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2009 in Review: Looking Back and Looking Forward

Has it really been over 10 years since we were all concerned about Y2K and the number of computer network crashes that the new year would bring? Now we�ve got 10 years of writing 2000-something as the date under our belts. 2010 seems like a new decade even though some debate whether we�ve got another year left in the first decade of the 21st Century.

So many things happened in 2009 in technology that a �year in review� piece seemed like a good idea. But looking toward the future is much more interesting and many of the developments of 2009 seem to be setting the stage for even more major changes. So, I will cover some new products and developments that are potential �game-changers� in the way we all use technology.

BUSINESS KEEPS GOING DIGITAL

Smart businesses have been converting to digital operations for several years. In some cases, the poor economy has accelerated that trend rather than impeded it. Computers are pervasive in most types of businesses. A business without a Web page is now an anachronism. Improvements in speech and handwriting recognition technology are becoming more prevalent and will aid the non-keyboarding crowd.

My message to lawyers is that, with rare exceptions, the so-called paperless office is no longer optional. If you missed my article on the paperless office last fall I would encourage you to read it: �The Paperless Office as a Risk Management Enterprise,� Oklahoma Bar Journal, Sept. 5, 2009 - Vol. 80; No. 23.

As business operations become more digital, they will expect to be furnished digital copies of pleadings and attorney bills. Lawyers do not want to be the final remaining business contact insisting on sending paper and forcing the client to scan documents into their digital business records.

Law firms hosting online repositories of client documents for clients to download will become a standard tool for law firms within the next few years. (Remember that you heard that here first when it happens.) I know the idea of posting client documents, particularly those containing sensitive or confidential information, online sounds dangerous and irresponsible to many of you reading this. I applaud your valid concern for protecting your client confidences. You should be very concerned about this issue.

But sending documents that are not password protected or encrypted to clients as e-mail attachments represents a greater potential breach of confidentiality than even the most basic password-protected online document repository. The Arizona Bar�s Committee on the Rules of Professional Conduct recently issued Ethics Opinion 09-04: �Confidentiality; Maintaining Client Files; Electronic Storage; Internet� discussing online client document repositories.

To avoid misunderstanding, I am not saying that you have to do this or that many law firms are doing it now. My point is that at some point you need to be ready to respond when a business client informs you that they are tired of scanning all of the paper you send them and requests you start sending them digitally. There are many possible responses, but �No� will not be a smart one.

SOCIAL NETWORKING HITS THE MAINSTREAM

It would be impossible to do a review of 2009 without mentioning social networking. For most lawyers, this was the year they first heard of Twitter and first heard the idea that something like Facebook might be used for business. The use of online social media, which had been growing steadily, literally exploded in use and popularity. You no longer had to be a techno-geek to admit you had a Facebook page or posted to Twitter. In the short term, this generated many discussions about how lawyers could use social media to their advantage in marketing and communication with clients. This, of course, caused me to write �Can a Lawyer Really Use Twitter to Market a Law Practice?Oklahoma Bar Journal, Oct. 10, 2009 - Vol. 80; No. 26.

The long-term implications of people posting all sorts of personal information online brings a significant impact for our society and the legal profession. (In fact, some of us have noted a �generation gap� between those who are concerned about this and younger people who cannot figure out why their elders are worried about personal information being online and freely available). People are hearing from all sorts of long-lost college and high school friends via social networks, which could be a good thing or bad thing depending on the friends.

Already family lawyers are reviewing online postings where child custody is an issue. Breaking up may still be hard to do, but announcing it by changing one�s status on Facebook gets the word out to everyone quickly, perhaps more quickly than one intended.

See this recent blog post on Social Networking and Cross Examination from a North Carolina lawyer. The increasing use of social networking sites has resulted in �unfriend� being chosen as Oxford Dictionary�s 2009 Word of the Year. (Unfriend � verb � To remove someone as a �friend� on a social networking site such as Facebook).

As I have noted in this space before, the most valuable aspect of Twitter to me personally is the fact that my colleagues collectively read many more articles than I possibly could and post the links to the best ones for me to read.

And, of course, let�s not forget our very own private social network, Oklahoma Bar Circle. It should see greater participation this coming year.

MOBILE PHONES KEEP GETTING SMARTER

Remember when you could never lose your phone as it was connected to a wall? Now many are predicting the eventual death of the land line, for homes at least.

Every year or so we change the label for the phones we carry. First they were cell phones. When they became digital, they were called mobile phones. Soon, they synchronized with our computers and were called smart phones. 2009 saw the rise of a new label, the �app phone.� Thinking of the phone as a small portable computer that is enhanced by the installation of many additional software packages is a different way of viewing phones for all of us.

Apple�s iPhone has been a trailblazer in the app phone market with many lawyers switching to the iPhone. The iPhone is great. One of the real drivers for its sales has been the hundreds of thousands of downloadable apps. Apple recently announced more than 3 billion apps have been downloaded from its App Store.

But the iPhone is far from the only app phone. Several phones based on the Android operating system have been released, including the popular Droid phone from Verizon and the just-released Nexus One from Google. Since many are complaining about the iPhone being handcuffed to AT&T, the Nexus One will be available in a version that can be used with more than one carrier, if you are willing to pay a premium purchase price.

Some colleagues of mine, Sharon Nelson and John Simek, made a bit of a splash this year with their recent assertion that iPhones are too insecure for law firm use. See �Parting the Curtains on the iPhone�s Security Problems,� Law Practice magazine, online. This article prompted one law firm to ban iPhones, according to an article in the ABA Journal.

