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

2. Technology: Opportunity to Lead the Change in the Legal Experience

3. Technology is Your Friend
Obtaining Client Photo ID in a Snap

4. 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 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

5. 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

6. 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

7. Contact Info:
Patrick Patino e: p:

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