Eastern
LEGL
212
Law Office Administration and Technology
Winter 2003
Arita Sims
Additional
Revised
Jan. 9 - Introduction to Law Office Equipment & Technology
Supplemental
“PDAs and Handheld Computing”
Jimmerson, J. Michael, “Software Shootout:
“Is your E-Mail System Overloaded?” Time Matters
white paper, December 2001. This
article is available at: http://www.timematters.com/support/whitepapers/email.asp. We will look at the software referenced here
later. Read for general concepts only. You may skip the last section, Changes
to the Email, Contact and Matter Forms.
In class exercise:
Read Anthony Paonita, “Drowning in Spam,” Law Technology News, December 2002. To read this article, you will need to sign up for a free subscription to Law Technology News. Go to http://www.lawtechnews.com/ and select Subscribe to LTN. After completing this form, return to the main page (if not already there). At the bottom of the page, set Archived Issues (at the bottom left of the page) to Dec. 2002. Now select Articles and Columns: Read this Month’s Features. Find and read the article Drowning in Spam.
Web
sites mentioned in today’s lecture:
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Supplementary readings for class |
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Equitrac page counter |
http://www.equitrac.com/products/pagecounter100/default.htm
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Your Best Public Relations Tool — the Telephone
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http://www.okbar.org/barjournal/featurestories/fs040701calloway.htm
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Larson and Burnham voice mail case study |
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Screen shots of Attendant98 |
http://www.webco.com/telecor/attscreenshots.html |
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ABA Law Technology Resource Center – Broadband Internet
Stats |
http://www.abanet.org/tech/ltrc/presentations/cenla2002/techbang/v3_document.htm |
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ABA Law Technology Resource Center – Mobility Trends |
http://www.abanet.org/tech/ltrc/presentations/shreveport2002/v3_document.htm |
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Documents to Go |
http://www.dataviz.com/products/documentstogo/
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Jan. 16 – Document Creation Software – Part I
Supplemental
Reading:
Eidelman, James and Maseo, Christopher, “27 Tips for a Successful Document Assembly Project,” Law Office Computing,” June/July 1996. This article is available at: http://www.lawtech.com/ARTICLES/27-tips.html.
Eidelman, James “When Document Automation Makes Sense” This article is available at: http://www.lawtech.com/WINDRAFT/when.htm. (Note: Link is case sensitive.)
Lauritsen, Marc and Soudakof, Alan, “Unlocking the Power of Document Assembly,” Law Office Computing,” June/July 1999. This article is available at: www.absims.com/client/emu/unlocking.pdf.
In class exercise:
Download and install the 30-day evaluation version of HotDocs 6 from www.hotdocs.com. Save the download file to your desktop! It will take approximately 5 minutes to fill in the download form and complete the download. Install HotDocs as follows:
Close all applications, including your web browser. Double click the hd6demo.exe icon on your desktop. Here are the choices to pick from the installation screens:
Typical
install
Use
the default destination
Word
processors: leave all that it finds
checked
Installation
complete: Don’t check either box. Click Finish.
Load Microsoft Word. The class will review the sample templates, and assemble a document.
Web
sites mentioned in today’s lecture:
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Lexis Automated Forms |
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HotDocs |
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Review of Pathagoras |
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Ghostfill case study |
http://www.ghostfill.com/GF_Marketing/code/documentation/Case%20Study_Gowlings.pdf |
Jan. 21 – Document Creation Software - Part II
Supplemental
Reading:
Same
as for Jan 16.
Web
sites mentioned in today’s lecture:
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Review of Pathagoras |
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Lexis Automated Forms |
www.lexis.com/forms Temporary login: mbsub, TTJEM18 |
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When Document Assembly Makes Sense |
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Statement of Risk – sample form document with no automation |
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Petition for Adoption – sample of form with MS Word field codes |
http://www.absims.com/client/EMU/Pca-301.dot
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Sample complex clause |
In class exercises:
Launch HotDocs from the icon on your desktop. We will then do the following together: Create a new library in HotDocs. Automate a Word document. Here are the steps:
1. Download the Statement of Risk.doc from http://www.absims.com/client/emu/emu 2003 files.htm to your my Documents folder.
a. Right-click the file and select Save Target As.
