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Technologies for Solo, Home, and Mobile Lawyers
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Technologies for Solo, Home, and Mobile Lawyers
Table of Contents

1. Overview

2. Computers

  1. Central Processing Unit (CPU)
  2. Random Access Memory (RAM)
  3. Hard Drive
  4. Floppy Disk Drive (FDD)
  5. CD Rom Drive
  6. Writers (CD-R and DVD-R) and Read-Write Drives (CDRW or DVDRW)
  7. Digital Video Disk Drive (DVD)
  8. Zip/Super Drives
  9. USB/Flash/Smart Drives
  10. Network Cards/Network Hubs/Wireless Networks
  11. Modem/Fax Modem
  12. Tape Drive

3. Monitors

4. Keyboard

5. Mouse/Cursor Control

  1. Ordinary 2-Button Mouse
  2. Scrollable Mouse
  3. Optical Mouse
  4. Cordless Mouse
  5. Trackballs
  6. Cordless Pointing Devices/Presentation Controllers

6. Computer Connections

7. Operating System

8. Computer Software

  1. Office Suites
  2. Case Management
  3. Accounting Software

9. Internet Browser

10. Voicemail/Fax/Modem Software

11. File Security

12. Internet Security

13. Back-up

14. Miscellaneous Software

  1. Computer Protection Software
  2. Voice Recognition
  3. Remote Access Software

15. Other Hardware

  1. Network
  2. Shared Internet Access

16. Printers

17. Internet Connection

18. Multi-Function Devices (MFD)

19. Scanners

20. Digital Imaging

21. Uninterruptible Power Supply

22. Fax Machine

23. Legal Research Sources

24. Personal Digital Assistants

25. Cellular Phones/PDA's

26. Other Tricks and Tips for the Solo/Home/Mobile Lawyer

27. Sample Hardware Configuration for Solo/Home Legal Practice

28. Typical Mobile Office Configuration

29. Technology Compatibility Guide

29. Technology Sources

1. Overview

This paper is an update of four previous papers on technologies used by lawyers and will focus on the functions of the respective technologies and will not specifically focus on price alternatives. In each category of functions there are price alternatives and feature alternatives. This paper will address each of the functions and at the end of each will present alternatives with compatibility to “Solo”, “Home”, and “Mobile” situations. The compatibility will be two check marks - very suitable, one check mark - okay; (X) - likely unsuitable; (XX) - don’t go there. In looking at a “computer”, examination will be made of each element as these components are often common to desktop and laptop models.

In addition to examining hardware and software, we will also look at peripheral technology services (internet, email, telephone, remote access, maintenance, training, etc.) and discuss them from these same perspectives. In the end, look for a sample shopping list which can, if you like, be converted into a specification for a proposal request from your local or online technology supplier. Take the time to speak with other users of technology, not just the vendors or their sales personnel; see what is working, what is not working well in the marketplace.

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2. Computers

For present, don’t think in terms of the case which houses the “computer”, but rather think of the components which make up the “computer” whether housed in a case beside your desk or miniaturized into a folding notebook which you can carry in your briefcase.

  1. Central Processing Unit (CPU)

    This is the heart of the computer as it controls the speed at which the computer can process computing function. For mere word processing, it is doubtful that the needs of the lawyer cannot be served by any of the processors presently in the computer stores. It is only when one looks to simultaneous operation of programs (multitasking) and technologically complicated programs (for example voice recognition) that the speed of the processor becomes a real factor. The CPU speed might be analogized to the speed at which you think (not necessarily the capacity of your short or long-term memory which in computer terms are represented by the amount of random access memory (RAM) and hard disk space, respectively).

    If you are considering voice recognition, consider Pentium IV or Athlon CPUs (or their equivalent) as these have been engineered to work with voice recognition technologies. Common these days are CPUs having a “thinking speed” of 3.0 GHZ or more. The bleeding edge as of June 2005, will take you beyond 3.5 GHZ. At this time don’t settle for less than 2.5 GHZ. Special Pentium processors for laptops use less power (and therefor give longer battery life) and have processing speeds of 1.6-1.8 GHZ.

  2. Random Access Memory (RAM)

    This component is ordinarily provided by memory chips which are fitted into the computer. Most computers currently come with a minimum of 256 MB of RAM. It is recommended that you consider upgrading to not less than 512 MB of RAM. The size of your computer’s RAM is equivalent to the amount of information that you are able to keep in your brain’s short-term memory without having to go back to and refer to notes in a file. Not only is the amount of RAM important, so too is the speed of access. When computer information is loaded into and stored in its RAM memory, it is instantly available to the processor without having to seek out information stored in files (which will, obviously, reduce the speed at which the computer processes information). Be aware that there are different “kinds” of RAM (SDRAM, RDRAM) and some computers use proprietary RAM components. Check carefully BEFORE you buy as to the price and availability of RAM upgrades.

