“In Their Own Words” Legal PMAs Spotlight: Laura Calloway

Laura Calloway Who are you?  Who is your organization?  What is your role in the organization?
As Director of the Alabama State Bar's Practice Management Assistance Program, it's my job to gather resources for our lawyers on practice management best practices and products. I don't have to know it all, but I must know where to find it.
 
Where does your organization fit in the legal industry? 
We're a unified bar. With that role come admission and discipline.  But even though our membership is assured, our goal is to be the first, best support for our lawyers.  Our goals include ensuring the highest standards of professional conduct, ethics and professionalism; advance improvements in the administration of justice; serve member needs; and advance the principles of inclusiveness.
 
What do you see as the biggest challenge facing the legal industry now and in the upcoming year?
Dealing with the current economic situation, and finding ways to re-make law firm processes and procedures to better serve client needs while still providing reasonable returns for the lawyers.
 
How can law firms work with you?
I'm available to Alabama lawyers for telephone, email, and on-site consulting.

How can the legal vendor community work with you?
I'm always interested in knowing what's happening in the legal vendor community, including hearing both about what's new and why and how it will benefit our members. Surveys and whitepapers that help illuminate the constant changes in the legal marketplace, and give clues to where the legal profession may be headed, are always useful and welcome.  As is information about how we can partner with legal vendors to better serve our members.

How can you help legal technology vendors be more successful?
Lawyers are so busy practicing law that they often run away from the information they need the most to make their practices more successful. My program helps legal vendors, and our lawyers too, by being a trusted source of accurate and impartial information on products and services available for the legal market.

What associations are you active in?
The American Bar Association's Law Practice Management Section, and an informal group of practice management advisors from other states. I'm looking forward to my membership in the College of Law Practice Management.  And, of course, my own home bar association, the Alabama State Bar.
 
What online resource (website, blog, etc.) is most useful to you (i.e., you use it every day)?
The PMA Pipe, which is a feed of the aggregated blog posts of my fellow PMAs around the country, keeps me informed and inspired daily. And I couldn't do without the insights of Sharon Nelson at Ride the Lightening and the great information you and your team at InsideLegal provide.
 
What have been your top “moments” in legal technology?
My top "moment" in legal technology would have to be the end of 60 Sites in 60 Minutes at ABA TECHSHOW 2009, when I knew the event had been a successful one for both the lawyers, other legal professionals and vendors in attendance.  My greatest "ah ha" moment with legal technology was when I cranked up Dragon Naturally Speaking for the first time, and the words began to flow onto the page!  

Laura Calloway
Director, Practice Management Assistance Program
Alabama State Bar
(334) 517-2240
pmap@alabar.org
www.alabar.org

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People You Should Know – Legal Practice Management Advisors (PMAs)

Here's the opening and a link to the post from InsideLegal's archive that introduces a group of very influential leaders in legal technology that not everyone knows about.  Learn more about the Bar PMAs…

Original Post entitled "PMAs – People You Shoiuld Know" authored by Laura Calloway

What in the world is a PMA?  In this age of acronyms, PMA is an especially useful one to know if you market to the legal community.

Background
PMA stands for Practice Management Advisor.  It’s not always an official job title (although it can be), but has come to be used within our community as a generic term to describe someone who works for a national, state, county, local or specialty bar association; a provincial law society or a mandatory professional liability insurance fund and provides information on law practice management to the association's members. 

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Case Management System Study Underway

The legal profession will soon benefit from results of a comprehensive study on case, matter and practice management systems. The Case Management System (CMS) study, conducted by the University of Florida Levin College of Law’s Legal Technology Institute and Perfect Practice®, will distribute the survey to approximately 25,000 U.S. legal professionals to understand current use and future trends of case, matter and practice management systems. Once completed, CMS study results will assist law firms and corporate legal departments in making better management software decisions. In addition, the study will clarify the terminology used by the industry and will provide software designers with insight on how to improve the usability and efficiency of their CMS products.


