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April 27, 2021 in Legal IT

Don’t Get Burned by the Fake Cloud

I get this call about once a month. "Hi, Craig! My name is Lisa Smith and I work at Some Big Firm." A group of attorneys has figured out that…
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March 23, 2021 in Law Firm Security

How to get Hacked: Just Keep it On Premise

"At least 30,000 organizations across the United States — including a significant number of small businesses, towns, cities and local governments — have over the past few days been hacked…
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March 16, 2021 in Document Management Software

How to store confidential videos about your client on the Cloud

A couple of years ago, I was working with a criminal defense law firm moving to NetDocuments, a cloud-based legal document management system (DMS), and they happened to have tons…
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March 8, 2021 in Law Firm Security

The Importance of Patching your Computers and Software

As new technology rolls out each day, it becomes a race between the good guys and the bad guys - with security experts on one side of the ring and…
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January 18, 2021 in Document Management Software

How to Determine how many files you have in Windows

To figure out how much a document conversion costs,  we need to know how many documents you have.  This method is for a windows folder structure.  If you have Worldox,…
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September 9, 2020 in Law Firm Security

Why everyone in the legal profession needs to use a password manager

In a 2018 Legal Technology Survey Report, 23% of attorneys and law firms experienced a data breach. Cybersecurity issues have been a significant concern for law firms as they try…
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November 1, 2019 in Law Firm Security

How to Spot a Spoof Email

Companies and individuals are often targeted by hackers via spoof emails that are cleverly designed to look they were sent by a legitimate bank, government agency, or another official organization.…
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October 28, 2019 in Document Management Software

Moving firms while using a Document Management System

I am not an attorney, so you might want to read this article for more guidance.  Having helped hundreds of lawyers move firms, here is a chronological checklist that describes…
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October 14, 2019 in Document Management Software

Why Document Management Software Beats a Windows Folder Structure

Many law firms benefit from document management software because it organizes the often massive swathes of data they hold on their clients. But some practices still hang on to old…
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September 15, 2019 in Document Management Software, Law Firm Security

You Can’t Get Ransomware with NetDocuments, a true* Cloud-Based Document Management System

Are you worried about your documents being targeted with the Cryptolocker Virus or a similar type of Trojan Horse ransomware? That's completely understandable, and you are not the only attorney…
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September 11, 2019 in Law Firm Security

Here is the simplest Method That is Helping Law Firms Not Get Ransomware

It’s only natural to want to use the default ‘admin’ account on your Windows PC. For one thing, it’s automatic – and it also offers more user options. On the…
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September 9, 2019 in Legal IT

Get Rid of Your Law Firm’s Server Once and For All

The legal software market is expected to grow to $1.2 billion by 2024.  This means that there's a wide range of legal software solutions for law companies to choose from…
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September 4, 2019 in Document Management Software

What You Should Know About Version Control in Document Management Software

The document management software market will be worth $6.73 billion by 2023 - why? Because continuous management of electronic records is becoming the backbone of our financial and legal systems.…
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May 16, 2019 in Document Management Software

How to Determine how many files you have in Worldox

If you are using a Windows Folder Structure, instead of Worldox,  Click here. Step 1:  In Worldox, go to Help –> About Worldox Step 2: Make Note of the Mirrored…
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November 8, 2018 in Document Management Software

Integrating Worldox with WordPerfect

Step 1: In WordPerfect go to Tools –> Settings  --> Files Step 2: Under Default Template open up the folder Step 3:  Browse to the Custom WP Template Folder and…
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November 8, 2018 in Document Management Software

The Correct way to view pdfs online when using Document Management Software

When you are using NetDocuments or Worldox you want PDFs you view online to open on the desktop and not in the browser. Worldox and NetDocuments have plugins that allow…
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November 8, 2018 in Technology to Build a Law Firm

How to pick a Computer for your Law Firm

Desktop vs. Laptop You want to be buying laptops. As technology moves to cloud-based systems, the ability to work anywhere is pretty compelling. In most scenarios, all your attorneys should…
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November 8, 2018 in Technology to Build a Law Firm

Does your Office still need a Server?