    Each time a program is loaded and remains running, it uses RAM, and therefore if you are planning on concurrently running a word processing program, a contact management program, and a voice recognition program, it is obvious that you will need to provide far more RAM than if you are simply doing word processing. If you are considering doing multiple applications, check to ensure that the computer memory is expandable to accommodate as much RAM as you may reasonably need. Given the size of current operating systems and programs, it is advisable to consider between 512 MB and 1 GB of RAM, but look for a system which is able to accommodate more than that. Also be careful of processors which share RAM for Video memory... they can cut down processor speed and capacity.

  3. Hard Drive

    This is your computer’s filing cabinet, the place where it stores your information. It also stores the programs which are necessary to retrieve, modify, print, and transmit these pieces of file information. The size and number of programs that you will operate will dictate in part the amount of hard disk space that you require as well the number and size of files you store on an ongoing basis. Given the cost of hard drives and the increasing size of new programs and updates, you should consider the largest hard drive possible, or alternatively adding a second hard drive to allow for storage of information or backup information. A minimum hard drive is in the 40-80 GB range and 120-200 is recommended.

    If your hard drive has not been replaced within the last 4-5 years buy a new hard drive ($150- 200) and copy your present HD to it; you will likely find the excess storage space to be needed and should the old drive crash, you have a backup of its operating system. Consider this expense as insurance “insurance”.... as most insurance policies exclude the cost of restoring data onto hardware damaged or lost. Another solution for the storage capacity crunch is an external hard drive which connects to the computer through a USB or parallel port. These external drives can obviously be used to transport files and data from portable computers to home or office desktops or can easily be used for backup storage.

  4. Floppy Disk Drive (FDD)

    Standard are 3 1/2" diskette drives. These disks store 1.4 MB of information, and although feasible for transferring small files from computer to computer, if you are attempting to transmit large files, you will find their capacity inadequate. These floppy disk drives usually are standard on desktop computer, but may be optional on laptop computers. As an alternative, consider a Super Drive (see H. below). Many new systems do not come with a floppy drive, so if you are converting a system over and you have information on floppies, either copy them onto your hard drive first, or have a floppy added to your system via a USB port or otherwise.

  5. CD-ROM Drive

    This kind of disk drive reads both data and audio CDs and is used to retrieve information stored on compact disk media. A CD will hold approximately 650 MB of data or approximately 72 minutes of audio sound. As most programs are distributed on CD, and as digital recordings of court proceedings will likely, in future be made available on CDs, it is important that your computer have in it or attached to it a CD Rom Drive. The common operating speed of a CD Rom Drive is from 24x to 40x.

  6. Writers (CD-R and DVD-R) and Read-Write Drives (CDRW or DVDRW)

    These drives not only permit your computer to “read” a CD or DVD (as the case may be), but also to “create” a CD or DVD which can be accessed from any other computer with a CD or DVD Drive. This technology is called CD-R or DVD-R technology as the disks created can only be “read” and once created cannot be re-used.

    Read-Write technology (RW) also allows the creation and use of re-writable CD’s or DVD’s which can be used in the same manner as a very large floppy disk by other computers with equivalent RW drives. This technology is very useful in creating backups of large files or information. This technology is also useful in creating a CD containing precedent or file information which can be accessed from a portable computer with limited hard disk space. Although available as external components (simply attached by cable to the back of a desktop or laptop computer), most commonly, this technology is built into a desktop case. RW drives are available in DVD format which will allow 6 gb of data to be stored on a single transportable disk. The cost-benefit of this solution has improved dramatically in the past year with a DVD-RW retailing for approximately $180.00.

  7. Digital Video Disk Drive (DVD)

    Although physically similar to an ordinary CD, digital video disks are capable to containing far more information that a conventional CD and can, for example, contain the entire video and audio portion of a two-3 hour movie. DVD Drives also act as CD Rom Drives and will read (but not write) conventional CDs (both data and audio). See discussion in F above regarding DVD-RW technology. If a new computer is being purchased, it is advisable to include at least a DVD drive in the set up, or a CD/DVD Combo drive which will both read DVDs and RW CD recordable media.

  8. Zip/Super Drives

    These drives are like floppy disk drives in that they store information on special 3 1/2" diskettes which will store between 80 and 250 MB of information depending on the model of Zip drive and 120 MB in the case of a Super Drive. A Super Drive also acts as an ordinary floppy disk drive and will read and write to standard 1.4 MB diskettes. These are feasible alternatives to the USB flash drives for movement of small amounts of data from one computer to another, the drawback, however, is that both computers must have the same hardware to read from/write to such media and such media do not hold nearly as much information as flash drives or CD/DVDs.

  9. USB/Flash/Smart Drives

    These are small devices about the size of a cigarette lighter which attach to the USB port on any computer that allow for compact and highly portable data transfer. Although re-useable, these are quite costly compared to the cost of burning a R/W CD on a CD Burner. They will store 64 MB-2 GB of data. The cost for a 128 MB USB Drive in the $30-40 range.