“Although case and matter management systems have been available to the legal industry for 30 years, there is still confusion about the differences between case, matter and practice management,” said Andrew Z. Adkins III, founder and director of UF’s College of Law Legal Technology Institute (LTI). “Everyone has their own definitions. This survey will help set the standard for terms used by the industry.” (See our previous post on this topic)


In addition to developing an industry glossary, Adkins said the survey results, which will be released in early 2010, will benefit the legal profession and software companies alike. The findings will enable law firms and legal departments to compare software capabilities and costs, and will give software companies valuable information on user trends.


In addition to Perfect Practice, other companies lending support to this project include Client Profiles, LexisNexis (Time Matters), Thomson Reuters, InsideLegal.com, Legal Files Software, Omega Legal Systems, PerfectLaw Software and LawBase by Synaptec Software.


Contact Andy Adkins if you are interested in sponsoring the survey (1 sponsorship left) and stay tuned for results from this survey. 


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Legal Technology Application Area Definitions – Do You Agree?

What's in a name? Over the years, the definitions of certain industry terms have become even more blurred.  Today, we are looking at Financial Management System vs. Case Management Systems vs. Matter Management Systems vs. Document Management Systems. 

Part of the blurred definitions of these legal terms is due to software vendors "expanding" the scope of the software offerings by using certain terms that they don't necessarily truly relate to their product, and in part, due to the attempt to apply a 'one size fits all' approach when it comes to defining a specific application area. Terms should be dictated by end user use and function and not by feature sets and marketing catch phrases.

To kick things off, we took a closer look at the areas of case, financial, matter and document management and asked an expert to help clarify and differentiate. Here are definitions to these terms by well-respected legal technology consultant, Andy Adkins, who is also the Director of the Legal Technology Institute at the University of Florida Levin College of Law and author of The Lawyer's Guide to Practice Management Systems Software, Second Edition (ABA, 2009)

"There's often confusion in the legal industry as to what exactly case management system software is and what it is supposed to do. There are many definitions of what they should do and they are as varied as those trying to define it.  However, we do know that lawyers must keep track of various cases and matters in the office.  We also know that computers can do the job of tracking cases and matters better than hand written notes, journals, and index cards. But, on the other hand, computers cannot talk with the clients (though we sometimes wish they could) to determine specifics about the case or matter. That is the job of the lawyer and staff.  Let the computer do the grunt work and manage the data so you can do what you do best—represent your clients to the best of your ability. Let me see if I can clear it up. Here is Adkins' definitions of management system software:

Financial management systems are your time, billing, and accounting systems, often called the 'back office' system.

Case management systems manage cases (duh), but are typically geared toward litigators, who handle 'cases.' These systems are strong in tracking and managing case-related information.

Matter management systems manage matters (duh), but again, are typically geared toward transactional and corporate attorneys, who don't really deal with 'cases,' but handle 'matters.' These systems are typically stronger in document assembly for document intensive practices.

Case and matter management systems are often the same application and the term is more market driven than anything else. If the developers are courting litigators, they're more likely to call their software 'case management.' If they're courting corporate or transactional attorneys, they are more likely to call their software 'matter management.' They basically do the same thing and have the same functionality as case management systems.

Document management systems manage documents. But don't be deceived. They not only handle word processing documents, but they also handle spreadsheets, graphics, emails (and attachments), PDFs and voice mail. Document management systems can handle almost any type of file on the computer system.

Now, the pièce de résistance is practice management system software – software that manages the entire practice. It includes components of time & billing, accounting, case/matter management, and document management. Ahh, finally, an all-in-one system, a truly complete front-office/back-office system. A full Practice Management System, complete with email integration and a digitizing environment."

What do you think?  Would you make changes to these?  If so, please email to us or add to the comments section below. Are there other industry definitions and application areas that are fuzzy to you?  What about CRM?  Records Management?  What's the difference between litigation support and e-Discovery?

