The Lawyer's Guide to Collaboration Tools and Technologies: Smart Ways to Work Together

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American Bar Association, 2008 - Law - 289 pages
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This first-of-its-kind legal guide showcases how to use the latest Web-based and software technologies, such as Web 2.0, Google tools, Microsoft Office, and Acrobat, to work collaboratively and more efficiently on projects with colleagues, clients, co-counsel and even opposing counsel. The book provides a wealth of information useful to lawyers who are just beginning to try collaboration tools, as well as tips and techniques for those lawyers with intermediate and advanced collaboration experience.
 

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Contents

Introduction
3
Who Should Read This Book?
5
What You Will Learn
6
Collaboration on Cases Transactions and Projects
7
Practical Issues Tips and Techniques
8
Getting Started
9
Collaboration at the Crossroads
11
Collaboration Inside the Office
15
Wikis Web Collaboration
153
What Is a Wiki and Why Should I Care?
154
Setting Up Your Own Wiki
157
WebBased Wikis
158
EnterpriseInternal Wikis
159
Other Web 20 Collaboration Tools
161
Online Calendaring
163
Mind Mapping
164

Routinely Communicating
16
Delegating Work
17
Reviewing and Approving Work
18
Scheduling
19
Collaboration Outside the Office
21
Routinely Communicating with Those Outside the Office
23
Reviewing and Approving WorkObtaining Signatures on Originals
24
First Steps
27
The Collaboration AuditThe Processes
28
The Collaboration AuditThe Tools
29
Brainstorming Where You Want to Be
30
Define Your Point B
31
Set Some Priorities
32
Sample Client Collaboration Technology Survey
33
Collaborating on Documents Online and Off
37
Benefits of Improving Document Collaboration and Using Document Collaboration Tools
39
Document Integrity
41
Increase the Number of Eyes Reviewing Documents
42
Basic Collaboration on Documents
45
The Table Method of Document CollaborationTried and True
47
Track Changes and Comments in WordAnother Collaboration Standby
49
Track Changes and Metadata
51
Redlining ToolsBenefits and Limitations
53
Creating a Document Online Getting Started with the Major Players
55
Google Docs
56
Zoho
59
ThinkFree
60
Working Simultaneously on a Document
63
Navigating the Google Docs Main Documents Page
64
Creating a Document
66
Navigating Within a Document
67
Insert Tab
68
Publish Tab
69
Other Features
71
Shortcuts
72
Hidden Dangers Security and Metadata
73
Online Documents and Security
74
Automatic Backup of Documents
76
Tips for Dealing with These Issues
77
Collaboration on Cases Transactions and Projects
79
Benefits of Collaboration in Lawsuits and Transactions
81
Break Down the Barriers of Time and Space
82
Enter Technology
83
Get More Eyes and Heads into the Process
84
Stop Reinventing the Wheel
85
Close Projects Efficiently
86
Instant Collaborationfrom Conference Calls to Instant Messaging
87
Conference Calls
88
Instant Messaging
91
How to Hold a Meeting on the Internet
97
The Basic MeetingSimple Screen Sharing
98
CrossLoop
99
Adobe Acrobat Connect
100
Other Basic ScreenSharing Tools
102
WebEx
103
Advanced Web Conferencing
104
Simple Project Management Basecamp
105
Keeping Notified with Basecamp
109
Alternatives to Basecamp
110
Setting Up a Simple Extranet or Deal Room
113
Extranet Features
115
Using an Extranet in Your Law Practice
116
Commonly Used Collaboration Platforms
119
Email as a Platform
121
Email as a Collaboration Medium
123
Continually Restarting the Project
124
Email Makes Us Lazy
125
Tips for Email Productivity
126
Face Up to the Email Volume Problem
127
Stop Intrusive Notifications
128
Create a Folder System
129
Learn How to Use Cc and Bcc
130
Email Helpers
131
SharePoint
133
Collaborating Inside and Outside the Office Extranets and Intranets
139
Hosted SharePoint Portals
140
Temporary ExtranetsFile Sharing
141
Electronic Discovery Extranets
143
Adobe Acrobat
147
Sending a Document Out for Review
149
Shared Review
150
Browser Review
151
Blogging
165
Social Networking
166
Specialized HighEnd and Alternative Collaboration Platforms
169
Microsoft Project and Microsoft Office
170
Mind Mapping
171
Knowledge Management
172
Developing a Collaboration Strategy
173
MustHave Features for Your Collaboration Tools
175
Reducingor Not Increasingthe Silo Factor
176
Common Platforms
177
Getting Data In and Out
178
Accessibility and Portability
179
Easy to Learn and Easy to Use
180
What Your Collaborators Are Using
181
Collaboration Tools Free vs Pay
185
Involving Clients in Your Decisions and Choices
191
Determining Which Factors Will Drive Your Strategic Planning
197
Existing Platforms
198
Client Needs
199
Budget
200
SWOT and Other Strategic Approaches
201
The 8020 Rule
202
Practical Issues Tips and Techniques
203
Getting the Word Out to Your Collaborators
205
The Feed Concept
206
Feed Mechanisms
207
The MultipleChannel Approach
209
Ethics Metadata and Other Practical Issues
211
Confidentiality
212
Privilege
214
Other Practical Issues to Watch For
215
Ownership Control and Other Legal Issues
217
Control
218
Ownership
219
Licensing
220
The Role of Contracts for Collaboration Tools
221
Moving Toward Different Models of Delivering Legal Services
222
Potential Pitfalls of Collaboration Where to Be Wary
223
Losing Control of Documents and Data
224
Introducing Friction into Processes That Work Well
225
Using Nonstandard Platforms
226
Experiencing Lack of Data Mobility
227
Dealing with inadequate Contracts and SLAs
228
Implementing Collaboration Tools
231
Break Out of the Reaction Mode
232
Provide Demos and Training
233
Go Where the Action Is
234
Build in Feedback Loops
235
Conclusion
237
Recommended Choices for Common Scenarios From Solos to Large Firms
239
Small Firms
240
Midsized Firm
241
Corporate Legal Departments
242
Government Law Department
243
Recommendations Based on Budget Considerations
244
Creating a Culture of Collaboration
245
Addressing Cultural Issues
248
Stay out of Peoples Way While They Are Working
249
Try to Achieve Critical Mass
250
Consider Using Incentives or Penalties
251
The Future of Collaboration in the Practice of Law
253
Glossary
257
Collaboration Resources
263
Resources by Part and Chapter
264
Brainstorming Resources
265
Creating a Document OnlineGetting Started with the Major Players
266
Collaboration on Cases Transactions and Projects
267
Setting Up a Simple Extranet or Deal Room
268
Collaborating Inside and Outside the Office Intranets and Extranets
269
Other Web 20 Collaboration Tools
270
Developing a Collaboration Strategy
271
Ethics Metadata and Other Practical Issues
272
Conclusion
273
Tools by Category
275
Instant Messaging
276
Online Office ToolsDocuments Spreadsheets and Presentations
277
Redlining Tools
278
Specialized HighEnd and Alternative Collaboration Platforms
279
Calendars
280
Index
281
Copyright

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