  10. Network Cards/Network Hubs/Wireless Networks

    Even as a solo or home office lawyer, you may find it important to set up a “network” to allow sharing of printers, modems, and other components. In order to connect to a network, your computer must have a Network Card. These communicate at speeds of 10 MB per second or 100 MB per second. Most cards will communicate at either speed. Most desktop CPUs and most laptops come equipped with Network Cards or built in network capability, however for laptops the addition of this technology can also be provided by a separate installable card about the size of a credit card (a PMCIA card).

    To link the computers together you need a “hub” into which all computers are connected. Where you wish to share a single internet connection you will also need a “router”. Many companies make a combined unit for small networks which are both hubs and routers. (Sonicwall, DLink, Linksys). Study carefully the security settings and firewall capabilities of such units as you do not want to inadvertently expose all the data on your network to the prying eyes of those who might wish to hack into your network.

    If you are considering a wireless network solution be aware that there are special network cards required and special security considerations to be taken regard of. A wireless network router can also be used for hard-wired computers to create a small network of wireless and “cabled” connections. Wireless networks have differing speeds for communication and different security capabilities. The most secure and fastest protocol presently is standard 801g. Security settings on wireless networks are far more complex than on a wired network. If are considering wireless for your practice it is recommended that you hire a skilled consultant to configure your wireless network.

  11. Modem/Fax Modem

    Most laptop computers come equipped with a Fax Modem to allow for dial up connection to the internet. (Dial up modems on desktop computers are rarely standard these days and are an add on for most office computers which are standardly configured with network cards.) Standard are 56K modems. These Fax Modems, when connected to an analog telephone line, permit you to send a fax of information contained on your computer’s hard drive to a fax machine, or to receive a fax from someone else. Fax Modems connected to a telephone line also provide the feature necessary to utilize the autodial features used by some contact managers.

  12. Tape Drive

    This is a drive either housed inside a desktop computer or attached by cable to a laptop computer which allows a computer user to store large quantities of data onto a magnetic tape. This kind of medium is suitable for doing “backups” of large hard drives, however as you can only read the tapes created on another tape drive, it is not the best way of communicating information between computers. Versions of Windows prior to ME, 2000 and XP came with backup software, however this is no longer the case and such software needs to be separately purchased (see 12 below).

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3. Monitors

Computer Monitors come in a variety of sizes, shapes, and colors, with 17" (diagonal measurement) monitors being bare minimum entry level monitors for a desktop system, and 14" on laptop computers. Monitors are either “analog” (sometimes called CRT monitors and look like a small TV) or “digital” (thin screen). CRT=Cathode Ray Tube.

Analog monitors will cost from $100-500. In addition to the physical size of the monitor screen, it is important that the resolution (clarity of the screen) be as high as possible. Resolution on computer screens is measured on the basis of dot pitch, with the smaller the dot pitch, the higher the resolution. Resolutions of .25 mm or less are most common.

More common on new computers are the thin digital LCD monitors. The cost of these monitors continues to drop, most are presently priced in the $3-500 price range. LCD Monitors do take up less room on a desk and tend to be brighter and more easy to read. Aesthetically they do have a sleeker look if appearance is a factor.

On a laptop computer, the largest available screen is a 16" (diagonal) screen. The latest in laptop screens are the “wide” screens which are 15.4"+ wide and are suitable for watching DVD Movies in original format.

As important as the performance of the monitor may be, it is important that the video card which is contained in the computer, or the video processor which is built into the mother board, have a large memory (minimum 32 MB) in order to process graphical information being received from programs or the internet. If the video memory of a computer is very small, the monitor display will be slow to bring up graphical information. Be aware that on some computers the memory of the computer is shared with the video memory and therefore if the computer says it has 128 MB of shared memory, only a portion (perhaps 96 MB) may actually be available for programs, with the rest being used for the video processing.

For a desktop computer, it is recommended that you chose an LCD Monitor of 17-19". If you are looking at a CRT Monitor 17", 19" or 21" monitor with a resolution of not less than .25 mm or. For a laptop, if you are going to use this as your everyday computer, then consider a 15" screen otherwise a 14" screen should meet your requirements for temporary or periodic use.

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4. Keyboard

Most computer manufacturers supply a keyboard with the CPU at the time of sale. These keyboards often contain a variety of collateral features including programmable keys, scroll buttons, touch pads, etc. Chances are that until this keyboard breaks or encounters problems, you will not consider a replacement keyboard, and when you do you may want to look at some of the ergonomic keyboards which are now on the market, or a wireless keyboard (which allows you to move the keyboard away from the processor without the “umbilical” cord connection to it). There are also keyboards on the market which have an integrated pointing device which may be of interest if locating or moving a mouse is a challenge for the user.

