SLIDE 1
Technology Tips for
Communication
Phonies
VoIP
Freedom
Voice
Ring
Central
Voice
1
moves
easily
2
devices
included
3
apps
4
call
- ptions
5
Port
your 6
Caller
ID
is
firm
7
automated
answering
8
fax
service
a
Etc Call
Technology Tips for Working Safe at Home Tod with Martin - - PDF document
Technology Tips for Working Safe at Home Tod with Martin - - PDF document
Technology Tips for Working Safe at Home Tod with Martin Communication Phonies VoIP Freedom Voice Central Ring Voice Google easily 1 moves included devices 2 3 apps options 4 call Port 5 your firm ID is Caller 6
SLIDE 2 Google
SLIDE 3 email
Rete
Receptionist
Ruby
Answer
All
Ruby
Call
rings
there
they
can
transfer
to
any
user
at
designated
location
- ffice
phone
cell
phone
home
phone
Voicemails
sent
to
App
- ptions
Chat feature
call
back
service
CBA
perk
SLIDE 4
Online
meetings
Zoom
Ring
Central
Skype
Zoom
phone
- r
computer
audio
screen
share
share
devices
IPad
white
board
virtual
backgrounds
recording
mute
App
Scheduling
Look
at
Pro subscription
so
you
have
more
tools
no
ti
e
l
its
Send
links
to
help
w
security
SLIDE 5
Security
concerns
use
passwords
use
waiting
room
Don't
use
Personal
meeting I'D
Disable
- ptions
join
before host
participant
screen
sharing
lock
the
meeting
mute
participants
SLIDE 6
Do
not
use
Bestoption
to
help
w
ion
con segues
security
Puts
in
link
Y
your far
cater
a
- pto
SLIDE 7
I
- pt
to
her
P T
pi
g
e
9
a
her
e
- r
in
in
app
You
want
them
to
have
link
SLIDE 8
In
meeting
screen
yes wakTin
Yes
maybe
e
O
I
Depends y
SLIDE 9
Bottom
- f
Participants Panel
Depends
SLIDE 10
Chat
- ptions
Slack
messaging
app
used
by
businesses
create
projects
general
notes
Doe
Estate
SLIDE 11
Paperwork
Online
Payments
Bank
- ption
Case
Mgmt
Options
Laopay
Law
pay
share
link
website
link
take
phone
payments
use
card
- e
check
- perating
COLTAF
fees
- ut
- f
- perating
CBA
perk
Bank
Mobile
Apps
electronic
deposits
Reduce Paper!!
SLIDE 12 Google
Google
File management
Document
management
Drive
One
Drive Box
Sync
Com
Drive
sync
files
restore
Apps
limit
access
share
folders
client
uploads
SLIDE 13
Tip
Finalize
letters
without
ever
printing
Attach
your
signature
in
digital
for
Word
- ption
1
scan
in
signature
2
insert
into
letter
as
image
3
Crop
image
Save
image for
future
use
Adobe
insert
same
saved
picture
Mac
Preview
1
sign
paper
2
Capture
using
webcam
in App
SLIDE 14
www.lawyerist.com/reviews/law-practice-management- software.com
Case
Management
Clio
Rocket
Matter
- thers
CBA
perk
Rocket
matter
1
Contacts
conflict check
2
Case
Mgmt
Billing
Invoices
Payment
Document
storage
Sync
emails
Calendaring
App
SLIDE 15 email
Motes
Rocket
Book
Writing
pad Ipad
IPad
Apps
Notability
upload
to
Google Drive
to
people
Share
- n
Zoom
- r
- ther
devices
App
- n
laptop
syncs
I
use an
Apple
Pencil
can
sign
docs
in
the
App
File
example
SLIDE 16
Client
Signatures notability
in
person
Docu
Sign
Adobe
SLIDE 17
MARTIN LAW OFFICE LLC 2060 Broadway, Suite 360 Boulder, CO 80302
FEE AGREEMENT _________________________________________________________________________________________________ SERVICES Standard Fee Agreement information for our office. It goes on for a bit about representation terms, fees, files, etc. Signature: __________________________________________ Date: ________________________________ John Doe 1234 Pearl Street Boulder, CO 80302 johnd@gmail.com 303-123-4567 For the Firm: __________________________________________ ________________________________ Jodi S. Martin, Atty. Lic. # 44658 Date Martin Law Office, LLC 2060 Broadway, Suite 360 Boulder, CO 80302 T (720) 398-8745
John Doe (Apr 7, 2020)
J De
Apr 7, 2020 Apr 7, 2020
SLIDE 18
SLIDE 19 Email
Google
email
File Management
Summary
Dork
flow
for
new
client
1
Call
Zoo
notes
in
Notability
3
notes
to
asst to
- pen
new
file
Rocket
matter
create
- pening
letter
4
I
revise
A
approve
letter
5
She
issues
letter
by
w
digital
signature
save
signed doc
to
system
w
date
in
f
le
name
SLIDE 20
Key
Tools
Scanner
Sca
Snap
by Fujitsu
Scanner
App
Scannable
by Evernote
Faxes
Online
Faxing
VOIP
providers
Metro
Fax
Password
keeper
I Password
Software
subscriptions
Office
365
Adobe
DC
SLIDE 21
Otherservicese
Depositions
Esquire
Solutions
Mediation
Zoom
platform Recording
Simplifile
Postage
Stamps
Co
Remote
Notaries
SLIDE 22
Discounts
Rocket
Matter
90
days
free
More
Also
SLIDE 23
www.lawsitesblog.com/coronavirus-resources