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Cooperative Network Integrators, Inc. Newsletter Issue 7
JULY 2006

Greetings

Storm season has arrived. Many of the law firms served by CNI are located in the vulnerable Midwest. But Tornadoes & Lighting are not the only disasters that can knock your firm out of commission. There are also fires, theft, and the death or departure of key personnel.

This issue of the newsletter will describe what you can do now to prevent disasters from crippling or destroying your firm.

Before getting to the main theme of this issue, we are pleased to announce additional Amicus Attorney 7 on-line demonstrations. Demand for these demos has been so strong that this is the fourth consecutive month we have offered these demos. See the details below.

in this issue
  • General Disaster Prep and Prevention
  • More Amicus Attorney 7 Demos Scheduled!
  • The Loss of Key Personnel
  • Large Scale Disaster Preparation
  • Death of a Partner or Solo Attorney

  •  
    More Amicus Attorney 7 Demos Scheduled!

    During the last two months we've conducted several free on-line demonstrations of Amicus Attorney 7, the latest version of the leading practice management software. Space at these demos was necessarily limited so that we could effectively answer your questions. That meant that not everyone who wanted to participate and learn about this new software was able to do so.

    Because you asked for it, we have scheduled two additional Amicus Attorney 7 demos for July. So that we can make the demos even more helpful, the first demo will be limited to those who have never before seen or used Amicus Attorney. This restriction lets us tailor the presentation to better answer your questions. The Amicus "newbie" demo will take place on Friday, July 14, 2006 at 1:00PM EDT.

    For those using prior versions (V+ and earlier) of Amicus Attorney, the other demo will take place on Monday, July 31, 2006 at 9:00AM EDT.

    Only 10 participants allowed per demo, and only 1 participant per firm. But this is not as restrictive as it sounds. 1 participant = 1 computer. You can have as many people as you like gathered around your computer's monitor to watch the demo.

    Demonstrations will last 30 minutes. There is only one way to reserve a spot at a demo. You must send an email to rcarter@cni-incorporated.com ASAP requesting to participate. Make sure your message indicates which demo ("Amicus newbie" on July 14 or "Amicus veteran" on July 31) you wish to attend. We will send you the log-in information for the web demo via return email.

     

     
    The Loss of Key Personnel
    Losing a key employee can disable a law firm almost as quickly as a fire or natural disaster. A surprising number of solos and small-medium law firms depend on a single key staff person for crucial office management functions such as time/billing/accounting, payroll, etc. No one else in the firm knows how to do those jobs. This is a recipe (pun intended - see below) for disaster.

    One answer (but only a partial answer) is to create a firm policy and procedure manual. Thinking about how to create such a manual sounds overwhelming. But doing it isn't, especially if you take it one step at a time. We like to refer to this as the Firm Cookbook. Why? Because all you have to do is add the individual recipes. Broken down into steps, it can be done. Have each key employee take the time to carefully document every step they take in accomplishing all important tasks assigned to them. Yes, it can be time consuming, but if you dont do it now, it will never get done. Include everything from how you want your phones answered, to how you want prospective client calls handled, to billing processes, to supply ordering, and everything in between.

    With your Firm Cookbook in place, losing a key staff member does not have to be a disaster. And best of all, reading it might finally give you, as the firm's owner, true insight into how your firm really operates. If you don't like what you read, you will at least have the knowledge needed to make the changes you want.

     

     
    Large Scale Disaster Preparation

    EMPLOYEE SAFETY

    Your employees are your number one asset, and their safety is paramount in any well- conceived emergency plan. Include provisions for their physical and mental well-being, before and after disaster strikes. The emotional toll that often accompanies a catastrophe, large or small, can be as debilitating as the initial event itself. Massive natural disasters can trigger post- traumatic stress syndrome rendering employees essentially unavailable for duty. Less dramatic disasters or threats can pose equally crippling impairment resulting in the inability to take appropriate directives. It is critical to anticipate and prepare for a high level of personal trauma when creating a plan.

