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Consultwebs.com Thanks you For The Opportunity
To Discuss Law Firm Productivity |
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Presenter - Dale Tincher, Consultwebs.com
919-272-8052 |
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Facility - Set-Up Discussion, Favorites |
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Handouts - From PowerPoint (Presentation) And
From The Internet |
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Introductions - Your Name, Internet Usage?
E-mail, Do You Have A Network Now?, Goals For Session |
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Dale Tincher - Total 25+ years experience in
automation. Consultwebs.com - Web
and consulting |
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Consultwebs.com Specializes in law firms |
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Consulting & Internet Expertise. Clients
Include NCBA, Numerous Law Firms, ABA. Internet – Lawyerprofiles.com,
legalresourcelinks.com, NClawyers.com, law-soft.com, 50 others. |
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One of Three Endorsed NC Bar Technology
Assistance Providers Through NetSmart, Inc. - TAP Consultants Are Based In
Raleigh, Fayetteville, Asheville |
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Wading Through The Internet?- Help Is Here! |
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Your Electronic Handout - http://www.consultwebs.com |
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Legal Resources Built For NC Firms - Research
Links, Local and Federal Law & Bills, News, Bulletin Board, Software
Web Sites & Prices, Miscellaneous Resources |
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Information On Consultwebs.com and Our
Services. Technical Tips |
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For further information you may contact: |
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Consultwebs.com |
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“Serving
the Carolinas” |
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Raleigh |
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272-8052; Fax 800-515-3549 |
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dtincher@consultwebs.com |
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www.consultwebs.com |
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www.law-soft.com |
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www.legalresourcelinks.com |
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Internet
Overview |
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Communications |
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Databases, T&B, Case Management |
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Notebooks, Doc Mgt, Future Trends |
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Access The Internet |
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For E-mail, Browse, Have A Web Site? |
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Dial In or Out |
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Have Networks |
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Case Management |
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Notebook Computers |
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History - Dept of Defense 60’s, NSF - 1988
ARPANET To NSFNET , Commercial 1995 |
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Millions of computers linked together to form
the world’s largest network |
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A network of networks,freely exchanging
information |
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Over 30,000,000 people use the Internet 100M In
1999 |
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A wealth of services- Number 1 Means Of Bus.
Comm1 |
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E-mail, Bulletin Boards (News Groups), Data,
Chat |
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Free software, multi-media, graphics |
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CEO’s Expect To Generate Almost 40% of Annual
Sales Via The Internet Within 10 Years2. The Percentage Who Expect Their Industry
Will Use The Internet To Let Clients: |
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Get Pricing, product Information - 67% |
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Consult Service/Sales Personnel - 66% |
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Complete Transactions - 65% |
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Design Products - 40% |
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2Source: American International
College Survey of Forbes 500 CEOs |
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Secondary Legal Research - Listservs, Newsgroups
- Find & Share Info |
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The Ability To Communicate Directly with Clients
Worldwide and Send Received Documents To Clients or Other Parties (Other
Services Do Not Permit This) |
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Free Access To Resources Such As The Library of
Congress, NAFTA Text, Supreme Court Opinions, SEC Filings, Law Firm
Offerings, Code, Vendors |
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Video - Sound |
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Technology - 64% |
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Marketing - 14% |
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Personnel - 12% |
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Training - 5% |
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Business Applications are software programs that
handle specific business functions within the firm. They may be “horizontal” in nature,
supporting general business activities -- such as time & billing and
accounting, case management, real estate |
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Clients Are Starting To Demand Internet E-mail
Accessibility |
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Less Expensive |
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Attachments |
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They Use It Daily - It Is Not Foreign Or Strange
To Them, It Is The Way They Are Starting To Do Business |
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Attorneys Want To Be Able To Use One Program To
Communicate Internally and Externally - Time and Responsiveness |
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Settling Cases |
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Communicating With Clients & Vendors |
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To Avoid Unnecessary Trips To The Office |
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Delegation of Tasks |
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Updating and Checking Calendar |
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Informing Co-workers |
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Informing Clients |
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To Proof Documents |
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To Communicate With Firm Members Who Are Out
Frequently Or Work Different Hours |
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Connecting People To Other People And The
Information They Need |
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Allows A Computer User To Send A Message To
An Individual or to Groups of Individuals |
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Benefits - Users May Send and Receive Files At Their
Convenience |
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Develop A Technology Plan |
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Do A Systems Study |
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Obtain A Quality Consultant If You Don’t Have
Expertise |
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(Networks Are Often Under-utilized) |
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Different Personnel Have Different Perceptions |
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Phases Based On Needs, Budget |
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Plan For Modules To Integrate |
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Obtain Quality Training |
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Your Experience? |
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Overview of Case Management |
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Overview of a Case Management System |
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Information Available on the Internet |
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File Folder - Any Problems With Missing Folders? |
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When Client Calls |
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When You Need To Work On The Case |
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Yellow Pads & Sticky Notes - Difficult To
Search & Share |
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Multiple Files & Input |
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Disorganization? |
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Cost Overruns.
