult with the client about the means by which the client's objectives are to be accomplished; • keep the client reasonably informed about the status of the matter; • promptly comply with reasonable requests for information; and (b) A lawyer shall explain a matter to the extent reasonably necessary to permit the client to make informed decisions regarding the representation. Part (b) Take the time necessary to explain things

17. Rule 1.6 ABA Model Rule 1.6 Confidentiality of Information • A lawyer shall not reveal information relating to the representation of a client unless the client gives informed consent, the disclosure is impliedly authorized in order to carry out the representation or the disclosure is permitted by paragraph (b). • A lawyer may reveal information relating to the representation of a client to the extent the lawyer reasonably believes necessary: (1) to prevent reasonably certain death or substantial bodily harm; Part (a) The basic rule Part (b)(1) Exceptions to the duty include preventing death or bodily harm.

18. Cloud-Based Case Management • Why cloud-based case management? • Top contenders • What you get for your $$$ • Important decisions when choosing a vendor • Top Tech Tools

19. Secure messaging • Billing and invoicing • Calendar and event management • Contact and matter management • Document automation and management • Time and expense tracking • Task management • Trust accounting • Reporting, workflows, client intake • Payments and portals • Mobile apps for Apple iOS and Google Android. Core Case Management Features Features vary little among the product offerings

20. Case Management

21. Case ManagementEnhanced features vary by product Features vary little among the products But each product handles functions differently. For example, MyCase supports a mail agent in its software to receive messages into matters rather than building apps or integrations with individual mail clients such as Outlook.

22. Case ManagementEnhanced features vary by product Significant variations: Some platforms have robust accounting, others have basic or no accounting, and others integrate with QuickBooks, Xero or other accounting software.

23. Case ManagementBasic pricing

24. Case ManagementWho are their integration partners? Generally: All application will do some firm data integration for top essential apps: Outlook, QuickBooks, Excel, LawPay. Two views on software integration: View 1: LPM should integrate with third-party applications to address customers’ business and practice needs. (Clio) View 2: LPM should be all-in-one software that attempts to satisfy all customers’ needs. (Rocket Matter, My Case)

25. Clio – The 800lb Guerilla • 150,000 users in 90 countries. • 125+ integrated apps. • In 2018 more than 50 companies competed in a Clio competition to see who could come up with the most innovative integrations for Clio. Tali, a voice-based time tracking system, took home the $100,000 prize.

26. Got Questions? Click here type in your question for the panel.

27. Cloud-Based Case Management • Why cloud-based case management? • Top contenders • What you get for your $$$ • Important decisions when choosing a vendor • Top Tech Tools

28. Case ManagementQuestions for choosing a vendor • Cloud based or licensed? • How does it handle accounting? • Who are their integration partners? • Help and assistance? • Trial period with favorability pricing? • Data migration availability?

29. Case ManagementQuestions for choosing a vendor Third-party integration is key:Firms must assess how LPM software integrates with other technologies and fits their plans for cloud computing, mobile and social applications, and the use of big data and artificial intelligence—even blockchain.

30. Top tools& techniquesfor getting things Done NLADA – SLS 2016

31. What do I need to be Successful ? Portable tools to work from anywhere Connectivity to get your data Software to make you productive Organizational tools & apps Highest level of security for client data

32. Sharefile: Email encryption

33. Sharefile: Email encryption

34. Sharefile: Email encryption

35. Client Portals: Top customer service. High security Secure client messaging Document collaboration Upload/Download large documents Client instruction notepad Nothing lost in the mail Track client login Available in cloud-based case management

36. Todoist: Task setting for all devices

37. What happened? Real redaction means removing the content High-end redaction tools: Adobe Acrobat Pro $449 Affordable tools: Foxit redactor $39

38. Case ManagementResources

39. Case ManagementResources

40. Case ManagementResources

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