    COMMUNICATION

    As we saw all too clearly with Katrina, communication networks can be disrupted by large scale natural disasters. This disruption can make it nearly impossible to communicate with firm staff and clients. Even cell phone communication was out for many days after Katrina. You need a backup communication plan. Often a firm's Web site, especially if hosted by a service away from the disaster area, can be used as a tool to communicate with staff and clients. The firm's regular email may be down (especially if hosted locally or by the firm itself using an Exchange Server), so it is important to establish in advance one or more Web- based email accounts with services such as Gmail, Yahoo Mail, or Hotmail so you can communicate with one another and also with clients. It may be wise to create a general account for the firm and separate accounts for each lawyer or staff member who needs email communication. Make sure you know the passwords to these accounts. Make sure your phone service is capable of call forwarding and know how to implement so that calls can be directed to either cell phones or, better yet, a temporary office location away from the hardest hit area. Make communication easier by supplying key personnel with a paper copy of a client and firm telephone list or make sure such information is current on a lawyer or staff person's PDA or smart phone in lieu of a paper list. PDA's can also store important calendar information until your practice management system (including networked calendars) can be restored to operation.

    WHAT TO TAKE WHEN YOU EVACUATE

    • Copies of insurance policies and contact information for your agent and carrier
    • The binder or album with your application software CD's including installation codes
    • Photographs showing your office furniture and equipment (a good reason to buy a digital camera)
    • Employee and client contact information including telephone, address, and email)
    • Contact information for your landlord, vendors, utilities, public safety, and emergency management)
    • User names and passwords to access your network, server, computers, web site, email, web mail, etc.)
    • Payroll and bank account information
    • Credit card information
    • A handful of blank checks for each of your firm's bank accounts

     

    TEMPORARY OFFICE SPACE

    Depending on the nature of the disaster, you may need to arrange for two different locations from which to operate The first location could be an office in your geographic area (but not in your building) if the damage, flooding, or power outage is localized. Operating within driving distance of where your employees and clients are located is a huge advantage. But this will not always be possible. Therefore, you will need a second option - office space away from the disaster (perhaps a county or two) that may not be as seriously affected by the storm. The time to arrange for temporary space is now, before the storm. This is a situation where firms can and should set up cooperative arrangements /b>with one another. For example, firms separated by a county or two might make ideal cooperative partners. The storm may hit one area hard, but not the other. So all firms can benefit from such an arrangement if their building is damaged or their power is out for more than a day or two.

    Although the above advice is designed for large-scale disasters, much of it also applies to localized disasters such as a fire that damages or destroys the building in which your office is located. The need to maintain communication and to set up temporary office space will exist whether the disaster is localized or widespread.

     

     
    Death of a Partner or Solo Attorney

    While the loss of a key staff member can be difficult, the death of a law firm partner or a solo practitioner can truly be a disaster.

    An inventory attorney (someone who is appointed to wrap up the firm business) is needed to be appointed immediately to act in the best interest of the firm's clients, during this difficult time. We discovered that there are resources available to attorneys outlining what should be done to prepare for this type of disaster.

    Death is only one way this could happen. This would also apply if you were seriously injured or incapacitated and could not act in the best interest of your clients.

    An Amicus Consultant in Florida gave us the following information concerning an inventory attorney. You may want to Visit LOMAS on the Florida Bar Website to learn more about what an inventory attorney is, and how to select someone, and what their responsibilities will be.

     

     
    General Disaster Prep and Prevention
    Disasters come in all sizes. Large scale natural disasters are difficult to predict and often impossible to prevent. But many smaller scale disasters can be prevented, or at least minimized, with proper preparation.

    Most law firms today, large and small, depend on technology to keep time and billing records, store client and law firm data, and produce client documents and court papers. Most lawyers who were practicing twenty-five years ago at the dawn of the personal computer era could not have predicted that we would become so completely reliant on tiny silicon chips and the devices they power. But because we are, it makes sense to take proper care of the technology that takes care of our practices. Unfortunately, many firms, especially those too small to employ an Information Technology (IT) staff, are too lax in the precautions they take to protect their computer systems.

