Category Archives: General Legal IT

General Legal IT

Down to London for a look at “Microsoft 2010”

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I spent the day today in London at an event hosted by Trinity Expert Systems. The event focussed on Microsoft’s 2010 stack of products and my reason for attending was to look at Office 2010 and the surrounding technologies (I was particular keen to see what SharePoint 2010 had to offer).

I thought I would blog about a number of other products that caught my eye, not all of them were new, I’d seen some before, but it was the possibilities that came to mind that interested me.

The first session was more on the “infrastructure” products. I use quotes as these were what they traditionally were, but as you’ll see from these two parts of Microsoft’s System Centre, the end user service is becoming more of a focus:

  • SCOM (Microsoft’s monitoring solution). The pictorial view of a systems health from a business service perspective and the possibilities to monitor client machines interested me, it took it beyond what I’ve seen in MOM (it’s predecessor). The possibilities of monitoring the iManage Document Management service end to end, for example. Not just that the physical server is up and running, but that the clients can connect, the IDOL indexer is indexing correctly, the SQL database and application servers are handling transactions nicely, applications load in a satisfactory time etc. For a support team you can see the health of the service as a whole rather than just the servers in it.
  • Service Manager. A new introduction and effectively a help desk system. What I liked here was the self service portal idea, allowing the end user to “do it themselves”. So for example, install an authorised piece of software just by selecting if from the self service portal.

A couple of interesting features of Windows 7 were mentioned that I wasn’t aware of:

  • AppLocker – in my opinion this allows you to lock down desktops in a much better way. Effectively giving a white list of apps you allow on your desktops, the users can install authorised apps themselves. No longer having to manage the crude Windows XP standard user v admin user, which inevitably leads to people having admin right and a proliferation of unwanted apps in the organisation. It also allows quick but controlled authorisation of new apps.
  • BranchCache – basically this is local caching of information. So files from remote locations are downloaded once by the first person and then subsequent requests for the file are from local PC’s rather than from the remote location. I don’t know too many of the technical details but it looks interesting.

Next up was unified communications, I use Office Communicator at work and blogged at the start of the year that I think this is the year for IM in legal. But the integration into Outlook 2010 will need some thinking about. For example, do you need a separate application for communicator? It isn’t necessarily required as it gets integrated into Outlook 2010.

Also something that struck me was whether there was a need for a separate “Person” database (usually found in all firms intranets) diminishes as contact information becomes richer and exposed in many of the 2010 applications (Office, communicator, SharePoint etc)

After lunch it was the turn of SharePoint 2010, this product interests me at the moment. Especially the possibilities for real time collaboration when integrated with Office 2010. The granular way that collaboration works sounds very good, the locking of a paragraph as one party edits it removes the chaos that you got in say Google Wave. Combine this with Office Communicator and real remote collaboration becomes much easier.

I think there is a lot of potential here for Document Management System (DMS) providers to leverage this functionality. Law firms aren’t going to abandon hard core DMS systems anytime soon, but I think there will be use of SharePoint with Office 2010. So there is the real need to control the checkout from a DMS and smoothly transition to SharePoint for collaboration before finally returning that document back into the DMS with version control and audit history (the later isn’t kept by SP2010 when collaborating).

As I start to look at Office 2010 I see more and more possibilities. It’s going to be very hard to scope the delivery of this version of office as it seems to integrate so well with the other Microsoft applications!

Finally at the end of the day we got a quick run through security and Direct Access. This allows seamless access into the business network from your firms laptop wherever internet access can be gained. No more convoluted token/password access! It also ensures that the laptop is covered by all your corporate policies, deployments etc whenever the laptop is connected.

So overall a good day. Plenty learnt about the new technologies from Microsoft. But now, from my point of view, we just have to work out how we avoid getting too carried away with the possibilities for Office 2010!

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General Legal IT

Breakfast with BigHand

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On Thursday myself and a couple of colleagues attended a breakfast briefing from BigHand at Gordons law firm in Leeds, accompanied by plenty of bacon butties from the Roast! It was one of a number of briefings that they are doing throughout the UK on the back of their recent acquisition of nFlow.

