Internet Newsletter for Lawyers
September/October 2005, by Delia Venables

Be More Efficient, Using the Web
By Allan Carton, Practical Solutions

Widespread, reliable and affordable broadband access to the internet at home and at work has created a host of opportunities for better and easier ways of working and for communicating with others.

Here are some examples of how the internet is making legal practice more efficient.

Email integrated with case management.

Law Society research shows that 30% of clients are already willing to receive email advice, increasing to 46% for conveyancing clients. Despite this, many firms do not ask clients if they want to be kept in touch by email, mainly because lawyers find it easier to ask their secretary to send a letter than use their own email! If email were properly integrated with case and matter management, any fee earner (whether or not they can type) could produce documents based on templates and could email these to the client, much faster than dictation.

Email templates

It has proved difficult to get lawyers to compile consistent documentation in most areas of work, but there is much more consistency now than in the past. However, few firms have yet produced standard email templates, incorporating data fields in the same way as in template letters that allow lawyers to fire off routine emails without much typing.

Receipt of instructions from clients and introducers

Used mostly (so far) for conveyancing and personal injury work, this cuts costs and can get a case moving faster by allowing you to receive and import all information about the case direct into your case management system. Lawyers can start the legal work immediately without the need to key that information into the system.

Automated progress updates for clients

Until now, the availability of progress reports online has proved of most value to estate agents, lenders and brokers. It seems that members of the public do not use this information a great deal yet but this may be because of the absence of meaningful information on the site beyond bland key stages and on failing to tell clients about the service. To see how this can work, see easier2move.co.uk.

Online management reports for introducers

When you are handling multiple cases for a client or an introducer, they want regular management reports which have traditionally been delivered on paper or by email. It is much better if they can log onto their secure area on your website to take see the live data any time they want. This information can also include billing information and performance statistics, which are vital to their business.

Access your own system from anywhere

Being able to access the files in your office from home gives you the freedom to work where you want, when you want. Wireless technology allows you to use broadband access from train stations and on trains, from hotels and at conferences, as well as from any room in your office or house, without obtrusive cables. Thus, you can check and reply to your emails anytime. To do this on a Virgin Train, for example, you just need a laptop with built-in wireless capability or an 802.11b wireless networking card. For more on this, see www.virgintrains.co.uk/travellingwithus.

Get typing done anywhere

Digital dictation can now be dispatched to or accessed by your virtual typing pool. High speed broadband allows your typists to work effectively from home or abroad, letting the staff in the office do more in dealing with clients.

Land Registry

All aspects of processing a conveyancing transaction will be easier if done electronically in the future. It is already easier and faster to do online official searches, view the Registry’s day list and to initiate simple changes to the register online. Electronic charges and discharges take this further.

Conveyancing searches

Conveyancers are integrating online searches through the likes of Transaction Online and Searchflow. Searches are being returned faster from the authorities who are gradually getting online and search forms can be completed automatically from the data already entered in your case management system, reducing administration and cost.

SMS text messaging

This can be activated automatically through a provider like www.24X.com when a task is completed in your case management system. Thus, your client or estate agent can be told immediately that contracts have been exchanged and a completion date has been fixed or you can tell the broker who introduced the client that the deal is done.

Collaborative working

This is where you create a secure area on your website or on a third party’s web site and then upload documents, notes, project plans, images and whatever files are relevant to a particular project. You then allow multiple parties to access the area with appropriate rights to view and/or edit documents and to monitor all activity in this area. These systems are already used very successfully in commercial transactions, but they could also be used on other types of legal work provided potential users are consulted, the interface is easy to use and the right information is included.

Live chat

To improve communication with regular contacts and members of your team that are not based in your office (or even if they are) there are tools like MSN Messenger that allow you to stay in contact all day and send each other notes and messages very informally.

Digital images

I recently tried to buy a 35mm film for my camera in a Cotswold village, only to be told they do not stock it any more! Photographs of accident and crime scenes, properties (and just about everything else) are now mostly taken with digital cameras and can be exchanged online.

Video conferencing

This is now available, but there is still some way to go for general public use. However, criminal firms are becoming more familiar with this type of technology as it is being used increasingly in the courts.