    THE RIGHT EQUIPMENT

    At the core level of disaster prevention is using equipment designed for the rigors of mission- critical law office use and making sure it is protected by an adequate warranty. The average usable life of an office PC is about three years (perhaps more if you buy at the high end of performance scale). It isn't that computers break down after three years. We have a few PC's that are a decade old and still run (but not fast enough to operate today's most useful software). When firms allow their computer equipment (including network hardware and cabling, printers, scanners, etc.) to get too old, the failure rate goes up, security goes down, and both data and productively can be lost (often at the most inopportune time). And because even brand new equipment can fail, it usually makes sense to buy the manufacturer's extended warranty for the anticipated useful life of the PC, typically three years.

    When replacing old equipment, buy "business class" instead of "consumer" technology. Sure, products designed for home use are cheaper and sometimes more stylish than the same brand's office line. But they often come with less robust components and skimpier warranties and cut-rate tech support.

    THE RIGHT PROTECTION

    Once you have the right equipment, protect it the right way. For computers, that means having at least three types of protection installed and regularly updated: antivirus, antispyware, and a firewall (hardware, software, or both). Too many users assume that antivirus alone is adequate. It isn't, and they learn a hard lesson when spyware disables their computer. You will also need to keep Windows updated with the latest security patches. But don't forget other software that may contain security vulnerabilities. Most major law office applications have either a Live Update feature or a Web site where security and other updates can be found and downloaded. There is no "one size fits all" solution. Every firm's situation is unique. Call us for specific recommendations tailored to your firm's needs.

    POWER PROTECTION

    All computers and most peripherals are sensitive to power spikes and surges. Never plug them directly into a wall outlet (this applies to home as well as office). At the very least, use a high quality surge suppressor (not an ordinary power strip - if it cost less than $15, it is probably just a power strip). Better yet, for servers, computers, monitors, and network hardware, use an Uninterruptible power supply (UPS) with a backup battery. When power goes out unexpectedly, you will have at least a few minutes to save your work or close practice management or time/billing databases to prevent data loss and corruption.

    BACKING UP

    We've written many times about backing up your firm's data and digital documents, so this will be a summary of our key recommendations. First, if you are still using tape backups, consider switching to external hard drives. Tapes are high- maintenance, and not especially reliable. External USB or FireWire hard drives are easy, cheap, roomy, reliable, and portable. Use multiple external hard drives and swap them daily, making sure you always have a recent backup secured safely off- site. This is important not only in case of fire or natural disaster, but also because of theft. You are far more likely to lose data by an ordinary physical break- in of your office or the theft of a notebook computer while away from the office than by someone hacking into your network via the Internet. A good local backup system should be supplemented by an on-line backup service such as Back Up My Business. In widespread disasters such as last year's hurricanes, the off-site copy of your backup hard drive may not be secure if your entire region is affected. Several Louisiana clients were spared a total loss of their data in the Hurricane Katrina disaster only because they'd implemented on-line backup in the months leading up to that storm.

    ORIGINAL INSTALL CD'S

    Even if your data is backed up and you are able to restore it to recovered or replaced computers, you will likely need your original software installation CD's to reinstall your programs. If your office is like many, they are dumped into someone's desk drawer or hidden away in a box in the file room. If so, it is time to get organized. Most music, electronics, and office supply stores sell vinyl or leather albums that will hold 50, 100, or more CD's or DVD's. You can also use 3-ring binders with CD inserts, but I like the music-store variety because they often have zippered enclosures protecting the CD's from dust and moisture. You may want to buy two - one for the original CD's and one for a set up backup copies you should burn from the originals. Keep the originals in a designated place in your office (perhaps near your server and backup drives) for easy access when an application needs to be reinstalled and also so they will be easy to take with you if you need to evacuate your office on short notice. Keep the backup copies in a secure off-site location. You should keep the CD keys and/or license codes with both the original and the copies of the install CD's. One method is to include the keys/licenses on the CD labels or even write them on the label side of the CD with a waterproof marker.

    These basic and easy tips will prevent many disasters and speed your recovery from those you can't prevent. Now let's move on to specific disasters and how to prepare for them.

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