Title: How and Why to Document Your Firm Technology and Processes
Speaker: Jennifer Ramovs, Catherine Sanders Reach
Date: Friday, March 18, 2016
Time: 10:30 a.m. – 11:30 a.m.
Track: Mastering Existing Technology
Attendee Profile: Everyone, Firm Management, New Solo / Young Lawyer / Law School, Power User / IT
Are you the procedure manual? Do others in your office handle things you would have no clue how to perform on your own? Do you have a succession plan? If your server/laptop/phone failed in the night could you restore files and software? Do you know how to run an open matters report in your practice management software? There are several easy technologies you can use to help document firm procedures and information. We will look at options to document and share information firm-wide, best practices for making it work, and some of the procedures that should be documented.