LeanLaw Resources

LeanLaw Resource Wiki

  1. A Tale of Two Lean Law Firms: Starting Lean and Becoming Lean
    1. Tale of Two Law Firms Utah Bar January 2016
  2. How to Create A Lean Law Practice: Nevada Lawyers CLE Webinar:
    1. How to Create A Lean Law Practice: Nevada Lawyers CLE Webinar
  3. Why lean?
    1. Economics
      1. Altman Weil, New Survey Focuses on Law Firm Economics
      2. Ohio Bar Association: The Economics of Law Practice
    2. Disruption Falls
      1. Growth Is Dead: Now What?: Law firms on the brink
      2. Tomorrow’s Lawyers: An Introduction to Your Future by Richard Susskind
    3. Justice for All in Trouble
    4. The Ethical Quagmire of Technology
      1. https://drive.google.com/file/d/0ByAyhocMhfpAVkxQeTUzR0pYRk0/view?usp=sharing
      2. Ethics opinions on cloud computing from around the United States
  4. Starting a lean firm
    1. Business Fundamentals
      1. Know the Why
        1. Good to Great
      2. The Concept
      3. The Mindset
        1. Accountability
        2. Team effort
        3. Pump your own gas
    2. Five Rules of Lean Practice
      1. The Cloud Is the Future
      2. Choose industry standards
        1. Email/calendar/contacts/word processing – Office 365/GSuite
        2. Documents – Box.com/Net Documents
        3. Billing/Accounting – QuickBooks Online/Xero
        4. Devices – Rules for tool selection
      3. Be In Sync
      4. Backup – Backupify, Mozy
      5. Security
        1. Passwords – LastPass, Dashlane
        2. Articles:
          1. Locked Down: Information Security For Lawyers
          2. Cyber Insurance: A Last Line of Defense When Technology Fails
          3. Cyber Insurance – Managing Cyber Risk
          4. Insurance for Cyber Risks
        3. Best practices
        4. What to do if there’s a breach?
    3. Foundations of Lean Practice
      1. Internet
      2. Scanner – Fujitsu ScanSnap
      3. Office/virtual office/home office – Opus/Intelligent Office
        1. States That Require a Bona Fide Office
      4. Cyber insurance/data disclosure laws
        1. Locked Down: Information Security For Lawyers
        2. Cyber Insurance: A Last Line of Defense When Technology Fails
        3. Cyber Insurance – Managing Cyber Risk
        4. Insurance for Cyber Risks
      5. Client engagement/setting terms with clients – letter
    4. Lean Workflows
      1. Timekeeping, billing and accounting
        1. Lean Leaders:
          1. Accounting: QuickBooks, Xero
          2. Timekeeping and Billing: None
        2. Key considerations/resources:
          1. Will attorneys input time?
          2. Draft review online
          3. Auto invoicing/payment
        3. Best add ons
          1. Clio
          2. LeanLaw
          3. Timekeeping and Billing Software Buyers Guide
      2. Document management
        1. Lean Leaders: Box.com, NetDocuments
        2. Key considerations
          1. Paperless or less paper
          2. Can attorneys find and use docs
        3. Best add-ons
          1. Outsourced paralegals, file clerks
            1. Outsourcing to Virtual Paralegals
            2. 10 Tips for Outsourcing Legal Work At Your Small Firm
          2. E-filing
      3. Document creation
        1. Lean Leaders: MS Word; compare Google Docs, Open Office
        2. Key Considerations/resources:
          1. Templates easy enough to find & use
          2. Formatting
          3. Finalization, delivery & filing
        3. Best add ons
          1. Outsourcing
          2. Doxsera
      4. Communication
        1. E-mail
          1. Lean Leaders: MS or GSuite
          2. Key Considerations
            1. Organizing & Filing
          3. Best add ons
            1. MixMax – templates
            2. LeanLaw – organization
        2. Phone
          1. Lean Leader: None
          2. Key considerations:
            1. Is mobile enough?
            2. VOIP?
            3. Desktop?
            4. Connectivity to other apps
          3. Best add ons:
        3. Receptionist
          1. Ruby Receptionist/Intelligent Office
      5. Calendar Management
        1. Lean Leaders: MS & GSuite
        2. Key considerations/resources:
        3. Best add ons:
          1. MixMax – scheduling
      6. Practice Development
        1. How do lawyers get clients?
      7. Practice management
        1. Lean Leaders: Clio, Rocket Matter, MyCase, Amicus
        2. Key considerations:
          1. Why do you want it?
          2. How much of tool will you use?
          3. What does it cost to get that functionality?
          4. Cloud based? Mobile?
          5. Is there a stand-alone alternative?
        3. Best add-ons/alternatives
          1. Wunderlist
          2. Evernote
      8. E-discovery/Trial
        1. Lean Leaders:
          1. E-discovery: Polis, Cicayda
          2. Trial: TBD
        2. Key considerations/resources:
          1. Ease of use
          2. Pricing
          3. Does increasing use of software in lawsuits bode ill for lawyers?
          4. Avoiding the Seven Pitfalls of Legacy eDiscovery Platforms
        3. Best add ons: TBD
      9. Transaction practice
        1. Consultation
        2. E-signature
      10. Specialty practices
        1. AAEPA
        2. Bankruptcy
        3. Estate planning
          1. Family law
    5. Should you DIY?
  5. Making a Traditional Firm Lean
    1. Why should traditional firms be concerned?
      1. The Innovator’s Dilemma
    2. Managing change
      1. Lead by example
      2. Team effort
      3. One step at a time
      4. Don’t let one partner stop you
    3. Technology transition
      1. Technology transition
      2. Data migration
    4. Should you DIY?
  6. How to get started
  7. Litigation management software: CoCounselor? Prevail?
  8. Internet marketing tools:
  9. Specialty workflows:
    1. E-discovery/Trial – Cicayda/Polis
    2. Transactional practice – Docusign
    3. Specialty practices
      1. Estate planning
      2. Family law
        1. The Best Software and Apps for Family Lawyers
      3. Bankruptcy
  10. General Resources
    1. LeanLaw links – webinars/blogs
    2. ABA Tech Section
    3. Lawyerist
    4. Above the Law