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Live Seminar

Going Paperless and Beyond: Attorney's Guide to a Mobile Law Practice

Seminar

Date:

Wednesday, August 09, 2017

Time:

9:00 AM - 4:30 PM

Product ID#:

76132ER

Location:

Nashville Airport Hotel
2200 Elm Hill Pike
Nashville, TN 37214

$349.00

$339 / Each Additional

Registration Includes Course Book

Credit Information

Continuing Legal Education

  • TN CLE - 6.00

Program Description

The Best Tools and Techniques for Maintaining a Successful Practice

New tech tools and solutions now allow a law practice to go paperless naturally, without putting excessive strain on everyday operations. The transition is not without a hurdle or two, however. Find out what types of software and organizational techniques will help you transition without loss of productivity. This practical guide will help you make certain all special attorney record-keeping rules and confidentiality concerns are taken into account. Get the latest efficiency tips for your law office on the go, and save time and money with a more streamlined and environmentally conscious legal practice - register today!

  • Simplify the transition to paperless (and beyond) for both you and your legal team members.
  • Learn how to make the most of your SaaS cloud computing and make sure your data is secure.
  • Get an objective review of other current legal tech solutions to make sure they help - not hinder - productivity.
  • Manage digital case files to reduce the risk of suits and sanctions.
  • Fulfill your ethics credit requirement and get real-life compliance tips.

Who Should Attend

This basic-to-intermediate level seminar is designed for:

  • Attorneys
  • Office Administrators
  • Legal Team Managers
  • Paralegals
  • Legal Assistants

Course Content

  1. What You Need to Get Started - Updating Hardware and Way of Thinking
  2. What to do with Your Back-Stock of Hard Copy Documents
  3. Working with PDFs: Mastering Adobe
  4. Data Storage and Security - Internal and Third-Party
  5. Legal Ethics Update
  6. Paperless Litigation, Discovery
  7. Supporting Your Mobile Law Office - What You Need to Practice Law on the Go

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
**Applications presented above may not be accessible on some makes and models of mobile devices.

Continuing Education Credit


Continuing Legal Education – CLE: 6.00 *

* denotes specialty credits

Agenda / Content Covered

  1. What You Need to Get Started - Updating Hardware and Way of Thinking
    9:00 - 9:45, Wade K. Sims
    1. Equipment: Scanners, Software, Storage, etc.
    2. Tips for Getting All Team Members on Board
    3. Helpful Resources on Going Paperless
    4. Decision-Making in Updating Equipment and Software for Existing Paperless Practice
    5. Eliminating Any Other "Resistance to Change" Issues
  2. What to do with Your Hard Copy Documents
    9:45 - 10:30, Franklin Graves
    1. Deciding What to Retain and What to Destroy
    2. When to Return Original Documents to the Client
    3. File Organization Strategies During Bulk Digitization
    4. Determining the Best File Format for Each Document
    5. Document Naming and Storage
    6. Prioritizing Files for Easy Access
  3. Working with PDFs: Mastering Adobe
    10:45 - 11:30, Franklin Graves
    1. Working with PDFs: Practical Tips and Shortcuts
    2. Editing PDFs: Date Stamping, Redacting, Tracking Changes, Conversions, Combining PDFs
    3. Removing Metadata
    4. E-Signatures and Adobe Signs
  4. Data Storage and Security - Internal and Third-Party
    11:30 - 12:15, Wade K. Sims
    1. Data Storage Options
    2. Hardware and Software Security Options
    3. Encryption and Password Protection
    4. File Search and Retrieval Tools
    5. Mobile Security and BYOD Considerations
    6. Cloud Storage: Practical Considerations and Tips
      1. Data Storage/Back-up
      2. Collaboration: Conferencing, File Sharing, Document Processing
      3. Speed of Access and Customization
      4. Integration
      5. Choosing a Storage Provider and Drafting a Custom User Agreement
    7. Closed File Access and Management
    8. Proper Destruction of Digital Documents: The When's and How's
  5. Legal Ethics Update
    1:15 - 2:15, Russell Belk
    1. Mobile Device Use and Client Confidentiality
    2. Ethical E-Mail Practices
    3. Attorney Duties to Nonclients Online
    4. Virtual Law Office - Ethical Guidance
    5. Client Access to the File
  6. Paperless Litigation, Discovery
    2:15 - 3:15, Seth R. Ogden
    1. Federal Court ECF System Highlights
    2. Tips for Complying with the Court's File Size Limits
    3. Inserting Video Clips Directly Into Filed PDFs
    4. Digital Trial Notebooks
    5. CaseMap and Other Case Management Software Solutions
    6. Dealing with Opposing Counsel or Judge Who Prefers Paper
    7. Discovery Production
    8. Managing Incoming Paper Discovery
    9. Notices to Parties
    10. Creative Solutions for Paperless Exhibits
  7. Supporting Your Mobile Law Office - What You Need to Practice Law on the Go
    3:30 - 4:30, Seth R. Ogden
    1. Integrating Smartphones and Tablets Into Your Paperless Workflow
    2. Hardware Challenges (Portable Scanners, Laptops, Tablets, Printers, etc.)
    3. Access to Case Files
    4. Communication
    5. Mobile Research Tools
    6. Meetings
      1. Coming to Clients
      2. Neutral Grounds Options That Don't Jeopardize Confidentiality
    7. Office Sharing, Home Office and Other Alternative Arrangements