Personnel Time. Management
of Project |
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Upgrades - Developer May Leave. Base Program May
Disappear. |
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Functionality - Vendors Have Developed For Many
Firms. Flexibility Is Built In. |
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Integration - Versions, Upgrades - Billing,
E-mail, Internet |
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Matter/People Information Database |
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Calendaring and Docketing |
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Document Assembly |
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Report/Query Generation |
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Accounting |
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Timekeeping |
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Billing |
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Palm Devices |
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These capabilities are |
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offered in an integrated |
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environment, so they |
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work together to get the |
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most out of the time |
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spent entering information |
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CONTROL |
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PRODUCTIVITY |
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BETTER SERVICE TO CLIENTS |
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See trends in caseload growth, the balance of
matter types, and successful strategies to feed back into business
directions. |
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Discover repeat appearances of people, firms,
and other entities. |
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Do conflict checking at any time, not just at
the beginning of a case. |
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Get information fast on people, matters,
finances, etc.. |
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Quickly and accurately compose documents. |
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Record and file case/matter information. |
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Make appointments, cross-check calendars. |
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Enter new matters. |
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Enter time records |
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Review and revise documents. |
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Coordinate research and case facts. |
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Gather and record information. |
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Review and approve documents. |
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Manage and coordinate staff work. |
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Review and take advantage of others’ work
product. |
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Provide more effective service to clients. |
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Make better informed judgements. |
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See overall business status. |
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Spot trends in the practice. |
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Encourage productive behavior |
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Emphasize successful directions. |
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In the spirit of Total Quality Management, you
can use productivity improvements to benefit your clients. |
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Faster accomplishment of routine tasks. |
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More aggressive pursuit of litigation matters. |
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Feedback to change behaviors that cause legal
problems. |
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Offer more value with the same resources |
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Calendars can be viewed by a variety of criteria
(Time Matters example) |
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Flow Chart Your Process & Match To The
Program(s) |
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Consider Patterns, Roadmapping, Calendar,
Document Assembly |
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Consider Your Current and Future Areas Of
Practice (Field & Area Add) |
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Obtain Thorough Demonstrations With Your Data |
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Call and Visit Users Similar To You |
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Integration w/Billing & Accounting, PDA’s,
Internet |
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Training - Local or Travel |
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Price Of Travel and Support |
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Price and Availability of Customization |
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Products - Internet Visit |
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Time Matters, CaseMaster, Amicus, Needles |
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Pricing - $250 - $45,000 |
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See www.law-soft.com |
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Cost Overruns.
Personnel Time. Management
of Project |
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Upgrades - Developer May Leave. Base Program May
Disappear. |
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Functionality - Vendors Have Developed For Many
Firms. Flexibility Is Built In. |
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Integration - Versions, Upgrades - Case
Management, E-mail, Internet |
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It isn’t going to be painless |
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It requires experience and planning |
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Most Surveys List These As The Two Most Popular
In Smaller Firms |
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TABS - Easy to operate, Widely Used, Tremendous
Support. Companion Case Management
and Accounting. 11,000+ Clients |
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Timeslips - Adequate For Small Firms. Windows Based. Large Client Base. No Built-In Accounting or Case Management.
