Legal Technology Association Vendors
We encourage vendors who provide service and support to the Legal Community to contact us regarding ad space here. Attractive rates are available for quarterly advertising packages and preferred vendor status with banner ads on our main page.
Brenda Waldrip
LTA WebSite Administrator
Improve Performance and Productivity with SkillSite: More Learning. Less Training.
Speaker: Theresa Lundquist, Chief Learning Strategist,
Profisciencē Partners
Profisciencē Partners is pleased to announce its latest product, SkillSite, a web-based platform that provides a complete set of tools for law firms to successfully implement, score, and manage competency-based assessments for employees and new hires.
Designed exclusively for law firms, SkillSite is the only product on the market today that creates and feeds personalized learning plans into your LMS so employees can quickly access their assessment results and complete prescribed training, allowing them to focus immediately on learning and acquiring new skills. This unique capability enables firms to take an important step after assessment, which is to provide the right training to close identified skill gaps and for the first time ever, facilitate more learning with less training.
On August 13, Theresa Lundquist, Chief Learning Strategist for Profisciencē Partners, will showcase this highly anticipated product, a comprehensive solution that provides end-to-end implementation and management for assessment, enabling law firms to successfully drive performance improvement. This session will include a preview of a ÒLegal Document ProficiencyÓ assessment, the automatic scoring of assessments, individual scorecard results, and generation of customized learning plans.
pdfDocs
by Dean Sappey, President DocsCorp
Join us for this presentation of pdfDocs! pdfDocs reduces barriers to productivity and workflow. Every month more and more AMLAW 200 firms are switching to pdfDocs and realizing real improvements in business processes and efficiency. pdfDocs goes beyond PDF creation. Designed to work with your business applications (MS Office) and document management systems (Hummingbird, Interwoven, Open Text and Worldox), pdfDocs increases productivity, speeds up client response times, helps deliver more profit while reducing risk. The pdfDocs solution gives legal professionals complete control over the flow and distribution of paper and electronic documents and forms in their practice Ð PDF creation, annotation, redaction, OCR, digital signatures, electronic filing and document distribution. Plus, discover the revolutionary new document comparison application that will compare anything-to-anything, integrate into your document management and email systems as well as use MS Word Track Changes functionality! pdfDocs compareDocs uses the worldÕs leading-edge technology to compare and analyze the difference between two documents with incredible accuracy and reliability across all document types.
About the Presenters:
DocsCorp is a software company that provides a range of software tools to enable businesses to share critical information in a format that is safe, secure, complies with industry standards and is universally readable. DocsCorp software integrates with Document Management, CRM and Practice Management systems to enhance business efficiency, productivity and workflow. DocsCorp has more than 2,500 clients worldwide, including professional service firms, Government departments and corporate enterprises. DocsCorp technology is licensed by major software vendors and publishers including CCH and Quicken and its products are sold and supported through a global partner network.
Attorney Resource provides instructor-led and end user software training to law firms and corporate legal departments locally, regionally and nationally. Whether you need designing and training for a full scale software migration, assistance with training a new software program or upgrade, or instruction on specific features of an application, the certified instructors at Attorney Resource will maximize return on your technology investment.
Interface Software's InterAction
is a flexible and uniquely designed CRM platform that delivers Relationship Intelligence throughout your firm or organization, quickly, efficiently and cost-effectively. Our goal at Interface Software is to deliver extraordinary software and services that will empower professional services firms and other relationship-based organizations to compete more effectively and efficiently. We do this by understanding the unique needs of professionals, and by tailoring our solutions and services with them in mind.
Now with InterAction, your business development and marketing efforts are streamlined, and become quantifiable, measurable and most importantly, predictable. InterAction can provide your firm or organization with the ability to profit from its Relationship Intelligence by incorporating innovative and leading-edge features.
Excel into 2008!
Presented by Terri Pason and Glenda Rampy
Explore Text Functions - Terri Pason, Winstead PC
Legal users often receive complex spreadsheets that were created by someone else. It is important to be acquainted with some time-saving text functions to avoid having to retype data and information to attain different formats.
A. Concatenate - Joins two or more cell contents in one single cell.
B. Split Text to Columns - The opposite of concatenating text cells, and separate cell contents into multiple columns. This will separate one column data [lastname, firstname] into two columns.
