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CLE – Learning On Line

Legal Tech in Small and Medium Firms

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Date Published

May 21, 2020

Publisher

Chester County Bar Association

Subjects

Law Practice Management

Questions

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Summary

Opportunities to use technology to make legal work easier, more efficient, and to get better results for clients. Examples will be shared and topics will include:

Knowledge Bases - create and organize legal knowledge, firm procedures, and “how to” info. Standardize procedures and never answer the same question twice. Client-Facing Webforms – gather info from clients online with dynamic questionnaires. Reduce time spent manually collecting info from clients. Document Management Systems – using a DMS to centralize and organize your firm’s documents eSignature Software – get your documents signed more quickly and easily. Onboard new clients faster. Online Scheduling – Cut down on phone tag and comparing calendars by giving clients an online portal to schedule or request appointments with you. Originally aired as part of the CCBA Spring Bench Bar 2020

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Presenters

Duie Latta, Esq.


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Program Titles and Supporting Materials

This program contains the following components:

Legal Tech in Small and Medium Firms - Video
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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