From Evaluation to Onboarding: How to Manage Technology Changes in Your Firm[CC]

    From Evaluation to Onboarding: How to Manage Technology Changes in Your Firm[CC]
    CLE 60 min

    From Evaluation to Onboarding: How to Manage Technology Changes in Your Firm[CC]

    In this session, Eli Mattern and Jenevieve Haggard will discuss ethical considerations when implementing new law firm tech solutions. The discussion will cover from the evaluations of firm technology to proper roll-out and implementation.

    Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • Ethics

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      Available for credit

      1.00 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • General

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      Available for credit

      1.00 credit hours

      Available until:

      09/23/2022

    1.00 total credit hours including

    • General

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      Approved

      1.00 credit hours

      Available until:

      09/23/2021

    1.00 total credit hours including

    • Lawyering Skills

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      Available for credit

      1.00 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • General

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      Approved

      1.00 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • General

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      Approved

      1.00 credit hours

      Available until:

      12/31/2022

    1.00 total credit hours including

    • General

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      Available for credit

      1.00 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • General

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      Applied for

      1.00 credit hours

      Available until:

      09/23/2022

    1.00 total credit hours including

    • Law Office Management

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      Self apply

      1.00 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • General

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      Applied for

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      03/23/2022

    1.00 total credit hours including

    • Law Office Management

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      Applied for

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      Available until:

      09/23/2023

    1.00 total credit hours including

    • General

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      Applied for

      1.00 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      09/23/2022

    1.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      09/23/2025

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      09/23/2022

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      09/23/2021

    1.00 total credit hours including

    • Law Practice Management

      Status:

      Applied for

      1.00 credit hours

      Available until:

      09/23/2022

    1.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • Law Office Management

      Status:

      Self apply

      1.00 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • General

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      Approved

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      Available until:

      09/23/2022

    1.00 total credit hours including

    • Law Office Management

      Status:

      Self apply

      1.00 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • Law Office Management

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      1.00 credit hours

      Available until:

      09/23/2023

    1.20 total credit hours including

    • Law Office Management

      Status:

      Self apply

      1.20 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      09/23/2022

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      09/23/2023

    1.20 total credit hours including

    • General

      Status:

      Available for credit

      1.20 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      09/23/2022

    1.00 total credit hours including

    • Ethics

      Status:

      Approved

      1.00 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • Law Office Management

      Status:

      Available for credit

      1.00 credit hours

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      09/23/2023

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    • General

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      Reciprocity

      1.20 credit hours

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      09/23/2023

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    • General

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      09/23/2025

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    • Law Practice Management

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      09/23/2023

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    • General

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      Applied for

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      09/23/2023

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    • General

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      Approved

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      09/23/2023

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    • General

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      Approved

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      09/23/2023

    1.00 total credit hours including

    • General

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      12/31/2020

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    • General

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      09/23/2023

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    • Professionalism (General)

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      Available for credit

      1.00 credit hours

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      09/23/2023

    1.00 total credit hours including

    • Practical Skills

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      Self apply

      1.00 credit hours

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      09/23/2023

    1.00 total credit hours including

    • General

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      Approved

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      09/23/2022

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    • General

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      Approved

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      Available until:

      09/23/2022

    1.00 total credit hours including

    • General

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      Available for credit

      1.00 credit hours

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      09/23/2023

    1.00 total credit hours including

    • Ethics

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      Applied for

      1.00 credit hours

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      09/23/2023

    1.00 total credit hours including

    • General

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      Applied for

      1.00 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • Law Office Management

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      09/23/2023

    1.00 total credit hours including

    • Ethics/Professionalism

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      Applied for

      1.00 credit hours

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      09/23/2023

    1.00 total credit hours including

    • General

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      Available until:

      09/23/2022

    1.00 total credit hours including

    • General

      Status:

      Applied for

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      Available until:

      09/23/2023

    1.00 total credit hours including

    • General

      Status:

      Approved

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      Available until:

      09/23/2023

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • General

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      Applied for

      1.00 credit hours

      Available until:

      10/30/2020

    1.00 total credit hours including

    • Other-Office Management

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      1.00 credit hours

      Available until:

      09/23/2025

    1.20 total credit hours including

    • Office Management

      Status:

      Applied for

      1.20 credit hours

      Available until:

      09/23/2023

    1.00 total credit hours including

    • Law Practice Management

      Status:

      Approved

      1.00 credit hours

      Available until:

      09/23/2021

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      09/23/2023

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    Closed Captioned.

    Small law firms may inadvertently tread into ethically murky waters if they don’t fully evaluate tech before trying it out in practice. In large firms, usually tech decisions are driven by a specific person or department. This can cause issues when rolling new platforms out to the rest of the work force.

    This session will provide a cursory overview of security and privacy concerns lawyers should consider before evaluating a new technology for their practice. Then, speakers will discuss choosing a technology. Specifically, whether a firm should build their own, buy off the shelf, or consider an open-source solution. The session will briefly touch on the benefits of on-premise solutions versus cloud-based products. In the second half of the program, the presenters will discuss how to get the rest of the firm excited about new technologies, and what a successful roll-out plan looks like. Throughout the presentation the presenters will showcase best practices on technology adoption and answer questions from attendees to provide actionable advice.

    Attendees will learn the following at the conclusion of this program:

    • Considerations for adapting new technology in their firm, particularly surrounding security and privacy.
    • Pros and cons to choosing a technology and whether to custom-build, use off-the-shelf, or use an open-source solution
    • Benefits of using on-premise or cloud solutions
    • What a successful rollout plan looks like and how to get the entire firm on-board

    Speakers:
    Jenevieve Haggard, SavvySuit, Orlando, FL
    Eli Mattern, SavvySuit, Orlando, FL

    Product Details

    Moderators

    Eli Mattern

    Panelists

    Jenevieve Haggard

    Product Code

    EP2009TTLOLC

    Duration

    60

    Publication Date

    9/24/2020 12:00:00 AM

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