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Legal Technology – Good Trends, Bad Combinations and Ugly Results

Legal Technology – Good Trends, Bad Combinations and Ugly Results. February 4, 2014 10:30-11:45 AM New York Hilton. Intros:. Gina Buser, Moderator: CEO, Traveling Coaches Jim McCue, Director of Information Systems, Rodey Law Firm

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Legal Technology – Good Trends, Bad Combinations and Ugly Results

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  1. Legal Technology – Good Trends, Bad Combinations and Ugly Results February 4, 2014 10:30-11:45 AM New York Hilton

  2. Intros: • Gina Buser, Moderator:CEO, Traveling Coaches • Jim McCue, Director of Information Systems, Rodey Law Firm • Scott Christensen, Director of Technology – US, Edwards Wildman Palmer LLP

  3. Live Audience Polling To Answer our Poll Questions: • Go to http://ilta.cnf.io on your mobile device or laptop and pick “Legaltech 2014: Legal Technology – Good Trends, Bad Combinations and Ugly Results” • Answers will be displayed at the end

  4. Where is it?

  5. Volunteers • Todd Corham, Lead Survey Guru, CIO, Sedgwick • Jim McCue, Associate Assistant Vice Director of Surveys, Director of IS, Rodey Law Firm • ILTA Peer Group VP’s and Steering Committees • You!

  6. ILTA Staff • Clay Gibney, IT Director • Philip Graybeal, IT • June Rangon, Survey Guru, Bench Survey Group • Kristy Cole, Kendall Lazorchak, Julia Muchard, Publications • Randi Mayes, Executive Director

  7. Survey Demographics:breakdown by firm size Survey demographics: 494/1400 firms responded.

  8. Polling Question 1 How many lawyers does your firm have? • Under 50 • 50 to 149 • 150 to 349 • 350 to 699 • Over 700 To Answer our Poll Questions: • Go to http://ilta.cnf.io on your mobile device or laptop and pick “Legaltech 2014: Legal Technology – Good Trends, Bad Combinations and Ugly Results”

  9. Demographics: Shrinking Staff 2013:1000 attorneys 1250 staff 2004: 1000 attorneys 1400 staff Demographics: shrinking staff ratio

  10. Image source: Zerode LEGALTECH NEW YORK / FEBRUARY 4 – 6, 2014

  11. Related to your document management, legal billing applications, do your attorneys work in a matter-centric interface as opposed to an application-centric desktop? 2013:64% Yes 2010: 44% Matter Centric is up 20 points over 3 years.

  12. What is your typical mailbox size limit (in MB)? 62% 2 GB or more Mailbox size limits are up.

  13. Do you provide a matter-centric email or records storage system for managing email history? (choose one) 42% Yes, but no policy 19% Email management strategies: effort to reduce mailbox size.

  14. If your firm offers dual monitors (screens) to users at your firm, who do you offer monitor to? 85% Attorneys 75% Paralegals 58% Staff Dual monitors on more desktops, including staff.

  15. Are you using a next-generation endpoint security solution or any alternative technology to protect the end-user’s desktop instead of (or in addition to) traditional (“signature-based”) antivirus software? Yes 11% Solid number of firms exploring Next Generation Endpoint Security.

  16. Does your firm use an onsite high-availability email solution, a cloud-based high-availability service or both? (choose one) High availability e-mail solutions are popular.

  17. What software does your firm use for managing ethical walls(choose all that apply)? 2013:41% None 2010:60% Firms moving to secure the matter.

  18. Polling Question 2 Are you considering completely lock down all of your matters in the next 3 years? • Seriously? No • Not sure • Working on it • Already done To Answer our Poll Questions: • Go to http://ilta.cnf.io on your mobile device or laptop and pick “Legaltech 2014: Legal Technology – Good Trends, Bad Combinations and Ugly Results”

  19. Firms continue to maximize use of IT resources:

  20. If your firm does use virtual server technology, please identify the PRIMARY software (hypervisor) being used. (Choose one) No Virtual Servers 5% 95% of Firms Virtualize.

  21. Polling question 3 What percentage of your server infrastructure is virtualized? • Not virtualized • 1-25% • 26%-50% • 51-75% • 76-100% To Answer our Poll Questions: • Go to http://ilta.cnf.io on your mobile device or laptop and pick “Legaltech 2014: Legal Technology – Good Trends, Bad Combinations and Ugly Results”

  22. What kind of phone system is the PRIMARY system at your firm? (choose one) 2013: 56% Pure VOIP 2010: 41% VOIP up 15% in 3 years.