As well realising that it’s not just Herbies that have hot meeting rooms, there was information on the nFlow acquisition. But for the most part we were shown demos of some of the new features being planned for future versions of the BigHand software (I think most were for v3.4). Below are some of the key functions that stood out for me (I was making notes on my touch screen Windows Phone whilst trying to keep up with the demos, so if you’re interested in a specific feature I’d double check my understanding with BigHand!)

  • MS Office Integration. This allows a document to be attached to the dictation and passed through the workflow. Also there is the the ability to create and manage profile information to go with the dictation. These combined allow the Fee Earner to provide information to the secretary on the dictation that the system can then use to, for example, launch a template and fill in details such as document name straight from the dictation in the queue.
  • Then combine this with the SDK and you could enable integration into the DMS (Document Management System) to transmit the document in the dictation workflow, yet maintain the security and version control of the DMS.
  • Escalation function. The ability to set global rules in the system to escalate work. So for example a folder could be given a rule that after a certain time all outstanding dictations are moved to another folder (e.g. out of hours team or the team in the firms Asian offices for example).
  • Reporting has been bolstered by the addition of an analytics module. This stores more information than before in the database (no longer limited to last 30 days) and has improved reporting (no longer using Excel). The module allows you to drill down on results obtaining more detail.
  • In the mobility clients for BlackBerry and iPhone you now have the ability to attach documents and photos to dictations. Taking the devices further into general workflow than just pure dictation (e.g. you could dictate meeting notes that referred to notes on a whiteboard that you’d photographed on the phones camera)
  • Finally the speech recognition module. This was brought in with v3.3 but it’s worth a mention again as it still impresses me. It’s way beyond the old desktop versions, but the addition in the newer version is the ability to chose to either send the transcribed document back to yourself for proofing or send it onto your default workflow for proofing. So the “training” can be done by a secretary checking and correcting your document.

The briefings are still being run, details can be found on their site.

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General Legal IT

Stop printing your emails – the iPad’s a game changer!

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paper
A big pile of paper!

Law firms print paper, in fact they print LOTS of paper! I recently heard of a secretary printing off 6-8 inches of paper for the file (you know you’re printing a lot when your margin of error is 2 inches!!). I am therefore pretty sure that the cost of printing is rather significant cost for law firms.

So why on earth do it? There are two main reasons I’ve come across:

1) Keeping a good and proper file

“All the emails and documents must be printed for a paper file, it’s been like that for years and it isn’t changing on my watch.”

Come on, there isn’t any reason to do this. It’s not a regulatory requirement to keep a paper file, a good and proper file yes, but that file can be electronic. The only reason I could understand is maybe in a small firm, one that doesn’t have a document management system (DMS) to organise the electronic file. But why are lawyers in medium and large firms still doing this? Do people think it’s more secure? Well it’s not, not even in the slightest. An electronic file will be backed up a number of times with all documents and emails in a number of locations for security. A paper file is in one place and there is just one copy of it. Damien Behan’s article here sums up nicely the increased risks of keeping paper based files.

I really can’t see the need to print off reams of email, if you must still keep a paper file just put in a file note indicating the location of the emails in the DMS. But save the paper and the cost (of the paper, storage and secretarial time) and don’t print them off!

2) It’s easier to use paper

Now this is where I can agree with the lawyers, shifting through paper copies of email to locate the correct one can often be much easier. The average DMS (and even Outlook) doesn’t make it easy to wade through vast numbers of emails.

I posted the why print question to lawyers on twitter recently and got a good comment in reply that backs up my view from @ljanstis

“paper can be read anywhere – in court, with client, on the the road. Can’t guarantee that if just in electronic form”

And here is where I do a big u-turn on a previous article and lay out what I think could be the answer for lawyers – the iPad! I’ve been reading peninsulalawyer’s blogs on his first impressions (here and here) of his iPad as a tool for lawyers and I’m more and more convinced that it’s going to be a game changer in legal.