2. Open MS Word XP, if you haven’t already.
3. Open the Statement of Risk.doc
4. Launch HotDocs
5. Select File, New Library to create a new library called Adoptions.
6. Select Template, New. Leave the default file type (Word.rtf). For filename type Statement of Risk.
7. Click the Title Box.
8. Leave the Description box blank.
9. Initial contents: select Current open word processor file.
10. Click OK. HotDocs will create your template.
11. Substitute the blank lines with these fields, using the Insert Field button << >> on the HotDocs toolbar:
a. Name of Adopting Parents
b. Name of Child
c. Child’s Birthdate
12. Save and close the template.
13. Close the original Statement of Risk.doc.
14. Assemble the document. At the end of the interview, send the document to your word processor.
15. Save your answers to a file with your name, e.g. Robert.ans.
16. Review the assembled document, then close it without saving.
17. Assemble the document again using the same answer file, this time changing the name of the parents.
18. How would you handle these words in the document:
a. I/We
b. Am/are
c. Parent(s)
19. How can you tell the template from the assembled document?
20. Add a True/False “ASK” field called Two Parents?
21. Create an IF statement to control whether “are” prints “are” or “am”, “person” is singular or plural, “based on the answer to the Two Parents field.
a. Create a dialog that asks all of the questions. Open the Component Manager
b. Select Dialog
c. Add New Component
22. Download a form from the LexisNexis Forms Library if time allows. Add it to your adoptions library.
Use LexisNexis Michigan Automated Forms on HotDocs to prepare a fill-in form document.
Jan. 30 – Document Management Software
Supplemental
Reading:
Levy, Debra, “The Paper Chase: Missing documents in the Timothy McVeigh case have raised questions about document management,” Law Office Computing,” October/November 2001. This article will be handed out in class on January 21.
Web
sites mentioned in today’s lecture:
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Review of Pathagoras |
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WorlDox |
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American Document Management |
http://www.amdoc.com/about.shtml
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In class exercise:
1. HotDocs - We will do the HotDocs exercise from January 21 again.
2. WorlDox - Turn the volume on your computer all the way down! Launch the Worldox 2000 demo using the icon on your desktop. We will view selected sections of the demo together.
Feb. 6 – Document Management Software
Supplemental
Reading:
Same as January 30.
Web
sites mentioned in today’s lecture:
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WorlDox |
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American Document Management |
http://www.amdoc.com/about.shtml
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In class exercise:
1. WorlDox - Turn the volume on your computer all the way down! Launch the Worldox 2000 demo using the icon on your desktop. We will view selected sections of the demo together.
2. HotDocs – Review exercise. Work individually on this and turn it in at the end of the class period or next Thursday. 50 points.
Click here to download the Employment Agreement à http://www.absims.com/client/emu/Employment Agreement.doc
Feb. 13 – Litigation Support Software
Supplemental
Reading:
Janak, Chris “Lit Support Tools You Already Own” Law Technology News, February 2003. This article is available at www.lawtechnews.com. Click on Articles and Columns and search for Small & Home Office. You will need to login with the user name and password you created on the first day of class. If you forgot your login, click “Forgotten your password”, or go through the signup steps again to order a new free subscription.
Web
sites mentioned in today’s lecture:
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Summation |
http://www.summation.com/ |
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Summation – Law Office Computing Review with pricing |
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Concordance - pricing |
http://www.dataflight.com/concordance_pricing.html
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Lawnet 2002 Survey - Litigation Support excerpt |
In class exercise:
Go to the Summation website, www.summation.com. Select Free Demos and then Online Demos. Review the demos of all of the topics listed.
Feb. 20 – Timekeeping and, Billing and Accounting Software: Pt. 1
Supplemental
Reading:
McCall, Lindsey “Electronic Billing: Getting e-Billing a-Going” Law Technology News, October 2002. This article is available at www.lawtechnews.com. Scroll down and set the issue date to October 2002, and then click on Articles and Columns. You will need to login with the user name and password you created on the first day of class. If you forgot your login, click “Forgotten your password”, or go through the signup steps again to order a new free subscription.