Explore Numeric Formats - Glenda Rampy, McKool Smith
A. Get Currency format to your merged Word document
B. Create a custom numeric format - great for entering Bates numbers
Workshare, an information security company, delivers Secure Content Compliance solutions to over 5,500 organizations worldwide. Workshare solutions uniquely combine policy enforcement, management control and user education to ensure safe information exchange without business disruption. Its products include Workshare Professional, Workshare Protect, Workshare Network Protect, and the Workshare Compare Service. For more information, visit
www.workshare.com.
LexisNexis¨ online legal research system, launched in 1973, exemplifies the leadership and innovation that LexisNexis employees and their companies around the world have demonstrated for hundreds of years.
LexisNexis¨ provides authoritative legal, news, public records and business information; including tax and regulatory publications in online, print or CD-ROM formats.
LexisNexis...it's how you know.
I-nnovate combines skillful design and integration expertise with Best-Of-Class Process Automation products, providing our customers with a long-term IT strategy for optimal business performance. So whether your company is looking for a general purpose, Enterprise-class BPM system to automate numerous processes - or an Application-specific Process-managed solution to augment your mission-critical systems, I-nnovate provides the best possible solutions for your business automation needs.
Jane Mason
727.507.3440 x122
727.686.3216 (mobile)
janem@emason.biz
For eMASON product information, visit www.emason.biz or email info@emason.biz
Levit & James, founded in 1987 in Leesburg Virginia, is a software company which specializes in document conversion and add-in products for Microsoft Word.
Today, our customers include 60% of the top 200 law firms in the United States, agencies in the Federal, and State and Local government, corporations of all sizes, and a variety of corporations and law firms in the United Kingdom, Canada, Australia and other parts of the world.
Find out more about its newest product for marking and building your Table of Authorities -- "Best Authority" at the next LTA Luncheon, January 12, 2005.
Ian D. Levit
Levit & James, Inc.
Innovaª, the flagship product created by SoftWise¨ Corporation, is a comprehensive document automation platform. Designed to seamlessly integrate with Word 97, 2000, XP and 2003, as well as leading document management systems, contact management programs, and fax server software, Innova provides users with a simple and flexible environment for accelerating the document creation and production process. Innova's interface mirrors the look, feel and functionality of Windows Explorer. Additional "next generation" features include a SQL/MSDE data repository that provides for an unparalleled level of scalability and flexibility in customization. The all-new Dialog Designer is a full-scale, drag & drop GUI development platform for Word. Using Innova's simple GUI interface, administrators can manage maintenance, LAN/WAN database replication and customization tasks without the need for any programming.
Legal MacPac is a comprehensive package of customizable legal document templates, macros, styles, numbering schemes, and databases that reduces the document creation and formatting process into a few simple steps. Using a sophisticated, yet flexible architecture, Legal MacPac can be easily customized to the most demanding set of firm standards, ensuring that each document is built right every time, even when documents are reused again and again. As an object-oriented Visual Basic application, MacPac is powerful, simple, and intuitive for end users. And because it is database driven, it gives administrators customization capabilities previously reserved for programmers. Legal MacPac, compatible with Word 97, 2000, XP/2002, and 2003, is the proven industry leader with over five hundred installations world-wide and over fifteen years of experience.
Paper-To-Digital
After years of talk about the paperless office, paper still comes in the door. Not only is paper a productivity burden for accounting and human resources, but the disconnection between a firmÕs knowledge platforms and the file room reduces the effectiveness and productivity of its professionals.
KwikTag is a breakthrough paper-to-digital solution for law firms from ImageTag, a software company based in Phoenix. Its paper-to-digital process is so unique that the U.S. Patent Office has awarded it four patents.
This lively and interactive session includes:
¥ Uncalculated costs and risks of paper
¥ Demonstration of KwikTagÕs patented paper-to-digital filing process
¥ An Òon-rampÓ for paper into your knowledge platforms
¥ Records Management from the front door to off-site storage
¥ Paper-enabling Human Resources, Accounts Payable, Billing . . .
KwikTag customers range in size from a Philadelphia firm with over 500 attorneys to a two-attorney firm in El Campo, Texas.