For legal IT departments I think there will soon be a trickle of requests either to provide iPads or at least enable them to access the corporate network and as with the iPhone the trickle will become a stream and I’m betting an eventual torrent as people see the possibilities of this device.

Imagine. You could use some of the functionality of Adobe Acrobat 9, it’s email archiving feature that allows you to convert email in Outlook into a PDF Portfolio (a Portfolio contains PDFs of email messages which in turn contain the attachments to the message). You could put this PDF portfolio onto the iPad and browse through your emails with ease. As peninsulalawyer says in his post:

“I could zoom in on a PDF document on a netbook, scroll backwards and forwards and highlight text, but the speed and ease of doing this on the iPad is like nothing I have ever seen on a laptop or notebook.”

This could be the perfect tool to finally eradicate the piles of paper from a law firm. For a firm of 1000 lawyers it would cost under £500k to provide an iPad for each lawyer. And if that sounds a lot I suggest you find out your printing costs, I wouldn’t be suprised if it suddenly looks a good deal!

ipad
iPad

And yes, to all those that know me well, I do realise it’s an Apple! 🙂

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General Legal IT

Simplicity rules

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Anyone use Spotify? For those that don’t it is a service that allows you to play thousands of music tracks for free (with adverts) or for a small monthly cost (without adverts).

It recently launched a new version of its application that integrates a range on new social features.

So what’s this got to do with Legal IT? Well Spotify has done what a whole host of legal IT vendors have done for years, they’ve gone and over complicated what was a very simple application!

Software vendors (and I suspect this can be levelled at Legal IT depts too!) tend to feel the need to add functionality on release of a new version. Which is fair enough, but if you do your key task extremely well (like Spotify previously) why add to it?

There is a lot to be said for just keeping applications to the functions they do well, if you want to deliver a new version maybe think “what can we take away?”. As I quoted in a previous post : “Perfection is reached not when there is nothing left to add, but when there is nothing left to take away”, Antoine de Saint Exupéry.

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General Legal IT

Workshare and Office 2010

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Last week I attended a Workshare user group event down at Herbert Smith’s offices in London. If you’re a Workshare customer I can say that (apart from Herbies meeting rooms being far too hot even with the aircon on) the user group is worth attending. It was a good mix of user feedback, product direction and case study and definitely not too heavy on the sales.

The point of this post though is to look at a couple of interesting products on the horizon. Both in my opinion take Workshare up against vendors that traditionally haven’t occupied the same space in Legal IT.

First up is “Document Doctor” (I’m not sure these are actual product names as yet).

This is a product they are working on to look at restyling and repairing documents. The idea being that it would work as part of the flow of what you are doing e.g. a comparison fails due to corrupt document and then it would prompt to try a repair. It’ll be available as standalone and also integrated into Workshare Professional (WSP). I wasn’t sure if it was an additional cost bolt on to WSP or part of WSP 5.5.

To me it’s clearly looking at an area currently held by another well known legal IT vendor, maybe not in direct competition but if they get the licensing right it could be a viable alternative for a lot of firms.
Next up is the integration with Sharepoint 2010. And there are two parts to this:

First off document collaboration, workshare becoming the glue between your DMS (Document Management System), Word 2010, traditional Workshare functions and Sharepoint 2010. Allowing you to leverage the collaboration features of Sharepoint 2010 and Word 2010, yet maintain the control your DMS gives you. The thoughts I had were of collaboration portals for clients. So you could use an extranet version of Sharepoint for collaborating on documents with clients, yet keep full control of versions etc within your DMS. This could be very exciting.

Second for me was the biggest surprise. This is where Workshare enter into another new legal IT arena, one I wasn’t expecting. It’s their product that adds matter centric working to Sharepoint. Allowing you to work on and store your documents in a matter centric content management system.

Some of this functionality was announced in conjunction with the Office and Sharepoint 2010 launch.

A very interesting development indeed!

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General Legal IT

Outlook 2010

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Yesterday was the official launch of Office 2010 and it looks like this is the year of Office. And that’s Office from Microsoft not the “Open” kind as some people would have predicted.

A lot of law firms I guess thought about Office 2007, but due to one thing or another (one big one I guess being the recession) stuck with Office 2003. But now on the back of what will probably be a mass shift to Windows 7 it’ll be Office 2010 that joins the party (the show of hands in yesterday’s Workshare user group backs me up on this).

So over the next few months I’ll probably blog a fair bit about Office 2010, I’ll tag everything with Office2010 so just use the tag cloud to the right to retrieve all the posts.

This post though is just a quick look at two features in Outlook 2010 that I saw on a webcast before the launch yesterday. Both of which could benefit legal as both will help lawyers to tackle the deluge of email they receive.

  • First off the Outlook OST. Yes, the OST has been part of Outlook previously (basically if you run Outlook/Exchange in cached mode the OST is the local “database” that stores your local cache of email). Following on from improvements in 2007 SP1, this has been improved to ensure it is more performant with larger mailboxes. So that’s in terms of number of items you can have in folders before performance drops and also the size of the mailbox overall that Outlook can handle efficiently. Tied to Exchange 2010 this could be a real benefit in performance over Outlook 2003 in particular!
  • Next some of the email management features. Better management of email conversations, the ability to point at a conversation (or email thread) and quickly remove superfluous emails that don’t add to the conversation. Also a very powerful (or dangerous?!?!) feature to ignore further emails to the thread! Basically if you’re bored of a thread of emails you can click ignore and the thread and all future emails on that thread go into your deleted items.

I’m sure there are many more features that I’ll discover as I start to use Office 2010. In my next post though I’ll look at someways in which Workshare intend to leverage Office 2010.

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General Legal IT

LinkedIn to replace InterAction?

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I caught a status update of a ex-colleague of mine on LinkedIn regarding InterAction today.

“wondering if LinkedIn will be the death of InterAction for CRM”

Now I don’t know if this was just a sound bite as a result of a bad experience of InterAction he had today or a genuine question of the possibilities on Linked In?

But either way it is an interesting question. Have walled off contact and CRM systems reached end of life? LinkedIn certainly has gained popularity to the point where it is the de facto standard professional social network and with that comes a wealth of information on “who knows who” that an in house system couldn’t hope to capture.

Then like most social networking platforms it has an API. Now I’m not sure how open the LinkedIn API is but would it take too much work on say Tikit’s part to integrate their eMarketing suite?

As almost every Legal IT or Legal Marketing person that has used InterAction  will know the benefit comes from the data and therefore won’t it just take a small shift in LinkedIn technology to leverage the wealth of data it has in it for use in house?

So, in a week that has seen the demise of Ning as a free service, has fighting the de facto standard (in Nings case facebook) just become impossible in the long run? All it will take now is for facebook to shift it’s Fan page infrastructure slightly and introduce a private network facility and it’s bye bye Ning.

What do you think?

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General IT, General Legal IT

Backups – that dull bit of IT that someday you wish you’d done!

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Everyone who has ever lost data from their computer knows the importance of backups and for a law firm (no matter what size) it’s critical. I don’t suppose there is much point in me outlining the detail of why? But if you are interested in a good summary of why backup is a good idea try this site.

Also don’t fall into the trap of assuming that electronic data is not as safe and so keep everything as a piece paper. More often than not electronic information is just as safe (if not more so) if looked after. Take a look at this story as to why a printout in an offsite facility is not necessarily that safe!

If you work for a big law or mid-sized law firm, you’ll probably have an IT department and they will probably have some or all of the following:

  • A regime of daily and weekly backups of your data
  • Transfer of older backups to offsite locations
  • Larger firms may have multiple online data centres with your data replicated between them

For small law firms the picture may be different, but still there maybe a tape or disk backup. This may be taken offsite or perhaps even locked in a fire safe.

But even with your data backed up, there is more to just having the data safe when it comes to recovery from a disaster.

One benefit of a disk based backup (for example, on a small scale, a USB drive) is the fast recovery time. Just plug it in and access the data (in tech speak this is known as a small RTO or recovery time objective). Also there is no worry that at the time you need the backup the restoration software is not available!