Hokkanen, John, Electronic Billing: E-invoicing Is About to Go Mainstream. Law Technology News, October 2002. Access this article on the same page as above.
Web
sites mentioned in today’s lecture:
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LTRC – Billing Software Features Chart |
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How Hourly Biling Rates work in Timeslips |
In class exercise:
We
will install Timeslips using the CD in your textbook and do modified versions of
Lessons 1-3 beginning on page 258 of your textbook. Bring a floppy disk!
30 points.
Feb. 27 – Timekeeping and, Billing and Accounting Software: Pt. 2
Supplemental
Reading:
Schmidt, Steve “Father Time & Billing: A Look at your Program Choices for 2001” Law Office Computing, February/March 2001. This article will be handed out in class on February 20.
Web
sites mentioned in today’s lecture:
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LTRC – Billing Software Features Chart |
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TyMetrix E-Billing Overview |
In class exercise:
We
will install Timeslips using the CD in your textbook and restore the database
you created on Feb. 20. We will then do
modified versions of Lessons 4 – 5 beginning on page 268 of your textbook. 50 points.
Mar. 13 – Timekeeping and, Billing and Accounting Software: Pt. 3
Supplemental
Reading:
Same as Feb. 27.
Web
sites mentioned in today’s lecture:
|
LTRC – Billing Software Features Chart |
In class exercise:
We
will install Timeslips using the CD in your textbook and restore the backup of
the database you created on Feb. 27 and do an exercise involving Client
Funds. Client Funds and Invoice
Exercise. 50 points.
Mar. 20 – Case/Practice Management Software: Pt. 1
Supplemental
Reading:
Calloway, Jim, “The Case for Case Management Software,” The Oklahoma Bar Journal, January 2002. This article is available at http://www.okbar.org/barjournal/featurestories/fs011202calloway.htm.
Adkins, Andrew Z. III "Examining Case Management," Law Office Computing, December/January 2002. (For PDF file, click link in title.)
Web
sites mentioned in today’s lecture:
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Time Matters |
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ProLaw |
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Amicus Attorney |
http://www.amicusattorney.com/
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PowerPoint Slides |
In class exercise:
Time
Matters exercise: Adding a Client and
Printing the Client List. 50
points.
Mar. 27 – Case/Practice Management Software: Pt. 2
Supplemental
Reading:
Klau, Rick “Client Relationship Management and the Web,” PeertoPeer.org. This article is available at: http://www.peertopeer.org/archives/0108_03.htm.
Sims, Arita “Time Tracking with Time Matters” From Arita’s Desk, July 2002. This article will be handed out in class. You may also click the title link to access it.
In class exercise:
Time
Matters exercise: Adding
New Staff, Client and Matter. 50
points.
Lab
assignment:
Time Matters Schedule Chains. This exercise will be handed out in class
and is due on April 3. 100 points.
Apr. 3 – Case/Practice Management Software: Pt. 3
Supplemental
Reading:
Same as Mar. 20 and Mar 27.
Web
sites mentioned in today’s lecture:
|
Case Management Comparison Chart |
http://www.abanet.org/tech/ltrc/charts/casemanagementcomparison.html |
|
ProLaw |
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Time Matters |
In class exercise:
Time
Matters exercise: Billing
Records. 50 points.
Apr. 10 – Trial Presentation Software and Services
Supplemental
Reading:
Brooks, Ted, “PowerPoint on Trial” Yahoo Litigation Support Manager's Group. This article is available at: http://www.litigationtech.com/publications.shtml#article1.
Web
sites mentioned in today’s lecture:
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Trial Partners |
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Craig Ball’s Hot Links Page |
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Trial Director |
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Sanction |
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Trial Pro |
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Visionary |
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Powerpoint Presentation shown during lecture |
http://www.absims.com/client/emu/Trial Presentation Software.htm |
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Quiz 50 points.
Apr. 17 – Web Site Development Software
Prof. Ray
Quiz and Exercise Answers
Answers to February 6 Exercise:
Agreement with disability clause
Agreement without disability clause
Answer to February 27 Exercise:
Extra Links: