What Do You Need to Know About the Rules and Guidelines that Apply to a 

Virtual Law Office – Part 1

In our previous publications, we’ve talked about how a virtual law practice, or a virtual law office, an on-line (“cloud”) software application, like the Attorney’s Back Office, is becoming increasingly popular as an alternative to the traditional, physical law office. The most important components within these software applications are the modules that help manage the entire law practice, including matters, clients, document management, calendaring, e-mail, tasking, accounting, time & billing, and reporting, as well as others. These modules provide an attorney/paralegal access to the software in order to run daily business operations and handle other business transactions related to the delivery of the legal services. 
A virtual law practice, or a virtual law office, also typically involves the use of a secure internet portal to render legal services, communicate with clients on the matters, and exchange documents and information within a digitally secure on-line environment with an end-to-end encryption.

Advocates of this type of approach emphasize decreased office rent and other overhead costs. They say that it helps increase productivity and the attorneys' ability to find that so called “work-life” balance allowing them to spend more time with their families and work from home. 
Critics of this approach stress the need for in-person client meetings to collaborate with them, to manage the firm’s staff on-site to resolve day-to-day issues and problems, and to run daily business operations. 
However, advocates and critics agree on one thing: attorneys practicing in a virtual law office must be in full compliance with the employment laws and the rules of professional conduct.

Under the employment laws, issues related to the operation of a virtual law office are similar to the policies that apply to telecommuting. Law firms that use the virtual law office software should adhere and implement practices and policies to address the following:
• Firm’s clients’ and staff's privacy and safeguarding of confidential information;
• Well-defined methods for time tracking, billing, and reporting;
• Firm’s staff's access to the Internet, computers, and the use of other equipment;
• Firm’s staff's compensation and safety issues.

In the United Stated, most of the State Bar Associations have issued their own Rules of Professional Conduct that the law practitioners must consider when using a virtual law office. These Rules are modeled after the August 2012 ABA-approved recommendations. They are based on the recommendations issued by the Ethics 20/20 Commission in order to amend the Model Rules regarding attorneys’ use of technology. 

In California, for example, there are no special rules of professional conduct that specifically address lawyers practicing and using virtual law office software. The chosen approach is simple – the same exact rules of professional conduct that apply to a traditional law firm apply to a virtual law firm.

The application and the enforcement of the rules, however, bring up some unique questions for virtual law office users, such as unauthorized practice of law, safekeeping clients' confidential information, communication and collaboration with clients, and others.

In our next article we will discuss more details related to the Rules of Professional Conduct.

For more information on the features and functions of the On-line Practice & Case Management Software Application visit our site @ www.attorneysbackoffice.com

What Do You Need to Know About a Virtual Law Office in the “Cloud”

Recently, we received a message, or rather an inquiry, from one of the Attorney’s Back Office application’s immigration paralegal professional users and Google + circle members. We would like to share it with you since it is related to the topic that we are discussing today.

“Dear +Attorney’s Back Office. In your recent articles you've shared information about the on-line software applications and virtual law office that operate in the "cloud", and your software program, Attorney’s Back Office, as example for those. I've heard the term "cloud" before since it’s hard to get away from it these days. Trouble is, most of the information out there is written for IT pros who eat, sleep and breathe this stuff. We, legal professionals, are not familiar with it and the terminology that they use for it. Could you please explain what does the term "cloud" mean in a no-nonsense, plain-English? Thank you, Jessica”

So, what's the cloud, where is the cloud, what does it mean? Why it is called cloud and not something else? These are all questions that you, just like Jessica, have probably heard or even oftentimes asked yourself.

The simplest explanation for the term “cloud” or "cloud computing" is as follows: “cloud” or "cloud computing" means computing that involves a large number of computers connected through a communication network such as the Internet. It also means storing and accessing data and programs over the Internet instead of your computer's hard drive. When you store data on or run programs from your PC's hard drive or local network, that's called local storage and computing, and, of course, storing your data on a home or office PC or network does not count as utilizing the cloud. With "cloud computing," you need to access your data or your programs over the Internet, hence, with an online connection, cloud computing can be done basically anywhere, anytime.