For big law this switch to disk based backup is fine, this is why many have set up their multiple data centres, but what about small firms? USB drives can handle computer failure, but what about fire, flooding or other natural disasters? It’s a pain to keep swapping USB drives and taking one offsite or to have to lock it in a fire safe overnight etc (especially as the most convenient time to do the backup is overnight!)

Well take a look at this drive I recently got my hands on. It’s called an ioSafe and it’s main aim is to resolve this very problem!

ioSafe

It’s basically a fire proof, shockproof and waterproof USB drive. I’m not brave enough to trash it in the quest for a YouTube video demonstration of its capabilities, so you’ll have to take a look at these demonstrations!

BBC – http://news.bbc.co.uk/1/hi/technology/8449893.stm

Channel 5 – http://fwd.five.tv/gadget-show/blog/episode-1-the-desert-challenge Note the follow on point on the C5 website on how they could have got the data back following the gadget show demo.

So what’s it like as a USB drive?

Well apart from the size and weight of the device it works pretty much as you’d expect. It’s low noise, there isn’t any noticeable speed difference to old my USB drive. The only mild criticism I’d have is that the activity light on the front is a a bit dim. But basically it’s a USB drive, and it just works as you’d expect!

The big benefit I can see of a device like this to a small law firm is that it can cope with a fire, a flood or I guess an earthquake! And the benefit over a DVD backup being taken offsite is that it can give a fast RTO (this could also be the case for it being used in conjunction with tape backups in larger firms to reduce the RPO – recovery point objective (more tech speak I know, but that basically means the acceptable amount of data loss measured in time i.e. a days worth of data lost if you restore to that DVD that went offsite yesterday).

All ioSafe hardware also comes with a Data Recovery Service. So should a drive be damaged for any reason ioSafe will spend up to £500 to recover the data and then send it back to the customer on a replacement device!

For pure backup it’s a great concept and perfect for small business, but I can see a question and a future threat that you may want to consider:

The question – cost?

  • A 1Tb version is £260 vs. a 1Tb standard USB drives cost of £80
  • The value is in the fireproof, water proof aspect. Is it worth it? Well I guess if you look at a decent fire safe being £100, needing an extra drive 2x £80 to be able to pack a USB drive away each night in the safe. You’re at the same price! Then factor in the ioSafe convenience and  benefits of the DRS should there be issues with the recovery and the ioSafe doesn’t look too bad value wise!

The threat – cloud based backup!

There are some cloud based backup options but for law firms I see a few issues with these at them moment:

  • Confidentiality – ensuring that this is met and for those particularly outside the US that cross jurisdictional issues don’t crop up
  • Cost – most are subscription based and charged at cost per Gb. There could also be data transfer costs depending on your internet connection deal with your ISP.
  • Risk of the company going bust and losing the backup of your data.

Longer term I think cloud based backup may be easiest form of backup, but for now have a look at the regime you have in place and check whether it would keep your law firm going in a disaster. If you’re after a little more piece of mind with a USB based system, then maybe ioSafe is just the device for your practice?

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General Legal IT, Legal

Generation Y trainees about to shake up Legal and Legal IT

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We’ve been away this Easter weekend to visit my wife’s family and whilst out yesterday I happened to get into a conversation with an ex-trainee of a Big Law firm. As I got on to explaining that I worked in the IT dept of a rival firm it was interesting to hear his questions and thoughts on Legal IT.

It left me thinking that anyone waiting for the current tech savvy trainees to give us Legal IT professionals an easier time ought to stop reading this post now as I’m about to depress you!

In fact if this trainee was typical of those joining law firms then the demands on Legal IT are going to get worse (or better if you’re up for the challenge). A couple of points stood out:

  1. Frustration at the pace of change in corporate IT. The bemusement at why law firms can’t keep up with software like he could at home. “We were still on Office 2003!” he commented as though this was a ridiculous situation. My comments on the difficulties of upgrading thousands of PC’s got a kind of “So what?” reaction.
  2. They do understand the IT dept but only the roles of those at the coal face. The service desks and IT support staff. They are unaware of the size and roles in the rest of IT.