Topic:
Adobe Acrobat 7.0 Top 10 Tips and Techniques A discussion of Adobe Acrobat 7.0 new features and commonly asked Adobe Acrobat questions followed by Q&A.
Bio: Ed Sanders is a former Adobe Sales Engineer and Account Manager who played a key role in the development and introduction of Adobe Acrobat. In addition to 9 years at Adobe Systems, his background includes a degree from MIT's Sloan School of Management, 9 years enterprise IT management, an additional 10 years software sales, and teaching at several major universities. He is currently Chief Technology Assistant at PFL Computer Services, providing business systems consulting and computer services to small businesses and residences throughout the DFW area. Services provided include document management, training, networking, troubleshooting, installations, and more.
Contact Information:
PFL Computer Services
2411 Coit Road #150-40
Plano, TX 75075
www.pflinc.net
pflinc@comcast.net
972.692.6767 voicemail
214.457.4360 direct
Critical Tools for
MS Word
A discussion on training and providing Word tools for increasing efficiency and instituting best practices in document production - the obvious tools vs. the not-so obvious.
Speaker: Judye Carter Reynolds
Vice President of Client Experiences for Esquire Innovations. Her 20-year background in technology includes software sales, training, consulting and product implementations. EsquireÕs product line includes iCreate for template and macro development, iScrub for metadata management, and iRedlineLite, which provides tools for working with DeltaView and WordÕs tracked changes.
Esquire's mission is to provide Innovative Software + Astonishing Services = Extraordinary Client Success
Managing Electronic Content for Your Firm's Matters
* document/email management
* collaborative portals
* including Microsoft SharePoint
* mobility / offline access
* records management
Speaker: Doug Cartwright
Acrobat 8: Top New Legal Features
Speaker: Rick Borstein, Business Development Manager for Adobe Systems Incorporated
Join us for a free, informative seminar to learn about the new Adobe Acrobat 8 Professional. In this educational seminar you will . . .
á Learn how to securely Redact both electronic and image-only PDFs
á Use the Examine Document Tool to Quickly Remove Hidden Metadata, Text, and Image Data.
á Discover more accurate and faster OCR tools
á Activate features for Free Adobe Reader users Including Saving Form Data
á Use new built-in Bates Numbering
á Assemble a Compressed Package of Documents (Word, Excel, PDF, etc.) for fast & easy distribution
á Create, Distribute and Collect Data from PDF Forms
á Take part in a Shared review for multi-party commenting on PDFs
á Archive email from Outlook and Lotus Notes into PDF Packages
About the Speaker: Rick Borstein is a Business Development Manager specializing in the Legal Market for Adobe Systems Incorporated. Rick is a veteran of 18years in the software business, the last eleven with Adobe. During his tenure at Adobe, Rick has had broad exposure to all of Adobe's products including intelligent documents, digital imaging, publishing and digital video. Rick is an Adobe Certified Expert in Acrobat and a member of the American Bar Association and International Legal Technology Association. Adobe Systems Incorporated is a Fortune 500 company with over 5000 employees. The company's popular Adobe Reader software is installed on over half a billion PCs around the world.
DocAuto
Best practices for Matter-Centric Architecture Design in WorkSite 8 as it relates to Records Management.
This presentation will address how a dynamic Matter-Centric environment can increase end-user efficiency and productivity while solving common problems in both DM and RM environments and how well-maintained DM and RM environments go hand-in-hand. In addition, this course presents a well-posed stance on how true matter-centric environments provide law firms and other organizations with new tools and techniques for establishing and maintaining an efficient flexible compliant electronic environment.
Presenter:
Donna Bowen, DocAuto, Inc. Donna is the Vice President of Sales for DocAuto, Inc. In this role Ms. Bowen addresses the productivity needs of a thriving Interwoven WorkSite client base, while providing a consultative approach to addressing law firmsÕ critical business issues such as document security, imaging, and the ongoing development of matter-centric architectures for Worksite. Donna has 20 years of legal industry expertise ranging from law firm training and help desk management to legal technology consulting with law firms and corporate legal departments throughout the world. Bowen currently serves as the President of the Dallas Legal Technology Association and she has provided educational presentations for legal networking groups across the country. Donna earned her undergraduate degree in Political Science at Southern Methodist University in Dallas, Texas.