So, what do you need to know about the Cloud? One important, irrefutable fact: cloud software is accessed over the Internet. Really, that's all you need to know about it. The cloud software application is accessed over the Internet, using different types of browsers like Internet Explorer, Chrome, Firefox, Opera, etc., or via mobile devices that are connected to the Internet. A good “cloud” software application must be also compatible to be accessed by different devices with different operating systems as well, such as PCs, Macs, Android, Linux, etc.

When using the virtual law office in a cloud, like the Attorney’s Back Office’s on-line practice & case management software application with an integrated bilingual client portal, we strongly suggest that you consider opinions, rules, recommendations and regulations issued by your state’s Bar Associations regarding precautions geared toward client confidentiality and privacy rules. State bar associations point out that attorneys and other law professionals, when using a virtual law office in a cloud similar to the Attorney’s Back Office’s on-line practice & case management software application with an integrated bilingual client portal, should perform their due diligence to understand if all their client data, whether it is related to internal communications, accounting and billing data, or just e-mail, is safe. Taking into considering that computer data and information theft are a hundred times more likely to be physically done by burglary, rather than via an on-line high-tech attack or data hijacking, the physical security of the computers and servers located in your office is your number one concern and worry when it comes to a data breach. Therefore, all data, with no exception whatsoever, whether it is confidential or not, communicated to, from, or within the cloud server, must be encrypted with at least 128-bit SSL encryption. Providers of a virtual law office in a cloud must keep the servers secure, the backups should be performed routinely, and you, as a customer, should be able to retrieve data if you need it because that data is yours. Another big advantage of using a virtual law office in a cloud, like the Attorney’s Back Office’s on-line practice & case management software application with an integrated bilingual client portal, is the ease of its maintenance. You, as a user, no longer need to think or consider software updates or server maintenance – with web-based software the application’s provider updates it and takes care of the servers. You no longer need a costly IT support or additional software installations on the staff’s client PCs or network servers.

For more information on the features and functions of the On-line Practice & Case Management Software Application visit our site @ www.attorneysbackoffice.com

How a Virtual Law Office Helps Law Firms

A virtual law office is an on-line practice & case management software application with an integrated client portal that uses the latest web technologies and software solutions to deliver services to the public over the Internet. A virtual law office provides an attorney/paralegal access to the back office software used to run daily business operations, handle other business transactions related to the delivery of the legal services, and effectively collaborate with the firm’s clients on the matters, exchange documents and information via a secure client portal within a digitally secure on-line environment with an end-to-end encryption.

As an effective solution for both legal professionals and consumers due of its convenience and affordability, a virtual law office can help law firms in the following:

1. Data Consolidation, Conformity and Accuracy

One of the most important goals that any law office must achieve is to have a centralized repository of records, such as clients and matters information, documents and opposition information, etc., so that everyone in the firm has access to the same records, especially if there is more than one individual working in the same office and on the same matter. When any record is updated, it gets updated everywhere, and everyone can see those updates. It helps to avoid risks for data-entry mistakes; it is in conformity with the accepted and used standards and formats, and it should be accurate based on the entries made by the individual that updates the records last. The Attorney’s Back Office virtual law office application, for example, does these tasks in a programmatic manner: it automatically tracks and displays the date, time, and name of the user that has made those changes last. The whole process of record creation, editing, and deletion is automated, which achieves the main goal – data is concentrated and consolidated in the central repository location, organized by specific modules, such as Client Accounts, Contacts or Matters, Documents, etc., and is accessible by everyone working in the office based on their access rights and privileges; it is accurate and conforms to the accepted standards.

2. Accurate Accounting and Billing

The main advantages of a computerized accounting system are generating fast and accurate invoices, purchase orders, printing statements and payroll documents. All is done on time and automatically, improves the cash flow, maintains better client relations, and contributes to less work lost or written off. In the Attorney’s Back Office application, the accounting records are automatically updated. With the integrated time control and billing modules, it eliminates the need to search through calendar appointments or notes to try to reconstruct time spent with a client. Firm’s clients receive accurate and timely invoices via the secure client portal. The data is also instantly available to the virtual law office’s different users in different locations at the same time. The software helps reduce the staff's time processing accounts and audit expenses making sure the records are up-to-date and accurate. The major advantages of having comprehensive accounting and billing integrated into the application are that they allow to effectively manage clients’ payments, are cost effective, and save money in the long run.