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“In Their Own Words” Legal Innovators Spotlight: Andy Adkins

Andy Adkins Who are you?  Who is your organization?
Having been around as long as I have (since late 1980s), I’m what you might call a pioneer in the legal technology consulting industry. I’ve never sold any software or hardware and I don’t take commissions or referral fees from vendors I recommend. I work strictly for my clients, providing the best independent advice I can, as I have for more than 20 years. In 1989, I started consulting through my own business, Adkins Consulting Group, and in 1997, I was fortunate to be able to establish the Legal Technology Institute (LTI) at the University of Florida Levin College of Law. It is one of a handful of institutes at a law school that is completely self-funded (consulting fees pay for projects and salaries). I’ve worked with over 350 clients of all types and all sizes over the years, including private law firms, corporate law departments, government agencies, law schools, and several legal vertical companies.

Where does your organization fit in the legal industry? 
LTI is one of a handful of truly independent legal technology consulting firms in the country. Having been very involved in planning both the ABA TECHSHOW (Chair 2000, 2001) and LegalTech conferences (co-chair, 2000-2007), we know the legal technology, both as a consultant to law firms and working with hundreds of vendors over the years. I’ve published about 250 articles and made over 220 presentations over the years.

What do you see as the biggest challenge facing the legal industry now and in the upcoming year?
The economic downturn has also affected the legal profession in almost every area, including technology. While firms may know they need to upgrade their technology, or hire additional IT staff, they often put off these purchases. However, the “penny-wise, pound foolish” technology implementation plan often comes back to bite the firm in the form of additional technology problems (equipment breaks or software becomes outdated and no longer supported) or a need to suddenly spend unexpected dollars. Firms need to continue to plan on using technology and while they may put off the major purchases short-term, they need to plan on the long-term. The biggest challenge this year and the next will be balancing what is the “gotta have” versus the “want.” I often tell firms that in the down times, reinvest in your people – that means training and more training. Get the most out of what you already have.

How can law firms work with you?
Most of our consulting for law firms and law departments tend to fall into three categories: technology assessments, IT staffing assessments, and case/matter/practice management selection. Many firms hit a bump in the road, need to make a major upgrade, need a new software application, or have questions about their own IT; that’s when they decide they need an outside, objective review and that’s where we come in. I’m considered one of the country’s leading experts in case, matter & practice management system technology, and often help law firms and law departments select the optimal system for their practice.

A typical LTI consulting engagement starts with a two to three day site visit to the main office and meetings with various groups and individuals in the firm. These meetings focus on the individual roles in the firm and may last anywhere from 30 minutes to several hours. For example, when meeting with attorneys, we focus on what the attorney does in his/her practice, what technology they use, and what problems they are having (either with technology or with process/procedure). When meeting with IT, our focus in on the technology environment and issues IT faces with technology, administration, and management. When meeting with management, we discuss goals and objectives, problems areas, technology expectations, and budgeting.

After the site visit, we draft a Technology Assessment Report and provide recommendations for technology that will help meet the firm’s goals and solve their technology issues. We make specific recommendations for software and hardware to meet those goals. We provide cost estimates in order for the firm to understand and budget their technology, as well as an implementation plan as to what should be installed first, what impact the technology will be to the firm, and how long the implementation should take.

How can the legal vendor community work with you?
We’ve worked with several legal verticals over the years on various projects, including assisting with market assessment for their product, surveying existing and potential customers, and comparisons of competitive products. We’ve written white papers in the past on specific niches in the industry, providing an educational white paper to help lawyers understand the impact of a particular type of product or technology. There are many different ways we’ve worked with legal vendors and are always happy to provide advice based on our experience.

We’ve also conducted several national studies over the years (The Internet Study-1998; The ASP Study-2000; The Knowledge Management Study-2003; Partnering with Outside Counsel Study-2003, 2004; and our current Case Management Study-to be released 1st Quarter 2010. These studies are funded by sponsors who also provide significant input to help shape the study. Typically for this type of study, we mail the survey to a random list of about 25,000 legal professions, compile and analyze the results, and publish an extensive (250-300 page) Final Report.