Network Services by
InterNetwork Experts
InterNetwork Experts focuses on the design and deployment of high performance IP-based communications networks for Service Providers and enterprises. Our network consultants use hardware and software to design and/or migrate local area, metro area or wide area networks with the performance, scalability, reliability that meets the business and technology needs of the client.
INX provides converged voice, video, and data network solutions to include:
*Cisco IP Telephony and Voice Applications
*Cisco LAN, WAN, Security, and Wireless
*Tandberg Video Conferencing
*NetApp Network Attached and Storage Area Networks
*EMC Network Attached and Storage Area Networks
*Custom IP Communications Products
*Consulting, Integration, Implementation, and On-Going Support Services
LSI
Litigation Solution, Inc. is a Computer Forensic and E-Discovery consulting firm as well as a full service litigation support service bureau. We will be providing a presentation on the collection, evaluation, review and production of Òelectronic documentsÓ.
Here are some highlights:
* 1 Hour CLE regarding Computer Forensics and E-Discovery Ð Review to Production
* Did you know that it is potentially against the law to hire a Computer Forensic Examiner in the State of TX who does not have a PI license. The result could be a Class A Misdemeanor.
* Learn how to interview a potential Forensic Vendor
* See a live demonstration of a Computer Forensic Acquisition
* Learn how to save your clients money by using filtering and de-duplication
* Save your clients considerable money by performing Native Review
Informative cost comparisons regarding Native Review vs. TIFF conversion as well as producing Native Files
* Especially informative for Civil, Divorce, Employee and Criminal practices
* Learn about what not to do when you get a hard drive or a laptop that contains evidence
* Did you know if you turn the computer on or plug in a hard drive into your network you will change the evidence which could be thrown out of court based on spoliation assertions?
* Did you know that you can potentially recover ÒkeyÓ documents that have been deleted but not over written via a forensic acquisition?
Informative for attorneys, paralegals and IT support staff!
Streamlining the Delivery of Learning Resources
Attorneys and support staff are constantly challenged by the inevitability of change. Such changes can be the result of new legislation, the increasing complexity of legal matters, or new technology being used to deliver legal services. To be competitive, continuous learning is inevitable. The questions to ask yourself are, how painful will the learning process become if the approach to learning is reactive and who is the biggest loser: the client or the firm? Forward thinking firms are taking strategic measures to evaluate how learning occurs in their firms, looking for ways to streamline the delivery of learning resources.
The right learning management system provides you with lots of flexibility when it comes to designing educational programs. Come see some of the new tools available in UniversitySite v5 and how it allows you to create guided learning plans that mix classroom and self-paced learning. Specifically we will have a look at several different eLearning models, including training, education and performance support. With it's SCORM 2004 compliant player, UniversitySite can handle just about any eLearning object you can throw at it.
Our speakers for this session will be Daniel Wallace and Michael Barshinger of SS Solutions. As Director of Client Services, Daniel has worked with dozens of firms across the US helping them implement learning strategies and programs through UniversitySite, SS SolutionsÕ flagship learning management system. Michael is the founder and lead developer for SS Solutions and responsible for the amazing growth and development of UniversitySite over the last few years.
Omtool, Ltd. (NASDAQ: OMTL) is a leading provider of document-routing solutions and services that enable organizations to manage the capture, process, and delivery of mixed-mode documents (containing both paper and electronic documents) into electronic information systems.
Established in 1991, Omtool offers device-independent, enterprise-class products used by global organizations whose business processes frequently include paper-based documents and/or stringent compliance requirements that encompass secure handling, storage, integration, and tracking of a variety of documents.
The Presentation will focus on OmtoolÕs flagship product, AccuRoute¨; a document capture, process and distribution platform that enables law firms to easily centralize valuable company information and distribute it to multiple systems simultaneously, all from usersÕ desktops or at shared scanning devices and multi-function peripherals Ð wherever they need it most, efficiently and cost-effectively. Used by some of the worldÕs leading law firms, AccuRoute easily and efficiently captures and manages mixed-mode documents and integrates with virtually all legal information systems, including but not limited to: Hummingbird DM, Interwoven Worksite, World Worldox, CT Summation, Dataflight Concordance, Hummingbird LegalKEY, MDY/CA and Microsoft Sharepoint. AccuRoute seamlessly addresses a number of different firm initiatives, including: Litigation Support, Compliance, Records Retention, Facilities Management and Disaster Recovery.