  23. What is your firm's PRIMARY word processing software? (choose one) 72% Word 2010 Firms are staying current on their applications software.

  24. Polling question 4 What are your plans to migrate to Office 2013? • None • Migrate in 2014 • Migrate in 2015 • We’re done! • We have Wordperfect! To Answer our Poll Questions: • Go to http://ilta.cnf.io on your mobile device or laptop and pick “Legaltech 2014: Legal Technology – Good Trends, Bad Combinations and Ugly Results”

  25. What is your firm's PRIMARY server operating system? (choose one) 86% Windows 2008 Server Windows 2012 Server Firms are keeping current on Server O/S.

  26. Are any TABLET devices in use at your firm? If yes, which devices? (multiple response) Apple iPad family 89% Androids 39% Windows based tablet 29% Tablet choices are diversifying.

  27. What is your replacement cycle for smartphones? 44% Attorneys bring their own devices Lawyers are choosing their smart phones.

  28. LEGALTECH NEW YORK / FEBRUARY 4 – 6, 2014

  29. Are you using a third-party system for mobile device management (MDM)? (choose all) 61% No MDM Transition from BES to activesync without MDM.

  30. What is your PRIMARY method for delivering the workspace to the desk (internally, not for remote access)? (choose one) 7% 6% 1% Terminal based VDI VDI adaption has been slow.

  31. Does your firm use business intelligence/financial analysis software? If so, which systems do you use? (choose all that apply) 50% Lack of automation for back office processes.

  32. Has your firm implemented a federated or enterprise search platform? If so, which one is primary? (choose one) Big data hasn’t driven enterprise search growth.

  33. Do you have any users within the firm who use laptop- or desktop-based videoconferencing? If so please select the predominant applications or services being used for desktop videoconferencing. (choose all that apply) 55% Skype No/Not applicable 28% 10% FaceTime Personal videoconferencing slow to integrate with corporate videoconferencing.

  34. Are you integrating tablet/smartphone videoconferencing with your conference room videoconferencing? If yes, what product(s) are your using? (choose all that apply) No/Not Applicable 70% Integration of consumer and conference room VC is slow to happen.

  35. With regard to restrictions on users loading data onto network drives (outside of a DMS), choose all that apply: No restrictions on users 48% Half the firms don’t restrict users storing data on network drives.

  36. What are you using for time entry on mobile devices? (choose all that apply) None/Do not use 80% Lots of mobile devices, few use mobile timekeeping.

  37. Does your firm have a security awareness training program for users in place? “The greatest law firm security challenge today is security awareness, education and compliance. We expect this to be a focus for firms going forward.” -ILTA’s Information Governance Peer Group Steering Committee 67% No Firms are concerned about Security Awareness Training, yet few have programs.

  38. In your opinion, how does the firm’s top management primarily view the IT department? As an expense 2013: 44% 2012: 38% CIOs feel their departments are viewed more as an expense than last year.

  39. LEGALTECH NEW YORK / FEBRUARY 4 – 6, 2014

  40. What is your biggest email support challenge? (Check all that apply) Mailbox size/Managing large mailboxes 47% Email management remains a big challenge.

  41. Which methods are being used by your firm for email management? (choose all that apply) Ask users to move messages to MCC DMS 60% Volunteer user compliance is ineffective.

  42. What is your firm's PRIMARY desktop operating system? (choose one) 54% Windows 7 (64 bit) 33% Windows 7 (32 bit) No adoption of Windows 8.

  43. Other than standard data organizational tools like DMS, CRM or email management/archiving systems, what knowledge management initiatives have you undertaken? (choose one) 79% 80% of firms don’t use an internal KB system.

  44. Do you force the use of a password to unlock the screen of mobile devices? (e.g., software setting to enforce a password) 21% of firms don’t force password protection on mobile devices.

  45. What is the PRIMARY macro and template package that your firm uses? Custom/Developed in-house 26% 24% Firms are not migrating to native Word for macros/templates.

  46. What software do you use for document comparison (i.e., redlining)? (choose all that apply) Built-in feature 38% Firms are not migrating as fast as we expected to native Word redlining.

  47. What are the top 3 biggest technology issues or annoyances within your firm? Email management 36% Change: Managing expectations 34% 33% Change: Users’ acceptance to change Security/Risk management 28% Top annoyances are email, change and security.

  48. Predictions:

  49. Jim • Buy stock in MDM products

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