Vertical Focus
The Virtual Practice
Create an online office to suit your firm's needs
by Allison Manning Esq.
& Stephan Roussan,
Intercounsel LLC
If you've read the legal press lately, you will have noticed
that the Internet has begun to insinuate itself into every aspect of
the legal profession. Lawyers, like practitioners in healthcare, finance and
other specialized knowledge areas, are recognizing the value of creating accessible
electronic offices using the World Wide Web. These virtual offices,
tethered by private web-based networks called Extranets, bring a range of
communication and organizing benefits to case work.
Several key benefits were discussed in our article "Internet Solutions
for Joint Defense," which appeared in the last
issue of IDM. This sequel looks at the same technology from three
different perspectives:
- a partner in a large, international law firm
- a corporate general counsel
- a solo practitioner
The ideal system configuration and the applications of greatest value to
these practitioners will, of course, vary by role. But common to all is the
fact that a carefully designed and executed web site, configured as a secure
Extranet, has the potential to enhance the effectiveness and efficiency of
the web-savvy lawyer's practice.
Large Firm Practice
Attorney/Client Online Contact Base
For a partner in a large firm interested in using
a web site as an effective marketing tool, consider using the firm's
presence on the Internet to keep clients up-to-date. Whether negotiating a
real estate deal, updating SEC filings or litigating a large and complex discrimination
action, the client wants to be kept current about what is going on,
how the matter is progressing and, often, what the costs will be. Yet time
spent handholding a client is time away from handling the client's matter.
The firm's website can be configured to meet this demand for each lawyer-client
contact. Using their home or business computer and a standard web browser,
client's can query status and costs securely through a set of form-based
screens. The web architect can set up content management tools to automatically
update client-accessible information as part of the lawyer's routine documentation
and billing activity, with no incremental work.
Behind the public access website, a secure client area can be created. The
subdirectory can be readily accessed by typing in the web address of the firm,
a slash, and the name of the private client area, best identified by a confidential
code, as for example: http://www.thelawfirm.com/manning/11@92.
Since the information in this area is likely privileged and confidential,
access must be further protected by a unique username and password
known only by the lawyer and the client. And if the site will be used to communicate
sensitive and potentially privileged information, it can be designed to incorporate
an encryption system to protect data in transit.
Giving client access to information in this fashion, through a secure web
environment rather than directly through a firm's computer network or intranet,
prevents breach of the firm's internal security and firewalls and provides
a complete layer of anonymity for clients.
The range of information and features available can be as broad and varied
as the services the lawyer provides to that client. Here to spur the imagination
are several examples.
A document library can include contracts or briefs or regulatory filings,
progressing from draft to final. Client comments or edits can be transmitted
or posted. In a matter which may involve input from several sources within
a client organization, everyone is given the opportunity to review the material
with the confidence that all the contributors are operating from the same
page.
A message or bulletin board is useful if there are a number of individuals
within the client organization or attorneys in the firm who need to provide
input on a given matter but who may be located in different office locations.
A message or e-mail feature can be set up which allows the client
to send queries or feedback after reviewing information or documents directly
from the browser window to a particular attorney. The direct e-mail feature
in the site gives the client the opportunity to provide feedback which goes
to a mailbox designated by the lawyer for just that purpose, allowing the
lawyer to keep track of client contacts in an organized fashion.
Standard forms for such legal matters as corporate or real estate
transactions can be created dynamically on the site and, for certain legal
services, the client information can be databased. This enables parties
to conduct logical queries, for example by date range and keyword.
Research material or relevant law and business articles or government
regulatory updates can be posted. Such information feeds, tailored to
the needs of particular client, can enhance the attorney-client relationship
in areas the firm already services for the client and can lead to new client
service opportunities
Finally, for a demanding corporate client who insists on tight budgeting
or detailed breakdown of fees and disbursements, the billing files
can be posted to the site for review by the client on a regular basis.
With these tools in a customized format, the lawyer in a large firm can effectively
use the Web to bypass some of the bottlenecks of big firm practice and keep
"hands-on" with client contact - without sacrificing procedural
checks and balances crucial to confidentiality.
Corporate Counsel
Managing The Local Counsel Network Online
For the general counsel's office in a moderate to
large size corporation, keeping on top of important legal matters can be its
own logistical nightmare. The continuous flow of paper and countless
phone calls can force the lawyers to spend more time trying to remain organized
than actually attending to legal matters - or at least monitoring them.
Time zones and geography create communication obstacles, as outside
counsel may be located across the country - or the globe. The available
tools to keep in touch and exchange information, phone and fax and mail,
require a dedication of enormous time, resources and personnel. Costs
can quickly become unmanageable.
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