On the Road: Hosted Telecommunications Keynote

Spoke in Atlanta as a keynote along with Dan O'Connell of Gartner on Voice over IP. Good session with good questions.

HOSTED VoIP EDUCATIONAL LUNCHEON
LEARN HOW A PRESTIGIOUS GLOBAL LAW FIRM—VOTED BY FORTUNE MAGAZINE READERS AS A TOP "GO-TO LAW FIRM” EVALUATED AND IMPLEMENTED A HOSTED VOIP SOLUTION

The presentation in flash format is here.
The event notice is here.
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Considering Electronic Matter Files

Document management will become the strategic responsibility of the records department - You are in a great position because you control (as I recall) both Records and IT. That was essential, because the conversion to Electronic Files as we call it, is first a product of the Professional Responsibility Committee (PRC) and Records Department and second a product of IT. Tanya, who runs our records and conflicts has become a defacto senior member of my organization ... and Ron, our General Counsel and head of the PRC is on my speed dial. Records and IT people have practically eaten and slept together each week for two years.

There are two conversions: document management and file management – ... And the file management conversion will last at least two years after the DM conversion. We ran two conversions, the standard IT new desktop hardware, new OS, new version of ... and an Electronic Files conversion that’s still underway. If you are like us, they last time you trained all your secretaries on how to use file folders was ... Never. This was a lesson that we learned late, the existence and value of the institutional knowledge on how to manage files for lawyers.

Here are some of the things we had to teach secretaries:
  • How to request custom top level electronic file folders via the New Business Process
  • How to manage the primary matter worklist for a lawyer
  • How to setup shortcuts to multiple lawyer’s matter workspaces
  • How to setup shortcuts and favorites for a lawyer to access his and other folders within matter workspaces
  • How to remove items from the matter workspace
  • How to re-file large sets of documents
....

We initially thought that with the Recent Documents, Recent Workspaces, and Favorites features in iManage, we could simply add new matters to the My Workspaces list and that would be it. Imagine a merged support team of 20 people from IT and records, web based surveys of all firm members, a status level of red, yellow, or green for each person as to their ability to work in electronic files.

Each secretary had to be taught nearly one-on-one
independent of the technology conversion that showed secretaries how to use the software, they needed each to be sat down separately from the technology and taught how to manage file folders for their lawyers electronically.
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