Survey Report Card Nancy Griffing & Robert Rice 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com.

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Presentation transcript:

Survey Report Card Nancy Griffing & Robert Rice Richmond, Suite 600 | Houston, Texas | |

Spot – On Richmond, Suite 600 | Houston, Texas | | Give yourself an M&M for each bullet-point in the slide show if your firm meets or exceeds the criteria for the category.

11011 Richmond, Suite 600 | Houston, Texas | | Time, Billing & Accounting Smooth flow of data Confidence in vendor for future development Management Information meets the needs of the firm

11011 Richmond, Suite 600 | Houston, Texas | | Practice Management Central Database for Matters & Clients CRM Database Integration with Time, Billing & Accounting

11011 Richmond, Suite 600 | Houston, Texas | | Document Assembly & Management Formal library filing system for documents Used by all for all documents Flow of data from TB&A

11011 Richmond, Suite 600 | Houston, Texas | | Legal Research Formal Service On-line

11011 Richmond, Suite 600 | Houston, Texas | | Lit Support, Transcript, E-Discovery, Trial Preparation Well versed on Courtroom Technology Use e-Discovery and other “e-Tools” Projector, Video Screens, Presentation interface with client

11011 Richmond, Suite 600 | Houston, Texas | | Office Productivity, , PDf & Metadata Removal Everyone in the office on same version Redundant Solution for Access (Office365) PDF Writer Metadata Removal

11011 Richmond, Suite 600 | Houston, Texas | | Fax Software & Digital Dictation Compliance reasons for faxing addressed On-line faxing Digital Dictation (Siri, Google Voice, Dragon)

11011 Richmond, Suite 600 | Houston, Texas | | Server & Operating System Consistency of workstation environment Windows 7 or 8 Server 2008 or above

11011 Richmond, Suite 600 | Houston, Texas | | Virus, Content, Spam - Security Virus protection server based Spam filter external, hosted Content filtering for Web Browsing

11011 Richmond, Suite 600 | Houston, Texas | | Security Policy Formal security policy Employee Hand-Book

11011 Richmond, Suite 600 | Houston, Texas | | Virtualization Servers Workstations

11011 Richmond, Suite 600 | Houston, Texas | | Browser & Remote Access VPN RDP Web based remote access Consistent browser tools

11011 Richmond, Suite 600 | Houston, Texas | | Hand-held Devices BYOD Policy Embrace hand-held technology Remote access from hand-held

11011 Richmond, Suite 600 | Houston, Texas | | Cloud Analyzed your cloud options and embraced or rejected cloud based on your firm’s needs Acknowledge current cloud applications and enforce policy

11011 Richmond, Suite 600 | Houston, Texas | | IT Support Advanced User or IT Employee on-site IT Consultants with credentials

11011 Richmond, Suite 600 | Houston, Texas | | Technology Budget Defined technology replacement schedule Review & purchase software applications versions/AMPs annually Allocation of funds as a line item in budget

11011 Richmond, Suite 600 | Houston, Texas | | Multi-Office or Partnering Defined purpose for Multi-Office or partnering Total technology integration for satellites Consistency in Office Environment

11011 Richmond, Suite 600 | Houston, Texas | | Partnering Have you partnered with another LawPact office or other firm in the last 12 months? Have you collaborated with another LawPact office or other firm in last 12 months.

How Do You Stack Up Richmond, Suite 600 | Houston, Texas | | Count your M&Ms

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