Best Business Apps for the iPhone

Are you an iPhone user?  Maybe a business owner?  Or someone who likes to learn about new apps?  If you’re in the vicinity of Central Oregon, consider taking Best Business Apps for the iPhone this October at Central Oregon Community College’s Chandler Lab.

Get the most out of your iPhone by discovering over 25 top-rated business productivity apps.

  • Learn how to scan and edit documents on the go
  • Schedule tasks with a tap of your finger
  • Sign a document on your phone
  • Share any type of file across platforms (iOS, Android, Windows, and Mac)
  • Transform whiteboard notes or sketches into an editable document
  • Connect apps and actions together with workflows to automate tasks
  • And more!

This will be a hands-on learning experience.  Download and follow along as I describe and demonstrate!  These apps are hidden gems and free to download from the App Store.  (With a few bonus paid apps thrown in.)

Prerequisite: Requires iPhone 4s or later with iOS 9.3.1 installed.

Read more and register here.

Best Business Apps for the iPhone

Calling all friends and readers in or near Central Oregon – coming this October to Chandler Lab, Best Business Apps for the iPhone.  

Make the most out of your iPhone by discovering over 25 top-rated business productivity apps.

  • Learn how to scan and edit documents on the go
  • Schedule tasks with a tap of your finger
  • Sign a document on your phone
  • Share any type of file across platforms (iOS, Android, Windows, and Mac)
  • Transform whiteboard notes or sketches into an editable document
  • Connect apps and actions together with workflows to automate tasks
  • And more!

This will be a hands-on learning experience.  Download and follow along as I describe and demonstrate!  These apps are hidden gems and free to download from the App Store.  (With a few bonus paid apps thrown in.)

Prerequisite: Requires iPhone 4s or later with iOS 9.3.1 installed.

Read more and register here.

Saving Gmail to PDF Using Zapier

Google Calendar in one hourAre you a Gmail user?  Many lawyers are.

Gmail and Google Calendar [sometimes coupled with Google Apps] is a popular alternative to Outlook.  But there is a key issue with using web-based email that lawyers often overlook: messages stored online simply don’t make it to your client file.  If you prefer web-based email and rebel against the idea of downloading messages to a local program on your desktop or laptop, how can you document your file?

This has been a challenge.  Until now.

The Bad Old Days: Saving Messages as Individual PDF Files

Gmail – as stand-alone web-based email – does not offer an easy way to capture a group of messages labeled or stored in a folder online.  If you want to save client emails, you must do so one at a time by printing each message to PDF (or scanning each message to PDF).  This is so incredibly tedious that most lawyers never do it.  Messages are saved online and nowhere else, resulting in non-cohesive client records.

Today’s solution: Zapier

Zapier is one way to solve this problem.  It automatically files Gmail by moving messages for you.  The only trick is the destination, which must be another web-based service or account.  Google Drive and Dropbox are two examples of locations where mail can be saved.  Here is a simple explanation of how the service works.

If you are paperless and storing your client records at one of the supported online destinations, then Zapier can make your client file cohesive.  Everything is in one location and your records are complete.  One of the most popular approaches is to use Zapier to save client email to Dropbox.

Parting Thoughts

“Zapping” your Gmail to the same online location where you keep your other client records seems like a good way to go.  As with any cloud-based solution, there are ethical concerns.

  1. Is Zapier secure?  Zapier stores the data it is moving on your behalf for 7 days, then purges it.  Your credentials are protected by bank-level encryption.  HTTPS or SSL connections are used whenever possible [If the destination app you are connecting to is not HTTPS or SSLZapier cannot “force” that type of connection.]  Users can monitor the task history of Zapier for the life of their accounts to verify activity and data transfer. Read more here.
  2. Is it a good idea to keep confidential and privileged client records in Dropbox, Google Drive, Box, or One Drive?  Yes, provided you supplement the built-in protection of your online accounts with a private [client side] encryption product like Viivo.  Problem solved.
  3. Won’t I just be safer if I store files on my own computer?  This is another way to go, but you’ll be stuck with the one-at-a-time process of saving email as described above.  Additionally, the tide of expert thought is shifting to the belief that cloud-based solutions are superior.  See The great IT myth: is cloud really less secure than on-premise?

 

All Rights Reserved [2016] Beverly Michaelis

Legal Tech by the Numbers

As we bid adieu to tips, sites, and other good stuff curated from this year’s ABA TECHSHOW, some interesting numbers for you – courtesy of the ABA Legal Technology Resource Center.

Who is Using the Cloud and Who is Using Technology in the Courtroom?

  • 50% increase YOY (year over year) in use of cloud services. @CaseyHall
  • 58% of lawyers use Dropbox #ABATECHSHOW stats. @paperlesschase
  • 40 percent of solos use cloud services. @rocketmatter
  • In 2013, 34% of attorneys use iPads in the courtroom, up more than 20% in one year. @pegeenturner

eFiling is Here

Security

  • Only 13% survey respondents use whole disk encryption for device security. 25% use remote data wiping. @RealSheree
  • Bonus tip from yours truly: lawyers would be well-advised to tighten up security promptly to protect information subject to HIPAA.

Social Media Engagement

  • … Almost 80% of firms now using Social Media. @CaseyHall_
  • 72.3% of all atty-social media stats are unverifiable. “@Westlaw: 39% of firm blogs result in clients or referrals.” @victormedina
  • 70% of lawyers use LinkedIn #ABATECHSHOW stats. @ernieattorney
  • 22.6 percent of law firms have no social media presence. @rocketmatter
  • 20% of lawyers responding to survey use twitter/microblogging. @Westlaw

To Blog or Not to Blog

  • 39% of firm blogs result in clients or referrals. @Westlaw
  • Surprised to see that only 27% of law firms are blogging yet 39% of those said the blog had resulted in clients-survey. @RealSheree
  • My two cents: Why aren’t you blogging!  Adding frequently updated content causes search engines to crawl your Web site more often and will improve your listing in search results.  Check out this oldie but goodie post, 5 Ways to Increase Your Visibility on the Web.

All Rights Reserved – Beverly Michaelis [2014]