Pre-Call Basic Technology Infrastructure Questions
Please fill out this form with as much detail as possible.
General Firm or Organization Information
Firm/Org Name
Your answer
Main Contact
Who will be the point of contact for LawTech Partners?
Your answer
Main Contact Phone
Your answer
Main Contact Email
Your answer
City
Your answer
State
Your answer
Total Number of Offices
Please detail how many, location, users at each.
Your answer
Total Number of Users
Attorneys, paralegals, assistants and support staff
Your answer
Total Number of Attorneys
Your answer
What is/are the primary practice areas of the firm?
IF not a law firm, please describe departments, organizational structure
Your answer
Briefly describe your legal technology issues, concerns, goals and questions.
Your answer
Who handles your IT needs?
Do you have an in-house IT person/department? Do you use an outside company? Do they specialize in legal?
Your answer
Is the Firm on Microsoft Office 365?
What is the primary operating system/s on end-user desktops and laptops?
What, if any, practice or case management system is used by the firm?
Your answer
How are documents managed?
Ex: Worksite, Netdocuments, TimeMatters, Google Drive, Dropbox
Your answer
How are conflicts of interest managed?
Ex: Elite, LegalKey, Rainmaker, Custom (developed in-house), We just send an email around, etc.
Your answer
How are time entries captured? What program/s are used? What procedures are followed?
Your answer
How are client bills managed, sent, collected? Programs, procedures?
Ex: Elite, Omega, TABS, Aderant, Quickbooks
Your answer
Outside a case/practice management or document management system, describe other practice-specific or specialized software in use.
Your answer
Is the firm using any orphaned applications where the original provider is no longer in business or no longer supports the product?
If yes, please describe.
Your answer
Thank you very much, this will be very helpful during our call.
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