If the user of a computer starts to encounter physical symptoms with hands or shoulders, check carefully the height of the keyboard and the angle at which the fingers reach across the keyboard to access function or programmable keys as these are often a source of repetitive use injuries. If the user of the computer has broad shoulders, give serious consideration to the use of an ergonomic keyboard, as the wrist angle necessary to utilize a standard keyboard will prove problematical for these users.

Keyboards, as with mice can be connected to the CPU by a wire connection or can be connected in a wireless way. The wireless connectivity allows more flexibility in placement of the keyboard/mouse but will consume batteries along the way unless they are rechargeable devices.

On laptop computers, obviously the keyboard size is even smaller and therefore more problematical for use on a day-to-day basis especially if your hands and fingers are large. Consideration should be given to attaching a keyboard to the laptop when used in an office setting. (Microsoft, Logitech, Belkin).

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5. Mouse/Cursor Control

Windows uses a curser (an on-screen indicator) coupled with a mouse or other pointing device to perform a variety of other functions. Relocating this curser around a screen requires a measure of dexterity and given the extent of curser use by an operator, you will soon become keenly aware that the fit and feel of a mouse is fundamentally important. Again, most computers come equipped with a mouse or pointing device of one of the following kinds:

  1. Ordinary 2-Button Mouse

    These have a ball on the underside which controls the curser movement together with two clickable buttons on the upper side which control computer function. In these mice the internal ball rolls against two wheels which communicate the location of the mouse/cursor to the CPU; these wheels tend to pick up dirt, lint and dust and must be cleaned frequently.

  2. Scrollable Mouse

    This is the same as an ordinary mouse except that between the two mouse buttons, there is a rotating wheel which allows a user to “scroll” or move down a computer window without having to physically move the mouse.

  3. Optical Mouse

    This mouse may have all of the features of a scrollable mouse, except that there is not a “ball” on the underside to control movement. This is done electronically. This reduces the maintenance requirements of the mouse and in the 3+ years that they have been in the marketplace, optical mice appear to be gaining a larger market share.

  4. Cordless Mouse

    Rather than being connected to the computer by a cord, these communicate with the computer via an infrared sensor. The devices come with various features.

  5. Trackballs

    These “mice” are controlled by the user moving a ball which is on the top of the mouse; they require more dexterity to use, but because one does not have to move the mouse to roll this ball, the mouse reuires less physical space and movement to use.

    All of the “species” of mice come in varying shapes, colors, and “feels”. The key is to find one that fits the hand of the user and that has appropriate features. If you wish to use a mouse, it is suggested you consider a cordless mouse with a scrolling wheel.

    In addition to a “conventional” mouse, there are also pointing devices such as touchpads and “eraserheads” which are common on laptop computers. There are also other kinds of tablets which can be attached to a computer. Either a touchpad or an eraserhead tend not to have the degree of fine control which a mouse does, and repeated use over an extended period of time may be frustrating for some users. When selecting a laptop, try or even borrow a computer having an eraserhead or a touchpad and see which you prefer before you buy. There are a few computers on the market which are built containing both kinds of curser controls (IBM, Dell and Winbook).

  6. Cordless Pointing Devices/Presentation Controllers

    When you are making a presentation from a laptop you may not always like to be sitting near your laptop as you change slides. Various manufacturers have come out with portable “mice” which will allow you to control the slides in a presentation from a distance of up to 25 or 30 feet.


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6. Computer Connections

Historically computers have had three different kinds of “ports” which allow connection of other devices to a computer. These are called LPT Ports (parallel ports) which are commonly used for connections to printers or scanners, Serial Ports used to connect scanners and various other external devices and PS/2 Ports which are used to attach keyboards and mice. Since the introduction of Windows 98, there has been a movement to another kind of connection port called a USB Port (universal serial bus) which allows a user to connect many kinds of devices to a computer using a single kind of port.

In addition, by attaching a simple junction box, one can connect multiple USB devices into a single USB Port on a computer. One can also purchase an internal card to add USB ports to a computer running Windows 98 or higher. It is now common for scanners, mice, keyboards, printers, headsets, and other devices to be connected to a USB Port and indeed some computers no longer come equipped with Serial or Parallel Port connections. In order to connect an older printer to these computers you would have to purchase a converter to adapt a USB Port into a Serial or Parallel Port. It appears that the transition to USB connections is universal and therefore purchase of a computer with at least two USB connectors is recommended.

USB has also gone into a “second” generation and USB 2.0 ports have established a new and faster standard for these connections.

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7. Operating System

There exists five dominant operating systems used in the legal environment, they are Windows 98, NT, ME, 2000 and XP. In addition, there is limited use of the Linux and UNIX operating systems. For the most part DOS together with Windows 3.1 and 95 are dead and Windows 98 is on bare life support. At present it appears most advisable for the solo/home/mobile practitioner to stay with a common place operating system that you can easily get technical support for, such as Windows 98 (2nd Edition) or XP. Windows 98 allows for “backward” compatibility with programs previously written in a “DOS” environment, as well as current versions of most software applications. XP has some backward compatability issues. XP Professional is the recommended operating system for most users, however be aware that with Service Pack 2, there are some issues of software compatability.

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8. Computer Software

  1. Office Suites

    Here you have two basic choices, whether to go with the business standard and more expensive Microsoft Office Suite of applications (word processing, spread sheet, and presentation software) or go with the legal industry standard and less expensive Corel (Word Perfect) Suite of products. Each product is in constant development and evolution (Office 2003 and Corel Office 12) Your choice of software will depend in large measure on what your clients use and what software you and your staff (if any) are comfortable using. With each new release of either program, you will see similar features incorporated. As for converting from one family of programs into the other, there are relatively decent conversion programs available to allow the user of only one kind of program to translate products backwards and forwards between other applications. For those to whom “reveal codes” of Wordperfect are fundamental, products like CrossEyes add reveal codes within MS Word to allow for format recognition.

    The key element for any user of software, and particularly the user of these “base” applications, is training whether that training is provided by the user working through a tutorial program on-line, attending at a computer centre for a training course or logging onto an interactive web-based training program.

    NOTE: Without training in the use of these programs, the sole/home/mobile lawyer is at a substantial disadvantage.

  2. Case Management Software

    There are a variety of generic industry programs available to keep track of client information, calendar, time inputs, etc., however for the money, consideration should be given to one of the legal specific programs. The current dominant players in this market are Amicus Attorney and Time Matters. Dexco, Abacus Law and Integra also appear to have some presence. Pro Law also adds an integrated function with its own accounting software, however its use in Canada at this point is limited.

  3. Accounting Software

    Especially important for the solo and home user is the ability to keep track of both office as well as trust transactions. Depending on the nature of the lawyer’s practice, it may be possible to keep the trust portion of the accounting function non-computerized, however the advantages and relatively low cost of computerized accounting to keep track of general office expenses would seem to dictate the utilization of a financial accounting package.

    There are packages which are tailored to the legal industry and which integrate with the timekeeping functions of a case management software application. Commonly in use in Canada are PC Law/PC Law Jr., Dexco, Integra Office Management System and Esi-Law. If keeping track of time on files is not important to the practice you have, then Quick Books or Quicken may be the only software you need, and often a version of these will come loaded with your computer for free when you purchase it.

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9. Internet Browser

The dominant program is Internet Explorer. Other programs like Netscape and Opera (and Mozilla Firefox – ed.) are freely distributed by the manufacturers and can be downloaded off the Internet. More than anything else which program to use is a matter of personal preference, however obviously IE is designed to work very closely with Outlook and other “Microsoft” programs.

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10. Voicemail/Fax/Modem Software

This software when loaded onto your computer will allow it to act as an answering machine or a fax recepient while connected to a single telephone line. This may be particularly useful to a solo user, however there are configuration issues which you will have to address, for example, do you want to use a single telephone number for both voice and fax communications? (WinFax, etc.)

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11. File Security

Both the legal obligations of PIPEDA (and equivalent provincial statutes) as well as the standards fo professional conduct impose obligations to keep client communications and information confidential. By extension, this may require that you as a lawyer take steps to ensure that even if your computer is stolen, that the client personal information contained on your computer cannot be accessed by a third party. To do this you will have to consider adding passwords onto each client file as it is created, or alternatively, to store all of the client information in an encrypted partition (portion) of your hard drive. McAfee distributes a program called PGP as part of its McAfee Utilities, there are also public versions of this same encryption software (pgp.com), and a shareware program called ScramDisk available on the internet. All of these create an encrypted area on your hard drive which can only be accessed if a user password is entered into the computer as the encryption algorithm and password are created by the user and therefor is extremely difficult to “hack”. Therefore, if your laptop or desktop computer is stolen no one would be able to access this portion of the hard drive without knowledge of your particular password. This kind of encryption is even MORE important on PDA’s which often carry nearly a whole client list and database.

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12. Internet Security

While your computer is connected to the internet whether through a cable or dial-up modem, there is risk that the communications you send can be intercepted by third parties, or alternatively that a “hacker” can access information on your computer or your network. As a matter of practice or to respond to client needs, you may wish to move towards using only encrypted email transmissions to clients (this necessitates that your client must have a password in order to open communications which you transmit to it) and therefore if anyone should intercept the transmission en route to its destination, they will not be able to read its contents.

In addition, to protect your computer from the intrusion of a hacker, you should install some form of firewall software or hardware into your computer or computer network (Sonic Wall, Linksys, 3 Com, Cisco). With the intrusions and viruses which have become more and increasingly common on the internet, there will be a proliferation of these programs in future, however some of the stand alone products include Zone Alarm, Mcafee Internet Security, Norton Internet Security, and Black ICE Agent.