Website content management

A lot of market research can be done on your own website by making it more interactive, with simple registration systems and downloadable documents (free or paid for). By learning what people are looking at, you can decide what they are prepared to pay for, which may be your next step, with an online payment system.

Legal research

There is greater availability of more up-to-date material, precedents and other tools from legal publishers who are now providing much more support than could ever be found in a hard copy of a book.

Forms updates

Forms can be kept completely up to date and published on your intranet.

Remote backup

This enables you to store copies of your computer files at a secure server off site and to recall any documents at will without having to worry about changing and replacing tapes or taking them home every night.

Online newsletters

You can work collaboratively with other colleagues and contacts to produce frequent newsletters, bulletins and alerts and then send these out by email. You can work on the stories any time, wherever you are, because they are stored securely on the web.

Hosted practice and case management systems

Because high-speed access to the internet is now affordable, it is beginning to make sense to use, for example, a case management system that runs outside your office through the internet. It can make maintenance and administration of the system easier because the supplier has more expertise than a legal firm and it can make it easier to put these services online. However, these types of system are still in their early days.

A vision of the future

Your desktop, wherever you are, is your point of access to all the information you need from your own systems and from external sources. Incoming paper is scanned as a matter of routine and allocated to the right place, so you can now deal with it as you wish.

Routine responses are by email, using templates incorporating any information already in the system, so you don’t have to type much at all, unless you want to. If you want to dictate, you do it digitally and tell your typist working from home that it is ready. It can then be picked up through online access to your office and the completed work delivered back to you for approval.

There is less paper (and less scanning) because your clients contact you by email. Documents are sent as Word files and PDFs that you can save onto your system, or data is sent on a new matter that you can import into your system (photos and all) to open a new file immediately. Not far down the road, PISCES data in consistent XML format will be sent both ways through the internet, from lenders and the land registry to lawyers and back again, getting rid of paper and manual administration.

When you draft an agreement, you can post the document on the secure area that has been set up for the project and send a message to your client and all parties to tell them the document is there. Each has different rights: some can only view the documents and others can amend and save a new version, but the amendments are recorded.

The client has their own secure access to reports on all the cases and matters you are handling for them. You use that when appropriate; so when you are doing legal research on the web and you find material that might be of interest to them, you drop it into their area and send them an email to tell them it is there, building up a bank of relevant material for them without cluttering their desk (virtual or real). Provided you give them good material, you are developing a relationship they will not want to break.

While you are working from home in the evening, you can see from MSN Messenger that one of your colleagues or clients is also online, so rather than call them for a snippet of information, you can ask them for it online to get the last piece of information you need to finish off an advice. They point you to the file on your system or on the LexisNexis website, so you cut and paste the information you want to finish off the advice. Then you email it to the client so it is on their desk when they get into the office in the morning.

The same general ideas apply to higher-volume work. Incoming information can be viewed on screen, prompted by entries in your online diary and routine responses can be produced using template letters which pull in data and attachments that are already on the system.

With this type of flexibility and culture in place, a firm can comfortably increase revenue by plugging into any online source of new business that may come along, for example servicing enquiries generated from the Sainsbury website or responding to videoconference enquiries from the employees of a corporate client that recognises the value of helping their employees on legal issues.

Getting there

Over the past 20 years, we have learned that it is not the technology itself that creates a competitive advantage, but the way people use it. You need a vision of where you are going and how fast you want to get there. You need a good IT and communications infrastructure and good keyboard skills throughout the firm (but structured templates and digital dictation should help here). Talk to your clients about what they would like you to do for them, particularly as they become more familiar themselves with internet-based services and report back to clients and employees about new initiatives and successes (and problems) to keep the momentum going.

After 10 years in private practice, Allan Carton moved into management consultancy in 1990 and launched Practical Solutions www.inpractice.co.uk in 1992. Practical Solutions are business development consultants, working exclusively with law firms and legal organisations. They identify and target new business opportunities by introducing innovative ways of marketing legal services and using technology.

Email acarton@inpractice.co.uk or tel 0161 929 8355.

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