How can you help legal technology vendors be more successful?
We don’t sell software, but our focus is to educate the legal profession about technology and how it can help them in their daily practice. Our forum includes consulting, presentations at national, state, and local conferences, published articles in industry trade magazines, white papers, and studies. It’s the vendors who need to focus on selling the software – our goal is to get the legal professional to call the right vendor(s).

What associations are you active in?
I’ve been a member of the ABA Law Practice Management Section since the early 90s. I was the Chair of the ABA TECHSHOW in 2000 and 2001. I’m also involved in ILTA as well as a faculty member of the Managing Partners Forum. On a personal note, I’m also heavily involved in the 80th Division Veterans Association, my father’s old WWII infantry division; I’m the National Secretary for the organization. I wrote a book about his experiences in the war: “You Can’t Get Much Closer Than This: Combat with Company H, 317th Infantry Regiment, 80th Division,” published by Casemate Publishing in October 2005; it was immediately selected as the Book of the Month for the Military Book Club in November 2005 and I was bitten by the history bug.

What online resource (website, blog, etc.) is most useful to you (i.e., you use it every day)?
ILTA is one of the most valuable resources for the profession. Besides having vendor input, these are real, day-to-day issues law firms face in technology. I find the forums extremely useful as well as their extensive online resources. I also spend a lot of time on the ABA’s Legal Technology Resource Center, which has tons of materials. Our own website is fairly extensive and one of our main niches is computerized case and matter management systems. Since I’ve written a couple of books about case and matter management (CMS), we try to keep up to date on CMS including links to vendors, links to articles, and many of our own consulting worksheets, RFPs, and resources we use in our consulting practice. Several bloggers I constantly monitor are Jim Calloway, Monica Bay, Adriana Linares, Ross Kodner, Robert Ambrogi, Rick Georges, and InsideLegal.

What have been your top three “moments” in legal technology?
I strongly believe that consultants need to share their experience with others, including clients, consultants, and vendors. I’ve been blessed in many ways in both my personal life as well as my professional life and have received many awards and attributes. However, if limited to three, I think I’d rank being the chair of the ABA TECHSHOW in 2000 and 2001 would be up there; we had a great committee and I was proud to work with each and every one. It’s hard to describe the “high” you experience after doing something that significant. In addition to TECHSHOW, I think being able to write and publish several books by the ABA Law Practice Management Section is way up there on the list.

Last, but certainly not least, many of those who know me know that I’ve often used the statement to describe them as “my family away from home.” When you travel as much as we do (consultants, vendors), you need to have that additional support; I get that from the vendor and consultant community. There’s a mutual respect that we all have for each other and for what we do in the industry. I don’t abuse that privilege, since I consider it such an honor. I know the names of many of the vendors’ kids as they do mine. We’ve been through some great times and some crappy times, but we do it together. That’s what’s great about this industry – sharing, connecting, and networking. It keeps me going, especially after being on the road for such a long time.

Contact Info:
Andrew Z. Adkins III
Director, Legal Technology Institute
Adjunct Professor, Law Practice Management
Executive Director, ICAIR
University of Florida Levin College of Law

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LIT-Con and ARMA International Annual Conference Open Doors Tomorrow

The first annual Legal Information Technology Conference 2009 (LIT-Con) – "Managing Risk Through Information Management: Current Challenges in the Legal Environment", will take place October 15-16, 2009 at the Orlando World Center Marriott. LIT-Con is being held concurrently with ARMA International's 54th Annual Conference & Expo in Orlando. LIT-Con attendees will have access to an Expo floor packed with more than 150 exhibiting companies, education, activities, and unmatched networking opportunities. Also, all ARMA conference attendees will now have acces to the LIT-Con program.

For more details about both conferences, check out our previous post on the topic.