Topic:
People Are Processes Too
In the complicated world of data, ports and plugs, it is often forgotten that the most valuable process is found in the staff who manage the information. Todd Sons, IT Director at Jackson Walker, shares with us his views on developing and managing teamwork, leadership and work ethic within the Jackson Walker IT Department. All IT Managers are encouraged to attend!
Speaker Bio:
Todd Sons has 10 years of experience in the computing industry. Currently serving as IT Director of Jackson Walker, Mr. Sons is responsible for the daily operations of the firms data environment as well as the vision , strategy, and future direction of the firm's technology. Mr. Sons has spoken at the LegalTech Conference on Maintaining Business Continuity and was also quoted and mentioned in articles published by Business Wire, the Austin Business Journal, and MSNBC. Mr Sons also made a guest appearance on the legal talk network talks show "Coast to Coast" where he spoke about challenges in training attorneys.
LTA's First Legal Trainers' Panel!
Join us for our first ever LTA Legal Trainers' Panel, featuring guest panelist, Charlotte Gerdes with Regency Training & Consulting! We are sure to have a lively discussion and Q&A on training challenges and considerations for roll-outs, upgrades, and continued education at our firms. We hope to have a big crowd for this one, so please get this on your calendar and make sure you extend the invitation to all trainers and user support professionals at your firm.
Also preview the New LTA Forum. This new update to our website makes it easy for members to hold open discussions online!
Join Judye Carter Reynolds for a discussion and presentation on Document Assembly best practices and iCreateDA.
iCreateDA offers law firms a more affordable way to create and draft complex documents. iCreateDA is an on-demand, document assembly program. The document models are saved online. Models created by the firm are available to attorneys to create documents that adhere to a firmÕs best practices. iCreateDA documents are based on Esquire Innovations' iCreate templates. These templates have built-in structured style models and outline numbering. iCreateDA document models produce clean, consistent, complete, error-free drafts every time.
Judye Carter Reynolds has 25 years experience in various training roles spanning customer training, technical support and software implementation services for small to large law firms. She frequently consults with law firms on their training staffing, education and Òtrain the trainerÓ scenarios. Judye is the Vice President of Client Experiences for Esquire Innovations, Inc., a CA-based provider of Microsoft Office integration software services and applications for the legal market.
www.judyecarterreynolds.com
Esquire Innovations develops products to transform Microsoft Office from a general business tool into a legal-specific tool:
* iCreate: Easily create documents using templates and macros.
* iCreateDA: On-demand document assembly.
* iScrub: Quickly remove metadata from your Microsoft Office documents before sharing them.
* iRedline: Accurately redline Microsoft Word documents.
* iDocID: Automatically place a document's ID number anywhere within a document
www.esqinc.com
Stepping Out of the Training Classroom and Into a Consulting and Coaching Role
Speaker:
Tami Schiller, Training Manager at Jackson Walker
Technology is ever-changing and the rate of change accelerates with each passing year. As technical trainers, we know we have valuable information to share; but the client work is more demanding and time is a precious commodity. There is no time for the traditional 1 to 2 hour classes in the training room. The challenge then becomes finding news way to share our wisdom and knowledge. At Jackson Walker, we are in the middle of an interesting experiment adding coaching and consulting skills to our training methods. Coaching allows the learner and trainer to use time wisely by applying training desk side that is task specific.
Consulting allows us the opportunity to recommend the best tools and practices to use to perform a specific business process. It is learning when the learner needs it in manageable sessions that don't monopolize their time.
Using Competitive Intelligence for
Strategic Law Firm Growth
Most firms conduct some form of Market & Competitive Intelligence research as an integral part of doing business. But an increasing number of firms have formalized the process, planned for it and trained members to use this information broadly in day-to-day operations. The ROI is a "Return on Intelligence". It can be translated over time into increased revenue and a fact-base to support management decisions. Janet Bennett, senior business development consultant with Thomson West, will be discussing the new tools available from West and how firms are using these tools to strategically guide business growth.
