First name *

Last name *

Email address *

Phone number *

Website

How do you store your matter documents?

When you are away from the office, how do you access firm documents?

When your firm adopts a new software program or platform…

Different attorneys purchase software independently with no central agreed plan
The approach is scattered. We all have the same software programs and online access, but we each use the programs in our own ways.
We ensure firm-wide adoption and usage

What does “collaboration” look like within your practice?

Matter documents are separate; each attorney saves his or her own copy of every document, without any shared notes or access
Shared file storage: we store documents on a server or in a file cabinet where all can access them, but notes are not saved with the documents
Research collaboration: we use shared folders, but we don’t typically share electronic notes on other types of case documents
Full collaboration: we collaborate and stay up to date by make notes on important case documents

How do your legal technologies integrate with each other, if at all?

They are in separate standalone programs. I have multiple programs open at once, and they do not send data directly back and forth
They share data, but I have separate windows open for each program
They are all integrated in one dashboard so I can see them simultaneously

Does your firm have technical support staff?

How confident are you in your plan for data security during a physical disaster, such as flood, fire, or tornado?

We do not have a disaster recovery plan
We have discussed a plan, but only follow it partially or irregularly
We back up data, but keep the backup onsite (external hard drive, firm server, or filing cabinet)
We make regular offsite data backups (storing the backups at home, bank, or other office)
We make regular secure online backups (e.g., Firm Central, Mozy, Carbonite)

Do you have any specific goals for improving your firm’s technology? (Select all that apply) *

My goals for improving my firm's technology are...

What is your firm's annual revenue?

Phone

Tech Audit