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13. Backup

Critical to a sole/home/mobile lawyer is the creation of a backup of critical files from your hard drive. That way if your hard drive should be damaged, destroyed, or stolen, you would still have the critical information available to you to carry on your practice. Backup software is provided as an integral part of Windows 98 and allows you to create a backup file of information onto a variety of media including floppy disks, tape drives, zip/superdisks, CDR, CR-RW disks or other hard drives. Here the key is discipline and routine: the discipline to do a backup and the routine to do it regularly. This necessitates keeping your rotating group of backup media, some available for immediate use and others protected against major catastrophe, in a vault or otherwise off site. You may wish to use an online data storage for backup as well (see 22D below). Veritas Backup/BackUP My PC are common solutions for backup on platforms which do not have a built in backup program.

There are service providers whose products allow you to do your backup onto remote servers in encrypted formats (so that interception on the net is nearly impossible and so that there is no risk of accidental disclosure by the service provider).

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14. Miscellaneous Software

  1. Computer Protection Software

    Viruses, spam, pop-up ads and spyware are all threats to the operational ability of your computer and your network. In order to protect the integrity and operability of your network and the programs and data you maintain on it, you should have firewall hardware/software (see section 11) installed AND you should ALSO:

    a) keep your operating system updated with all security patches
    b) invest in anti-virus software (Norton Anti-Virus, McAfee VirusScan and
    others) and virus definition subscriptions to guard against the most recent
    virus threats
    c) install ad/pop up blocking software (Pop-Up Stopper, STOPZilla, and
    others) to stop your computer’s operation from being hijacked by recurrent
    ads from certain websites)
    d) install spyware recognition/blocking software (Adaware, Spybot, and others)

     

  2. Voice Recognition

    Dragon Naturally Speaking and IBM’s Via Voice appear to be the dominant products in this area. This software may be critical to the sole/home lawyer who does not have keyboarding skills. When coupled with the digital recording devices, the programs are capable of acting as an electronic secretary to transcribe a lawyer’s dictation into digital, editable, formatable text. Of interest to those who may have visual impairment is the reverse capability, in which the programs are able to aurally transcribe written text back to a lawyer. Dragon Naturally Speaking has seen many changes in its corporate ownership in recent years, however the product, now owned by Scansoft) appears to be solid.

  3. Remote Access Software

    Particularly for the mobile lawyer or the lawyer who likes to work from home, the use of software which allows you to communicate back to your office and obtain file information or to transfer information back to your base office and to printoff information there can be an important feature. If you are a solo practitioner, the same software can allow you to keep your practice files on your office computer but access them from your home computer or laptop while travelling to a client’s place of business. PC Anywhere, GoToMyPC, PC Telecommute, and Lap Link are products which allow you to communicate in this fashion. This software installs on both the base computer and the remote computer and can, in conjunction with the other hardware, allow for the creation of a virtual private network (VPN) “on” the internet. If you wish simply to transfer a file or have immediate written communications back to your office, the use of a program like ICQ or AOL/Yahoo/MSN Messenger will allow you to communicate back to your office and to send and receive file information. These latter programs are all free and can be downloaded from the Internet.

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15. Other Hardware

  1. Network

    For the solo practitioner who has a secretary or for the home based practitioner whose family may have a second computer for other uses, it is recommended that a network be installed to connect these computers. This allows each of the computers on the network to share information, peripheral devices, or even internet connections. In order to set up a network, the computers must be attached to the network using an ethernet card and a cable which is plugged into a network hub. There are solutions which use infrared technology to connect computers to a wireless network and also systems which use ordinary telephone cable to connect computers in a home or small office environment. Major players in this area are 3 Com, Linksys, D-Link, and Intel. Security is a concern in the use of wireless networks by law firms and users contemplating such application would be wise to retain an expert networking consultant.

  2. Shared Internet Access

    Products of the past, which allowed sharing of dial up internet connections including Web Ramp, i.Share, Sygate SoftRouter, WinGate, and WinProxy are nearly extinct in the legal marketplace. Various hardware solutions provide both firewall and proxy service solution for a small network (e.g. Sonicwall, D-Link, Linksys) – these are called internet “gateways” and allow users to share a single high speed internet access point whether it is an ADSL Modem or a Cable Modem.

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16. Printers

As paperless as we might wish to be, lawyers produce paper, and there is no more economic way of producing this paper than using a laser printer. This is the heart of the solo/home office. The cost of producing ink-jet copies is significantly higher on an operating basis than a laser printer, however ink-jet technology does allow for the production of color materials. For a solo or home office, a laser printer printing at not less than 10 pages per minute is desirable, and printers from Hewlett-Packard, Xerox, Lexmark, Brother, and Canon are commonly available at office supply stores or through online sources. (See also discussion of multi-function devices)

When in doubt, talk to a service technician and ask them which products they historically have the fewest service requests on. Let this be your guide to purchasing a printer to meet your requirements. A dot matrix printer may be useful if your practice requires you to fill out multi-part forms or if you wish to generate mailing labels, however increasingly Governments and businesses are moving toward computer based forms which are then simply printed out in multiple copies. If you are going to connect more than one printer to your computer, you will either need to use a USB connection or add additional LPT Ports to your computer.