About the Speaker:
Janet Bennett joined West in 1993 after graduating from Texas Tech University School of Law and completing the Texas Bar Exam. Janet has held consulting roles in legal research and strategic development assisting law firms, corporate legal departments, insurance companies, the judiciary, and law schools. During her tenure at West Janet has been honored with numerous awards including National Academic Account Representative of the Year and Southwest Law Firm Account Manager of the Year. In her current position, Janet works closely with law firms guiding them in obtaining and utilizing competitive intelligence to gain an edge in winning cases, satisfying clients and strategically guiding business growth.
Acrobat 8: Top New Legal Features
Speaker: Rick Borstein, Business Development Manager for Adobe Systems Incorporated
Join us for a free, informative seminar to learn about the new
Adobe Acrobat 8 Professional.
In this educational seminar you will
á Learn how to securely Redact both electronic and image-only PDFs
á Use the Examine Document Tool to Quickly Remove Hidden Metadata, Text, and Image Data.
á Discover more accurate and faster OCR tools
á Activate features for Free Adobe Reader users Including Saving Form Data
á Use new built-in Bates Numbering
á Assemble a Compressed Package of Documents (Word, Excel, PDF, etc.) for fast & easy distribution
á Create, Distribute and Collect Data from PDF Forms
á Take part in a Shared review for multi-party commenting on PDFs
á Archive email from Outlook and Lotus Notes into PDF Packages
About the Speaker: Rick Borstein is a Business Development Manager specializing in the Legal Market for Adobe Systems Incorporated. Rick is a veteran of 18years in the software business, the last eleven with Adobe. During his tenure at Adobe, Rick has had broad exposure to all of Adobe's products including intelligent documents, digital imaging, publishing and digital video. Rick is an Adobe Certified Expert in Acrobat and a member of the American Bar Association and International Legal Technology Association. Adobe Systems Incorporated is a Fortune 500 company with over 5000 employees. The company's popular Adobe Reader software is installed on over half a billion PCs around the world.
Adobe¨ Captivate¨ Software
Presented by Terry Aurit, Savvy Training & Consulting
This presentation will address Adobe¨ Captivate¨ software and enables anyone to rapidly create powerful and engaging simulations, scenario-based training, and robust quizzes without programming knowledge or multimedia skills. Deliver rich training and eLearning content to virtually anyone Ñ anytime, anywhere. This product will create high-quality Adobe Captivate simulations and have the capability to e-mail them; post them on a website, intranet, or online help system; or generate PDF documents with media clips.
Quizzes - Create and deploy interactive tutorials and randomized quizzes with randomized answer options. Increase the effectiveness of simulations by adding interactivity, including quizzing, text entry fields with multiple correct answer options, click boxes, keyboard shortcuts, and buttons.
Screen recording and demos - Capture and record screen activity and effortlessly synchronize audio and video.
Create eLearning Ð using Adobe¨ Captivate¨ provides screen recording and video capture software platform to help you rapidly develop and deploy interactive simulations and scenario-based training.
This is a quick and running software. Adobe¨ Captivate¨ 3 software is an intuitive point-and-click user interface and many time-saving features such as automated text captions and automated rerecording of web applications in Microsoft Internet Explorer.
Presenter: Terry Aurit, Savvy Training & Consulting has been providing on-site software training and legal-specific training products to law firms and corporate legal departments for 20 years. All of Savvy Training's documentation and training aids are available ala carte, or as part of a complete Savvy Training project. For further information about Savvy Training & Consulting, please contact Terry Aurit at (928) 753-9593, or e-mail her at Terry@SavvyTraining.com.
Quick Tips & Tricks - Stand and Share
Presented by All LTA Members
This presentation will address "Quick Tips & Tricks" for MS Suite 2002 and 2003. There will be an open forum "Stand and Share" setting.
The surroundings will consist of a laptop and a projector and both applications running.
If you have any ÒQuick Tips & TricksÓ to share please bring them along.
1. Ask yourself ÒWhat do I have to shareÓ. What comes natural to you might be new to others. So ÒStand and ShareÓ.
2. Ask yourself ÒThere couldnÕt possibly be anything new in 2003 to shareÓ. Oh, but there is.
Word 2002 Tip - CTRL + Y = Repeats the last paragraph/item typed. ÒWow, I didnÕt know that!!!"
