| ▲ | spapas82 a day ago | |||||||||||||||||||||||||||||||||||||
My gf is a lawyer with a single-person office and the only software she uses is a word document (advanced from an A4 paper) to write outstanding issues, next appointments, advances etc. As can be understood not very technical. Could you recommend me a way to gently introduce some kind of software/automation to her office? TIA | ||||||||||||||||||||||||||||||||||||||
| ▲ | EsotericAlgo a day ago | parent | next [-] | |||||||||||||||||||||||||||||||||||||
My girlfriend is also a lawyer with a single-person office (well a part-time legal assistant). I’d try to learn a bit more about her workflow. My partner has a contract with the state, cyber insurance, and has some records retention requirements which inform a lot of the technology. As an example discovery for some cases can run 100gbs and require 10 years of retention. She has to file a monthly report with very specific data requirements and we’re working on the extract out of the matter management because it doesn’t support an effective-as-of for the various fields which is needed. I’ve found a good place to start is with how email and calendaring is used and implementing more security. Presuming she’s using hosted email (m365/gmail) or similar. Maybe start with her calendar especially if she’s doing it on paper even more so if she’s using that to drive any client contact. | ||||||||||||||||||||||||||||||||||||||
| ▲ | heresie-dabord a day ago | parent | prev | next [-] | |||||||||||||||||||||||||||||||||||||
She is comfortable typing in MS Word and she uses a browser (assumed). Start her using a Wiki with Markdown. https://en.wikipedia.org/wiki/Wiki_software The browser gives viewing, screenshotting, and PDF downloading/viewing for free. | ||||||||||||||||||||||||||||||||||||||
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| ▲ | bix6 a day ago | parent | prev | next [-] | |||||||||||||||||||||||||||||||||||||
Give her Claude and show her how to ask Claude how to do things. My wife uses it to write mini scripts now for all the annoying repetitive tasks she has. Zero programming background. | ||||||||||||||||||||||||||||||||||||||
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| ▲ | gamblor956 18 hours ago | parent | prev | next [-] | |||||||||||||||||||||||||||||||||||||
It's her system. She uses it for a reason that may not make sense to you but makes perfect sense to her. If you want to ease her into automation, either a calendaring system or a practice management suite like Clio or Zola. Leave AI and more technical solutions for much, much later. | ||||||||||||||||||||||||||||||||||||||
| ▲ | NoMoreNicksLeft 21 hours ago | parent | prev | next [-] | |||||||||||||||||||||||||||||||||||||
Westlaw isn't software? | ||||||||||||||||||||||||||||||||||||||
| ▲ | mmooss a day ago | parent | prev [-] | |||||||||||||||||||||||||||||||||||||
It's not so gentle, but lawyers in the US have told me that their malpractice insurance requires them to have practice management software - calendar, document management, case management, customer management, billing and accounting. Find a web-hosted practice management system, start with the piece she finds most valuable and easy to use (maybe a calendar?). | ||||||||||||||||||||||||||||||||||||||