While I cannot argue with Sharon and John�s expertise, I also cannot jump on the �Ban the iPhone� bandwagon either. Nor would committed iPhone users listen to me if I did! Be aware that these security flaws involve someone with technical expertise finding or stealing your iPhone with the goal of stealing the information it contains. So, one needs to make certain that one is knowledgeable on the emergency feature that can remotely erase the data on an iPhone if it is lost or stolen and the �Find My iPhone� feature that enables users to view the location of their lost or stolen iPhone on a map. Of course, a professional criminal knows to pop out the SIM card to defeat these measures, so take action quickly if it is lost or stolen.

And surely every lawyer with an iPhone has set a PIN, so that anyone who finds it cannot have instant access to all the information on it.

I cannot argue with the assertion that a properly-configured Blackberry is generally more secure than an iPhone if lost or stolen. So try hard not to lose yours if you have one.

CLOUD COMPUTING FOR LAWYERS

Cloud computing for the legal profession was another hot topic with some legal professionals turning to online case management software to run their practices. Two contenders in this new market, Clio and RocketMatter, are battling for market share while legal ethics authorities and technologists are still debating this approach.

Generally speaking, cloud computing refers to storing both data and the applications used to work with the data offsite on someone else�s server. Users typically use a Web browser to do their daily work. To learn more about cloud computing, read the two pieces linked below.

Forbes magazine noted this trend in its article, �Cloud Computing Grows Up.�

Putting all confidential client data in the cloud is an even more startling idea to lawyers than a simple password-protected document repository. On our Digital Edge podcast, Sharon Nelson and I interviewed two experts, with Erik Mazzone playing the role of the cloud champion and Ben Schorr taking the role of the cloud curmudgeon. Read my blog post on the topic with a link to the podcast.

TABLETS AND E-BOOK READERS

This may not be an obvious game-changer to many, but tablet computers and e-book readers represent one of the technology trends with far-reaching implications. One of the information recording tools long associated with our profession is the legal pad. Despite the increasing use of computers in law offices, the humble legal pad is still used daily in many law practices.

The idea of carrying something about the size of a legal pad but a bit thicker, with full computing capability and Internet access may be appealing to many lawyers. You can write on the tablets with a stylus just like you would on a legal pad and save your hand-written notes.

I know many lawyers love to read. When I mention e-book readers, I prepare myself for the inevitable response that reading something on screen would not be as pleasurable and satisfying as holding a �real� book. But in the same way that iPods and other mp3 players allow you to carry your entire music collection with you, the e-book readers allow you to carry dozens of books as well as current magazines and newspapers.

REMOTE ACCESS/TELECOMMUTING

Remote access to the office network from the road or the homestead is becoming a staple of modern business environment. This is a powerful concept and since most lawyers and law firm staff have home computers, the possibility exists to grant many remote access privileges. But many offices have not yet considered all of the implications of these tools.

Suppose your trusted legal assistant calls in from home in the morning and tells you she is deathly ill. You both recognize that this is a serious problem as you were up late revising the brief that is due today. Your technical skills do not include formatting a federal brief correctly within a tight time frame and you have a fully-scheduled day as well.

The assistant performs above and beyond the call of duty, spending the day at home hacking, coughing and revising the brief. You return to the office at 3:15 p.m. to print and review the perfect brief, make copies and send the runner off to file it with the court clerk.

You are pleased and tell the legal assistant it would be unfair to charge her with a day of sick leave given the fact that she worked all day. All is well. Then next week your partner walks in with a perplexed look. His secretary has just informed him that she is home with a sick child, but will be working from home under the firm�s new policy for telecommuting and that he can ask you about that.

MISCELLANEOUS

2009 was obviously not a good year for many major law firms. Law Shucks reported that 12,196 people were laid off by major firms in 2009, of which 4,633 were lawyers and 7,563 were staff, while noting that due to underreporting the true number was likely even higher.

Windows 7 was launched, with the unofficial marketing slogan of �Hey, it�s gotta be better than Vista.� It looks like lawyers who have stuck with Windows XP may not be moving as long as Microsoft continues to support XP, but many Vista users are upgrading now.

PC vs. Mac wars moved into heavy-duty prime time television commercial space. The Mac vs. PC TV commercials have become iconic.

Let me conclude this month with a list of podcasts and articles that are generally related to this month�s topic.

Kennedy-Mighell Report Podcast Looking Back: Legal Technology in 2009. I have to agree with Tom Mighell that 2009 seemed to be the year that judges recognized that electronic discovery was just too expensive and lawyers had to cooperate more on these issues, whether they wanted to or not.

My favorite personal technology columnist is New York Times columnist David Pogue. This year I strongly recommend you read his 5th Annual Pogie Awards for the Year�s Best Tech Ideas. We both see 2009 as a year of big ideas.

One of my favorite end-of-the-year resources is the Lifehacker Best of 2009. Lifehacker is one of the most valuable resources that is online. The large number of posts each day makes it difficult for busy people to read all of Lifehacker during the year, making their end-of-the year review required reading to catch up.

As new things emerge, they replace old things. At the end of the year, I ran across a surprising number of articles about products that were deemed on the way out. Here are links to a few of them:

About the Author

Jim Calloway is the director of the OBA Management Assistance Program. He can be reached at jimc(at)okbar.org.

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