3. Efficient Time Tracking

Time tracking modules ease the process of tracking the firm’s staff work and time and greatly contribute to the improvement of the company’s business functions as a whole. In the Attorney’s Back Office, the module usually comes in conjunction with reporting, accounting and billing modules, or can operate as a stand-alone. In the ABO’s virtual law office, for example, the time control modules are capable of not only tracking time with a real-time clock, but also tracking time against clients, matters, services, tasks, and deadlines; it can add notes and due dates, generate reports and creates invoices, manage client and matter information, and perform other essential functions to the firm and practice.

With all records organized, accessible, and manageable in one easy-to-access place, there is less time spent filing, hiring, paying someone else to file, or trying to figure out where information is. There is no longer a need to spend time switching between programs, spreadsheets, e-mail applications, or moving data and information from one program to another. It leaves more time to concentrate on the core functions of the business, clients, and matters. Ultimately, the Attorney’s Back Office virtual law office application, on-line practice & case management software application with an integrated client portal, is all about streamlining how you do business, saving you time, money, and helping improve your business's efficiency.

For more information on the features and functions of the On-line Practice & Case Management Software Application visit our site @ www.attorneysbackoffice.com

How to Add a Virtual Law Office to a Traditional Law Practice

To add a Virtual Law Office, an On-line Practice & Case Management Software Application with an integrated Client Portal, to a traditional brick and mortar practice should not be a problem as long as the steps and suggestions below are followed during the process.

1. Select the available, on-the-market Virtual Law Office, an On-line Practice & Case Management Software Application with an integrated Client Portal, based on the application's functions, pricing, platforms, compatibility, accessibility, support, and any other feature(s) that will satisfy your requirements. Remember that there are no perfect off-the-shelf software solutions that will satisfy your requirements completely. Be flexible and willing to learn about how the program works to use it to its full extent. Work with the provider if you need help and, in some rare cases, to lightly customize the provided application. The said customizations might be the key elements that are missing in the solutions you currently use and might help improve your business workflows and successfully run your business.

2. Verify the State Bar Associations rules and regulations regarding your on-line business. Some State Bars have specific requirements regarding this type of business, especially if the intention is to expand your firm’s client base beyond your local area to tap into a broader market of potential clients that are looking for legal services. Collaborating with other attorneys statewide, nationwide, and even internationally to deliver legal services to clients on-line within multiple jurisdictions by using the same Virtual Law Office, an On-line Practice & Case Management Software Application, is one way of doing it, provided, of course, that the rules of professional responsibility along with security demands and requirements are fully met.

3. Contact malpractice insurance company to inform them about the decision to use the Virtual Law Office. Some carriers might quote lower rates – the use of the Virtual Law Office’s secure technology reduces malpractice risks.

4. Make changes to the corporate charter to include the Virtual Law Office, an On-line Practice & Case Management Software Application with an integrated Client Portal, to make it official and to reduce the potential liabilities related to its operation.

5. Make sure that the firm’s website that is used to promote the main brick and mortar business is connected with the Virtual Law Office. This can be achieved by creating a Contact Us or Inquiry page(s) which will collect and insert visitors’ information into the Leads module of the Virtual Law Office. Later, those Leads can be converted into Client Accounts.

6. To accept on-line payments, set up an account with electronic payment clearinghouse companies. DO NOT store credit card information or other financial data on the site to avoid liabilities for potential breaches and security issues. The Virtual Law Office provider might have solutions already in place. Work with the provider to learn how to set the account up.

7. Set up your own data backup processes and procedures in addition to a data escrow protection for the Virtual Law Office – data escrow is a backup process of the data with a completely independent third-party hosting company which is not related to the Virtual Law Office provider.

