Whether you are upgrading from an earlier version of Word or moving straight from WordPerfect to Word 2013, you’ll notice fairly quickly the rather unusual way the program handles basic tasks, including common file-management functions such as opening and saving documents. But even before you open or save a document, you’ll experience a dramatic difference from the way most Windows programs work. Indeed, the very first time you launch Word 2013, you’ll encounter what Microsoft refers to as the “Backstage view” (and what I like to call “the File menu on steroids”), the screen that ordinarily appears when you click the File tab in modern versions of Microsoft Office. That is because unlike most Windows programs, Word 2013 typically opens not to a new blank document but to the Backstage view.
Even long-term users of Word might be perplexed by the Word 2013 “start screen.” How do you…
My first experience with Intuit’sDemandforce came in the form of a text message from my vet’s office. I received a reminder about an appointment and was prompted to confirm. I remember thinking: this is pretty neat! Veterinary staff later confirmed that clients universally appreciated the appointment reminders generated by this service. (Some did not care for the social campaign piece and opted out.)
This made me wonder: should lawyers use an automated appointment reminder service like Demandforce? Professional services are certainly targeted on the Demandforce site… but what about confidentiality?
They may disclose information in response to a subpoena or legal request:
Demandforce may disclose, access, or report personal information when we believe, in good faith, we’re required to do so by law or to protect our legal rights. We may also do this in connection with an investigation into a suspected violation involving a Terms of Service, fraud, intellectual property infringement, or other activity that may be illegal or expose us to legal liability. For example, we may be required to disclose personal information to cooperate with regulators or law enforcement authorities or to comply with a court order, subpoena, search warrant, or law enforcement request.
Consumers (your clients) are given an opt-out with each communication
Suggestions, ideas, enhancement requests, feedback, recommendations (collectively, Feedback) or other information provided by the Customer or any other party relating to the Service belong to Demandforce.
The customer (lawyer using the service) retains all right, title and interest to any and all patient or customer data including consumer review data captured by the … system … subject to Demandforce’s right to use such Customer Data to provide the Service to Customer. (Paragraph 3, Terms & Conditions)
Demandforce does not own any Customer Data, information or material that you submit to the Service in the course of using the Service. (Paragraph 5, Terms & Conditions)
Personal customer information (information belonging to the lawyers using the service) may be sold by Demandforce. Customers will be asked if they would “like to stop receiving promotional information following any change of control.”
Evaluating Third Party/Cloud-Based Services
Can a lawyer in Oregon use a cloud-based service? Yes – provided the lawyer follows the parameters of Opinion 188. How do you know if a cloud service is appropriate for your confidential client information?
Ask questions: Who is my vendor? How will my data be stored and where? Who can access my data? Who owns the data I upload? What happens if the cloud provider goes out of business? For a great discussion, see Evaluating Cloud-Computing Providers.
Get client permission. Add a provision to your fee agreement/engagement letter allowing you to send cloud-generated appointment reminders. This is also an opportunity to address communication by unencrypted e-mail, storing client data in the cloud, or use of a client portal.
Here is an incredibly simple tip that will “erase” your frustration: use your trusty Ticonderoga! Never again will I approach our Xerox WorkCentre without one of these in my hand. Here’s why:
Touchscreen technology is wonderful … on my iPad or iPhone… but incredibly irritating when using the WorkCentre interface.
To scan a document, users select buttons and enter information using the touchscreen. Pressing buttons… not so terrible. Entering information using the touchscreen keyboard? Pretty much a nightmare unless you don’t mind taking 20 minutes to scan and save a one page document.
The solution? Ditch your finger and use the eraser of your trusty Ticonderoga! Turns out the dimensions of the eraser are an exact match to the size of the keys on the WorkCentre touchscreen keyboard. Unlike pressing your finger, using the eraser tip allows for complete precision.
Perhaps the rest of you figured this out long ago, but for those who haven’t, keep your pencil handy! Thanks for the tip Barbara!