Come join in and discover new tools and techniques in working in Microsoft.
How E-Discovery Affects Email Management in Law Firms
Understanding the Issues and Implementing a Solution
Presented by Charlotte Gerdes
The objective of this presentation is to educate attorneys and law firm personnel on the serious risks involved with email management and retention. The initiative is two-fold:
To provide an understanding of the issues of regulatory compliance, legal liability, lost information and reduced client/matter related productivity, and
To present an email management solution.
With strategies learned in this presentation a firm can be assured, and assure its clients, that it is prepared to meet email discovery needs.
Just a sample of the presentation that will be discussed:
What are the issues:
Law firms now recognize that the uncontrolled growth of email has turned this onetime productivity boon into a mixed blessing. More than a nuisance, email overload poses serious threats to law firms, including lost information, reduced productivity and legal liability. As a result, even a modest improvement in the way email is managed can lead to dramatic productivity gains and an immediate reduction in operating costs.
Charlotte Gerdes is an experienced trainer at all skill levels, and in customizing training and developing courseware based on the specific needs of individual firms. Her experience and strong interpersonal skills have been valuable contributions to the success of migration projects at high profile law firms.
With over 15 years experience in software training for numerous firms, she knows what the problems are when rolling out new products or new versions of existing applications to end users, how to get attorneys to attend training, how much training is required based on the products being installed, and how important training is in increasing user competence, confidence and productivity. She has worked as an in-house technology trainer, a contract trainer and as a consultant for firms throughout the United States
Best Authority
Presented by Ian Levit of Levit & James, Inc.
A legal brief can have hundreds of citations, and litigation staffs are under enormous pressure to create the TOA quickly. Best Authority produces a Table of Authorities (TOA), 4 to 8 times faster. Best Authority is not only faster, but more reliable. It allows to format TOA any way desired. Best Authority users will notice a greatly enhanced citation-recognition engine.
Levit & James, Inc. is a leading provider of Document Conversion and add-in products for software Utilities. Since Best Authority was released in June of 2006, over 95 law firms have switched to Best Authority. This includes 28 of the top 200 law firms in the country.
LTA Extends a Special
Thank You to Sponsors
2008 LTA Holiday Sponsors
Advanced Connections Inc. (ACI)
Andrews Kurth
Attorney Resource
Avanti's Restaurant
City Club Dallas
Cookie Bouquet
Digital Discovery Solutions
Enchiladas
HG Litigation
Hubbard One/Thomson Reuters
Hunton & Williams
Intelliteach
Jackson Walker
Jones Day
K2 Solutions
Legal MacPac
Legal Network
Lexis-Nexis
Little Pedersen Fankhauser
LSI
McKool Smith
Munsch Hardt
Paralegals Plus Inc.
Regency Training
Savvy Training
Tinstar
Traveling Coaches
Weil Gotshal
Winstead PC
Zelle Hofmann Voelbel & Mason
Getting CLE Credit as a Training Bonus for Attorneys and Legal Assistants
Who are the toughest ones to get into the training room and need the training as much as their support staff? Yep, attorneys (and legal assistants). For years we have heard from the attorneys that they would come -- if they could get CLE credit. Good idea and point well taken; however, that CLE credit approval was as allusive as gnat whiskers.
On February 13, we will be sharing the secrets to success in receiving CLE credits for your Firm.
Included in the discussion:
1. Accreditation Standards for CLE
2. Key Words to Use or Not to Use
3. Fill-Out of Application Accreditation of CLE Activity Form
4. Becoming Approved and Unapproved
5. Fees
6. Deadlines
7. Time Frame
8. Where to Apply
If training is not your thing or you arenÕt the one who would be involved in receiving CLE credits, come anyway. Who knows what tomorrow will bring in your life or what someone you know will need to know to help them in their life!
MacPac 10: The Next Generation of Document Editing, Creation, and Automation
Presented by Linda J. Sackett
Please join me for a sneak peek at our new, next generation product built from the ground up in .NET/C# with Office 2007 and Vista in mind. Linda Sackett, founder and president of The Sackett Group, Inc., will demonstrate how a traditional macro and template package has evolved to become much more.