You used to need one, but you might not need one anymore.  I used to pitch that you would need to buy a Small Business Server from Dell which would do…
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November 8, 2018 in Technology to Build a Law Firm

Generic Software need to run an Office

A. WordPerfect It still exists and it works great, but they are many drawbacks to using it. · Newer employees have never used it · You already own Microsoft Office…
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November 8, 2018 in Law Firm Security

Law Firm Security: 6 Steps to protect your Law Office from Rogue or Careless Employees

Forty-three percent of C-level executives say their biggest security threat is negligent insiders or employees*. *http://www-935.ibm.com/services/hk/en/it-services/data-breach/data-breach-statistics.html The keyword here is ‘negligent’, meaning they accidentally screwed up. The next threat is…
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November 8, 2018 in Law Firm Security

Law Firm Security – How crucial is a Password Manager?

When someone wants to hack a password, the first step will be a dictionary lookup attack, which means that multiple words from the dictionary are entered as the password. This…
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November 8, 2018 in Law Firm Security

Law Firm Security: How hard is Email Encryption?

The ability to encrypt email has been around for a while; however, it was always hard to do.  Let's face it, most Lawyers are not going to use open source…
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November 8, 2018 in Document Management Software

How to setup Document Management Software Part 1/3: Required Profile Attributes

Intro One of the main goals of Document Management Software is to move you away from looking for files in nested folders.  If you wanted to see the menu for…
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November 8, 2018 in Law Firm Security

Law Firm Security: Why 2 Factor Authentication can save they day

Naoki Hiroshima owned the Twitter account @n, which was in high demand. He would get offers of up to $50,000 for its purchase. It was so in demand that a…
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November 8, 2018 in Document Management Software

How to setup Document Management Software Part 2/3: Non Required Profile Attributes

In the examples in our first post, I would make all the fields required, which means that a user has to choose something in all fields or they cannot save a…
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November 8, 2018 in Law Firm Security

Law Firm Security: Why you should never use an Admin Account

On my MacBook Pro, I have standard and not admin rights. I have the same setup on my PC. Administrator Access has the ability to install new software and viruses…
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November 8, 2018 in Document Management Software

How to setup Document Management Software Part 3/3: Other Considerations

In Part 1 of how to Setup Document Management Software we discussed Required Profile Attributes, Part 2 covered common the Non Required ones.  In Part 3 we will cover labeling email, using keys versus…
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November 8, 2018 in Document Management Software, Law Firm Security

Was Mossack Fonseca using their own crappy Document Management Software?

As a Document Management Consultant, I found the hack of Mossack Fonseca very fascinating.  Not because the wealthy were setting up tax shelters in foreign countries (duh), but how a…
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November 8, 2018 in Technology to Build a Law Firm

How to Survive Windows 8/10

Windows 7 is a great operating system, I prefer it to Mac OS, and I use my MacBook Air all the time.   If you were using a Windows Tablet, you…
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November 8, 2018 in NetDocuments Tips, PDFS in NetDocuments, Technology to Build a Law Firm

How Symphony OCR Can Help You Search

In 2005, I was installing Worldox for a law firm in Gulfport, Mississippi.  Installation, training, and roll out went fairly smoothly, however about a week later I started getting calls that…
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November 8, 2018 in Technology to Build a Law Firm

Symphony OCR is now Available for NetDocuments

Most PDF’S are completely unsearchable, because they were created by a scanner—as opposed to being converted to PDF from, say, Microsoft Word. People don’t realize this, but if you scan a…
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November 8, 2018 in Law Firm Security

5 Questions Your Cloud Provider Must Answer

Thinking about moving your data into the cloud?  There are some good options to choose from,  but there are also a couple of lemons.  When choosing what provider to use, make sure…
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November 8, 2018 in Document Management Software, Law Firm Security

What Everybody Ought to Know About the Scary Vulnerability DropBox Does Not Care About

I was in Colorado this past week for a conference.  During some downtime, I sent one of my speaking partners a couple of links via DropbBox to the updated presentation…
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November 8, 2018 in Microsoft 365, Technology to Build a Law Firm

Office 365 or Google Apps

Optiable helps firms migrate to both of these products so we have no dog in the fight.  The cost is pretty much the same for each service so we use…
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November 8, 2018 in Microsoft 365, Technology to Build a Law Firm

Using Office 365? You need to understand Click to Run

Back in the day, you would buy a copy of Microsoft Office at the store, insert the DVD and it would install it.  A few years later, you would buy…
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