State of Technology in Legal Practice: Where We Are & Where We Are Going Next

Technology: Opportunity to Lead the Change in the Legal Experience

Technology is Your Friend Obtaining Client Photo ID in a Snap

Timeline of Traditional BK Case Review Intake Provide to Client File Client fills out paper questionnaire and provides paper copy of documents BK Schedules Printed for Attorney Review, which attorney reviews, making handwritten changes Provide to Client File At some point, the case is filed Mail or email copy to client to review Day 1 Day 5-7 Day 8-9 Day 10-14 15-18 Day 19-33 Day 34+ :( Wait Drafting Update and Re-review Paralegal manually types information from questionnaire Client takes several days or weeks to get back to you Paralegal updates, prints, and attorney reviews again

Timeline of Future BK Case Atty Review File Intake Drafting BK Schedules available on cloud-based portal for attorney review and updates made right in portal File Intake File Electronically Client fills out web- based questionnaire Day 1 Day 1-2 Day 3 Day 3-7 Day 8-10 :) Drafting Information automatically imported into BK drafting software and paralegal inputs some data manually Review and Sign Client reviews, makes changes, and signs in portal during video conference

Your Clients Technology Winners Your Firm Your Community Adopting and implementing technology brings added value, more ease, and increased efficiency to the legal experience. We all win. Your Firm Your Community

Contact Info: Patrick Patino e: patrickp@koenigdunne.com p: 402-346-1132

Resources: Tech Tools: Dropbox Mailchimp Formstack/Typeform Google Docs/Sheets/Slides Zapier Listen/Read: Lawyerist Podcast Clio’s 2018 Legal Trends Report