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Over the last few months, cloud-based firm management has gone from a choice to a requirement. As we all adjust to social distancing and working from home, the ability to remotely access your firm’s records has become critical. In this presentation, Trial Guides’ founder and practicing attorney, Aaron DeShaw, discusses the ethical and practical implications of cloud-based client management systems for plaintiffs’ firms. Joining Aaron are representatives from three of the top products available: Rio Peterson of Clio, Dustin Hansen of Filevine, and Dov Slanksy of Litify. In the first hour, the panel will address the following topics:
- The ethical considerations of cloud-based systems
- The process of switching to a cloud-based system
- The benefits of a cloud-based system
- Making a plan to switch to cloud-based firm management
The second hour will open with a five-minute elevator pitch from each of the providers and be followed by a question and answer session.
On Demand Program: 138 minutes plus 28 minutes of Q&A
Original Air Date: 05/22/2020