About beverlym

As a law practice management consultant and educator, my goal is to help Oregon attorneys improve their office practices and procedures. With over 35 years in the profession, I possess the problem-solving skills to help you make your law practice more efficient, effective, and profitable. Learn more here: http://www.oregonlawpracticemanagement.org/about/. My complete biography can be viewed at http://www.linkedin.com/in/beverlymichaelis.

Texting Services for Law Firms

Why text clients? Well, for starters it’s fast and convenient. Clients don’t need WiFi to reply. More importantly texts are read, with an open rate of 98% compared to email, at roughly 20%.

But with pros come cons.

The moment you begin using your personal phone to text clients, you’ve sacrificed your privacy. Reason enough to find an alternative. But the concerns don’t stop there.

Messages will always be held hostage on your device unless special steps are taken to incorporate them as part of the client file, a requirement of OSB Formal Opinion No. 2017-192 Client Property: Duplication Charges for Client Files, Production or Withholding of Client Files.

The solution? A business texting service, like Zipwhip.

If you’ve attended any of my CLEs, odds are you’ve heard me speak about this product. Please allow me the opportunity to refresh your memory with the features and advantages of business texting.

7 reasons to use Zipwhip instead of your phone

  1. Your privacy is protected. Zipwhip sends and receives texts using your existing landline, VoIP, or toll-free number – not your personal cell.
  2. Text conversations in Zipwhip can be easily saved in PDF format and stored in the client file. Using cloud-based practice management software? Automate this step with Zapier.
  3. Any authorized person can login to the Zipwhip desktop app to send or receive messages, allowing improved access to client communications. Out of the office? Use the mobile app.
  4. Appointment reminders or other messages can be scheduled in advance using built-in templates. Auto replies and group texting are also available.
  5. Take advantage of the unlimited contacts feature to easily add important details to contact cards. Search for individuals or groups.
  6. Integrate texting into your firm website by adding a “click to text” button for clients.
  7. Easily receive (and file) photos sent by clients, investigators, or experts.

Security

Security is always a concern with client communication. Zipwhip offers data encryption in transit and at rest. It also conforms with federal opt-out requirements, includes support for eDiscovery, and offers monitoring for spam and phishing messages. Like most services operating in the cloud, there may be occasions when Zipwhip has access to your content or data. Read the terms of service.

Pricing

Zipwhip plans start at $35 per month. Annual plans are also available. Request a free  trial here. All you need is a verifiable (working) phone number. There is no hardware to install and no need to contact your current phone provider.

Alternatives

If you want to compare Zipwhip to other business texting services, check out these resources: TextUs vs. Zipwhip, Zipwhip’s Competitors, Revenue, Number of Employees, Funding, and Acquisitions, and Top 30 Zipwhip Alternatives.

Final Thoughts

Business texting offers a huge advantage over personal texting. Consider implementing a solution like Zipwhip, or one of its competitors, to protect your privacy, improve access to client communication, and ensure preservation of messages.

Rest assured, this is not a paid endorsement of any kind. I’ve been a fan of this product going on three years, ever since I first read Bob Ambrogi’s LawSites blog post.

All Rights Reserved 2019 Beverly Michaelis

 

On Demand CLE – eService, Technology, Fee Agreements, and More

It has been a busy three years at Oregon Law Practice Management! If you missed Technology Tips for Busy Legal Professionals, Practical Time Management, or any of my other recent CLEs, then a visit to the online store is in order.

Check the list below for the latest additions to my on demand CLE offerings. While you’re there, download my free eBook, Tips for Improving Client Relationships.

NEW TO ON DEMAND CLE

CURRENT CLE

Cost

All programs are $25. Every on demand CLE purchase includes:

  • MP4 download (combined audio and video file)
  • M4a download (audio only)
  • Written program materials, including presentation slides and resources
  • Answers to polling questions asked during the live CLE
  • MCLE Form 6 for self-reporting of MCLE credits

OSB ACCREDITATION

All programs are current and accredited by the Oregon State Bar.  Visit the online store for details.

LISTEN OR WATCH FROM THE CLOUD, YOUR MOBILE DEVICE, OR COMPUTER

At checkout, save your MP4 and M4a downloads to your Dropbox accountKindle, or other device.

Secure payment processing

All transactions are handled by Selz and protected with industry standard security, including encryption and SSL secure. The Selz platform is also PCI compliant. Visa, MasterCard, American Express, and Discover accepted.

All Rights Reserved 2019 – Beverly Michaelis

21 Key Takeaways of Electronic Storage

When it comes to eDiscovery, the guru is Craig Ball.

Craig recently posted about the upcoming 2019 Georgetown eDiscovery Training Academy, a week-long, immersive boot camp in electronically stored information (ESI).

The technology of e-discovery is its centerpiece, and I’ve lately added a 21-point synopsis of the storage concepts, technical takeaways and vocabulary covered.

Here is Craig’s synopsis verbatim:

  1. Common law imposes a duty to preserve potentially-relevant information in anticipation of litigation
  2. Most information is electronically-stored information (ESI)
  3. Understanding ESI entails knowledge of information storage media, encodings and formats
  4. There are many types of e-storage media of differing capacities, form factors and formats:a) analog (phonograph record) or digital (hard drive, thumb drive, optical media)b) mechanical (electromagnetic hard drive, tape, etc.) or solid-state (thumb drive, SIM card, etc.)
  5. Computers don’t store “text,” “documents,” “pictures,” “sounds.” They only store bits (ones or zeroes)a) ASCII or Unicode for alphanumeric characters;b) JPG for photos, DOCX for Word files, MP3 for sound files, etc.
  6. Digital information is encoded as numbers by applying various encoding schemes:
  7. We express these numbers in a base or radix (base 2 binary, 10 decimal, 16 hexadecimal, 60 sexagesimal). E-mail messages encode attachments in base 64.
  8. The bigger the base, the smaller the space required to notate and convey the information
  9. Digitally encoded information is stored (written):a) physically as bytes (8-bit blocks) in sectors and partitionsb) logically as clusters, files, folders and volumes
  10. Files use binary header signatures to identify file formats (type and structure) of data
  11. Operating systems use file systems to group information as files and manage filenames and metadata
  12. File systems employ filename extensions (e.g., .txt, .jpg, .exe) to flag formats
  13. All ESI includes a component of metadata (data about data) even if no more than needed to locate it
  14. A file’s metadata may be greater in volume or utility than the contents of the file it describes
  15. File tables hold system metadata about the file (e.g., name, locations on disk, MAC dates): it’s CONTEXT
  16. Files hold application metadata (e.g., EXIF geolocation data in photos, comments in docs): it’s CONTENT
  17. File systems allocate clusters for file storage; deleting files releases cluster allocations for reuse
  18. If unallocated clusters aren’t reused, deleted files may be recovered (“carved”) via computer forensics
  19. Forensic (“bitstream”) imaging is a method to preserve both allocated and unallocated clusters
  20. Because data are numbers, data can be digitally “fingerprinted” using one-way hash algorithms (MD5, SHA1)
  21. Hashing facilitates identification, deduplication and de-NISTing of ESI in e-discovery

If you don’t follow Ball in Your Court, you should.

All Rights Reserved 2019 – Beverly Michaelis