Now this may have just been the situation in that particular law firm, but I doubt it. The challenge that stands out to me from this is twofold:

  1. The struggle of getting the old lawyers to use computers is going to change rapidly into a demand from new lawyers to use the latest computers and software. This I’m sure is starting to happen already, but it will only increase. Why shouldn’t a lawyer be able to do with his work kit what I’m doing now with my own kit (writing a blog post on my laptop travelling up the M5 whilst connected to the internet via my windows phone which is acting as a wireless hotspot! **).
  2. There needs to be better engagement at the trainee stage with IT. Get the trainees involved in the IT strategy early in their careers may reap benefits later.

Things are not going to get any easier for Legal IT, the demands on the corporate IT dept won’t drop off they’ll just be different.

Oh and the challenges for Law Firms generally won’t get easier either. This guy got disillusioned with the long hours, no life culture of city law and quit to pursue other interests. Generation Y is going to shake things up in law in more ways than one!

** to the iPhone users out there. That windows phone is not only acting as a wireless hotspot, it’s also playing MP3’s through the car stereo and scrobbling to tracks to last.fm. That’s multitasking!

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General IT, General Legal IT

email, hate the stuff!

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I’ve spent a lot of time thinking about email recently and I mean a LOT! I’ve concluded I hate the stuff, both on a personal level and on an enterprise level. It’s like sand, it gets everywhere and you can’t get rid of the stuff. And even if you put it in a sandbox, you’re still finding the stuff all over your feet and clothes for days.

The worst thing is that email plays to our natural instinct to hoard. We actively go and collect the stuff. Then we keep hold of it for years! I know of lawyers who have mailboxes running in the Gb’s and have inboxes with tens of thousands of items in them. I remember doing a rollout in 2005 and noticing PST’s in lawyers mailboxes going back to the early 1990’s!

So what does it matter if we collect the stuff? Well let’s ignore the fact that as a lawyer there should be an organised file somewhere (PDF) and just look at the pain they cause…

First off the performance nightmare!

The chances are you’ll be storing all the stuff in Microsoft Exchange and Outlook like most corporates.

Matt Cain, lead email analyst at Gartner. "We forecast that Microsoft will get 70 percent of the commercial email market by 2010”

Bottom line is big mailboxes equal bad performance (unless you’re lucky enough to have a quad core desktop with a solid state hard drive at work!). There are a number of factors involved in Outlook performance, but basically big in size (Gb) is bad and big in number of items is bad!

Sure Exchange 2007 brought improvements as did Outlook 2007 Sp1 on the desktop. And Outlook/Exchange 2010 may bring more, but if email usage continues to grow then they will just be playing constant catch up (also I bet most of you are on Office 2003!).

Then you have to worry about storage!

There are probably gigabytes or terabytes (or petabytes!!!) of the stuff that your organisation collects. More and more money thrown at playing catch up with shelves of discs to collect all the emails you hoard. Sure if you’re a small firm you can outsource your email to say GMail or as a large corporate perhaps to a hosting company (it might ease the hassle but probably not the cost). In fact I suspect that maybe this is the future, we will treat email as a utility like with we do electricity. But that’s not addressing the problem is it? It’s like buying space at Big Yellow Self Storage because your back bedroom is full and you can’t bring yourself to throw away your shoe, comic, book, record (delete as applicable) collection!

So what’s the future?

Can’t we just kill it off? As well as performance and storage there’s the time sucking controlling nature of the stuff. I was hoping instant messaging (IM), wikis or social media would kick in and reduce emails dominance (like facebook has virtual killed my useful home email, I say useful to distinguish from the almost spam messages I get from sites like LinkedIn, Amazon etc). It’s starting slowly in firms but IM is like the healthy vegetable sat next to the krispy kreme doughnut of email!

I don’t have all the answers for the problem above unfortunately. But if someone can solve them for me, then from a lawyers perspective I did come up with an idea for organising the stuff that would require virtually no effort on the lawyers time. No filing, no tagging, but that’s a post for another day ……

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