There are various mobile and cloud based applications that can be used in order to improve effiency and client relations in a law practice.

1. Law Practice Management
Using Mobility to Increase Productivity

2. Agenda
 Overview
 Mobility & Practice Management
 Mobility & Client Relations
 Mobility & Time Tracking
 Bonus: ABA’s Proposed Amendments
 Conclusion
Q&A

3. Overview
Lakisha Bealer
 Founder of Agility
 MBA, BS Accounting, AS
Legal Assistant
 Over 10 years experience in
administrative, accounting,
and legal roles
 In depth knowledge of
business process
improvement

4. Mobility & Practice Management
 Client Communication
 Calendar
 Email Integration
 Google
 Outlook
 Email Preservation

5. Mobility & Practice Management
 Document Center
 Upload multiple files at once
 Categorize by type
 Share with clients via Client Center
 Document Check-in/out

6. Mobility & Client Relations
 Document Center
 Provide clients access to on-line database
 Invoices
 View and pay on-line
 Signatures
 Electronically sign documents

7. Mobility & Time Tracking
 Timer
 Keep track of billable time instantaneously

8. Mobility & Time Tracking
 Lost revenue due to Bar Complaints
unbilled time Client Relations
Competency
 Incorrectly billing for Practice Management
time Technology
 Billing and record
10%
keeping
40%
30%
20%

9. Bonus Section
 Mobility & ABA’s changes to Model Rules
 Rule 1.1: Obtain client’s consent
 Rule 1.6: Prevent disclosure and access
 Rule 4.4: Defining electronic info
 Rule 5.3: Third party compatibility

10. Conclusion
Lakisha’s Contact Info
info@agilityparalegal.com
Phone: 866-255-7175
Web: www.agilityparalegal.com
Blawg: www.agility-ps.com

11. Questions?