8. Start using the Virtual Law Office, and educate the firm’s staff and clients on how to use it

To learn more about the features and functions of the Virtual Law Office, an On-line Practice & Case Management Software Application with an integrated Client Portal, visit our site @ www.attorneysbackoffice.com

Benefits and Advantages of Operating a Virtual Law Office

In our previous article, we talked about a Virtual Law Office - an On-line Practice & Case Management Software Application with an integrated Client Portal. A Virtual Law Office is designed for various purposes, and primarily to provide an attorney/paralegal access to the Back Office software used to run their daily business operations, maintain control over the Client Portal, and allow a firm’s clients to use certain parts of the application via the secure Client Portal. Other important uses of a Virtual Law Office are to enable both attorneys/paralegals and their clients to effectively collaborate, discuss matters within a secure, on-line, end-to-end encrypted environment, download/upload/share documents and information, and handle other business transactions related to the delivery of the legal services.

The benefits of operating a Virtual Law Office, an On-line Practice & Case Management Software Application, are both its convenience and affordability. It also helps with creating a better balance between practice, work, and personal life.

Another important aspect that positively affects both attorneys/paralegals and their clients is that there is little to no need to travel to the office and meet in person to discuss “non-emergency” matters. Maintaining a “paperless” approach to handling business transactions also has low to zero effect on the environment.

A Virtual Law Office enables attorneys/paralegals to expand their client base beyond their local area which gives them a competitive edge and an ability to tap into a broader market of potential clients that are looking for legal services. It complements the existing practice and helps streamline daily operations – all incoming and outgoing communications, as well as court fillings, discovery and other documents that are related to a specific client, are always accessible by that client whenever he/she needs to access it. Clients can securely communicate with attorneys/paralegals via a Client Portal with no fear that those messages might be compromised or viewed by someone else. A Virtual Law Office lets attorneys/paralegals, if there is no emergency, communicate daily between each other securely and stress-free without a single phone call. A Virtual Law Office allows attorneys/paralegals to use cost-effective methods of communicating with their clients, sharing documents, reviewing them on-line, approving them, handling invoices and payments for legal services via the Internet, keeping clients informed about the case status, hearings, deadlines, case associated tasks, etc., which give clients an ability to check on their cases at any time.

Using a Virtual Law Office could be very beneficial to a specific category of attorneys, such as contract attorneys or immigration attorneys. Also, attorneys that offer limited legal services by assisting their clients with specific limited legal work, such as drafting a legal document, can use an On-line Practice & Case Management Software Application with an integrated Client Portal.

One of the biggest advantages of a Virtual Law Office is that it can be used for collaboration with other attorneys statewide, nationwide, and even internationally to deliver legal services to clients on-line within multiple jurisdictions - provided, of course, that the necessary care and attention to comply with the rules of professional responsibility along with security demands and requirements are fully met.

By using a Virtual Law Office attorneys/paralegals can provide services to individuals in remote areas that have no access to traditional law offices, and those who simply don’t have access to the services because it is too expensive for them. Attorneys/paralegals, who use a Virtual Law Office, an On-line Practice & Case Management Software Application with an integrated Client Portal, meet clients’ needs faster and at a fraction of the cost.

For more information on the features and functions of the On-line Practice & Case Management Software Application visit our site @ www.attorneysbackoffice.com

Introduction to a Virtual Law Office

A Virtual Office is a method of using the latest web technologies and software solutions to deliver services to the public over the Internet. A Virtual Office provides a solution for both the professional and the consumer because of its convenience and affordability.

What is a Virtual Law Office? 

Virtual Law Office is an On-line Practice & Case Management Software Application with an integrated Client Portal. The application provides an attorney/paralegal access to the Back Office software used to run daily business operations, maintains control over the Client Portal, and allows a firm’s clients to use certain parts of the application via the secure Client Portal. It is used by attorneys/paralegals and their clients to discuss matters within a secure on-line environment, download/upload/share documents and information, and handle other business transactions related to the delivery of the legal services. Digitally secure environment with the end-to-end encryption enables an attorney/paralegal to effectively collaborate with their clients. 

These do not apply to and are not considered a Virtual Law Office:

- Company Websites and E-mail Communications. 