For the mobile practitioner there are only a few printing choices available in ink-jet technology. These are available from Hewlett-Packard, Canon, and Brother. The weight of these printers and the cabling necessary makes transportation and true portability an issue.

It is not uncommon therefore that mobile lawyers do not carry their own printers with them, but rather “fax” their documents to their own hotel’s fax machine as a means of “printing” documents. The use of a business centre (Kinko’s, Office Depot, Staples) or a copy shop to run off copies of documents may also be more cost effective, feasible, reliable and “professional looking” than the “convenience” of a portable ink jet printer.

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17. Internet Connection

One of the key elements to operating as a solo/home/mobile lawyer is your ability to access the internet. This access, in the context of lawyers, is most commonly provided by cable modems, ADSL connections, or analog dial-up modems. Assess your need for speed and the cost of that service. If you are a mobile lawyer, your ability to access the internet service provider from multiple locations that you will be travelling to becomes a factor. “National” ISP’s include AOL Canada, AT & T Worldnet, MSN and EARTH LINK. If your travels take you internationally, you should inquire as to the cost and availability of dial-up service from those jurisdictions. Be aware that many countries by the minute even for local service and increasingly hotels have started to charge for extended connection time through their networks (> 1 hour). These rates can be staggering.

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18. Multi-Function Devices (MFD)

These devices act as a printer, fax machine, scanner, and copier when attached to a computer. The printing engine is either a black and white laser printer or a color ink-jet printer. There are also versions which just act as printer/scanners/copiers. Although the purchase of one of these units leaves the solo/home user in a vulnerable position should the equipment malfunction, the cost and space efficiency of these units makes them a nearly irresistible alternative. By, for example, purchasing a laser MFD, one could also have a low cost ink-jet printer as a backup printer.

The major supplier of these devices are Hewlett-Packard, Xerox, and Brother.

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19. Scanners

A scanner allows you to take a document or photograph and convert it into an editable digital file. In the context of documents, this means that they can be processed using optical character recognition software into an editable text file or, in the case of an image, into a graphic image which can be included in a document, presentation, or website. Scanner sources include Hewlett-Packard, Epson, Microtek, Umax, and Visioneer. Visioneer also makes a portable sheet-fit scanner called a “Strobe” which is very useful in the mobile office as a means of processing and sending hard copy documents through your computer’s fax modem. DocuPen is a unique and extremely compact and portable product from Planon Systems which scans and stores up to 100 full width/page scans for USB upload to your computer.

If you are considering using the scanner for input of multi-page documents for OCR purposes, a feeder is essential (otherwise you will spend a long time changing individual sheets as they scan into the computer).

Many manufacturers make ultra high speed scanners (65 ppm ++) which make them viable input devices for converting physical paper into electronic digital files whether for online retrieval or for litigation management.

There are a variety of programs which add extra utility to your scanner, these are sometimes bundled into a suite of products (Pagis Pro or Omnipage Pro), however the OCR function is performed by a software program like Omnipage or Textbridge; and the photo image editing would be provided by a program like MGI Photo Suite, Corel Photo House or Adobe Photoshop or Photo Deluxe (amongst many others). Products like Paper Port Deluxe and Pagis allow users to organize scanned materials into files and folders; programs like Cardscan allow users to process specialized information from business cards into usable data bases of information.

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20. Digital Imaging

The addition of a digital camera to your solo/mobile office will allow you to take instant photographs of clients, accident scenes, or other information that you may wish to put on your website. In addition, a stationary camera situated on your computer (commonly called a web cam) may allow you to have live video/audio communication with clients. They can also be used to provide three dimensional demonstration in the context of speaking engagements without telephone or long distance costs. These again are available from a variety of sources at local computer stores and are manufactured by companies like Logitech and 3Com. In addition, a digital camera or a digital video camera may also serve as an input device for your computer.

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21. Uninterruptible Power Supply

If you are in an area where the reliability of your power source is questionable, or if you are leaving your computer on unattended, it is more than recommended that you have an uninterruptible power supply (UPS) attached between your computer and the wall plug-in. These systems have a variety of features ranging from surge protection (to prevent a power surge from damaging computer components) to an internal battery supply which will continue to provide needed power in the event of power loss or reduction. At the very least your computer should have a surge protector attached to its power supply (APC, Belkin and Tripp Lite supply UPS and surge protectors).