Utilizing a single interface and feature set, users can create traditional template content such as letters, faxes, and pleadings, as well as documents previously reserved for document assembly programs - leases, wills, fill-in forms, clause libraries, or even complex multi-document packages with question and answer storage.
YouÕll still find MacPacÕs signature features and functionality, including our newest outline numbering and TOC tool, seamless integration with leading contact managers, email programs, and document managers, global author preferences which allow users to 'personalize' any document and share these defaults with others in the firm, style management tools, and how to create pleadings and proofs/certificates of service using any of MacPac's 65 different U.S. courts for 17 states. MacPac users can reuse or recreate documents with a single click as well transform non-standard document or an email into a formatted firm document with just a few clicks.
Getting Up to Speed with PowerPoint 2007
Presented by Elaine Lowenkron, Training Director for Attorney Resource
See it in Action, high-impact dynamic presentations with PowerPoint 2007 will introduce you to the interface and new features as well as give you skills needed to create a dynamic presentation. Presentations are very important to legal personnel whether for marketing, firm meetings or trials. PowerPoint 2007 comes with new themes, layouts, and Quick Styles.
Presenter: Elaine Lowenkron, Training Director for Attorney Resource, holds a B.A. and a Master of Science Degree in Education. Elaine blends consulting, education and training in todayÕs technology with people committed to the practice of law.
Certifications - Microsoft¨ Office Specialist Master Instructor in Office 2003, and Office XP as well as a Microsoft¨ Certified Application Specialist in Office 2007.
Attorney Resource is the oldest legal staffing company in the Southwest, being in business more than 35 years and currently has offices in Dallas, Fort Worth, Austin, Houston and Tulsa. The Training Division provides software training and development services to members of the legal profession. www.attorneyresource.com
Help!! ÒWhen is a Third Party Needed???Ó
Presenter: Mark A. Moore, J.D.
e-Discovery Consultant
LIT Group, Inc./RLS Legal Solutions
www.litgroup.com
Firms spend considerable resources in developing and maintaining solutions to provide effective assistance to their litigation professionals when handling Discovery Requests. Yet, and in light of the recently revised rules of Civil Procedure, there are occasions when firms might consider turning to an outside resource to aid in the process of information management.
This presentation will provide an overview of situations in which an outside consultant can aid and enhance an organizationÕs efforts to meet EDD requests with an emphasis in various technology solutions available primarily through third-party.
LIT Group has been in business since 1995 and is a technology based professional services company offering a comprehensive array of services for legal information management, using proven methods and a consultative approach to assist clients with the processes associated with litigation matters as well as other applications.
They work with Corporations and Firms in managing all information associated with litigation with a heavy emphasis on technology and Electronic Discovery. Although our services are tied to the litigation support teams within those organizations, the technology very often requires some sort of involvement with IT. We host varied solutions, sometimes with a parallel to internal solutions on larger matters, but we also offer some solutions that can only be offered through hosting.
The Risks of Metadata
Malcolm Wells
Director of Sales and Marketing at Litigation Solution Inc. (LSI)
Certified Computer Examiner
Summation Certified Trainer
Texas Licensed Private Investigator
Many law firms understand that confidential information may be sent with a document through email and native production; however, there are different types of metadata and different ways that metadata may still be found even after it is "stripped". This presentation discusses how this can effect the firm and its clients.
Litigation Solution, Inc. is a full-service litigation support firm, offering a complete range of solutions by a professional staff. Whatever stage your case may be inÑdiscovery, trial, mediationÑLSI has the experience and tools to help you succeed.
Creating Adobe PDF Forms
Presented by Marilyn Bradford - Hunton & Williams
Learn how easy it is to create electronic PDF forms using Adobe Acrobat Professional. You can design and create an entirely new form or you can quickly convert your existing paper and electronic forms to PDF and then add PDF form fields.
See a demonstration of three types of Adobe PDF forms.
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Fill-and-print
PDF forms are typically digital presentations of paper forms. Fill-and-print forms may contain interactive form fields or static form fields; either way, the user must manually deliver the form, such as via postal mail or fax machine.
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Submit-by-email
PDF forms contain a button that
either extracts the form data from the PDF form and attaches that data to an
email message or attaches the filled-in PDF form to an email message.
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Submit
on-line PDF forms contain a
button that sends the form data to an online repository, such as a database.