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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 on theme: "Survey Report Card Nancy Griffing & Robert Rice 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com."— Presentation transcript:

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

2 Spot – On 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Give yourself an M&M for each bullet-point in the slide show if your firm meets or exceeds the criteria for the category.

3 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Time, Billing & Accounting Smooth flow of data Confidence in vendor for future development Management Information meets the needs of the firm

4 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Practice Management Central Database for Matters & Clients CRM Database Integration with Time, Billing & Accounting

5 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Document Assembly & Management Formal library filing system for documents Used by all for all documents Flow of data from TB&A

6 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Legal Research Formal Service On-line

7 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com 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

8 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Office Productivity, Email, PDf & Metadata Removal Everyone in the office on same version Redundant Solution for Email Access (Office365) PDF Writer Metadata Removal

9 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Fax Software & Digital Dictation Compliance reasons for faxing addressed On-line faxing Digital Dictation (Siri, Google Voice, Dragon)

10 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Server & Operating System Consistency of workstation environment Windows 7 or 8 Server 2008 or above

11 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Virus, Content, Spam - Security Virus protection server based Spam filter external, hosted Content filtering for Web Browsing

12 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Security Policy Formal security policy Employee Hand-Book

13 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Virtualization Servers Workstations

14 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Browser & Remote Access VPN RDP Web based remote access Consistent browser tools

15 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Hand-held Devices BYOD Policy Embrace hand-held technology Remote access from hand-held

16 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Cloud Analyzed your cloud options and embraced or rejected cloud based on your firm’s needs Acknowledge current cloud applications and enforce policy

17 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com IT Support Advanced User or IT Employee on-site IT Consultants with credentials

18 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Technology Budget Defined technology replacement schedule Review & purchase software applications versions/AMPs annually Allocation of funds as a line item in budget

19 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Multi-Office or Partnering Defined purpose for Multi-Office or partnering Total technology integration for satellites Consistency in Office Environment

20 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com 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.

21 How Do You Stack Up 11011 Richmond, Suite 600 | Houston, Texas 77042 | 713.789.3323 | www.3545consulting.com Count your M&Ms

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