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22. Fax Machine

The need for a dedicated fax machine in the context of a home office is doubtful if one uses a multi-function device and a fax modem, as these will allow for communication of both paper and electronic information by fax. If a separate fax machine is required, consider a used scanner or fax machine to send faxes, but utilize your computer’s fax modem to receive and laser print incoming faxes.

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23. Legal Research Sources

In addition to a variety of free legal sites where one can research legislative provisions and case authorities, the use of electronic research services such as Quicklaw (now part of Lexis- Nexis) and eCarswell/WestLaw provide cost effective and competitive advantages to the solo/home lawyer, and are essential components of being able to practice law as a mobile lawyer. CANLII and Findlaw are also sources for free legal information.

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24. Personal Digital Assistants

With Palm taking over Handspring and further licencing its operating system to various PDA manufacturers such as Sony, the Palm operating system has become the “VHS” of handheld operating systems. These simple, reliable devices integrate well with computer based diaries and client information sources and allow a lawyer to carry in his or her pocket a vast quantity of client and scheduling information. Most of these PDAs communicate well with Contact Management Software solutions to allow for seemless transfer and updating of client calendar and contact information between computer and handheld technologies. For some lawyers, this is the only computerization necessary to travel with them on an on-going basis.

There are other competitive products using the Pocket PC operating system manufactured by Hewlett Packard, Casio and Toshiba which offer larger computing power, however the palm devices presently have a market dominance.

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25. Cellular Phones/PDAs

Although not completely new to the market there has been significant enhancement to the cell phones which have palm software integrated into them and portable email retrieval capability. This allows users to automatically retrieve all phone numbers from the same client database as was at the office, auto dial it, schedule appointments, etc all from one single piece of hardware. Samsung, Visor (Cleo), Palm and Blackberry currently make “telephones” which integrate this functionality.

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26. Other Tricks and Tips for the Solo/Home/Mobile Lawyer

  1. Purchase your hardware using a “Gold Card” or “Platinum Card” and routinely the manufacturer’s warranty will be automatically extended by the credit card company.

  2. Subscribe to SOLOSEZ, the discussion group of the American Bar Association focussed on solo and small firm practice.

  3. Record the serial number and “PIN” numbers of computer software, along with the manufacturer’s help number in an encrypted file on your computer, and leave a backup or hard copy of this information in another location.

  4. If you want to be a totally mobile lawyer, ensure that your cell phone can be connected to the modem card in your laptop and that it has a long life battery or a power source that can be used concurrent with the modem connection. Better yet... consider the mobile telephone technologies that will allow you to connect to the internet on a wireless basis to retrieve email and information.

  5. Most software companies allow a 30-day trial version of their software to be downloaded from the internet onto your computer before you are required to complete your purchase decision. Use this opportunity to check and make sure that you like the way the software works.

  6. Once you have purchased software, periodically check the manufacturer's home page for updates to the software.

  7. Always keep a log of dates when you load software onto your computer as well as any troubles or error messages that you may receive (these are invaluable when talking with tech support or having a technician investigate computer problems you are having).

  8. Use an online server to transport Browser bookmarks wherever you access the net (eg. MyBookmarks.com).

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27. Sample Hardware Configuration for Solo/Home Legal Practice

  1. Computer
    Pentium IV or Athlon
    CPU - 3.0 GHZ
    Ram - 512MB-1 GB
    Hard Drive - 120 GB
    Fax Modem - 56 K
    CD Read/Write Drive
    DVD Drive
    Ethernet Network Card (10-100)
    Microphone and Headset
    Standard Keyboard
    Scrolling Mouse

  2. Laser Multi Function Device - Printer/Scanner/Fax/Copier

  3. Inkjet Color Printer

  4. Software
    Corel Office and Microsoft Office Software Suites
    Case Management Software
    Accounting Software
    Hard Disk Encryption Software
    Firewall Software

  5. Unlimited cable or ADSL internet service

  6. Minimum 40 hours computer training - 8 hours hardware and 32 hours software

  7. Palm Pilot/PDA including encryption program

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28. Typical Mobile Office Configuration

  1. Laptop Computer:
    CPU - 2.5 GHZ or more
    Ram - 512
    Hard Drive - 40 GB
    Ethernet 10-100
    Fax Modem - 56K
    Built-in DVD/CDRW
    Integrated Cursor Control
    15" display

  2. Portable sheet-fed scanner

  3. Unlimited national/international dial-up Internet account

  4. Software as described above

  5. Palm Pilot/PDA including encryption program.

29. Technology Compatibility Guide

Technology Compatibility Guide (.pdf)

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30. Technology Sources

Technology Sources (.pdf)

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Richard G. Ferguson, Lynass, Ferguson & Shoctor, Edmonton, Alberta, rferguson@altabusinesslaw.com



Neither the author nor the CBA should be construed as endorsing any product or website listed in this article. The views expressed in this article are those of the author and do not necessarily reflect the views of the CBA.
In this document, any reference to "jurist" or "lawyer" includes, where appropriate, "Québec notary".

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