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“In Their Own Words” Legal Innovators Spotlight: Dave Rigali (LIT-Con Speaker)

Dave Rigali This is a special series of "In Their Own Words" Spotlights featuring speakers at the upcoming ARMA & ILTA LIT-Con conference.  InsideLegal.com is the premier media sponsor of LIT-Con.

Who are you?  What firm are you with?  What is your role?
Dave RigaliThompson Coburn LLP.  I am in charge of our Client Technology Services group (primarily litigation support) and our Q/A group.
 
What is your firms’ specialty/niche? 
We are a general practice law firm.  We are a regional, midwestern law firm of about 370 attorneys with a significant presence in Washington D.C.
 
What do you see as the biggest challenge facing the legal technology industry now and in the upcoming year?
Information management and governance, with issues ranging from storage, e-mail management and ECM to compliance, litigation preparedness and e-discovery.
 
How can the legal vendor community work with you best?
By partnering with us to deliver the most cost effective services we can to our clients.  Our clients are going to be pushing us to improve efficiencies and help them manage legal costs.  We need vendors to view us as their customers in the same light.
 
What advice would you have for legal vendors trying to compete in this crowded marketplace?
Follow the above advice.  Also, use your best people to educate and inform us up front on the business issues your technologies seek to address rather than leading with a sales force that is simply trying to sell products or services.  There are some amazing channels available for you to do this, including LIT-Con and ILTA.
 
What associations are you active in?
ILTA
 
What online resource (website, blog, etc.) is most useful to you (i.e., you use it everyday)?
news.yahoo.comabovethelaw.comK&L Gate’s ediscovery web site is also a pretty amazing resource
 
What are you speaking about at LIT-Con?
Managing the risks of unified communications

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Legal Tech Industry – People on the Move

  • Jordan Furlong has left his position as the Editor-in-Chief of the Canadian Bar Associations' member publication, National to join both global advisory firm Edge International (as a partner) and Stem Legal (as Senior Consultant and Principal of Stem's new Legal Media Strategy service).  Congrats Jordan!
  • The College of Law Practice Management has announced its 2009 list of Industed "Fellows" for outstanding contributions to the law practice management profession over a period of not less than ten years. Full coverage from InsideLegal as well as a complete list of the inductees can be found here.
  • Christopher Junker has taken the role as CEO of Fios.  Junker, who previously held the role of GM of the Manage product under Autonomy, replaces former FIOS CEO Gerald Massey.
  • Connie Moser has joined American LegalNet as Director of Marketing. Prior, she had served as Sr. Director of Marketing Communications at Thompson Elite.

If you have news on a legal industry M&A or staff move, send to news@InsideLegal.com.

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College of Law Practice Management 2009 Inductees

COLPM 

The College of Law Practice Management (COLPM), announced that the following individuals were inducted as Fellows at the 2009 Futures Conference and College Annual Meeting in September. 

Commenting on the induction, COLPM President Ed Flitton said, “The College is genuinely pleased to welcome these individuals as new Fellows and to recognize their sustained and extensive contributions to the field of law practice management.”

Fellowship in the COLPM is the highest honor bestowed upon individuals who have made outstanding contributions to the law practice management profession over a period of not less than ten years.

The COLPM is an international professional, educational, and honorary association that honors and recognizes distinguished law practice management professionals who are qualified for membership in an effort to set standards of achievement for others in the profession.  Its members are lawyers, judges, law professors, administrators, consultants, officers of the government, and others who are dedicated to improving the practice management process and to enhancing the professional quality of and public respect for the practice of law.  Formed in 1993, the College comprises nearly 200 Fellows and Honorary Fellows internationally.

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American Legal Technology Insider (ALTi) Issue #15 Available

The October issue (see PDF below) of the large law firm publication by Charles Christian, American Legal Technology Insider (ALTi), is hot off the press.

If you haven't subscribed already, send an email to sign up to receive future issues of ALTi delivered to your email free of charge.

Download ALTi Issue #15

More info on ALTi

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