Pre-Call Basic Technology Infrastructure Questions
Please fill out this form with as much detail as possible.
General Firm or Organization Information
Who will be the point of contact for LawTech Partners?
Main Contact Phone
Main Contact Email
Total Number of Offices
Please detail how many, location, users at each.
Total Number of Users
Attorneys, paralegals, assistants and support staff
Total Number of Attorneys
What is/are the primary practice areas of the firm?
IF not a law firm, please describe departments, organizational structure
Briefly describe your legal technology issues, concerns, goals and questions.
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?
Is the Firm on Microsoft Office 365?
Yes but we still have a physical Exchange server for email management
What is the primary operating system/s on end-user desktops and laptops?
Mix of Pc's and Macs
Virtual Desktops or Thin Clients
What, if any, practice or case management system is used by the firm?
How are documents managed?
Ex: Worksite, Netdocuments, TimeMatters, Google Drive, Dropbox
How are conflicts of interest managed?
Ex: Elite, LegalKey, Rainmaker, Custom (developed in-house), We just send an email around, etc.
How are time entries captured? What program/s are used? What procedures are followed?
How are client bills managed, sent, collected? Programs, procedures?
Ex: Elite, Omega, TABS, Aderant, Quickbooks
Outside a case/practice management or document management system, describe other practice-specific or specialized software in use.
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.
Thank you very much, this will be very helpful during our call.
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