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
**Applications presented above may not be accessible on some makes and models of mobile devices.

RUSSELL BELK is a partner with Sutherland & Belk, PLC, where he concentrates his practice in car, tractor trailer truck and 18 wheeler accidents; motorcycle accidents; slip, trip, and fall and premises liability; and wrongful death and catastrophic injuries. Mr. Belk is admitted to practice in the U.S. District Court for the Middle District of Tennessee. He has been a member of the Tennessee Association for Justice since 2008. In 2012, Mr. Belk was appointed as a presidential nominee to the Tennessee Association for Justice's Board of Governors, and is currently serving on the board today. He has been a member of the Nashville Bar Association since 2007, and in 2012, served on the board of the Nashville Bar Association Young Lawyer's Division. Mr. Belk has also been a member of the American Association for Justice since 2009. In 2014, he was recognized as Best of the Bar for 2014 in the Nashville Business Journal. Mr. Belk received his B.A. degree from the University of Tennessee Knoxville and his J.D. degree, with honors, from the Nashville School of Law.

FRANKLIN GRAVES is general counsel for Naxos Music Group, where he provides in-depth and wide-ranging legal guidance to a global media/technology company with more than 300 employees across more than a dozen regional offices around the world. He currently serves as a Young Lawyer fellow for the American Bar Association's Section of Intellectual Property Law where he recently received an Outstanding Leadership Contribution Award. He has published numerous articles across multiple publications, including the ABA's Landslide® Magazine, and frequently presents on intellectual property law and technology CLE panels with local and national bar associations. He is an active member of the Nashville Bar Association and the Tennessee Bar Association. Mr. Graves received his B.A. degree from Samford University in Birmingham, Alabama and his J.D. degree, with a certificate in entertainment and music business law, from Belmont University College of Law in Nashville, Tennessee.

SETH R. OGDEN is a registered patent attorney with Patterson Intellectual Property Law, P.C. Mr. Ogden focuses on patent infringement litigation and patent prosecution in the fields of biotechnology, pharmaceuticals, medical devices, industrial chemicals, software and electronic devices. He has represented patent litigation clients in both ANDA and traditional patent infringement cases. Mr. Ogden has also provided noninfringement and invalidity opinions and strategic positioning reports in the areas of biotechnology (diagnostics and biologics), pharmaceuticals, industrial chemicals and material science. In addition to patent matters, he has handled a range of trademark and copyright issues. Mr. Ogden received his B.A. degree from the University of Virginia; his Ph.D. degree from Vanderbilt University; and his J.D. degree, magna cum laude, from American University Washington College of Law. Mr. Ogden is admitted to the bars of the District of Columbia, Tennessee, and Virginia; and is a registered patent attorney (USPTO).

WADE K. SIMS is a trademark and technology attorney with Patterson Intellectual Property Law, P.C., independent foresight consultant, and total process geek. Mr. Sims helps clients navigate the evolving legal challenges of brand protection, technology, privacy, and data security matters. He is also proficient at translating legalese and technobabble into plain English. When moonlighting as a foresight consultant, Mr. Sims advises on managing disruptive technology and develops predictive, process-based solutions to business transformation problems. He also helps businesses implement modern management methodologies and advanced technologies, such as blockchain, machine learning, and flux capacitors. Mr. Sims is admitted to practice in Tennessee and is a member of the Nashville and Tennessee bar associations, the Tennessee Intellectual Property Law Association, the Association of Certified E-Discovery Specialists, and the Nashville Junior Chamber of Commerce. Mr. Sims received his B.A. and B.B.A. degrees, cum laude, from Belmont University and his J.D. degree from Belmont University College of Law.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com


Accreditation Details

Continuing Legal Education

TN CLE: 6.00 Including - Ethics: 1.00
This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.0 hours of credit, including 1.0 hour of ethics.


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