These types of applications are not to be confused with the attorney’s/paralegal’s company websites that have integrated e-mail forms for informal “Inquiries” or “Contact Us” pages. A mere communication by the use of an e-mail program cannot and should not be considered a “Virtual Law Office” – an e-mail is usually not encrypted and, therefore, is not a secure method of delivering personal and highly sensitive data.

- Rented Physical Office Space

Rented physical office space with a receptionist service shared with other attorneys/paralegals/professionals – an office space for the purpose of meeting with clients – is not a Virtual Law Office because the arrangements usually do not include technology to operate or provide an On-line Practice & Case Management Software Application which allows them to work with clients on the web.

- Non-Internet Technologies

Use of the VPNs, extranets, or other popular applications that enable attorneys/paralegals to access their office computers remotely is not a Virtual Law Office. Neither the firm’s clients nor attorneys/paralegals themselves are able to access an On-line Practice & Case Management Software Application to work and collaborate with clients on the web. The provided services are not being delivered via the Virtual Law Office which uses the technology to establish the attorney/client relationship. Virtual Law Office is a law practice that is bound by the jurisdiction of the state bar in which an attorney using the On-line Practice & Case Management Software Application is licensed to practice law. 

These differences influence and affect the ethics and security issues related to the operation of the Virtual Law Office and the technology used to deliver it to the end users. Using and offering the Virtual Law Office services demands and requires, from an attorney/paralegal, a greater standard of care and attention to comply with the rules of professional responsibility and security which may not always apply to the process of running a business in the traditional brick-and-mortar way. 

The On-line Practice & Case Management Software Application with an integrated Client Portal are the primary features of the Virtual Law Office that deliver legal services over the Internet. Both must be accessible via secure username/password integrated software applications. However, the interfaces and layouts for each of these applications might be completely different. This secure portal, specifically designed for the company’s clients, is one of the key points that comprises a Virtual Law Office and is different from any other web-based companies that offer various types of services. 

Another use of the portal is to grant the user access to the opposing attorney. It will create a unique collaboration between two parties allowing secure communication and documents transfer within the Virtual Law Office environment.

For more information on the features and functions of the On-line Practice & Case Management Software Application visit our site @ www.attorneysbackoffice.com

About  the On-line Practice & Case Management Software Applications

An On-line Practice & Case Management Application represents a wide variety of software tools that provide attorneys, paralegals, and other industry professionals with a convenient method of effectively managing their day-to-day operations.

An application usually includes features and functions that help manage client information, matters (both litigation and non-litigation), events, calendaring, tasking, deadlines, docketing and documents, details on the opposing party and their legal representation, and other specifics.

The core of the application is the CRM - Customer Relations Management software. The CRM allows a salesforce-type automation of the law practice eliminating the necessity to enter the same information more than once within the application – once a parent record is created everything else gets linked to it.

Applications are usually multi-user accessible. This means they allow information sharing with other attorneys and firm’s personnel. Nowadays, most of the On-line Practice & Case Management Applications are also mobile device-compatible - users can have easy access to client and matter information, calendar, tasks and schedules and other records anywhere and at any time needed.

On-line Practice & Case Management Applications usually vary in features, types of clients, and the area of law that a firm specializes in. For example, depending on the firm size, which ranges from solo practitioners to large law firms, some of the features might not be suitable for larger firms. However, some of the features might very well fit and serve effectively for a solo practitioner or small firm. Some of the application’s features might not work for an attorney that specializes in the bankruptcy law, but they will be a perfect fit for an immigration or personal injury attorney.

When time comes to select an On-line Practice & Case Management application:

-       Define what your practice management needs first;

-       Determine the features and functions that you and your personnel use daily;

-       Select an application that fits into your budget - pricing is crucial when it comes to On-line Practice & Case Management applications;

-       Make sure that the application provider allows you to have sufficient free trial time for you and your firm’s personnel to try the software and decide on its merits;

-       Select an application that will help enhance your practice effectively and provide you with the ability to collaborate and share matter information and documents with your firm’s clients seamlessly via an independent and secure client portal.

For more information on the features and functions of the On-line Practice & Case Management Software Application visit our site @ www.attorneysbackoffice.com