Support Not As Strong According To Our Client Reports. |
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Split-Billing, Fee Allocations, Task Bill
Measure and Analyze Billable & Unbillable Time |
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Staff Performance Analysis Criteria |
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Integrate with Case Management & Data
Capture Devices |
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In Some Cases, Integrate with Their Own &
Other Accounting Systems, Have Notes, Conflict, Spell-Checking, Multiple Formats, Report Writer |
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Add-On Module That Allows You To Access Your
Data To Create Custom Reports |
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Customize Existing Reports, E.G., Add A
Column(s) |
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Save and Name Reports For Future Use |
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E.G., TABS Choose Any of 105 Fields From The
TABS III Data Files Including Client Information, A/R, WIP, Billed Info,
Archive Information, Receipt Allocation Information, Retainer Information
and Client Notes |
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Export to ASCII, dBase, WordPerfect (For Merges) |
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Timeslips - Please see Internet Page. Has Many Add-Ons & E.G., Unbundled
Items - Spell-Check, Accounting Integration (For Outside Programs) |
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STI TABS - $295 to $2,995+ Depending Upon
Whether System Is Networked and Number of Timekeepers |
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Others - $10,000 Up - Modular |
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We Recommend Maintenance - Includes Support and
Normally Free Upgrades |
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Flow Chart Your Process & Match To The
Program(s) |
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Consider Features You Need Such As Split
Billing, Fixed Fee, Contingencies, Variable Statements, Integration |
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Consider Your Current and Future Areas Of
Practice |
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Obtain Thorough Demonstrations With Your Data |
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Call and Visit Users Similar To You |
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Ask About Training and Support |
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WORLDOX - Affordable, Excellent Alternative For
The Small To Medium-Sized Law Firm |
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PC DOCS - Powerful, But Expensive Option For
Medium To Large Firm |
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See http://www.consultwebs.com/software.htm for
pricing and Web pages. |
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Lines Are Becoming Blurry As They Come Closer
Together |
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Many Firms Who Think They Need Litigation
Support Are Better Served With Document Management |
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Document Management Systems Manage Documents
Across Many Applications - E.G., WP, Spreadsheets, Graphics, Case
Management |
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Document Management Systems Serve The Entire
Firm. Litigation Support Systems
Serve Primarily Litigation Oriented Lawyers |
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Document Management Systems Are Easier To
Implement and Manage |
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Provides Instantaneous, Robust Searches Of Both
Full-Text and Images - Across Tens Of Thousands Of Records |
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More Of A Document Management Approach |
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The Combination Provides More Text and Image
Import Capabilities |
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Images Can Be Zoomed, Scaled, Rotated, Reversed,
and Displayed In A Thumbnail View |
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You Can Annotate |
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Page Markers |
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Cross References |
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Issue Codes |
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Notes |
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Images |
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Audio |
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Your Entire Litigation Team Can Collaborate On A
Case At The Same Time |
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Search, Annotate and Create Reports On The Same
Documents, In The Same Case Simultaneously |
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Tag Issues and Notes With The Author’s Name |
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Search For Your Issues and Notes By Author |
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Communicate With Litigation Team Members Through
Shared Annotations |
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Allows You To Move Case Files And Documents From
One Computer, Drive Or Directory To Another Quickly And Easily |
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Take A Copy Of A Case From The Network Or
Desktop Computer And Put It On A Notebook Computer |
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Allows You To Search For Words, Use Wildcard
Characters, Perform Proximity Searches, Use Boolean Logic, Fuzzy,
Synonymous Or Phonetic Searches (You Can Start By Searching For Single
Words) |
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A Search Dialog Is Includes A Button For Each
Operator |
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Discovery Will Build The Search & Insure You
Build It Properly |
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Searches Can Be As Broad Or Narrow As You Need
Them To Be |
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All Documents Can Be Added To The Case At Once |
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Are Generally Full-Text Search and Retrieval
Software Programs Designed Specifically For Lawyers |
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They Provide Tools That Allow You To Locate Key
Information Hidden In Thousands of Pages Of Documents - In Minutes Versus
What Now Can Take Hours |
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They Summarize and Digest These Documents Right
On Your Computer Screen By Adding Annotations Designed Specifically For
Your Needs While Maintaining The Page Integrity Of Your Document |
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Notes